Every Form 4 that Virtus Investment Partners, Inc. (VRTS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow VRTS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VRTS filings page.
VIRTUS INVESTMENT PARTNERS, INC. (VRTS) director Morris W. Howard reported a sale of Virtus common stock by an affiliated entity. On September 15, 2026, The Prairie & Tireman Group, LLC sold 435 shares at an average price of $138.585 per share. After these reported positions, Howard is shown with 5,086 shares held directly and additional indirect holdings of 150 shares through his spouse and 2,000 shares through The Prairie & Tireman Group, LLC and a pension plan, while disclaiming beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 trading plan is indicated.
Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported sales of a total of 14,975 shares of common stock on August 3, 2026, in transactions described as sales in open market or private transactions. The sales were executed in multiple tranches at weighted-average prices ranging from $163.93 to $170.405 per share.
Footnotes state that the reported remaining holdings include RSUs scheduled to vest on March 15, 2027 (3,274 units), March 15, 2028 (2,608 units) and March 15, 2029 (1,719 units). The Rule 10b5-1 trading plan checkbox was not marked for these transactions.
VIRTUS Investment Partners EVP Barry M. Mandinach reported selling a total of 5,000 shares of VRTS common stock in open-market transactions on June 16, 2026. The sales were executed in two blocks: 4,500 shares at a weighted average price of $144.71 and 500 shares at a weighted average price of $145.25, each across narrow price ranges. In addition to his remaining common stock holdings, his reported position includes restricted stock units scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029.
HOLT TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director equity grant
Director Timothy A. Holt received 1,377 shares of Virtus Investment Partners common stock as a compensation award for his Board service under the company’s Amended and Restated Omnibus Incentive and Equity Plan. The shares were valued at $137.93 per share on the grant date, bringing his direct holdings to 33,178 shares.
Weisenseel John C reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director John C. Weisenseel received an equity award of company stock. On May 20, 2026, he was granted 779 shares of Virtus common stock at $137.93 per share as part of his compensation for serving on the Board of Directors.
Following this grant, Weisenseel directly holds 1,388 shares of Virtus common stock. The award was made under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to the firm’s share ownership guidelines for directors.
MORRIS W HOWARD reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director Morris W. Howard received a stock grant of 779 shares of Common Stock on May 20, 2026, as compensation for Board service. The shares, valued at $137.93 each, increased his directly held stake to 5,086 shares, subject to the company’s share ownership guidelines.
The filing also lists indirect holdings of 435 shares through The Prairie and Tireman Group, LLC, 2,000 shares through The Prairie and Tireman Group Pension Plan, and 150 shares held by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
JONES MELODY L reported acquisition or exercise transactions in this Form 4 filing.
VIRTUS INVESTMENT PARTNERS, INC. director Melody L. Jones received an award of 842 shares of Common Stock on May 20, 2026. The shares were granted as part of her compensation for serving on the Board under the company’s Amended and Restated Omnibus Incentive and Equity Plan and are subject to share ownership guidelines. Following this equity grant at $137.93 per share, her direct holdings increased to 9,714 shares of Common Stock.
Greig Paul G reported acquisition or exercise transactions in this Form 4 filing.
VIRTUS INVESTMENT PARTNERS, INC. director Paul G. Greig received a grant of 833 shares of Common Stock on May 20, 2026 as part of his Board compensation, valued at $137.93 per share. Following this award, he directly holds 4,993 shares, issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.
BAIN PETER L reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director Peter L. Bain received a stock grant as part of his board compensation. He was awarded 806 shares of common stock on May 20, 2026 at a reported price of $137.93 per share. After this grant, he directly holds 4,819 common shares. The award was issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to share ownership guidelines for directors.
Virtus Investment Partners EVP and Chief HR Officer Elizabeth Lieberman received an award of 2,448 shares of common stock tied to restricted stock units on March 13, 2026, as part of the company’s long-term incentive plan.
On the same date, 143 shares were surrendered back to the company to cover tax withholding from a prior RSU vesting. After these compensation-related entries, she directly holds 5,389 common shares, including RSUs scheduled to vest through March 2029.
Virtus Investment Partners CEO George R. Aylward reported routine equity compensation activity. He received an award of 12,688 shares of common stock on March 13, 2026 as restricted stock units granted under the company’s 2026 Long Term Incentive Plan, scheduled to vest ratably over the next three years and settle one-for-one in shares upon vesting.
