Virtus Investment Partners's top three insider shareholders as of June 18, 2026 are George R Aylward (Director, Ceo And President, 291.38K shares), Michael A Angerthal (Evp, Cfo Treasurer, 78.44K shares), Timothy A Holt (Director, 31.80K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Wendy J Hills | Evp, Clo, Gc Secretary | 7,691 | 0 | 17 Mar, 2023 |
| Susan S. Fleming | - | 10,355 | 0 | 11 Feb, 2026 |
| Melody L Jones | - | 8,872 | 0 | 15 May, 2025 |
| Stephen T Zarrilli | - | 3,549 | 0 | 07 Mar, 2024 |
| Peter L Bain | - | 4,013 | 0 | 15 May, 2025 |
| George R Aylward | Director, Ceo And President | 291,377 | 0 | 17 Mar, 2026 |
| Timothy A Holt | - | 31,801 | 0 | 15 May, 2025 |
| Paul G Greig | - | 4,160 | 0 | 15 May, 2025 |
| Michael A Angerthal | Evp, Cfo Treasurer | 78,436 | 0 | 17 Mar, 2026 |
| W Howard Morris | - | 4,307 | 2,150 | 16 Mar, 2026 |
| William Patrick Iii Bradley | Evp, Fund Services | 10,981 | 0 | 17 Mar, 2022 |
| Barry M. Mandinach | Evp, Head Of Distribution | 15,815 | 0 | 17 Mar, 2026 |
| Mardelle W Pena | Evp, Chief Hr Officer | 16,307 | 0 | 19 Mar, 2024 |
| John C Weisenseel | - | 609 | 0 | 15 May, 2025 |
| Richard W Smirl | Evp Chief Operating Officer | 17,298 | 0 | 17 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 |
* 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 | Michael A Angerthal | Common Stock | D | 772 | $126.11 | 73,281 | D | F |
| 13 Mar, 2026 | George R Aylward | Common Stock | D | 3,940 | $126.11 | 278,689 | 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 | Richard W Smirl | Common Stock | D | 1,121 | $126.11 | 12,026 | D | F |
| 13 Mar, 2026 | Barry M. Mandinach | Common Stock | A | 3,093 | $126.11 | 15,815 | D | A |
| 13 Mar, 2026 | Andra C Purkalitis | Common Stock | A | 2,578 | $126.11 | 5,430 | D | A |
| 13 Mar, 2026 | Michael A Angerthal | Common Stock | A | 5,155 | $126.11 | 78,436 | D | A |
| 13 Mar, 2026 | George R Aylward | Common Stock | A | 12,688 | $126.11 | 291,377 | 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 |
| 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 |