Angerthal Michael A 4

What Happened
Michael A. Angerthal, EVP, Chief Financial Officer & Treasurer of Virtus Investment Partners (VRTS), was granted 5,155 restricted stock units (RSUs) on March 13, 2026 at a grant price of $126.11 each (total grant value ≈ $650,097). On the same date, 772 shares were disposed of (surrendered to the issuer) at $126.11 each (≈ $97,357) to satisfy tax withholding obligations related to vesting.

Key Details

• Transaction date: 2026-03-13; Form 4 filed: 2026-03-17 (check filing for any late-filing notation).
• Grant: 5,155 RSUs @ $126.11 (total ≈ $650,097). (Reporting code A = award/grant.)
• Tax withholding: 772 shares disposed/surrendered @ $126.11 (total ≈ $97,357). (Reporting code F = disposition to satisfy tax withholding.)
• Shares owned after transaction: not specified in the provided data.
• Footnotes:
  • F1: The 772-share disposition was an exempt transfer to the issuer under Rule 16b-3(e) to satisfy tax withholding for previously granted RSUs.
  • F2: The 5,155 shares are RSUs under the 2026 Long Term Incentive Plan and will be settled one-for-one in common stock upon vesting.
  • F3: Vesting schedule: 3,274 RSUs vest on Mar 15, 2027; 2,608 on Mar 15, 2028; 1,719 on Mar 15, 2029 (note totals reflect multi-year ratable vesting and acceleration may apply in limited circumstances).

Context
This was an equity award (not an open-market purchase or sale). RSU grants are a form of compensation and vest over time; the surrender of shares to cover taxes is routine and does not necessarily indicate a change in the insider’s view of the company.