STOCK TITAN

Virtus Investment Partners (VRTS) director granted 806 shares as compensation

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider BAIN PETER L
Role null
Type Security Shares Price Value
Grant/Award Common Stock 806 $137.93 $111K
Holdings After Transaction: Common Stock — 4,819 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares granted 806 shares Common Stock grant to director on May 20, 2026
Grant price per share $137.93 per share Reported transaction price for the 806-share award
Shares held after grant 4,819 shares Total direct common shares following the transaction
Amended and Restated Omnibus Incentive and Equity Plan financial
"in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan"
share ownership guidelines financial
"and subject to share ownership guidelines."
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
BAIN PETER L

(Last)(First)(Middle)
C/O VIRTUS INVESTMENT PARTNERS, INC.
ONE FINANCAL PLAZA

(Street)
HARTFORD CONNECTICUT 06103

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
VIRTUS INVESTMENT PARTNERS, INC. [ VRTS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/20/2026A806(1)A$137.934,819D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Common Stock issued as a portion of the Reporting Person's compensation as a member of the Board of Directors in accordance with the Company's Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.
Remarks:
/s/ Ronnie D. Kryjak Attorney-in-Fact05/21/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did VIRTUS INVESTMENT PARTNERS (VRTS) report for Peter L. Bain?

VIRTUS INVESTMENT PARTNERS reported that director Peter L. Bain received a grant of 806 shares of common stock as part of his board compensation, issued under the company’s Amended and Restated Omnibus Incentive and Equity Plan and subject to share ownership guidelines.

Was the VRTS Form 4 transaction a purchase or a compensation grant?

The Form 4 for VRTS shows a compensation-related grant, not an open-market purchase. The 806 common shares were issued to director Peter L. Bain as part of his board compensation under the company’s omnibus incentive and equity plan, rather than bought on the market.

At what price was the VRTS stock grant to Peter L. Bain reported?

The stock grant to Peter L. Bain was reported at $137.93 per share. This figure is the transaction price per share disclosed for the 806 common shares awarded to him as board compensation under Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan.

How many VRTS shares does Peter L. Bain hold after this Form 4 transaction?

Following the reported grant, Peter L. Bain directly holds 4,819 shares of Virtus Investment Partners common stock. This total reflects his ownership immediately after receiving the 806-share compensation award disclosed in the Form 4, as reported under direct beneficial ownership.

What plan governs the VRTS stock grant reported for Peter L. Bain?

The stock grant is governed by Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan. The footnote explains the common stock was issued as part of Bain’s board compensation and is also subject to the company’s share ownership guidelines for directors.

Is the VRTS Form 4 transaction for Peter L. Bain direct or indirect ownership?

The Form 4 reports Peter L. Bain’s ownership as direct. The 806-share grant of common stock and the resulting 4,819 total shares following the transaction are both listed with a direct ownership code, indicating the shares are held in his name rather than through an intermediary entity.