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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, Inc. reported results of its annual shareholder meeting held on May 20, 2026. Shareholders elected all seven director nominees to serve until the 2027 annual meeting or until successors are chosen. Each nominee received over 4.7 million votes in favor.
Shareholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 5,803,726 votes for and limited opposition. In addition, shareholders approved, on an advisory basis, the compensation of the company’s named executive officers.
Virtus Investment Partners, Inc. filed an amended report to add full-year 2025 audited financials for Keystone National Group and detailed pro forma results for their recently completed acquisition of 56% of Keystone.
Keystone generated $60.9 million of management fee revenue and $40.9 million of net income in 2025, highlighting a high-margin advisory business. Virtus reports total purchase consideration of $308.2 million, including $198.8 million of cash at closing and $109.4 million of contingent consideration tied to deferred payments and earn-outs. The preliminary purchase price allocation records $307.0 million of identifiable intangibles and $246.0 million of goodwill and assumes an additional $50.0 million draw on Virtus’ credit facility. Pro forma, Keystone’s results are combined with Virtus for 2025 and the first quarter of 2026, illustrating how the private credit manager would have affected Virtus’ revenues, expenses, earnings and noncontrolling interests if owned for the full periods.
Virtus Investment Partners ownership update: State Street Corporation reported beneficial ownership of 438,734 shares of common stock, representing 6.6% of the class as of 03/31/2026. The filing lists shared voting power of 419,305 shares and shared dispositive power of 438,734 shares. The Schedule 13G names several State Street advisory subsidiaries as holders and is signed by State Street's Senior Vice President and Chief Accounting Officer on 05/12/2026.
Virtus Investment Partners, Inc. reported weaker results for the quarter ended March 31, 2026. Total revenues fell to $199.5 million, down 8.4% from $217.9 million a year earlier, as average assets under management declined.
Net income attributable to Virtus dropped to $7.1 million, with diluted EPS down to $1.05 from $4.05, a 74.1% decrease. Assets under management were $149.0 billion, 11.0% lower than March 31, 2025, driven by $8.4 billion of quarterly net outflows and negative market performance.
On March 1, 2026, Virtus completed a majority acquisition of Keystone National Group for $308.2 million, adding asset-centric private credit capabilities, $2.3 billion of AUM and increasing goodwill and definite‑lived intangibles. The company ended the quarter with $136.6 million in cash and cash equivalents, $439.3 million of debt, and continued returning capital through a $2.40 per‑share dividend and $10.0 million of share repurchases.