Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | EVP, CFO & Treasurer | August 03, 2026 | August 04, 2026 |
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 August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,714 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Sale · Disposed 1,722 · Balance 76,714 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 75,835 |
Reported balance
After 2026-08-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-03 · Sale · Disposed 879 · Balance 75,835 F2: 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. |
| Common StockSEC Table I · non-derivative | Direct | 73,077 |
Reported balance
After 2026-08-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-08-03 · Sale · Disposed 2,758 · Balance 73,077 F3: 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. |
| Common StockSEC Table I · non-derivative | Direct | 68,509 |
Reported balance
After 2026-08-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-08-03 · Sale · Disposed 4,568 · Balance 68,509 F4: 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. |
| Common StockSEC Table I · non-derivative | Direct | 65,866 |
Reported balance
After 2026-08-03 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-08-03 · Sale · Disposed 2,643 · Balance 65,866 F5: 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. |
| Common StockSEC Table I · non-derivative | Direct | 63,581 |
Reported balance
After 2026-08-03 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-08-03 · Sale · Disposed 2,285 · Balance 63,581 F6: 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. |
| Common StockSEC Table I · non-derivative | Direct | 63,461 |
Reported balance
After 2026-08-03 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2026-08-03 · Sale · Disposed 120 · Balance 63,461 F7: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
F4: 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.
F5: 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.
F6: 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.
F7: 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: 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.
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 |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 4, 2026 21:11 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 120 | $170.29 | $20,434.82 |
DisclosureSEC 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. Read SEC document |
| August 03, 2026 Filed Aug 4, 2026 21:11 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,285 | $169.72 | $387,808.37 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,643 | $168.41 | $445,110.01 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 4,568 | $167.44 | $764,863.64 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,758 | $166.53 | $459,290.84 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 879 | $165.21 | $145,221.17 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 1,722 | $164.47 | $283,225.78 |
DisclosureSEC 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. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 5,155 | $126.11 | $650,097.05 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 772 | $126.11 | $97,356.92 |
DisclosureSEC 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 14, 2025 Filed Mar 18, 2025 21:08 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-25-000019 · wk-form4_1742332100.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,053 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) 2,458 RSUs that are scheduled to vest on March 13, 2026, (ii) 1,556 RSUs that are scheduled to vest on March 15, 2027, and (iii) 890 RSUs that are scheduled to vest on March 15, 2028. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:59 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,385 F4 · shares: These shares comprise an award of RSUs granted to the reporting person pursuant to the Company's 2024 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. F5 · balance_after: This number includes (i) 2,274 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,569 RSUs that are scheduled to vest on March 13, 2026, and (iii) 667 RSUs that are scheduled to vest on March 15, 2027. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:59 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 983 | $231.33 | $227,397.39 |
DisclosureSEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,385 F3 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs granted to the reporting person pursuant to the Company's 2021, 2022 and 2023 Long Term Incentive Plans, previously reported and settled with shares by the reporting person. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:59 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 407 | $231.33 | $94,151.31 |
DisclosureSEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,368 F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs reported in footnote (1) above, and settled with shares by the reporting person. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:59 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 878 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-24-000038 · wk-form4_1710881970.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,775 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 10 | $234.55 | $2,345.50 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 8 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,897 F7 · balance_after: This number includes (i) 2,118 RSUs that are scheduled to vest on March 15, 2024, (ii) 1,608 RSUs that are scheduled to vest on March 14, 2025 and (iii) 902 RSUs that are scheduled to vest on March 13, 2026. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 1,644 | $234.04 | $384,761.76 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 7 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,907 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $233.54 to $234.54 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,712 | $233.09 | $632,140.08 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 6 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,551 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.49 to $233.49 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,971 | $231.76 | $688,558.96 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 5 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,263 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $231.48 to $232.48 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 256 | $230.66 | $59,048.96 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,234 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $230.46 to $231.46 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 346 | $229.83 | $79,521.18 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,490 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $229.34 to $230.34 inclusive. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 98 | $228.34 | $22,377.32 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,836 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $227.43 to $228.43 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 (6) to this Form 4. Read SEC document |
| February 05, 2024 Filed Feb 5, 2024 23:43 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 12 | $226.43 | $2,717.16 |
DisclosureSEC source: 0000883237-24-000010 · wk-form4_1707176628.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,934 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:35 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 565 | $171.08 | $96,660.20 |
DisclosureSEC source: 0000883237-23-000040 · wf-form4_167908531232566.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,946 F2 · 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. F3 · balance_after: This number includes (i) 2,118 RSUs that are scheduled to vest on March 15, 2024, (ii) 1,608 RSUs that are scheduled to vest on March 14, 2025 and (iii) 902 RSUs that are scheduled to vest on March 13, 2026. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:35 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,704 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-23-000040 · wf-form4_167908531232566.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,511 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2023 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. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 729 | $173.07 | $126,168.03 |
DisclosureSEC source: 0000883237-23-000024 · wf-form4_167891508397298.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,807 F3 · 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. F4 · balance_after: This number includes (i) 1,217 RSUs that are scheduled to vest on March 15, 2023, (ii) 1,217 RSUs that are scheduled to vest on March 15, 2024 and (iii) 707 RSUs that are schedule to vest on March 15, 2025. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 3,190 | $173.07 | $552,093.30 |
