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

List of insiders holdings for VIRTUS INVESTMENT PARTNERS INC.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. 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 NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1Phoenix Investment Management Co
PHOENIX COMPANIES INC
10% Owner
2009-01-05 18:00:335,772,076
0
5,772,076Form 4
2AYLWARD GEORGE R
Director, CEO and President
2026-03-17 17:07:33291,377
70.06
291,447Form 4
3THORP JEFFREY
Sonoma Capital LP
Sonoma Capital LLC
Sonoma Capital Management LLC
10% Owner
2013-02-14 16:16:3585,680
0
85,680Form 13G
4Angerthal Michael A
EVP, CFO & Treasurer
2026-03-17 17:07:2778,436
0
78,436Form 4
5NEAMTZ J STEVEN
EVP, Retail Distribution
2010-03-17 17:59:0632,685
0
32,685Form 4
6HOLT TIMOTHY A
Director
2025-05-15 16:40:1331,801
0
31,801Form 4
7TREANOR MARK C
Director
2020-05-19 17:30:3430,305
0
30,305Form 4
8CERUTTI JEFFREY
EVP, Head of Distribution
2014-03-18 16:08:3519,840
0
19,840Form 4
9WALTMAN FRANCIS G
EVP, Product Management
2021-03-16 18:49:1617,842
108.53
17,951Form 4
10Smirl Richard W
EVP & Chief Operating Officer
2026-03-17 17:06:5917,298
0
17,298Form 4
11PENA MARDELLE W
EVP, Chief HR Officer
2024-03-19 16:55:1516,307
0
16,307Form 4
12Mandinach Barry M.
EVP, Head of Distribution
2026-03-17 17:07:1715,815
0
15,815Form 4
13BAIO JAMES R
Director
2019-05-16 17:26:2315,405
0
15,405Form 4
14Curtiss Nancy G
EVP, Operations
2010-03-17 17:51:2514,037
40.47
14,077Form 4
15SWAN EDWARD M JR
Director
2015-05-29 16:13:1213,156
0
13,156Form 4
16FLYNN MARK S
EVP & General Counsel
2019-03-19 17:24:1412,574
0
12,574Form 4
17BRADLEY WILLIAM PATRICK III
EVP, Fund Services
2022-03-17 17:06:5310,981
0
10,981Form 4
18COFFEY DIANE M
Director
2016-01-06 16:32:2210,817
0
10,817Form 5
19Fleming Susan S.
Director
2026-02-11 16:55:3210,355
0
10,355Form 4
20JONES MELODY L
Director
2025-05-15 16:40:368,872
0
8,872Form 4
21HILLS WENDY J
EVP, CLO, GC & Secretary
2023-03-17 16:34:417,691
0
7,691Form 4
22MORRIS W HOWARD
Director
2026-03-16 16:56:134,307
2,435
6,742Form 4
23Purkalitis Andra C
EVP and CLO
2026-03-17 17:07:075,430
0
5,430Form 4
24Lieberman Elizabeth A
EVP, Chief HR Officer
2026-03-17 17:07:415,389
0
5,389Form 4
25Greig Paul G
Director
2025-05-15 16:40:494,160
0
4,160Form 4
26BAIN PETER L
Director
2025-05-15 16:41:124,013
0
4,013Form 4
27ZARRILLI STEPHEN T
Director
2024-03-07 16:49:543,549
0
3,549Form 4
28Hooda Sheila
Director
2019-05-16 17:27:272,603
0
2,603Form 4
29Weisenseel John C
Director
2025-05-15 16:40:58609
0
609Form 4
30BANK OF MONTREAL
10% Owner
2016-10-31 16:06:090
150
150Form 4
31BANK OF MONTREAL
BMO FINANCIAL CORP
10% Owner
2016-10-27 17:21:02150
0
150Form 13D
32BANK OF MONTREAL
HARRIS FINANCIAL CORP
HARRIS BANKCORP INC
10% Owner
2016-10-27 17:21:02150
0
150Form 13D
33Roche Catherine Margaret
Director
2016-08-22 17:21:100
0
0Form 3
34Roberston Russel C
Director
2013-05-22 13:00:330
0
0Form 3
35MCKEE HUGH MURRAY SIMON
Director
2010-02-01 17:47:070
0
0Form 3
36COOPER BARRY MERRITT
Director
2009-02-05 16:08:060
0
0Form 3
37KAPPELE ROSS F
Director
2009-02-05 16:04:060
0
0Form 3