VIRTUS INVESTMENT PARTNERS INC. (VRTS) - Insider Holders & Insider Ownership

List of insiders holdings for VIRTUS INVESTMENT PARTNERS INC.:

Shares directly owned by the insider.
Shares indirectly owned by the insider.
Total shares owned by the insider (sum of shares directly and indirectly owned).
Total market value if available.
Shares are not adjusted for stock split.

"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#	Insider Holder Name	Report Date Time	Shares Owned Directly Indirectly	Total Shares Owned	Filing
1	Phoenix Investment Management Co PHOENIX COMPANIES INC 10% Owner	2009-01-05 18:00:33	5,772,076 0	5,772,076	Form 4
2	AYLWARD GEORGE R Director, CEO and President	2026-03-17 17:07:33	291,377 70.06	291,447	Form 4
3	THORP JEFFREY Sonoma Capital LP Sonoma Capital LLC Sonoma Capital Management LLC 10% Owner	2013-02-14 16:16:35	85,680 0	85,680	Form 13G
4	Angerthal Michael A EVP, CFO & Treasurer	2026-03-17 17:07:27	78,436 0	78,436	Form 4
5	HOLT TIMOTHY A Director	2026-05-21 16:12:07	33,178 0	33,178	Form 4
6	NEAMTZ J STEVEN EVP, Retail Distribution	2010-03-17 17:59:06	32,685 0	32,685	Form 4
7	TREANOR MARK C Director	2020-05-19 17:30:34	30,305 0	30,305	Form 4
8	CERUTTI JEFFREY EVP, Head of Distribution	2014-03-18 16:08:35	19,840 0	19,840	Form 4
9	WALTMAN FRANCIS G EVP, Product Management	2021-03-16 18:49:16	17,842 108.53	17,951	Form 4
10	Smirl Richard W EVP & Chief Operating Officer	2026-03-17 17:06:59	17,298 0	17,298	Form 4
11	PENA MARDELLE W EVP, Chief HR Officer	2024-03-19 16:55:15	16,307 0	16,307	Form 4
12	BAIO JAMES R Director	2019-05-16 17:26:23	15,405 0	15,405	Form 4
13	Curtiss Nancy G EVP, Operations	2010-03-17 17:51:25	14,037 40.47	14,077	Form 4
14	SWAN EDWARD M JR Director	2015-05-29 16:13:12	13,156 0	13,156	Form 4
15	FLYNN MARK S EVP & General Counsel	2019-03-19 17:24:14	12,574 0	12,574	Form 4
16	BRADLEY WILLIAM PATRICK III EVP, Fund Services	2022-03-17 17:06:53	10,981 0	10,981	Form 4
17	COFFEY DIANE M Director	2016-01-06 16:32:22	10,817 0	10,817	Form 5
18	Mandinach Barry M. EVP, Head of Distribution	2026-06-17 17:30:11	10,815 0	10,815	Form 4
19	Fleming Susan S. Director	2026-02-11 16:55:32	10,355 0	10,355	Form 4
20	JONES MELODY L Director	2026-05-21 16:11:48	9,714 0	9,714	Form 4
21	HILLS WENDY J EVP, CLO, GC & Secretary	2023-03-17 16:34:41	7,691 0	7,691	Form 4
22	MORRIS W HOWARD Director	2026-05-21 16:11:54	5,086 2,585	7,671	Form 4
23	Purkalitis Andra C EVP and CLO	2026-03-17 17:07:07	5,430 0	5,430	Form 4
24	Lieberman Elizabeth A EVP, Chief HR Officer	2026-03-17 17:07:41	5,389 0	5,389	Form 4
25	Greig Paul G Director	2026-05-21 16:11:42	4,993 0	4,993	Form 4
26	BAIN PETER L Director	2026-05-21 16:11:36	4,819 0	4,819	Form 4
27	ZARRILLI STEPHEN T Director	2024-03-07 16:49:54	3,549 0	3,549	Form 4
28	Hooda Sheila Director	2019-05-16 17:27:27	2,603 0	2,603	Form 4
29	Weisenseel John C Director	2026-05-21 16:12:00	1,388 0	1,388	Form 4
30	BANK OF MONTREAL 10% Owner	2016-10-31 16:06:09	0 150	150	Form 4
31	BANK OF MONTREAL HARRIS FINANCIAL CORP HARRIS BANKCORP INC 10% Owner	2016-10-27 17:21:02	150 0	150	Form 13D
32	BANK OF MONTREAL BMO FINANCIAL CORP 10% Owner	2016-10-27 17:21:02	150 0	150	Form 13D
33	MCKEE HUGH MURRAY SIMON Director	2010-02-01 17:47:07	0 0	0	Form 3
34	COOPER BARRY MERRITT Director	2009-02-05 16:08:06	0 0	0	Form 3
35	Roberston Russel C Director	2013-05-22 13:00:33	0 0	0	Form 3
36	Roche Catherine Margaret Director	2016-08-22 17:21:10	0 0	0	Form 3
37	KAPPELE ROSS F Director	2009-02-05 16:04:06	0 0	0	Form 3