Virtus Investment Partners, Inc. (VRTS) NASDAQ
$196.74 (0.30) (-0.15%)
Market Cap: $1.39B
As of 09/09/24 04:00 PM EDT. Market closed.
Virtus Investment Partners, Inc. (VRTS)
NASDAQ
$196.74
(0.30) (-0.15%)
Market Cap: $1.39B
As of 09/09/24 04:00 PM EDT. Market closed.
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Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixed income, and real estate markets. The firm also ... read more
COMPANY PROFILE
Sector
Financial Services
Industry
Asset Management
CEO
Mr. George Robert Aylward Jr., CPA
Full Time Employees
824
CEO Compensation (Base)
$600,000
CEO Compensation (Total)
$6.62M
Sector
Financial Services
Industry
Asset Management
CEO
Mr. George Robert Aylward Jr., CPA
Full Time Employees
824
CEO Compensation (Base)
$600,000
CEO Compensation (Total)
$6.62M
URL
Address
One Financial Plaza, 26Th Floor, CT, Hartford, 06103.
PRICE CHART FOR VIRTUS INVESTMENT PARTNERS, INC.
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NEWS
INSIDEARBITRAGE ARTICLES
KEY STATS
Open
$197.96
Previous Close
$197.04
Days Range
$195.71 - $199.52
52 week range
$168.78 - $263.39
Volume
32,810
Avg. Volume (30 days)
43,038
Market Cap
$1.39B
Dividend Yield
3.86%
P/E
13.17
Shares Outstanding
7,082,070
Open
$197.96
Previous Close
$197.04
Days Range
$195.71 - $199.52
52 week range
$168.78 - $263.39
Volume
32,810
Avg. Volume (30 days)
43,038
Market Cap
$1.39B
Dividend Yield
3.86%
P/E
13.17
Shares Outstanding
7,082,070
FINANCIAL STATEMENTS FOR VIRTUS INVESTMENT PARTNERS, INC.
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INSIDER TRANSACTIONS FOR VIRTUS INVESTMENT PARTNERS, INC.
| Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
| Mandinach Barry M. | EVP, Head of Distribution | May 20, 2024 | Sale | $234.00 | 7,886 | 1,845,324 | 12,418 | May 21, 2024, 04:40 PM |
| Mandinach Barry M. | EVP, Head of Distribution | May 17, 2024 | Sale | $234.00 | 77 | 18,018 | 20,304 | May 21, 2024, 04:40 PM |
| JONES MELODY L | Director | May 15, 2024 | Option Exercise | $234.43 | 495 | 116,043 | 8,213 | May 16, 2024, 04:37 PM |
| Fleming Susan S. | Director | May 15, 2024 | Option Exercise | $234.43 | 485 | 113,699 | 16,384 | May 16, 2024, 04:37 PM |
| Greig Paul G | Director | May 15, 2024 | Option Exercise | $234.43 | 479 | 112,292 | 3,508 | May 16, 2024, 04:36 PM |
| HOLT TIMOTHY A | Director | May 15, 2024 | Option Exercise | $234.43 | 794 | 186,137 | 30,745 | May 16, 2024, 04:36 PM |
| MORRIS W HOWARD | Director | May 15, 2024 | Option Exercise | $234.43 | 458 | 107,369 | 1,798 | May 16, 2024, 04:35 PM |
| BAIN PETER L | Director | May 15, 2024 | Option Exercise | $234.43 | 458 | 107,369 | 3,404 | May 16, 2024, 04:35 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 15, 2024 | Option Exercise | $231.33 | 4,991 | 1,154,568 | 273,592 | Mar 19, 2024, 05:00 PM |
| Angerthal Michael A | EVP, CFO & Treasurer | Mar 15, 2024 | Option Exercise | $231.33 | 1,390 | 321,549 | 70,368 | Mar 19, 2024, 04:59 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Mar 15, 2024 | Option Exercise | $231.33 | 949 | 219,532 | 19,740 | Mar 19, 2024, 04:57 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Mar 15, 2024 | Option Exercise | $231.33 | 363 | 83,973 | 16,561 | Mar 19, 2024, 04:55 PM |