On the same date, 3,940 shares were transferred back to the company in an exempt disposition to satisfy tax withholding obligations arising from previously granted RSUs, rather than an open-market sale. After these transactions, he directly holds 291,376.520 shares, and footnotes indicate additional RSUs scheduled to vest through March 15, 2029.
Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported routine equity compensation activity. He received 5,155 shares of common stock as a grant or award at a reference price of $126.11 per share, increasing his direct holdings to 78,436 shares.
On the same date, 772 shares were transferred back to the company at $126.11 per share to satisfy tax withholding obligations tied to vesting restricted stock units under prior long term incentive plans. Footnotes show a new RSU award under the 2026 Long Term Incentive Plan that will vest ratably over the next three years and settle one-for-one in common stock, including RSUs scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029. These are non‑market, compensation-related transactions rather than open-market buying or selling.
Virtus Investment Partners EVP Barry M. Mandinach reported routine equity compensation and related tax withholding. On 2026-03-13, he received an award of 3,093 shares of common stock at a reference price of $126.11 per share, classified as a grant under the company’s 2026 Long Term Incentive Plan. On the same date, 741 shares were disposed of back to the issuer at $126.11 per share to satisfy tax withholding obligations arising from previously granted restricted stock units.
After these transactions, Mandinach directly owned 15,815 shares of common stock. The new RSU award is scheduled to vest ratably over the next three years and will be settled one-for-one in common stock upon vesting. Additional RSUs are scheduled to vest in 2027, 2028, and 2029 as part of prior long-term incentive grants.
VIRTUS INVESTMENT PARTNERS, INC. executive vice president and chief legal officer Andra C. Purkalitis reported routine equity compensation activity. She received an award of 2,578 shares of common stock as restricted stock units at $126.11 per share under the 2026 Long Term Incentive Plan. A separate disposition of 390 shares at the same price was made back to the company to satisfy tax withholding obligations from earlier RSU vesting, rather than an open‑market sale. Following these transactions, she directly holds 5,430.406 shares, including ESPP shares and RSUs scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029.
Virtus Investment Partners EVP & COO Richard W. Smirl reported routine equity compensation activity. He had 1,121 shares of common stock disposed back to the company at $126.11 per share to cover tax withholding tied to previously granted restricted stock units under prior long-term incentive plans.
On the same date, he received a grant of 5,155 restricted stock units under the company’s 2026 Long Term Incentive Plan, valued at $126.11 per share. These RSUs are scheduled to vest ratably over the next three years and will be settled one-for-one in common shares upon vesting.
Following these transactions, Smirl directly holds 17,297.781 shares in total. This total includes 560.7856 shares acquired through the Employee Stock Purchase Plan and RSUs scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029.
Virtus Investment Partners director Morris W. Howard reported open-market purchases of 4,050 shares of Common Stock. On March 12, 2026, he bought 1,900 shares directly at about $129.62 per share, increasing his direct holdings to 4,307 shares.
Additional purchases included 150 shares held indirectly by his spouse at about $129.23 per share and 2,000 shares held indirectly by The Prairie and Tireman Group Pension Plan at about $129.35 per share. Some trades were executed in multiple transactions within price ranges disclosed in the footnotes, and Howard disclaims beneficial ownership of certain indirect holdings except to the extent of his pecuniary interest. A separate indirect holding of 435 shares is reported for The Prairie and Tireman Group, LLC.
Virtus Investment Partners director Susan S. Fleming reported selling a total of 3,322 shares of common stock in open-market transactions on February 11, 2026. The sales occurred at weighted average prices of $142.22, $142.75, and $142.32 per share, within a range from $141.92 to $142.49. Following these transactions, she directly beneficially owns 10,355 shares of Virtus common stock.
Virtus Investment Partners, Inc. director reported open-market sales of company stock. On 12/11/2025, the reporting person sold 1,819 shares of common stock at a weighted average price of $168.49 per share and 1,140 shares at $167.98 per share, both coded as sales. After these transactions, the reporting person beneficially owned 13,677 shares of Virtus common stock in direct ownership.
The filing notes that the first sale price is a weighted average reflecting multiple trades between $168.38 and $169.03, and the reporting person undertakes to provide full trade-by-trade details upon request. The form is filed by a single reporting person in their capacity as a director of Virtus Investment Partners.