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VRTS

VIRTUS INVESTMENT PARTNERS, INC.

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4916
SEC CIK
0000883237
Parsed reports
212

Last 12 months

Inside the activity.

3 purchase rows · 15 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202603
Mar 202630
Apr 202600
May 202600
Jun 202602
Jul 202600
Aug 202607
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 15, 2026 Filed Sep 15, 2026 21:17 UTC SaleCommon Stock 435 $138.59 $60,284.48
Disclosure

SEC source: 0001385266-26-000008 · wk-form4_1789507024.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Prairie & Tireman Group, LLC

Disclosed balance after: 0

F1 · ownership.nature: The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.

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August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 120 $170.29 $20,434.82
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 7

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,461

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.21 to $170.405 inclusive.

F8 · balance_after: This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

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August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 2,285 $169.72 $387,808.37
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 6

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,581

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.16 to $170.15 inclusive.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 2,643 $168.41 $445,110.01
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 5

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,866

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.14 to $168.775 inclusive.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 4,568 $167.44 $764,863.64
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 4

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,509

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.125 to $167.945 inclusive.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 2,758 $166.53 $459,290.84
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 3

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,077

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.11 to $167.1 inclusive.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 879 $165.21 $145,221.17
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 2

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,835

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.065 to $166.05 inclusive.

Read SEC document
August 03, 2026 Filed Aug 4, 2026 21:11 UTC
Angerthal Michael AEVP, CFO & Treasurer
SaleCommon Stock 1,722 $164.47 $283,225.78
Disclosure

SEC source: 0000883237-26-000043 · wk-form4_1785877904.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,714

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.93 to $164.9175 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1) to (7) to this Form 4.

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June 16, 2026 Filed Jun 17, 2026 21:30 UTC
Mandinach Barry M.EVP, Head of Distribution
SaleCommon Stock 500 $145.25 $72,625.00
Disclosure

SEC source: 0000883237-26-000037 · wk-form4_1781731808.xml · nonDerivative · entry 2

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,815

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $145.200 to $145.270 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

F3 · balance_after: This number includes (i) 2,041 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,031 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
June 16, 2026 Filed Jun 17, 2026 21:30 UTC
Mandinach Barry M.EVP, Head of Distribution
SaleCommon Stock 4,500 $144.71 $651,195.00
Disclosure

SEC source: 0000883237-26-000037 · wk-form4_1781731808.xml · nonDerivative · entry 1

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,315

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.175 to $144.818 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
May 20, 2026 Filed May 21, 2026 20:12 UTC GrantCommon Stock 1,377 $137.93 $189,929.61
Disclosure

SEC source: 0001263022-26-000002 · wk-form4_1779394325.xml · nonDerivative · entry 1

HOLT TIMOTHY A · CIK 0001263022 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,178

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 20, 2026 Filed May 21, 2026 20:12 UTC GrantCommon Stock 779 $137.93 $107,447.47
Disclosure

SEC source: 0001550507-26-000002 · wk-form4_1779394317.xml · nonDerivative · entry 1

Weisenseel John C · CIK 0001550507 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,388

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 20, 2026 Filed May 21, 2026 20:11 UTC GrantCommon Stock 779 $137.93 $107,447.47
Disclosure

SEC source: 0001385266-26-000005 · wk-form4_1779394311.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,086

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 20, 2026 Filed May 21, 2026 20:11 UTC GrantCommon Stock 842 $137.93 $116,137.06
Disclosure

SEC source: 0001203078-26-000002 · wk-form4_1779394305.xml · nonDerivative · entry 1

JONES MELODY L · CIK 0001203078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,714

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 20, 2026 Filed May 21, 2026 20:11 UTC
Greig Paul GDirector
GrantCommon Stock 833 $137.93 $114,895.69
Disclosure

SEC source: 0001363674-26-000002 · wk-form4_1779394299.xml · nonDerivative · entry 1

Greig Paul G · CIK 0001363674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,993

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
May 20, 2026 Filed May 21, 2026 20:11 UTC
BAIN PETER LDirector
GrantCommon Stock 806 $137.93 $111,171.58
Disclosure

