Welcome to our dedicated page for Virtus Investmen SEC filings (Ticker: VRTS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Virtus Investment Partners, Inc. filings document the disclosure record of a public multi-boutique asset manager, including operating results, assets under management, sales, net flows, expenses and earnings measures. Form 8-K reports furnish quarterly results and Regulation FD materials, including reconciliations between U.S. GAAP and non-GAAP measures and revisions to definitions used for adjusted earnings, tax expense and related performance metrics.
Proxy materials cover director elections, shareholder voting matters, executive compensation and governance practices. Other material-event filings record agreements, capital-structure disclosures and corporate actions, including subsidiary acquisition activity, alongside financial exhibits that detail revenues, operating income and asset-manager performance metrics.
VIRTUS Investment Partners EVP Barry M. Mandinach reported selling a total of 5,000 shares of VRTS common stock in open-market transactions on June 16, 2026. The sales were executed in two blocks: 4,500 shares at a weighted average price of $144.71 and 500 shares at a weighted average price of $145.25, each across narrow price ranges. In addition to his remaining common stock holdings, his reported position includes restricted stock units scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029.
An affiliate of the issuer for VRTS filed a Form 144 proposing the sale of 5,000 shares. The notice lists multiple restricted stock vesting lots tied to compensation with vesting dates between 03/13/2023 and 03/15/2026, including lots of 1,824, 1,092, 790, 544, 441, and 309 shares.
Virtus Investment Partners, Inc. filed a shelf registration on May 22, 2026 to register an undetermined amount of common stock, preferred stock, depositary shares, warrants, stock purchase contracts and units, and debt securities for sale from time to time after the effective date. The prospectus states offerings will be made in one or more series or classes and that specific terms (amounts, prices, plan of distribution, and net proceeds) will appear in an applicable prospectus supplement.
The prospectus notes the company’s common stock trades on the NYSE and shows a closing sale price of $141.67 per share on May 21, 2026. Corporate context: authorized common shares are 1,000,000,000, and 6,682,122 shares were issued and outstanding as of April 30, 2026; up to 250,000,000 preferred shares are authorized with no preferred shares outstanding as of April 30, 2026.
HOLT TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director equity grant
Director Timothy A. Holt received 1,377 shares of Virtus Investment Partners common stock as a compensation award for his Board service under the company’s Amended and Restated Omnibus Incentive and Equity Plan. The shares were valued at $137.93 per share on the grant date, bringing his direct holdings to 33,178 shares.
Weisenseel John C reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director John C. Weisenseel received an equity award of company stock. On May 20, 2026, he was granted 779 shares of Virtus common stock at $137.93 per share as part of his compensation for serving on the Board of Directors.
Following this grant, Weisenseel directly holds 1,388 shares of Virtus common stock. The award was made under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to the firm’s share ownership guidelines for directors.
MORRIS W HOWARD reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director Morris W. Howard received a stock grant of 779 shares of Common Stock on May 20, 2026, as compensation for Board service. The shares, valued at $137.93 each, increased his directly held stake to 5,086 shares, subject to the company’s share ownership guidelines.
The filing also lists indirect holdings of 435 shares through The Prairie and Tireman Group, LLC, 2,000 shares through The Prairie and Tireman Group Pension Plan, and 150 shares held by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
JONES MELODY L reported acquisition or exercise transactions in this Form 4 filing.
VIRTUS INVESTMENT PARTNERS, INC. director Melody L. Jones received an award of 842 shares of Common Stock on May 20, 2026. The shares were granted as part of her compensation for serving on the Board under the company’s Amended and Restated Omnibus Incentive and Equity Plan and are subject to share ownership guidelines. Following this equity grant at $137.93 per share, her direct holdings increased to 9,714 shares of Common Stock.
Greig Paul G reported acquisition or exercise transactions in this Form 4 filing.
VIRTUS INVESTMENT PARTNERS, INC. director Paul G. Greig received a grant of 833 shares of Common Stock on May 20, 2026 as part of his Board compensation, valued at $137.93 per share. Following this award, he directly holds 4,993 shares, issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.
BAIN PETER L reported acquisition or exercise transactions in this Form 4 filing.
Virtus Investment Partners director Peter L. Bain received a stock grant as part of his board compensation. He was awarded 806 shares of common stock on May 20, 2026 at a reported price of $137.93 per share. After this grant, he directly holds 4,819 common shares. The award was issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and is subject to share ownership guidelines for directors.
Virtus Investment Partners, Inc. reported results of its annual shareholder meeting held on May 20, 2026. Shareholders elected all seven director nominees to serve until the 2027 annual meeting or until successors are chosen. Each nominee received over 4.7 million votes in favor.
Shareholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 5,803,726 votes for and limited opposition. In addition, shareholders approved, on an advisory basis, the compensation of the company’s named executive officers.