Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC.VRTS · Entity 4916 | EVP, Chief HR Officer | March 13, 2026 | March 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 March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,941 |
Reported balance
After 2026-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-13 · Tax withholding · Disposed 143 · Balance 2,941 F1: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person. |
| Common StockSEC Table I · non-derivative | Direct | 5,389 |
Reported balance
After 2026-03-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-13 · Grant · Acquired 2,448 · Balance 5,389 F2: 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: This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person.
F2: 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: This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029.
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 |
|---|---|---|---|---|---|---|
| March 13, 2026 Filed Mar 17, 2026 21:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 2,448 | $126.11 | $308,717.28 |
DisclosureSEC source: 0002031367-26-000002 · wk-form4_1773781657.xml · nonDerivative · entry 2 Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,389 F2 · shares: These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting. F3 · balance_after: This number includes (i) 1,273 RSUs that are scheduled to vest on March 15, 2027, (ii) 1,714 RSUs that are scheduled to vest on May 20, 2027, (iii) 1,273 RSUs that are scheduled to vest on March 15, 2028, and (iv) 816 RSUs that are scheduled to vest on March 15, 2029. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:07 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | Tax withholdingCommon Stock | 143 | $126.11 | $18,033.73 |
DisclosureSEC source: 0002031367-26-000002 · wk-form4_1773781657.xml · nonDerivative · entry 1 Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,941 F1 · shares: Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2025 Long Term Incentive Plan, previously reported and settled with shares by the Reporting Person. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 21:08 UTC | VIRTUS INVESTMENT PARTNERS, INC. VRTS · Entity 4916 | GrantCommon Stock | 1,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000883237-25-000020 · wk-form4_1742332113.xml · nonDerivative · entry 1 Lieberman Elizabeth A · CIK 0002031367 · EVP, Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,084 F1 · shares: These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2025 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting. F2 · balance_after: This number includes (i) 456 RSUs that are scheduled to vest on March 13, 2026, (ii) 457 RSUs that are scheduled to vest on March 15, 2027, (iii) 1741 RSUs that are scheduled to vest on May 20, 2027, and (iv) 457 RSUs that are scheduled to vest on March 15, 2028. 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.