| ZARRILLI STEPHEN T | Director | Mar 06, 2024 | Sale | $248.40 | 2,150 | 534,055 | 3,549 | Mar 07, 2024, 04:49 PM |
| Angerthal Michael A | EVP, CFO & Treasurer | Feb 05, 2024 | Sale | $232.51 | 8,049 | 1,871,471 | 77,934 | Feb 05, 2024, 06:43 PM |
| BAIN PETER L | Director | May 17, 2023 | Option Exercise | $178.54 | 602 | 107,481 | 2,946 | May 19, 2023, 04:30 PM |
| Fleming Susan S. | Director | May 17, 2023 | Option Exercise | $178.54 | 637 | 113,730 | 15,899 | May 19, 2023, 04:30 PM |
| Greig Paul G | Director | May 17, 2023 | Option Exercise | $178.54 | 630 | 112,480 | 3,029 | May 19, 2023, 04:29 PM |
| HOLT TIMOTHY A | Director | May 17, 2023 | Option Exercise | $178.54 | 1,043 | 186,217 | 29,951 | May 19, 2023, 04:29 PM |
| JONES MELODY L | Director | May 17, 2023 | Option Exercise | $178.54 | 651 | 116,230 | 7,718 | May 19, 2023, 04:29 PM |
| MORRIS W HOWARD | Director | May 17, 2023 | Option Exercise | $178.54 | 602 | 107,481 | 1,340 | May 19, 2023, 04:28 PM |
| ZARRILLI STEPHEN T | Director | May 17, 2023 | Option Exercise | $178.54 | 602 | 107,481 | 5,699 | May 19, 2023, 04:28 PM |
| Angerthal Michael A | EVP, CFO & Treasurer | Mar 15, 2023 | Option Exercise | $171.08 | 565 | 96,660 | 77,946 | Mar 17, 2023, 04:35 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 15, 2023 | Option Exercise | $171.08 | 2,019 | 345,411 | 271,824 | Mar 17, 2023, 04:35 PM |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Mar 15, 2023 | Option Exercise | $171.08 | 293 | 50,126 | 7,691 | Mar 17, 2023, 04:34 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Mar 15, 2023 | Option Exercise | $171.08 | 383 | 65,524 | 19,402 | Mar 17, 2023, 04:34 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Mar 15, 2023 | Option Exercise | $171.08 | 218 | 37,295 | 16,325 | Mar 17, 2023, 04:33 PM |
| Smirl Richard W | EVP & Chief Operating Officer | Mar 15, 2023 | Option Exercise | $171.08 | 355 | 60,733 | 9,404 | Mar 17, 2023, 04:33 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 13, 2023 | Option Exercise | $173.07 | 14,690 | 2,542,398 | 267,222 | Mar 15, 2023, 05:19 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Mar 13, 2023 | Option Exercise | $173.07 | 2,816 | 487,365 | 18,554 | Mar 15, 2023, 05:19 PM |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Mar 13, 2023 | Option Exercise | $173.07 | 2,145 | 371,235 | 7,078 | Mar 15, 2023, 05:18 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Mar 13, 2023 | Option Exercise | $173.07 | 1,164 | 201,453 | 15,807 | Mar 15, 2023, 05:18 PM |
| Angerthal Michael A | EVP, CFO & Treasurer | Mar 13, 2023 | Option Exercise | $173.07 | 3,919 | 678,261 | 76,536 | Mar 15, 2023, 05:18 PM |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Sep 16, 2022 | Option Exercise | $185.87 | 1,169 | 217,282 | 4,942 | Sep 19, 2022, 05:01 PM |
| MORRIS W HOWARD | Director | May 27, 2022 | Sale | $192.09 | 151 | 29,006 | 738 | May 31, 2022, 04:38 PM |
| HOLT TIMOTHY A | Director | May 18, 2022 | Option Exercise | $175.00 | 964 | 168,700 | 28,908 | May 20, 2022, 04:38 PM |
| MORRIS W HOWARD | Director | May 18, 2022 | Option Exercise | $175.00 | 585 | 102,375 | 889 | May 20, 2022, 04:38 PM |
| Fleming Susan S. | Director | May 18, 2022 | Option Exercise | $175.00 | 621 | 108,675 | 15,262 | May 20, 2022, 04:37 PM |
