Virtus Investment Partners's top three insider shareholders as of March 23, 2026 are George R Aylward (Director, Ceo And President, 282.63K shares), Michael A Angerthal (Evp, Cfo Treasurer, 74.05K shares), Timothy A Holt (Director, 31.80K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| George R Aylward | Director, Ceo And President | 291,377 | 0 | 17 Mar, 2026 |
| George R Aylward | Director, Ceo And President | 282,629 | 0 | 18 Mar, 2025 |
| Michael A Angerthal | Evp, Cfo Treasurer | 78,436 | 0 | 17 Mar, 2026 |
| Michael A Angerthal | Evp, Cfo Treasurer | 74,053 | 0 | 18 Mar, 2025 |
| Timothy A Holt | 31,801 | 0 | 15 May, 2025 | |
| Richard W Smirl | Evp Chief Operating Officer | 17,298 | 0 | 17 Mar, 2026 |
| Mardelle W Pena | Evp, Chief Hr Officer | 16,307 | 0 | 19 Mar, 2024 |
| Barry M. Mandinach | Evp, Head Of Distribution | 15,815 | 0 | 17 Mar, 2026 |
| Barry M. Mandinach | Evp, Head Of Distribution | 13,463 | 0 | 18 Mar, 2025 |
| Richard W Smirl | Evp Chief Operating Officer | 13,147 | 0 | 05 May, 2025 |
| William Patrick Iii Bradley | Evp, Fund Services | 10,981 | 0 | 17 Mar, 2022 |
| William Patrick Iii Bradley | Evp, Fund Services | 10,981 | 0 | 17 Mar, 2022 |
| Susan S. Fleming | 10,355 | 0 | 11 Feb, 2026 | |
| Melody L Jones | 8,872 | 0 | 15 May, 2025 | |
| Wendy J Hills | Evp, Clo, Gc Secretary | 7,691 | 0 | 17 Mar, 2023 |
| W Howard Morris | 4,307 | 2,000 | 16 Mar, 2026 | |
| Andra C Purkalitis | Evp And Clo | 5,430 | 0 | 17 Mar, 2026 |
| Elizabeth A Lieberman | Evp, Chief Hr Officer | 5,389 | 0 | 17 Mar, 2026 |
| Paul G Greig | 4,160 | 0 | 15 May, 2025 | |
| Peter L Bain | 4,013 | 0 | 15 May, 2025 | |
| Stephen T Zarrilli | 3,549 | 0 | 07 Mar, 2024 | |
| Andra C Purkalitis | Evp And Clo | 3,230 | 0 | 18 Mar, 2025 |
| Elizabeth A Lieberman | Evp, Chief Hr Officer | 3,084 | 0 | 18 Mar, 2025 |
| W Howard Morris | 2,407 | 0 | 15 May, 2025 | |
| John C Weisenseel | 609 | 0 | 15 May, 2025 | |
| W Howard Morris | 0 | 435 | 18 Mar, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Elizabeth A Lieberman | Common Stock | D | 143 | $126.11 | 2,941 | D | F |
| 13 Mar, 2026 | Richard W Smirl | Common Stock | D | 1,121 | $126.11 | 12,026 | D | F |
| 13 Mar, 2026 | George R Aylward | Common Stock | D | 3,940 | $126.11 | 278,689 | D | F |
| 13 Mar, 2026 | Michael A Angerthal | Common Stock | D | 772 | $126.11 | 73,281 | D | F |
| 13 Mar, 2026 | Barry M. Mandinach | Common Stock | D | 741 | $126.11 | 12,722 | D | F |
| 13 Mar, 2026 | Andra C Purkalitis | Common Stock | D | 390 | $126.11 | 2,840 | D | F |
| 13 Mar, 2026 | Andra C Purkalitis | Common Stock | A | 2,578 | $126.11 | 5,430 | D | A |
| 13 Mar, 2026 | Barry M. Mandinach | Common Stock | A | 3,093 | $126.11 | 15,815 | D | A |
| 13 Mar, 2026 | Michael A Angerthal | Common Stock | A | 5,155 | $126.11 | 78,436 | D | A |
| 13 Mar, 2026 | Elizabeth A Lieberman | Common Stock | A | 2,448 | $126.11 | 5,389 | D | A |
| 13 Mar, 2026 | Richard W Smirl | Common Stock | A | 5,155 | $126.11 | 17,298 | D | A |
| 13 Mar, 2026 | George R Aylward | Common Stock | A | 12,688 | $126.11 | 291,377 | D | A |
| 12 Mar, 2026 | W Howard Morris | Common Stock | A | 1,900 | $129.62 | 4,307 | D | P |
| 12 Mar, 2026 | W Howard Morris | Common Stock | A | 150 | $129.23 | 150 | I | P |
| 12 Mar, 2026 | W Howard Morris | Common Stock | A | 2,000 | $129.35 | 2,000 | I | P |
| 11 Feb, 2026 | Susan S. Fleming | Common Stock | D | 1,000 | $142.22 | 12,677 | D | S |
| 11 Feb, 2026 | Susan S. Fleming | Common Stock | D | 171 | $142.75 | 12,506 | D | S |
| 11 Feb, 2026 | Susan S. Fleming | Common Stock | D | 2,151 | $142.32 | 10,355 | D | S |
| 11 Dec, 2025 | Susan S. Fleming | Common Stock | D | 1,819 | $168.49 | 14,817 | D | S |
| 11 Dec, 2025 | Susan S. Fleming | Common Stock | D | 1,140 | $167.98 | 13,677 | D | S |