VIRTUS INVESTMENT PARTNERS, INC. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| MORRIS W HOWARD | — | Sale | 151 | $192.09 | $29,006 | 738 | May 27, 2022 |
| HOLT TIMOTHY A | — | Award / Grant | 964 | $175.00 | $168,700 | 28,908 | May 18, 2022 |
| MORRIS W HOWARD | — | Award / Grant | 585 | $175.00 | $102,375 | 889 | May 18, 2022 |
| Fleming Susan S. | — | Award / Grant | 621 | $175.00 | $108,675 | 15,262 | May 18, 2022 |
| ZARRILLI STEPHEN T | — | Award / Grant | 585 | $175.00 | $102,375 | 5,097 | May 18, 2022 |
| BAIN PETER L | — | Award / Grant | 585 | $175.00 | $102,375 | 2,344 | May 18, 2022 |
| Greig Paul G | — | Award / Grant | 614 | $175.00 | $107,450 | 2,399 | May 18, 2022 |
| JONES MELODY L | — | Award / Grant | 635 | $175.00 | $111,125 | 7,067 | May 18, 2022 |
| Smirl Richard W | EVP & Chief Operating Officer | Tax Withholding | 282 | $177.81 | $50,142 | 3,900 | May 3, 2022 |
| MORRIS W HOWARD | — | Purchase | 435 | $231.00 | $100,485 | 435 | Mar 17, 2022 |
| PENA MARDELLE W | EVP, Chief HR Officer | Tax Withholding | 279 | $218.20 | $60,878 | 11,775 | Mar 15, 2022 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Tax Withholding | 262 | $218.20 | $57,168 | 8,829 | Mar 15, 2022 |
| Smirl Richard W | EVP & Chief Operating Officer | Award / Grant | 2,292 | — | — | 4,182 | Mar 15, 2022 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Tax Withholding | 133 | $218.20 | $29,021 | 5,079 | Mar 15, 2022 |
| AYLWARD GEORGE R | Director, CEO and President | Award / Grant | 7,333 | — | — | 253,377 | Mar 15, 2022 |
| Mandinach Barry M. | EVP, Head of Distribution | Tax Withholding | 603 | $218.20 | $131,575 | 11,457 | Mar 15, 2022 |
| Angerthal Michael A | EVP, CFO & Treasurer | Tax Withholding | 717 | $218.20 | $156,449 | 67,387 | Mar 15, 2022 |
| PENA MARDELLE W | EVP, Chief HR Officer | Tax Withholding | 194 | — | — | 12,054 | Mar 11, 2022 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Tax Withholding | 410 | — | — | 5,212 | Mar 11, 2022 |
| AYLWARD GEORGE R | Director, CEO and President | Tax Withholding | 2,730 | — | — | 234,359 | Mar 11, 2022 |
| Angerthal Michael A | EVP, CFO & Treasurer | Tax Withholding | 729 | — | — | 68,104 | Mar 11, 2022 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Tax Withholding | 151 | — | — | 9,091 | Mar 11, 2022 |
| Mandinach Barry M. | EVP, Head of Distribution | Tax Withholding | 524 | — | — | 12,060 | Mar 11, 2022 |
| PENA MARDELLE W | EVP, Chief HR Officer | Gift | 400 | — | — | 13,848 | Dec 15, 2021 |
| Mandinach Barry M. | EVP, Head of Distribution | Sale | 272 | $288.96 | $78,597 | 12,584 | Dec 14, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 300 | $335.00 | $100,500 | 9,242 | Nov 12, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 150 | $335.00 | $50,250 | 9,542 | Nov 5, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 150 | $325.00 | $48,750 | 10,292 | Nov 2, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 175 | $315.00 | $55,125 | 10,901 | Aug 13, 2021 |
| ZARRILLI STEPHEN T | — | Sale | 1,808 | $280.55 | $507,234 | 4,512 | Aug 3, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 1,000 | $279.00 | $279,000 | 11,076 | May 18, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 1,000 | $280.00 | $280,000 | 11,076 | May 18, 2021 |
| Fleming Susan S. | — | Gift | 400 | — | — | 14,254 | May 14, 2021 |
| BAIN PETER L | — | Award / Grant | 370 | $268.04 | $99,175 | 1,759 | May 14, 2021 |
| MORRIS W HOWARD | — | Award / Grant | 304 | $268.04 | $81,484 | 304 | May 14, 2021 |
| HOLT TIMOTHY A | — | Award / Grant | 617 | $268.04 | $165,381 | 27,944 | May 14, 2021 |
| Greig Paul G | — | Award / Grant | 385 | $268.04 | $103,195 | 1,785 | May 14, 2021 |
| JONES MELODY L | — | Award / Grant | 396 | $268.04 | $106,144 | 6,432 | May 14, 2021 |
| ZARRILLI STEPHEN T | — | Award / Grant | 367 | $268.04 | $98,371 | 6,320 | May 14, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Sale | 1,000 | $278.25 | $278,250 | 14,076 | May 7, 2021 |
| Smirl Richard W | EVP & Chief Operating Officer | Award / Grant | 1,823 | — | — | 1,823 | May 3, 2021 |
| WALTMAN FRANCIS G | EVP, Product Management | Award / Grant | 1,167 | — | — | 17,842 | Mar 15, 2021 |
| Angerthal Michael A | EVP, Chief Financial Officer | Award / Grant | 1,532 | — | — | 67,304 | Mar 15, 2021 |
| Mandinach Barry M. | EVP, Head of Distribution | Tax Withholding | 2,574 | — | — | 15,163 | Mar 15, 2021 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Tax Withholding | 223 | — | — | 15,096 | Mar 15, 2021 |
| PENA MARDELLE W | EVP, Chief HR Officer | Award / Grant | 603 | — | — | 14,248 | Mar 15, 2021 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Award / Grant | 861 | — | — | 5,622 | Mar 12, 2021 |
| AYLWARD GEORGE R | Director, CEO and President | Tax Withholding | 14,100 | — | — | 222,736 | Mar 12, 2021 |
| PENA MARDELLE W | EVP, Chief HR Officer | Option Exercise | 480 | $25.51 | $12,245 | 14,451 | Aug 17, 2020 |
| WALTMAN FRANCIS G | EVP, Product Management | Sale | 1,714 | $143.22 | $245,479 | 17,946 | Aug 12, 2020 |