| ZARRILLI STEPHEN T | Director | May 18, 2022 | Option Exercise | $175.00 | 585 | 102,375 | 5,097 | May 20, 2022, 04:37 PM |
| BAIN PETER L | Director | May 18, 2022 | Option Exercise | $175.00 | 585 | 102,375 | 2,344 | May 20, 2022, 04:36 PM |
| Greig Paul G | Director | May 18, 2022 | Option Exercise | $175.00 | 614 | 107,450 | 2,399 | May 20, 2022, 04:36 PM |
| JONES MELODY L | Director | May 18, 2022 | Option Exercise | $175.00 | 635 | 111,125 | 7,067 | May 20, 2022, 04:35 PM |
| MORRIS W HOWARD | Director | Mar 17, 2022 | Buy | $231.00 | 435 | 100,484 | 435 | Mar 18, 2022, 05:21 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Mar 15, 2022 | Option Exercise | $218.20 | 1,269 | 276,896 | 11,775 | Mar 17, 2022, 05:07 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Mar 15, 2022 | Option Exercise | $218.20 | 1,176 | 256,603 | 8,829 | Mar 17, 2022, 05:06 PM |
| HILLS WENDY J | EVP, CLO, GC & Secretary | Mar 15, 2022 | Option Exercise | $218.20 | 133 | 29,021 | 5,079 | Mar 17, 2022, 05:05 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 15, 2022 | Option Exercise | $218.20 | 15,687 | 3,422,903 | 231,358 | Mar 17, 2022, 05:05 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Mar 15, 2022 | Option Exercise | $218.20 | 3,255 | 710,241 | 11,457 | Mar 17, 2022, 05:05 PM |
| Angerthal Michael A | EVP, CFO & Treasurer | Mar 15, 2022 | Option Exercise | $218.20 | 3,601 | 785,738 | 67,387 | Mar 17, 2022, 05:04 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Dec 15, 2021 | Sale | $289.12 | 1,600 | 462,592 | 12,248 | Dec 17, 2021, 05:00 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Dec 14, 2021 | Sale | $286.25 | 5,210 | 1,491,384 | 14,838 | Dec 16, 2021, 05:18 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Nov 12, 2021 | Sale | $335.00 | 300 | 100,500 | 9,242 | Nov 15, 2021, 05:02 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Nov 05, 2021 | Sale | $333.75 | 300 | 100,125 | 9,692 | Nov 08, 2021, 04:56 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Nov 03, 2021 | Sale | $328.13 | 600 | 196,875 | 10,292 | Nov 04, 2021, 05:11 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Nov 02, 2021 | Sale | $327.49 | 459 | 150,318 | 10,747 | Nov 04, 2021, 05:11 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Aug 13, 2021 | Sale | $315.00 | 175 | 55,125 | 10,901 | Aug 16, 2021, 04:49 PM |
| ZARRILLI STEPHEN T | Director | Aug 03, 2021 | Sale | $280.55 | 1,808 | 507,240 | 4,512 | Aug 05, 2021, 05:28 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | May 18, 2021 | Sale | $279.00 | 1,000 | 279,000 | 11,076 | May 19, 2021, 09:07 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | May 18, 2021 | Sale | $278.33 | 3,000 | 835,000 | 13,076 | May 18, 2021, 05:26 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | May 07, 2021 | Sale | $278.25 | 1,000 | 278,250 | 14,076 | May 10, 2021, 05:27 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Aug 17, 2020 | Option Exercise | $143.18 | 211 | 30,211 | 14,240 | Aug 19, 2020, 05:00 PM |
| PENA MARDELLE W | EVP, Chief HR Officer | Aug 17, 2020 | Option Exercise | $25.51 | 480 | 12,245 | 14,451 | Aug 19, 2020, 05:00 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Aug 13, 2020 | Sale | $142.29 | 10,000 | 1,422,872 | 23,954 | Aug 14, 2020, 04:42 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Aug 12, 2020 | Sale | $143.87 | 10,000 | 1,438,721 | 33,546 | Aug 14, 2020, 04:42 PM |