SEC source: 0001206658-26-000002 · wk-form4_1779394293.xml · nonDerivative · entry 1

BAIN PETER L · CIK 0001206658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,819

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
GrantCommon Stock 12,688 $126.11 $1,600,083.68
Disclosure

SEC source: 0001222403-26-000002 · wk-form4_1773781649.xml · nonDerivative · entry 2

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,376.52

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 9,612 RSUs that are scheduled to vest on March 15, 2027, (iii) 7,307 RSUs that are scheduled to vest on March 15, 2028, and (iv) 4,230 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
AYLWARD GEORGE RDirector · Director, CEO and President
Tax withholdingCommon Stock 3,940 $126.11 $496,873.40
Disclosure

SEC source: 0001222403-26-000002 · wk-form4_1773781649.xml · nonDerivative · entry 1

AYLWARD GEORGE R · CIK 0001222403 · Director · Director, CEO and President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 278,688.52

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2023, 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Lieberman Elizabeth AEVP, Chief HR Officer
GrantCommon Stock 2,448 $126.11 $308,717.28
Disclosure

SEC source: 0002031367-26-000002 · wk-form4_1773781657.xml · nonDerivative · entry 2

Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,389

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Lieberman Elizabeth AEVP, Chief HR Officer
Tax withholdingCommon Stock 143 $126.11 $18,033.73
Disclosure

SEC source: 0002031367-26-000002 · wk-form4_1773781657.xml · nonDerivative · entry 1

Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,941

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Mandinach Barry M.EVP, Head of Distribution
GrantCommon Stock 3,093 $126.11 $390,058.23
Disclosure

SEC source: 0001497269-26-000002 · wk-form4_1773781632.xml · nonDerivative · entry 2

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,815

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 2,041 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,031 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Mandinach Barry M.EVP, Head of Distribution
Tax withholdingCommon Stock 741 $126.11 $93,447.51
Disclosure

SEC source: 0001497269-26-000002 · wk-form4_1773781632.xml · nonDerivative · entry 1

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,722

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2023, 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Angerthal Michael AEVP, CFO & Treasurer
GrantCommon Stock 5,155 $126.11 $650,097.05
Disclosure

SEC source: 0001374331-26-000002 · wk-form4_1773781641.xml · nonDerivative · entry 2

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,436

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC
Angerthal Michael AEVP, CFO & Treasurer
Tax withholdingCommon Stock 772 $126.11 $97,356.92
Disclosure

SEC source: 0001374331-26-000002 · wk-form4_1773781641.xml · nonDerivative · entry 1

Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,281

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2023, 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC GrantCommon Stock 2,578 $126.11 $325,111.58
Disclosure

SEC source: 0002001546-26-000002 · wk-form4_1773781623.xml · nonDerivative · entry 2

Purkalitis Andra C · CIK 0002001546 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,430.406

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 71.406 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 2,349 RSUs that are scheduled to vest on March 15, 2027, (iii) 1,340 RSUs that are scheduled to vest on March 15, 2028, and (iv) 860 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:07 UTC Tax withholdingCommon Stock 390 $126.11 $49,182.90
Disclosure

SEC source: 0002001546-26-000002 · wk-form4_1773781623.xml · nonDerivative · entry 1

Purkalitis Andra C · CIK 0002001546 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,839.966

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:06 UTC
Smirl Richard WEVP & Chief Operating Officer
GrantCommon Stock 5,155 $126.11 $650,097.05
Disclosure

SEC source: 0001860677-26-000002 · wk-form4_1773781617.xml · nonDerivative · entry 2

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,297.781

F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 560.7856 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 3,401 RSUs that are scheduled to vest on March 15, 2027, (iii) 2,680 RSUs that are scheduled to vest on March 15, 2028, and (iv) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Read SEC document
March 13, 2026 Filed Mar 17, 2026 21:06 UTC
Smirl Richard WEVP & Chief Operating Officer
Tax withholdingCommon Stock 1,121 $126.11 $141,369.31
Disclosure

SEC source: 0001860677-26-000002 · wk-form4_1773781617.xml · nonDerivative · entry 1

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,025.97

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2023, 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:56 UTC PurchaseCommon Stock 2,000 $129.35 $258,700.00
Disclosure

SEC source: 0001385266-26-000003 · wk-form4_1773694570.xml · nonDerivative · entry 3

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Prairie and Tireman Group Pension Plan

Disclosed balance after: 2,000

F3 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $129.09 - $129.36 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in Footnote 3 to this Form 4.

