| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| AYLWARD GEORGE R | Director, CEO and President, Director | C/O VIRTUS INVESTMENT PARTNERS, ONE FINANCIAL PLAZA, HARTFORD | /s/ Ronnie D. Kryak, Attorney-in-Fact | 17 Mar 2026 | 0001222403 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | VRTS | Common Stock | Tax liability | -3,940 | -1.4% | $126.11* | 278,689 | 13 Mar 2026 | Direct | F1 | |
| transaction | VRTS | Common Stock | Award | +12,688 | +4.6% | $126.11* | 291,377 | 13 Mar 2026 | Direct | F2, F3 | |
| holding | VRTS | Common Stock | 70 | 13 Mar 2026 | By 401k |
| Id | Content |
|---|---|
| F1 | Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of restricted stock units ("RSUs") granted to the Reporting Person pursuant to the Company's 2023, 2024 and 2025 Long Term Incentive Plans, previously reported and settled with shares by the Reporting Person. |
| F2 | These shares comprise an award of RSUs granted to the Reporting Person pursuant to the Company's 2026 Long Term Incentive Plan. Subject to acceleration in certain circumstances, the RSUs are scheduled to vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting. |
| F3 | This number includes (i) 1,442.104 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 9,612 RSUs that are scheduled to vest on March 15, 2027, (iii) 7,307 RSUs that are scheduled to vest on March 15, 2028, and (iv) 4,230 RSUs that are scheduled to vest on March 15, 2029. |