| ZARRILLI STEPHEN T | Director | May 18, 2020 | Option Exercise | $89.16 | 1,138 | 101,464 | 5,953 | May 19, 2020, 05:33 PM |
| TREANOR MARK C | Director | May 18, 2020 | Option Exercise | $89.16 | 1,892 | 168,691 | 30,305 | May 19, 2020, 05:30 PM |
| JONES MELODY L | Director | May 18, 2020 | Option Exercise | $89.16 | 1,191 | 106,190 | 6,036 | May 19, 2020, 05:28 PM |
| HOLT TIMOTHY A | Director | May 18, 2020 | Option Exercise | $89.16 | 1,163 | 103,693 | 27,327 | May 19, 2020, 05:25 PM |
| Fleming Susan S. | Director | May 18, 2020 | Option Exercise | $89.16 | 1,158 | 103,247 | 14,754 | May 19, 2020, 05:23 PM |
| Greig Paul G | Director | May 18, 2020 | Option Exercise | $89.16 | 1,188 | 105,922 | 1,400 | May 19, 2020, 05:22 PM |
| BAIN PETER L | Director | May 18, 2020 | Option Exercise | $89.16 | 1,177 | 104,941 | 1,389 | May 19, 2020, 05:20 PM |
| TREANOR MARK C | Director | Dec 23, 2019 | Sale | $123.73 | 1 | 124 | 28,413 | Dec 26, 2019, 04:36 PM |
| Greig Paul G | Director | Oct 01, 2019 | Option Exercise | $105.74 | 212 | 22,417 | 212 | Oct 03, 2019, 04:51 PM |
| BAIN PETER L | Director | Oct 01, 2019 | Option Exercise | $105.74 | 212 | 22,417 | 212 | Oct 03, 2019, 04:51 PM |
| HOLT TIMOTHY A | Director | May 15, 2019 | Option Exercise | $117.78 | 849 | 99,995 | 26,164 | May 16, 2019, 05:27 PM |
| Hooda Sheila | Director | May 15, 2019 | Option Exercise | $117.78 | 859 | 101,173 | 2,603 | May 16, 2019, 05:27 PM |
| ZARRILLI STEPHEN T | Director | May 15, 2019 | Option Exercise | $117.78 | 902 | 106,238 | 4,815 | May 16, 2019, 05:26 PM |
| BAIO JAMES R | Director | May 15, 2019 | Option Exercise | $117.78 | 883 | 104,000 | 15,405 | May 16, 2019, 05:26 PM |
| JONES MELODY L | Director | May 15, 2019 | Option Exercise | $117.78 | 925 | 108,946 | 4,845 | May 16, 2019, 05:25 PM |
| Fleming Susan S. | Director | May 15, 2019 | Option Exercise | $117.78 | 849 | 99,995 | 14,396 | May 16, 2019, 05:25 PM |
| TREANOR MARK C | Director | May 15, 2019 | Option Exercise | $117.78 | 1,369 | 161,241 | 28,414 | May 16, 2019, 05:24 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 19, 2019 | Option Exercise | $102.29 | 4,021 | 411,308 | 226,639 | Mar 20, 2019, 05:37 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 19, 2019 | Option Exercise | $9.40 | 18,120 | 170,328 | 230,660 | Mar 20, 2019, 05:37 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Mar 15, 2019 | Option Exercise | $9.40 | 3,867 | 36,350 | 63,551 | Mar 19, 2019, 05:23 PM |
| FLYNN MARK S | EVP & General Counsel | Feb 22, 2019 | Option Exercise | $104.73 | 469 | 49,118 | 11,959 | Feb 25, 2019, 06:25 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Feb 22, 2019 | Option Exercise | $104.73 | 613 | 64,199 | 12,376 | Feb 25, 2019, 06:24 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Feb 22, 2019 | Option Exercise | $104.73 | 853 | 89,335 | 55,881 | Feb 25, 2019, 06:24 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Feb 22, 2019 | Option Exercise | $104.73 | 893 | 93,524 | 32,692 | Feb 25, 2019, 06:24 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Feb 22, 2019 | Option Exercise | $104.73 | 649 | 67,970 | 13,088 | Feb 25, 2019, 06:23 PM |