F2 · ownership.nature: The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:56 UTC PurchaseCommon Stock 150 $129.23 $19,384.50
Disclosure

SEC source: 0001385266-26-000003 · wk-form4_1773694570.xml · nonDerivative · entry 2

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 150

F2 · ownership.nature: The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 20:56 UTC PurchaseCommon Stock 1,900 $129.62 $246,278.00
Disclosure

SEC source: 0001385266-26-000003 · wk-form4_1773694570.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,307

F1 · price: The reported price in Column 4 is a weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $129.27 - $129.88 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in Footnote 1 to this Form 4.

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February 11, 2026 Filed Feb 11, 2026 21:55 UTC SaleCommon Stock 2,151 $142.32 $306,130.32
Disclosure

SEC source: 0001179676-26-000005 · wk-form4_1770846930.xml · nonDerivative · entry 3

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,355

Read SEC document
February 11, 2026 Filed Feb 11, 2026 21:55 UTC SaleCommon Stock 171 $142.75 $24,410.25
Disclosure

SEC source: 0001179676-26-000005 · wk-form4_1770846930.xml · nonDerivative · entry 2

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,506

Read SEC document
February 11, 2026 Filed Feb 11, 2026 21:55 UTC SaleCommon Stock 1,000 $142.22 $142,220.00
Disclosure

SEC source: 0001179676-26-000005 · wk-form4_1770846930.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,677

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.92 to $142.49 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

Read SEC document
December 11, 2025 Filed Dec 12, 2025 22:05 UTC SaleCommon Stock 1,140 $167.98 $191,497.20
Disclosure

SEC source: 0001179676-25-000005 · wk-form4_1765577116.xml · nonDerivative · entry 2

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,677

Read SEC document
December 11, 2025 Filed Dec 12, 2025 22:05 UTC SaleCommon Stock 1,819 $168.49 $306,483.31
Disclosure

SEC source: 0001179676-25-000005 · wk-form4_1765577116.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,817

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.38 to $169.03 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.

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May 14, 2025 Filed May 15, 2025 20:41 UTC GrantCommon Stock 652 $176.23 $114,901.96
Disclosure

SEC source: 0000883237-25-000068 · wk-form4_1747341674.xml · nonDerivative · entry 1

Fleming Susan S. · CIK 0001179676 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,636

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:41 UTC
BAIN PETER LDirector
GrantCommon Stock 609 $176.23 $107,324.07
Disclosure

SEC source: 0000883237-25-000067 · wk-form4_1747341662.xml · nonDerivative · entry 1

BAIN PETER L · CIK 0001206658 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,013

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:40 UTC GrantCommon Stock 609 $176.23 $107,324.07
Disclosure

SEC source: 0000883237-25-000066 · wk-form4_1747341651.xml · nonDerivative · entry 1

Weisenseel John C · CIK 0001550507 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 609

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:40 UTC
Greig Paul GDirector
GrantCommon Stock 652 $176.23 $114,901.96
Disclosure

SEC source: 0000883237-25-000065 · wk-form4_1747341641.xml · nonDerivative · entry 1

Greig Paul G · CIK 0001363674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,160

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:40 UTC GrantCommon Stock 659 $176.23 $116,135.57
Disclosure

SEC source: 0000883237-25-000064 · wk-form4_1747341629.xml · nonDerivative · entry 1

JONES MELODY L · CIK 0001203078 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,872

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:40 UTC GrantCommon Stock 609 $176.23 $107,324.07
Disclosure

SEC source: 0000883237-25-000063 · wk-form4_1747341617.xml · nonDerivative · entry 1

MORRIS W HOWARD · CIK 0001385266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,407

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 14, 2025 Filed May 15, 2025 20:40 UTC GrantCommon Stock 1,056 $176.23 $186,098.88
Disclosure

SEC source: 0000883237-25-000062 · wk-form4_1747341606.xml · nonDerivative · entry 1

HOLT TIMOTHY A · CIK 0001263022 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,801

F1 · shares: Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

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May 02, 2025 Filed May 5, 2025 20:54 UTC
Smirl Richard WEVP & Chief Operating Officer
Tax withholdingCommon Stock 435 $159.23 $69,265.05
Disclosure

SEC source: 0000883237-25-000046 · wk-form4_1746478437.xml · nonDerivative · entry 1

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,146.97

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs previously reported, and settled with shares by the reporting person.

