| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Smirl Richard W | EVP & Chief Operating Officer | C/O VIRTUS INVESTMENT PARTNERS, INC., ONE FINANCIAL PLAZA, 26TH FLOOR, HARTFORD | /s/ Ronnie D. Kryak, Attorney-in-Fact | 17 Mar 2026 | 0001860677 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | VRTS | Common Stock | Tax liability | -1,121 | -8.5% | $126.11* | 12,026 | 13 Mar 2026 | Direct | F1 | |
| transaction | VRTS | Common Stock | Award | +5,155 | +42% | $126.11* | 17,298 | 13 Mar 2026 | Direct | F2, F3 |
| 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) 560.7856 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 3,401 RSUs that are scheduled to vest on March 15, 2027, (iii) 2,680 RSUs that are scheduled to vest on March 15, 2028, and (iv) 1,719 RSUs that are scheduled to vest on March 15, 2029. |