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

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 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
2025-03-18 17:08:05 282,629
70.06
282,699 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
2025-03-18 17:08:29 74,053
0
74,053 Form 4
5 NEAMTZ J STEVEN
EVP, Retail Distribution
2010-03-17 17:59:06 32,685
0
32,685 Form 4
6 HOLT TIMOTHY A
Director
2025-05-15 16:40:13 31,801
0
31,801 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 Fleming Susan S.
Director
2025-05-15 16:41:22 16,636
0
16,636 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 Mandinach Barry M.
EVP, Head of Distribution
2025-03-18 17:09:02 13,463
0
13,463 Form 4
15 SWAN EDWARD M JR
Director
2015-05-29 16:13:12 13,156
0
13,156 Form 4
16 Smirl Richard W
EVP & Chief Operating Officer
2025-05-05 16:54:04 13,147
0
13,147 Form 4
17 FLYNN MARK S
EVP & General Counsel
2019-03-19 17:24:14 12,574
0
12,574 Form 4
18 BRADLEY WILLIAM PATRICK III
EVP, Fund Services
2022-03-17 17:06:53 10,981
0
10,981 Form 4
19 COFFEY DIANE M
Director
2016-01-06 16:32:22 10,817
0
10,817 Form 5
20 JONES MELODY L
Director
2025-05-15 16:40:36 8,872
0
8,872 Form 4
21 HILLS WENDY J
EVP, CLO, GC & Secretary
2023-03-17 16:34:41 7,691
0
7,691 Form 4
22 Greig Paul G
Director
2025-05-15 16:40:49 4,160
0
4,160 Form 4
23 BAIN PETER L
Director
2025-05-15 16:41:12 4,013
0
4,013 Form 4
24 ZARRILLI STEPHEN T
Director
2024-03-07 16:49:54 3,549
0
3,549 Form 4
25 Purkalitis Andra C
EVP and CLO
2025-03-18 17:08:15 3,230
0
3,230 Form 4
26 Lieberman Elizabeth A
EVP, Chief HR Officer
2025-03-18 17:08:41 3,084
0
3,084 Form 4
27 MORRIS W HOWARD
Director
2025-05-15 16:40:26 2,407
435
2,842 Form 4
28 Hooda Sheila
Director
2019-05-16 17:27:27 2,603
0
2,603 Form 4
29 Weisenseel John C
Director
2025-05-15 16:40:58 609
0
609 Form 4
30 BANK OF MONTREAL
HARRIS FINANCIAL CORP
HARRIS BANKCORP INC
10% Owner
2016-10-27 17:21:02 150
0
150 Form 13D
31 BANK OF MONTREAL
BMO FINANCIAL CORP
10% Owner
2016-10-27 17:21:02 150
0
150 Form 13D
32 BANK OF MONTREAL
10% Owner
2016-10-31 16:06:09 0
150
150 Form 4
33 KAPPELE ROSS F
Director
2009-02-05 16:04:06 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 MCKEE HUGH MURRAY SIMON
Director
2010-02-01 17:47:07 0
0
0 Form 3
37 Roche Catherine Margaret
Director
2016-08-22 17:21:10 0
0
0 Form 3