| PENA MARDELLE W | EVP, Human Resources | Feb 22, 2019 | Option Exercise | $104.73 | 613 | 64,199 | 10,637 | Feb 25, 2019, 06:23 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Feb 04, 2019 | Option Exercise | $9.40 | 8,000 | 75,200 | 56,734 | Feb 05, 2019, 05:28 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Dec 03, 2018 | Option Exercise | $9.40 | 4,000 | 37,600 | 48,734 | Dec 04, 2018, 06:08 PM |
| AYLWARD GEORGE R | Director, CEO and President | Oct 29, 2018 | Option Exercise | $9.40 | 5,000 | 47,000 | 194,590 | Oct 30, 2018, 05:38 PM |
| Mandinach Barry M. | EVP, Head of Distribution | May 18, 2018 | Option Exercise | $128.45 | 556 | 71,418 | 13,737 | May 22, 2018, 05:02 PM |
| Fleming Susan S. | Director | May 15, 2018 | Option Exercise | $124.00 | 806 | 99,944 | 13,547 | May 16, 2018, 05:34 PM |
| BAIO JAMES R | Director | May 15, 2018 | Option Exercise | $124.00 | 826 | 102,424 | 14,522 | May 16, 2018, 05:34 PM |
| JONES MELODY L | Director | May 15, 2018 | Option Exercise | $124.00 | 866 | 107,384 | 3,920 | May 16, 2018, 05:34 PM |
| Hooda Sheila | Director | May 15, 2018 | Option Exercise | $124.00 | 816 | 101,184 | 1,744 | May 16, 2018, 05:33 PM |
| TREANOR MARK C | Director | May 15, 2018 | Option Exercise | $124.00 | 1,199 | 148,676 | 27,045 | May 16, 2018, 05:33 PM |
| ZARRILLI STEPHEN T | Director | May 15, 2018 | Option Exercise | $124.00 | 856 | 106,144 | 3,913 | May 16, 2018, 05:33 PM |
| HOLT TIMOTHY A | Director | May 15, 2018 | Option Exercise | $124.00 | 806 | 99,944 | 25,315 | May 16, 2018, 05:32 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Feb 22, 2018 | Option Exercise | $122.00 | 1,363 | 166,286 | 30,226 | Feb 26, 2018, 05:13 PM |
| Mandinach Barry M. | EVP, Head of Distribution | Feb 22, 2018 | Option Exercise | $122.00 | 644 | 78,568 | 10,934 | Feb 26, 2018, 05:13 PM |
| PENA MARDELLE W | EVP, Human Resources | Feb 22, 2018 | Option Exercise | $122.00 | 840 | 102,480 | 9,686 | Feb 26, 2018, 05:13 PM |
| FLYNN MARK S | EVP & General Counsel | Feb 22, 2018 | Option Exercise | $122.00 | 460 | 56,120 | 10,864 | Feb 26, 2018, 05:12 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Feb 22, 2018 | Option Exercise | $122.00 | 600 | 73,200 | 11,425 | Feb 26, 2018, 05:12 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 22, 2018 | Option Exercise | $122.00 | 2,100 | 256,200 | 170,697 | Feb 26, 2018, 05:12 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Feb 22, 2018 | Option Exercise | $122.00 | 883 | 107,726 | 41,375 | Feb 26, 2018, 05:11 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 13, 2018 | Option Exercise | $123.50 | 10,590 | 1,307,865 | 163,735 | Feb 15, 2018, 05:15 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 13, 2018 | Option Exercise | $31.38 | 19,521 | 612,569 | 174,325 | Feb 15, 2018, 05:15 PM |
| JONES MELODY L | Director | May 19, 2017 | Option Exercise | $103.70 | 988 | 102,456 | 3,054 | May 22, 2017, 08:34 PM |
| ZARRILLI STEPHEN T | Director | May 19, 2017 | Option Exercise | $103.70 | 976 | 101,211 | 3,057 | May 22, 2017, 08:34 PM |
| Fleming Susan S. | Director | May 19, 2017 | Option Exercise | $103.70 | 916 | 94,989 | 12,826 | May 22, 2017, 07:13 PM |
| TREANOR MARK C | Director | May 19, 2017 | Option Exercise | $103.70 | 1,386 | 143,728 | 25,866 | May 22, 2017, 07:12 PM |
