Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | EVP, Head of Distribution | June 16, 2026 | June 17, 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 June 16, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,315 |
Reported balance
After 2026-06-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-16 · Sale · Disposed 4,500 · Balance 11,315 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 10,815 |
Reported balance
After 2026-06-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-16 · Sale · Disposed 500 · Balance 10,815 F2: 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: 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. |
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 $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.
F2: 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: 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.
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 17, 2026 21:30 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 500 | $145.25 | $72,625.00 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 4,500 | $144.71 | $651,195.00 |
DisclosureSEC 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 |
| March 13, 2026 Filed Mar 17, 2026 21:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 3,093 | $126.11 | $390,058.23 |
DisclosureSEC 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 | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 741 | $126.11 | $93,447.51 |
DisclosureSEC 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 14, 2025 Filed Mar 18, 2025 21:09 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,731 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 21:09 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 686 | $173.32 | $118,897.52 |
DisclosureSEC 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. Read SEC document |
| May 20, 2024 Filed May 21, 2024 20:40 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 7,886 | $234.00 | $1,845,324.00 |
DisclosureSEC source: 0000883237-24-000069 · wk-form4_1716323998.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,418 F1 · balance_after: This number includes (i) 1,476 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,017 RSUs that are scheduled to vest on March 13, 2026, and (iii) 433 RSUs that are scheduled to vest on March 15, 2027. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:40 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 77 | $234.00 | $18,018.00 |
DisclosureSEC source: 0000883237-24-000069 · wk-form4_1716323998.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,304 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:57 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,297 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,381 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) 1,476 RSUs that are scheduled to vest on March 14, 2025, (ii) 1,017 RSUs that are scheduled to vest on March 13, 2026, and (iii) 433 RSUs that are scheduled to vest on March 15, 2027. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:57 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 656 | $231.33 | $151,752.48 |
DisclosureSEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,084 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 20:57 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 293 | $231.33 | $67,779.69 |
DisclosureSEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,740 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 20:57 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-24-000037 · wk-form4_1710881817.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,033 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 |
| March 15, 2023 Filed Mar 17, 2023 20:34 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 383 | $171.08 | $65,523.64 |
DisclosureSEC source: 0000883237-23-000037 · wf-form4_167908523503426.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,402 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) 1,410 RSUs that are scheduled to vest on March 15, 2024, (ii) 1,044 RSUs that are scheduled to vest on March 14, 2025 and (iii) 585 RSUs that are scheduled to vest on March 13, 2026. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:34 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,755 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-23-000037 · wf-form4_167908523503426.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,785 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 21:19 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 524 | $173.07 | $90,688.68 |
DisclosureSEC source: 0000883237-23-000027 · wf-form4_167891513312578.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,030 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) 824 RSUs that are scheduled to vest on March 15, 2023, (ii) 825 RSUs that are scheduled to vest on March 15, 2024 and (iii) 459 RSUs scheduled to vest on March 15, 2025. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 21:19 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 2,292 | $173.07 | $396,676.44 |
DisclosureSEC source: 0000883237-23-000027 · wf-form4_167891513312578.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,554 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 21:19 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 4,946 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-23-000027 · wf-form4_167891513312578.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,846 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 21:05 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,900 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) 1,129 RSUs that are scheduled to vest on March 13, 2023, (ii) 824 RSUs that are scheduled to vest on March 15, 2023, (iii) 825 RSUs that are scheduled to vest on March 15, 2024 and (v) 459 RSUs scheduled to vest on March 15, 2025. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:05 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 5,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,525 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 21:05 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 2,652 | $218.20 | $578,666.40 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,805 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 21:05 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 603 | $218.20 | $131,574.60 |
DisclosureSEC source: 0000883237-22-000096 · wf-form4_164755109238661.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,457 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 21:02 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-22-000082 · wf-form4_164737813540338.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,060 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) 1,321 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,129 RSUs that are scheduled to vest on March 13, 2023, (iii) 366 RSUs that are scheduled to vest on March 15, 2023, and (iv) 367 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 272 | $288.96 | $78,598.02 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,584 F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $288.830-$289.230 per share. F5 · balance_after: This number includes (i) 2,450 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,495 RSUs that are scheduled to vest on March 15, 2023, and (iii) 367 RSUs that are scheduled to vest on March 15, 2024. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 790 | $288.46 | $227,880.87 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,856 F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $287.690-$288.680 per share. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 1,192 | $286.41 | $341,402.03 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $286.000-$286.900 per share. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:18 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | SaleCommon Stock | 2,956 | $285.35 | $843,504.95 |
