Virtus (VRTS) CFO reports RSU grant and tax withholding share transfer

Rhea-AI Filing Summary

Virtus Investment Partners EVP, CFO & Treasurer Michael A. Angerthal reported routine equity compensation activity. He received 5,155 shares of common stock as a grant or award at a reference price of $126.11 per share, increasing his direct holdings to 78,436 shares.

On the same date, 772 shares were transferred back to the company at $126.11 per share to satisfy tax withholding obligations tied to vesting restricted stock units under prior long term incentive plans. Footnotes show a new RSU award under the 2026 Long Term Incentive Plan that will vest ratably over the next three years and settle one-for-one in common stock, including RSUs scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029. These are non‑market, compensation-related transactions rather than open-market buying or selling.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Angerthal Michael A

Role EVP, CFO & Treasurer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	772	$126.11	$97K
Grant/Award	Common Stock	5,155	$126.11	$650K

Holdings After Transaction: Common Stock — 73,281 shares (Direct)

Footnotes (1)

1. 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. 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. This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED 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
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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^*

Angerthal Michael A

(Last) (First) (Middle)

C/O VIRTUS INVESTMENT PARTNERS

ONE FINANCIAL PLAZA

(Street)

HARTFORD CT 06103

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
VIRTUS INVESTMENT PARTNERS, INC. [ VRTS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CFO & Treasurer

3. Date of Earliest Transaction (Month/Day/Year)
03/13/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/13/2026		F		772(1)	D	$126.11	73,281	D
Common Stock	03/13/2026		A		5,155(2)	A	$126.11	78,436(3)	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

2. 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.

3. This number includes (i) 3,274 RSUs that are scheduled to vest on March 15, 2027, (ii) 2,608 RSUs that are scheduled to vest on March 15, 2028, and (iii) 1,719 RSUs that are scheduled to vest on March 15, 2029.

Remarks:

	/s/ Ronnie D. Kryak, Attorney-in-Fact	03/17/2026
	** Signature of Reporting Person	Date
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.
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FAQ

What insider transactions did VRTS executive Michael A. Angerthal report?

Michael A. Angerthal reported a routine equity grant and tax-related share disposition. He received 5,155 shares of Virtus common stock as a compensation award, and 772 shares were transferred back to the company to cover tax withholding from vesting restricted stock units.

Were Michael A. Angerthal’s VRTS transactions open-market buys or sells?

The reported VRTS transactions were not open-market trades. They consisted of a grant of 5,155 common shares as equity compensation and an exempt disposition of 772 shares to the issuer solely to satisfy tax withholding obligations from vesting restricted stock units.

How many VRTS shares does Michael A. Angerthal hold after these Form 4 transactions?

After these transactions, Michael A. Angerthal directly holds 78,436 shares of Virtus common stock. This figure reflects the 5,155-share compensation grant and the 772-share tax-withholding disposition reported, as described in the Form 4 and accompanying footnotes.

What is the nature of the new VRTS RSU award to Michael A. Angerthal?

The new award comprises restricted stock units granted under the 2026 Long Term Incentive Plan. These RSUs vest ratably over the next three years and will be settled one-for-one in Virtus common stock upon vesting, subject to potential acceleration in certain circumstances.

How are future VRTS RSU vesting dates for Michael A. Angerthal structured?

Footnotes state his RSU holdings include units scheduled to vest on March 15, 2027, March 15, 2028, and March 15, 2029. Upon each vesting date, these restricted stock units will be settled for an equal number of Virtus common shares, consistent with the plan terms.