[Form 4] VIRTUS INVESTMENT PARTNERS, INC. Insider Trading Activity
Filing Impact
Filing Sentiment
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 Trade Summary
4 transactions reported
Mixed
4 txns
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)
- 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.
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.
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.