SEC Form 4 · Updated Daily
VRTS
— VIRTUS INVESTMENT PARTNERS, INC. OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| BMO FINANCIAL CORP | 10%+ Owner | 1,727,746 | 2012-01-06 | C |
| HARRIS BANKCORP INC | 10%+ Owner | 378,480 | 2010-08-05 | C |
| Sonoma Capital, LLC | 10%+ Owner | 376,370 | 2012-01-10 | S |
| Sonoma Capital Management, LLC | 10%+ Owner | 376,370 | 2012-01-10 | S |
| Sonoma Capital, LP | 10%+ Owner | 376,370 | 2012-01-10 | S |
| THORP JEFFREY | 10%+ Owner | 376,370 | 2012-01-10 | S |
| AYLWARD GEORGE R | Director · Officer | 291,376.52 | 2026-03-13 | A |
| Angerthal Michael A | Officer | 76,714 | 2026-08-03 | S |
| HOLT TIMOTHY A | Director | 33,178 | 2026-05-20 | A |
| NEAMTZ J STEVEN | Officer | 32,685 | 2010-03-15 | A |
| TREANOR MARK C | Director | 30,305 | 2020-05-18 | A |
| CERUTTI JEFFREY | Officer | 28,065 | 2014-03-14 | A |
| WALTMAN FRANCIS G | Officer | 17,842.45 | 2021-03-15 | A |
| Smirl Richard W | Officer | 17,297.781 | 2026-03-13 | A |
| PENA MARDELLE W | Officer | 16,670 | 2024-03-15 | A |
| BAIO JAMES R | Director | 15,405 | 2019-05-15 | A |
| Curtiss Nancy G | Officer | 14,037 | 2010-03-15 | A |
| SWAN EDWARD M JR | Director | 13,156 | 2015-05-28 | A |
| Fleming Susan S. | Director | 12,677 | 2026-02-11 | S |
| FLYNN MARK S | Officer | 12,574 | 2019-03-15 | A |
| Mandinach Barry M. | Officer | 11,315 | 2026-06-16 | S |
| BRADLEY WILLIAM PATRICK III | Officer | 10,980.59 | 2022-03-15 | A |
| COFFEY DIANE M | Director | 10,839 | 2015-05-28 | A |
| JONES MELODY L | Director | 9,714 | 2026-05-20 | A |
| HILLS WENDY J | Officer | 7,984 | 2023-03-15 | A |
| Purkalitis Andra C | Officer | 5,430.406 | 2026-03-13 | A |
| Lieberman Elizabeth A | Officer | 5,389 | 2026-03-13 | A |
| Greig Paul G | Director | 4,993 | 2026-05-20 | A |
| BAIN PETER L | Director | 4,819 | 2026-05-20 | A |
| ZARRILLI STEPHEN T | Director | 3,549 | 2024-03-06 | S |
| Hooda Sheila | Director | 2,603 | 2019-05-15 | A |
| Weisenseel John C | Director | 1,388 | 2026-05-20 | A |
| BANK OF MONTREAL /CAN/ | 10%+ Owner | 150 | 2016-10-27 | S |
| MORRIS W HOWARD | Director | 0 | 2026-09-15 | S |
| Phoenix Investment Management Co | 10%+ Owner | 0 | 2008-12-31 | J |
| PHOENIX COMPANIES INC/DE | 10%+ Owner | 0 | 2008-12-31 | J |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-09-15 | MORRIS W HOWARD | Open-market sale | 435 | $138.59 | 0 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 120 | $170.29 | 63,461 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 2,285 | $169.72 | 63,581 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 2,643 | $168.41 | 65,866 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 4,568 | $167.44 | 68,509 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 2,758 | $166.53 | 73,077 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 879 | $165.21 | 75,835 |
| 2026-08-03 | Angerthal Michael A | Open-market sale | 1,722 | $164.47 | 76,714 |
| 2026-06-16 | Mandinach Barry M. | Open-market sale | 500 | $145.25 | 10,815 |
| 2026-06-16 | Mandinach Barry M. | Open-market sale | 4,500 | $144.71 | 11,315 |
| 2026-05-20 | BAIN PETER L | Grant / award | 806 | $137.93 | 4,819 |
| 2026-05-20 | Greig Paul G | Grant / award | 833 | $137.93 | 4,993 |
| 2026-05-20 | JONES MELODY L | Grant / award | 842 | $137.93 | 9,714 |
| 2026-05-20 | MORRIS W HOWARD | Grant / award | 779 | $137.93 | 5,086 |
| 2026-05-20 | Weisenseel John C | Grant / award | 779 | $137.93 | 1,388 |
| 2026-05-20 | HOLT TIMOTHY A | Grant / award | 1,377 | $137.93 | 33,178 |
| 2026-03-13 | Smirl Richard W | Grant / award | 5,155 | $126.11 | 17,297.781 |
| 2026-03-13 | Smirl Richard W | Tax withholding | 1,121 | $126.11 | 12,025.97 |
| 2026-03-13 | Purkalitis Andra C | Grant / award | 2,578 | $126.11 | 5,430.406 |
| 2026-03-13 | Purkalitis Andra C | Tax withholding | 390 | $126.11 | 2,839.966 |
| 2026-03-13 | Mandinach Barry M. | Grant / award | 3,093 | $126.11 | 15,815 |
| 2026-03-13 | Mandinach Barry M. | Tax withholding | 741 | $126.11 | 12,722 |
| 2026-03-13 | Angerthal Michael A | Grant / award | 5,155 | $126.11 | 78,436 |
| 2026-03-13 | Angerthal Michael A | Tax withholding | 772 | $126.11 | 73,281 |
| 2026-03-13 | AYLWARD GEORGE R | Grant / award | 12,688 | $126.11 | 291,376.52 |
| 2026-03-13 | AYLWARD GEORGE R | Tax withholding | 3,940 | $126.11 | 278,688.52 |
| 2026-03-13 | Lieberman Elizabeth A | Grant / award | 2,448 | $126.11 | 5,389 |
| 2026-03-13 | Lieberman Elizabeth A | Tax withholding | 143 | $126.11 | 2,941 |
| 2026-03-12 | MORRIS W HOWARD | Open-market buy | 2,000 | $129.35 | 2,000 |
| 2026-03-12 | MORRIS W HOWARD | Open-market buy | 150 | $129.23 | 150 |
| 2026-03-12 | MORRIS W HOWARD | Open-market buy | 1,900 | $129.62 | 4,307 |
| 2026-02-11 | Fleming Susan S. | Open-market sale | 2,151 | $142.32 | 10,355 |
| 2026-02-11 | Fleming Susan S. | Open-market sale | 171 | $142.75 | 12,506 |
| 2026-02-11 | Fleming Susan S. | Open-market sale | 1,000 | $142.22 | 12,677 |
| 2025-12-11 | Fleming Susan S. | Open-market sale | 1,140 | $167.98 | 13,677 |
| 2025-12-11 | Fleming Susan S. | Open-market sale | 1,819 | $168.49 | 14,817 |
| 2025-05-14 | HOLT TIMOTHY A | Grant / award | 1,056 | $176.23 | 31,801 |
| 2025-05-14 | MORRIS W HOWARD | Grant / award | 609 | $176.23 | 2,407 |
| 2025-05-14 | JONES MELODY L | Grant / award | 659 | $176.23 | 8,872 |
| 2025-05-14 | Greig Paul G | Grant / award | 652 | $176.23 | 4,160 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.