HOLT TIMOTHY A 4

What Happened

• Timothy A. Holt, a director of Virtus Investment Partners, received 1,377 shares of VRTS common stock on May 20, 2026.
• The shares were issued at an effective price of $137.93 per share, for a total value of approximately $189,930. This transaction is reported as an award/grant (code A), not an open-market purchase or sale.

Key Details

• Transaction date: 2026-05-20; Filing date: 2026-05-21.
• Price per share: $137.93; Total value: ~$189,930.
• Shares owned after transaction: Not disclosed in this filing.
• Footnote: Shares were issued as part of director compensation under the company’s Amended and Restated Omnibus Incentive and Equity Plan and are subject to the company's share ownership guidelines.
• Transaction type: Award/Grant (compensation); not a sale or option exercise. No 10b5-1 or tax-withholding details were reported.

Context

• This was a compensation award to a board member, a routine corporate governance practice to align director incentives with shareholders. Such grants are not the same as a director buying shares in the open market and do not necessarily signal insider confidence or conviction about near-term stock moves.