F2 · price: This number includes (i) 443.9746 shares acquired in connection with the Issuer's Employee Stock Purchase Plan; (ii) 2,657 RSUs that are scheduled to vest on March 13, 2026; (iii) 1,683 RSUs that are scheduled to vest on March 15, 2027; and (iv) 962 RSUs that are scheduled to vest on March 15, 2028.

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March 14, 2025 Filed Mar 18, 2025 21:09 UTC
Mandinach Barry M.EVP, Head of Distribution
GrantCommon Stock 1,731 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000022 · wk-form4_1742332135.xml · nonDerivative · entry 2

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,463

F2 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 1,594 RSUs that are scheduled to vest on March 13, 2026, and (ii) 1,010 RSUs that are scheduled to vest on March 15, 2027, and (iii) 577 RSUs that are scheduled to vest on March 15, 2028.

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March 14, 2025 Filed Mar 18, 2025 21:09 UTC
Mandinach Barry M.EVP, Head of Distribution
Tax withholdingCommon Stock 686 $173.32 $118,897.52
Disclosure

SEC source: 0000883237-25-000022 · wk-form4_1742332135.xml · nonDerivative · entry 1

Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,732

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022, 2023 and 2024 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

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March 14, 2025 Filed Mar 18, 2025 21:08 UTC
Smirl Richard WEVP & Chief Operating Officer
GrantCommon Stock 2,885 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000021 · wk-form4_1742332125.xml · nonDerivative · entry 2

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,557.09

F2 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F3 · balance_after: This number includes (i) 419.0946 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 937 RSUs that are scheduled to vest on May 3, 2025, (iii) 2,657 RSUs that are scheduled to vest on March 13, 2026, (iv) 1,683 RSUs that are scheduled to vest on March 15, 2027, and (v) 962 RSUs that are scheduled to vest on March 15, 2028.

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March 14, 2025 Filed Mar 18, 2025 21:08 UTC
Smirl Richard WEVP & Chief Operating Officer
Tax withholdingCommon Stock 1,121 $173.32 $194,291.72
Disclosure

SEC source: 0000883237-25-000021 · wk-form4_1742332125.xml · nonDerivative · entry 1

Smirl Richard W · CIK 0001860677 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,562.77

F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022, 2023 and 2024 Long Term Incentive Plans, previously reported and settled with shares by the reporting person.

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March 14, 2025 Filed Mar 18, 2025 21:08 UTC
Lieberman Elizabeth AEVP, Chief HR Officer
GrantCommon Stock 1,370 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000020 · wk-form4_1742332113.xml · nonDerivative · entry 1

Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,084

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F2 · balance_after: This number includes (i) 456 RSUs that are scheduled to vest on March 13, 2026, (ii) 457 RSUs that are scheduled to vest on March 15, 2027, (iii) 1741 RSUs that are scheduled to vest on May 20, 2027, and (iv) 457 RSUs that are scheduled to vest on March 15, 2028.

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March 14, 2025 Filed Mar 18, 2025 21:08 UTC GrantCommon Stock 1,442 $0.00 $0.00
Disclosure

SEC source: 0000883237-25-000018 · wk-form4_1742332089.xml · nonDerivative · entry 1

Purkalitis Andra C · CIK 0002001546 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,229.966

F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.

F2 · balance_after: This number includes (i) 58.966 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 840 RSUs that are scheduled to vest on March 13, 2026, (iii) 1,490 RSUs that are scheduled to vest on March 15, 2027, and (iv) 481 RSUs that are scheduled to vest on March 15, 2028.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.