Key facts
- This page summarizes William Patrick Bradley III's Form 4 filing for VIRTUS INVESTMENT PARTNERS, INC. (VRTS).
- 4 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 17 Mar 2022, 17:06.
William Patrick Bradley III - 15 Mar 2022 Form 4 Insider Report for VIRTUS INVESTMENT PARTNERS, INC. (VRTS)
- Reporting relationship
- EVP, Fund Services
- Issuer ticker
- VRTS
- Reported as of
- 15 Mar 2022
- Net transaction value
- -$256,603
- SEC form
- 4
- Accepted by SEC
- 17 Mar 2022, 17:06:53 UTC
- Prior SEC filing
- 15 Mar 2022
- Next SEC filing
- 18 Apr 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ronnie D. Kryjak, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
William Patrick Bradley III filed Form 4 for VIRTUS INVESTMENT PARTNERS, INC. (VRTS) on 17 Mar 2022.
Change
- Previous filing in this sequence was filed on 15 Mar 2022.
- Current net transaction value: -$256,603.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
VRTS
transaction
Common Stock
Tax liability
- Transaction value
- $57,168
- Shares
- -262
- Change %
- -2.9%
- Price
- $218.20
- Shares after
- 8,829
- Date
- 15 Mar 2022
- Ownership
- Direct
- Footnotes
- F1
VRTS
transaction
Common Stock
Tax liability
- Transaction value
- $199,435
- Shares
- -914
- Change %
- -10%
- Price
- $218.20
- Shares after
- 7,915
- Date
- 15 Mar 2022
- Ownership
- Direct
- Footnotes
- F2
VRTS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +2,436
- Change %
- +31%
- Price
- $0.000000
- Shares after
- 10,351
- Date
- 15 Mar 2022
- Ownership
- Direct
- Footnotes
- F3
VRTS
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +630
- Change %
- +6.1%
- Price
- $0.000000
- Shares after
- 10,981
- Date
- 15 Mar 2022
- Ownership
- Direct
- Footnotes
- F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of RSUs previously reported, and settled with shares by the reporting person.
Footnote F2
Exempt disposition to the Issuer under Rule 16b-3(e) to satisfy tax withholding obligations arising out of the vesting of an RSU award, and settled with shares by the reporting person.
Footnote F3
These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2019 Long Term Incentive Plan, subject to a time and performance condition which has been satisfied.
Footnote F4
These shares comprise an award of restricted stock units ("RSUs") granted to the reporting person pursuant to the Company's 2022 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.
Footnote F5
This number includes (i) 288.59 shares acquired in connection with the Issuer's Employee Stock Purchase Plan, (ii) 481 RSUs that are scheduled to vest on March 13, 2023, (iii) 366 RSUs that are scheduled to vest on March 15, 2023, (iv) 366 RSUs that are scheduled to vest on March 15, 2024 and (v) 210 RSUs that are scheduled to vest on March 15, 2025.