STOCK TITAN

[Form 4] VIRTUS INVESTMENT PARTNERS, INC. Insider Trading Activity

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

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider MORRIS W HOWARD
Role null
Type Security Shares Price Value
Grant/Award Common Stock 779 $137.93 $107K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 5,086 shares (Direct, null); Common Stock — 150 shares (Indirect, By Spouse)
Footnotes (1)
  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. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.
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*
MORRIS W HOWARD

(Last)(First)(Middle)
C/O VIRTUS INVESTMENT PARTNERS, INC.
ONE FINANCIAL 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 Stock05/20/2026A779(1)A$137.935,086D
Common Stock150IBy Spouse(2)
Common Stock2,000IBy The Prairie and Tireman Group Pension Plan(2)
Common Stock435IBy The Prairie and Tireman Group, LLC(2)
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.
2. The reporting person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, and this report should not be deemed an admission that the reporting person is the beneficial owner of these shares for the purposes of Section 16.
Remarks:
/s/ Ronnie D. Kryak, 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 did VRTS director Morris W. Howard report in this Form 4?

Morris W. Howard reported a grant of 779 shares of Virtus Investment Partners Common Stock as Board compensation. This award increased his directly held position to 5,086 shares, reflecting equity-based pay under the company’s Amended and Restated Omnibus Incentive and Equity Plan.

Was the VRTS Form 4 transaction an open-market purchase or a grant?

The Form 4 shows a grant or award, not an open-market purchase. Code “A” identifies 779 shares issued as part of director compensation under Virtus Investment Partners’ omnibus incentive and equity plan, rather than shares bought on the open market.

How many VRTS shares does Morris W. Howard own directly after this filing?

After the reported award, Morris W. Howard holds 5,086 shares of Virtus Investment Partners Common Stock directly. This figure reflects his position following the 779-share compensation grant disclosed for May 20, 2026, and is subject to the company’s share ownership guidelines.

What indirect VRTS holdings are associated with Morris W. Howard?

Indirect holdings include 435 shares through The Prairie and Tireman Group, LLC, 2,000 shares in The Prairie and Tireman Group Pension Plan, and 150 shares held by his spouse. He disclaims beneficial ownership of these shares except to the extent of any pecuniary interest.

What plan governed the VRTS stock grant to Morris W. Howard?

The stock grant was issued under Virtus Investment Partners’ Amended and Restated Omnibus Incentive and Equity Plan. This plan provides equity-based compensation to directors, and the awarded shares are also subject to the company’s share ownership guidelines for Board members.