DisclosureSEC source: 0000883237-23-000024 · wf-form4_167891508397298.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,536 F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs and settled with shares by the reporting person. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 6,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-23-000024 · wf-form4_167891508397298.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,726 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2020 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,844 F4 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022 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. F5 · balance_after: This number includes (i) 1,571 RSUs that are scheduled to vest on March 13, 2023, (ii) 1,217 RSUs that are scheduled to vest on March 15, 2023, (iii) 1,217 RSUs that are scheduled to vest on March 15, 2024 and (iv) 707 RSUs that are schedule to vest on March 15, 2025. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,723 F3 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2019 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 2,884 | $218.20 | $629,288.80 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,503 F2 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award, and settled with shares by the reporting person. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:04 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 717 | $218.20 | $156,449.40 |
DisclosureSEC source: 0000883237-22-000095 · wf-form4_164755106450831.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,387 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. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:03 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000084 · wf-form4_164737818053062.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,104 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 · balance_after: This number includes (i) 1,546 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,571 RSUs that are scheduled to vest on March 13, 2023, (iii) 510 RSUs that are scheduled to vest on March 15, 2023, and (iv) 510 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,833 F3 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2021 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. F4 · balance_after: This number includes (i) 3,117 RSUs that are scheduled to vest on March 15, 2022, (ii) 2,081 RSUs that are scheduled to vest on March 15, 2023, and (iii) 510 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,304 F2 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2018 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied, and settled with shares by the reporting person to satisfy the tax obligation. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,772 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. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 22:48 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 728 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000092 · wf-form4_161593491310758.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,384 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 22:38 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 4,712 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-20-000073 · wf-form4_158448467814794.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,112 F2 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2020 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) 5,672 RSUs that are scheduled to vest on March 15, 2021 (ii) 2,608 RSUs that are scheduled to vest on March 15, 2022 and (iii) 1,571 RSUs that are scheduled to vest on March 15, 2023. In connection with 5,538 RSUs which settled for shares of common stock on March 13, 2020, the associated tax withholding was paid in cash by the reporting person. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 22:38 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-20-000073 · wf-form4_158448467814794.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,400 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2017 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied, and settled with cash by the reporting person to satisfy the tax obligation. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionStock Options · Derivative | 3,867 | $9.40 Strike: $9.40 | $36,349.80 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · derivative · entry 7 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,867 shares Expires 2019-04-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionCommon Stock | 3,867 | $9.40 | $36,349.80 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 6 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,551 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: The aggregate option exercise price and associated payroll taxes were paid in cash. F6 · balance_after: This number includes (i) 4,689 RSUs that are scheduled to cliff vest on March 15, 2020 (ii) 4,102 RSUs that are scheduled to cliff vest on March 15, 2021 and (iii)1,037 RSUs that are scheduled to cliff vest on March 15, 2022. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 3,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 5 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,684 F4 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2019 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. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 4 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,573 F3 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2018 Long Term Incentive Plan, subject to a performance condition which has been satisfied. Subject to acceleration in certain circumstances, the RSUs are scheduled to cliff vest on March 15, 2021 and will be settled for shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 321 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 3 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,041 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,362 F2 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2016 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 1,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000038 · wf-form4_155303059944929.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,671 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 23:24 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 853 | $104.73 | $89,334.69 |
DisclosureSEC source: 0000883237-19-000022 · wf-form4_155113705723482.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,881 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award. F2 · balance_after: This number includes (i) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019 (ii) 3,652 RSUs that are scheduled to cliff vest on March 15, 2020 and (iii) 1,533 RSUs that are scheduled to cliff vest on March 15, 2021. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 22:28 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionStock Options · Derivative | 8,000 | $9.40 Strike: $9.40 | $75,200.00 |
DisclosureSEC source: 0000883237-19-000012 · wf-form4_154940566902980.xml · derivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,867 Underlying: Common Stock · 8,000 shares Expires 2019-04-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 22:28 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionCommon Stock | 8,000 | $9.40 | $75,200.00 |
DisclosureSEC source: 0000883237-19-000012 · wf-form4_154940566902980.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The aggregate option exercise price and associated payroll taxes were paid in cash. F2 · balance_after: This number includes (i) 2,719 RSUs that are scheduled to cliff vest on February 22, 2019; (ii) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019; (iii) 3,652 RSUs that are scheduled to cliff vest on March 15, 2020 and (iv) 1,533 RSUs that are scheduled to cliff vest on March 15, 2021. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 23:08 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionStock Options · Derivative | 4,000 | $9.40 Strike: $9.40 | $37,600.00 |
DisclosureSEC source: 0000883237-18-000105 · wf-form4_154396491832789.xml · derivative · entry 2 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,867 Underlying: Common Stock · 4,000 shares Expires 2019-04-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 23:08 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Exercise / conversionCommon Stock | 4,000 | $9.40 | $37,600.00 |
DisclosureSEC source: 0000883237-18-000105 · wf-form4_154396491832789.xml · nonDerivative · entry 1 Angerthal Michael A · CIK 0001374331 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The aggregate option exercise price and associated payroll taxes were paid in cash. F2 · balance_after: This number includes (i) 2,719 RSUs that are scheduled to cliff vest on February 22, 2019; (ii) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019; (iii) 3,652 RSUs that are scheduled to cliff vest on March 15, 2020 and (iv) 1,533 RSUs that are scheduled to cliff vest on March 15, 2021. 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.