Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | Director | May 15, 2019 | May 16, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VIRTUS INVESTMENT PARTNERS, INC.
Report date May 15, 2019 · Filed May 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,405 |
Reported balance
After 2019-05-15 transaction · row 1
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 883 · Balance 15,405 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 16, 2019 21:26 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 883 | $117.78 | $103,999.74 |
DisclosureSEC source: 0000883237-19-000066 · wf-form4_155804196825070.xml · nonDerivative · entry 1 BAIO JAMES R · CIK 0001039369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,405 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 15, 2018 Filed May 16, 2018 21:34 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 826 | $124.00 | $102,424.00 |
DisclosureSEC source: 0000883237-18-000067 · wf-form4_152650644818873.xml · nonDerivative · entry 1 BAIO JAMES R · CIK 0001039369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,522 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 19, 2017 Filed May 22, 2017 22:12 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 940 | $103.70 | $97,478.00 |
DisclosureSEC source: 0000883237-17-000056 · wf-form4_149549112200590.xml · nonDerivative · entry 1 BAIO JAMES R · CIK 0001039369 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,696 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.