DisclosureSEC source: 0000883237-21-000259 · wf-form4_163969309651559.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,838 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $285.000-$285.980 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 sold at each separate price within the range set forth in footnotes (1)-(4) to this Form 4. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:48 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000091 · wf-form4_161593489454990.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,794 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) 2,450 RSUs that are scheduled to vest on March 15, 2022, (ii) 1,495 RSUs that are scheduled to vest on March 15, 2023, and (iii) 367 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: 0000883237-21-000091 · wf-form4_161593489454990.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,695 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 | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000091 · wf-form4_161593489454990.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 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 | 524 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-21-000091 · wf-form4_161593489454990.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,737 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 22:37 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 3,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-20-000072 · wf-form4_158448465901924.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,261 F3 · 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. F4 · balance_after: This number includes (i) 5,148 RSUs that are scheduled to vest on March 15, 2021 (ii) 2,084 RSUs that are scheduled to vest on March 15, 2022 and (iii) 1129 RSUs that are scheduled to vest on March 15, 2023. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 22:37 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 2,531 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-20-000072 · wf-form4_158448465901924.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,874 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. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 22:37 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-20-000072 · wf-form4_158448465901924.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,405 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 shares by the reporting person to satisfy the tax obligation. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:22 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000037 · wf-form4_155303056061096.xml · nonDerivative · entry 5 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,556 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. F5 · balance_after: This number includes (i) 4,606 RSUs that are scheduled to cliff vest on March 15, 2020 (ii) 4,019 RSUs that are scheduled to cliff vest on March 15, 2021 and (iii) 955 RSUs that are scheduled to cliff vest on March 15, 2022. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:22 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000037 · wf-form4_155303056061096.xml · nonDerivative · entry 4 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,693 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 21:22 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000037 · wf-form4_155303056061096.xml · nonDerivative · entry 3 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,161 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 21:22 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 691 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000037 · wf-form4_155303056061096.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 21:22 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 1,279 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-19-000037 · wf-form4_155303056061096.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,809 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 23:23 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 649 | $104.73 | $67,969.77 |
DisclosureSEC source: 0000883237-19-000020 · wf-form4_155113701066564.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,088 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 |
| May 18, 2018 Filed May 22, 2018 21:02 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 556 | $128.45 | $71,418.20 |
DisclosureSEC source: 0000883237-18-000072 · wf-form4_152702291860456.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,737 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) 1,812 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 |
| March 15, 2018 Filed Mar 19, 2018 21:35 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,533 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-18-000040 · wf-form4_152149527962462.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,293 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 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. F3 · balance_after: This number includes (i) 1,135 RSUS that are scheduled to cliff vest on May 18, 2018; (ii) 1,812 RSUs that are scheduled to cliff vest on February 22, 2019; (iii) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019; (iv) 3,652 RSUs that are scheduled to cliff vest on March 15, 2020 and (v) 1,533 RSUs that are scheduled to cliff vest on March 15, 2021. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 21:35 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-18-000040 · wf-form4_152149527962462.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,760 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 performance condition which has been satisfied. Subject to acceleration in certain circumstances, the RSUs are scheduled to cliff vest on March 15, 2020 and will be settled for shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 22:13 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 644 | $122.00 | $78,568.00 |
DisclosureSEC source: 0000883237-18-000024 · wf-form4_151968319522911.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,934 F3 · 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, 2018 Filed Feb 26, 2018 22:13 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 3,624 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-18-000024 · wf-form4_151968319522911.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person on February 22, 2017, pursuant to the Company's Omnibus Incentive and Equity Plan, subject to a performance condition which has been satisfied. Subject to acceleration in certain circumstances, the RSUs vest in equal installments on the first and second anniversary of the grant date. F2 · balance_after: This number includes (i) 1,812 shares from the vesting of RSUs on February 22, 2018; (ii) 1,135 RSUs that are scheduled to cliff vest on May 18, 2018; (iii) 1,812 RSUs that are scheduled to vest on February 22, 2019; (iv) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019; and (v) 1,826 RSUs that are scheduled to cliff vest on March 15, 2020. RSUs will be settled for shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| May 19, 2017 Filed May 22, 2017 22:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 1,369 | $103.70 | $141,965.30 |
DisclosureSEC source: 0000883237-17-000054 · wf-form4_149549082814269.xml · nonDerivative · entry 2 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,954 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of a RSU award. F2 · balance_after: This number includes (i) 1,135 RSUs that are scheduled to cliff vest on May 18, 2018 (ii) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019 and (iii) 1,826 RSUs that are scheduled to cliff vest on March 15, 2020. RSUs will be settled for shares of common stock on a one-for-one basis upon vesting. Read SEC document |
| May 18, 2017 Filed May 22, 2017 22:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 586 | $101.05 | $59,215.30 |
DisclosureSEC source: 0000883237-17-000054 · wf-form4_149549082814269.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,323 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of a RSU award. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 23:16 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-17-000037 · wf-form4_148970617985960.xml · nonDerivative · entry 1 Mandinach Barry M. · CIK 0001497269 · EVP, Head of Distribution 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,909 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 acceleration in certain circumstances, the RSUs are scheduled to cliff vest on March 15, 2020 and will be settled for shares of common stock on a one-for-one basis upon vesting. F2 · balance_after: This number includes (i)1,135 RSUs that are scheduled to cliff vest on May 18, 2017 (ii) 2,654 RSUs that are scheduled to cliff vest on May 19, 2017 (iii) 1,135 RSUs that are scheduled to cliff vest on May 18, 2018 (iv) 2,610 RSUs that are scheduled to cliff vest on March 15, 2019 and (v) 1,826 RSUs that are scheduled to cliff vest on March 15, 2020. RSUs will be settled for shares of common stock on a one-for-one basis upon vesting. 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.