VRTS - NASDAQ
Virtus Investment Partners, Inc.
$140.93
-4.3%Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also invests in exchange traded funds. It employs a multi manager approach for its products. The firm employs quantitative analysis to make its investments. It benchmarks the performance of its portfolios against the S&P 500 Index. The firm conducts in-house research to make its investments. Virtus Investment Partners, Inc. was founded in 1988 and is based in Hartford, Connecticut.
At a Glance
Live SnapshotVirtus Investment Partners, Inc. Management Team
Ms. Elizabeth Lieberman
Executive Vice President & Chief Human Resources Officer
Mr. Richard William Smirl J.D.
Executive Vice President & Chief Operating Officer
Compensation
$2,213,083
Mr. Barry Mitchell Mandinach J.D.
Executive Vice President & Head of Distribution
Compensation
$1,832,250
Mr. William Patrick Bradley III, CPA, CPA
Executive Vice President of Fund Services
Compensation
$908,750
Mr. Michael Aaron Angerthal CPA
Executive Vice President, Chief Financial Officer, Principal Accounting Officer & Treasurer
Compensation
$2,292,250
Ms. Andra Cynthia Purkalitis J.D.
Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary
Compensation
$1,996,026
Mr. Thomas Franco
Senior Managing Director & Head of Retail Sales
Mr. Joseph E. Maccone
Senior Managing Director & Head of Strategic Distribution
Mr. Joe Fazzino
Vice President of Corporate Communications
Mr. Sean Rourke
Vice President of Investor Relations
Virtus Investment Partners, Inc. Insider Positioning
During the last 12 months, insiders have purchased $246K and sold $449K worth of VRTS shares, resulting in $202K of net selling activity.
3 Months
1.9K
246.28K
0
0.00
+246K
+$246K
3-6 Months
0
0.00
2.8K
448.70K
-449K
-$449K
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Morris W Howard
Director
$246K
Top Sellers
Fleming Susan S.
Director
$449K
Insider Activity Analysis
Net Insider Sentiment
Slightly bearish with $202K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.
Buy/Sell Ratio
Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.
SEC Filings
VRTS - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 07, 2026 | May 20, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 02, 2025 | May 14, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | April 03, 2024 | May 15, 2024 | 2024 | |
DEF 14A DEF 14A N/A | April 05, 2023 | April 05, 2023 | ||
DEF 14A DEF 14A 2022 N/A | April 06, 2022 | May 18, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | March 31, 2021 | May 14, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | April 06, 2020 | May 18, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | April 04, 2019 | May 15, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 05, 2018 | May 15, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 05, 2017 | May 19, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.