organization · Reporting owner
BANK OF MONTREAL /CAN/
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
VIRTUS INVESTMENT PARTNERS, INC.
Report date October 27, 2016 · Filed October 31, 2016
Section 16 reporting ended · disclosed 2016-10-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Virtus Investment Partners, Inc. (VRTS): Common StockSEC Table I · non-derivative | IndirectSee footnote | 150 |
Reported balance
After 2016-10-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2016-10-27 · Sale · Disposed 1,727,746 · Balance 150 F1: Includes 150 shares of common stock of Virtus Investment Partners, Inc. held in an investment account for clients of BMO Nesbitt Burns Inc., which is an indirect wholly owned subsidiary of Bank of Montreal. This number does not include 25,346 shares of common stock of Virtus Investment Partners, Inc. held by sub-advisers of CTC myCFO, LLC, a wholly owned subsidiary of BMO Financial Corp., in the name of clients of CTC myCFO, LLC. F2: Bank of Montreal Holding Inc., a wholly owned subsidiary of Bank or Montreal, is the direct beneficial owner of the shares of common stock of Virtus Investment Partners, Inc. Bank of Montreal is the indirect owner of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 150 shares of common stock of Virtus Investment Partners, Inc. held in an investment account for clients of BMO Nesbitt Burns Inc., which is an indirect wholly owned subsidiary of Bank of Montreal. This number does not include 25,346 shares of common stock of Virtus Investment Partners, Inc. held by sub-advisers of CTC myCFO, LLC, a wholly owned subsidiary of BMO Financial Corp., in the name of clients of CTC myCFO, LLC.
F2: Bank of Montreal Holding Inc., a wholly owned subsidiary of Bank or Montreal, is the direct beneficial owner of the shares of common stock of Virtus Investment Partners, Inc. Bank of Montreal is the indirect owner of such securities.
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 |
|---|---|---|---|---|---|---|
| October 27, 2016 Filed Oct 31, 2016 20:06 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleVirtus Investment Partners, Inc. (VRTS): Common Stock | 1,727,746 | $93.50 | $161,544,251.00 |
DisclosureSEC source: 0000899243-16-032474 · doc4.xml · nonDerivative · entry 1 BANK OF MONTREAL /CAN/ · CIK 0000927971 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 150 F1 · balance_after: Includes 150 shares of common stock of Virtus Investment Partners, Inc. held in an investment account for clients of BMO Nesbitt Burns Inc., which is an indirect wholly owned subsidiary of Bank of Montreal. This number does not include 25,346 shares of common stock of Virtus Investment Partners, Inc. held by sub-advisers of CTC myCFO, LLC, a wholly owned subsidiary of BMO Financial Corp., in the name of clients of CTC myCFO, LLC. F2 · ownership.nature: Bank of Montreal Holding Inc., a wholly owned subsidiary of Bank or Montreal, is the direct beneficial owner of the shares of common stock of Virtus Investment Partners, Inc. Bank of Montreal is the indirect owner of such securities. 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.