| Hooda Sheila | Director | May 19, 2017 | Option Exercise | $103.70 | 928 | 96,234 | 928 | May 22, 2017, 07:11 PM |
| HOLT TIMOTHY A | Director | May 19, 2017 | Option Exercise | $103.70 | 916 | 94,989 | 24,509 | May 22, 2017, 07:09 PM |
| BAIO JAMES R | Director | May 19, 2017 | Option Exercise | $103.70 | 940 | 97,478 | 13,696 | May 22, 2017, 06:12 PM |
| Mandinach Barry M. | EVP, Head of Distribution | May 18, 2017 | Option Exercise | $101.05 | 586 | 59,215 | 9,323 | May 22, 2017, 06:07 PM |
| Mandinach Barry M. | EVP, Head of Distribution | May 19, 2017 | Option Exercise | $103.70 | 1,369 | 141,965 | 7,954 | May 22, 2017, 06:07 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 14, 2017 | Option Exercise | $105.60 | 5,574 | 588,614 | 144,495 | Mar 16, 2017, 07:18 PM |
| PENA MARDELLE W | EVP, Human Resources | Mar 14, 2017 | Option Exercise | $105.60 | 252 | 26,611 | 6,102 | Mar 16, 2017, 07:17 PM |
| FLYNN MARK S | EVP & General Counsel | Mar 14, 2017 | Option Exercise | $105.60 | 294 | 31,046 | 7,806 | Mar 16, 2017, 07:17 PM |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | Mar 14, 2017 | Option Exercise | $105.60 | 568 | 59,981 | 7,601 | Mar 16, 2017, 07:17 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Mar 14, 2017 | Option Exercise | $105.60 | 836 | 88,282 | 24,326 | Mar 16, 2017, 07:16 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 08, 2017 | Option Exercise | $108.10 | 4,959 | 536,068 | 150,060 | Feb 09, 2017, 06:54 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 08, 2017 | Option Exercise | $40.00 | 8,399 | 335,960 | 155,019 | Feb 09, 2017, 06:54 PM |
| AYLWARD GEORGE R | Director, CEO and President | Feb 07, 2017 | Option Exercise | $40.00 | 2,500 | 100,000 | 146,620 | Feb 09, 2017, 06:54 PM |
| BANK OF MONTREAL /CAN/ | 10% Owner | Oct 27, 2016 | Sale | $93.50 | 1,727,746 | 161,544,251 | 150 | Oct 31, 2016, 04:06 PM |
| Fleming Susan S. | Director | May 25, 2016 | Option Exercise | $80.81 | 1,051 | 84,931 | 11,910 | May 26, 2016, 05:30 PM |
| ZARRILLI STEPHEN T | Director | May 25, 2016 | Option Exercise | $80.81 | 1,129 | 91,234 | 2,081 | May 26, 2016, 05:30 PM |
| TREANOR MARK C | Director | May 25, 2016 | Option Exercise | $80.81 | 1,518 | 122,670 | 24,480 | May 26, 2016, 05:30 PM |
| JONES MELODY L | Director | May 25, 2016 | Option Exercise | $80.81 | 1,144 | 92,447 | 2,066 | May 26, 2016, 05:30 PM |
| HOLT TIMOTHY A | Director | May 25, 2016 | Option Exercise | $80.81 | 1,051 | 84,931 | 23,593 | May 26, 2016, 05:30 PM |
| BAIO JAMES R | Director | May 25, 2016 | Option Exercise | $80.81 | 1,082 | 87,436 | 12,756 | May 26, 2016, 05:30 PM |
| Mandinach Barry M. | EVP Head of Distribution | May 18, 2016 | Option Exercise | $79.57 | 586 | 46,628 | 8,083 | May 19, 2016, 06:05 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Mar 15, 2016 | Option Exercise | $76.60 | 668 | 51,169 | 25,162 | Mar 17, 2016, 04:22 PM |
| PENA MARDELLE W | SVP, Human Resources | Mar 15, 2016 | Option Exercise | $76.60 | 302 | 23,133 | 6,354 | Mar 17, 2016, 04:22 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 15, 2016 | Option Exercise | $76.60 | 234 | 17,924 | 8,169 | Mar 17, 2016, 04:22 PM |
| FLYNN MARK S | EVP & General Counsel | Mar 15, 2016 | Option Exercise | $76.60 | 351 | 26,887 | 8,100 | Mar 17, 2016, 04:22 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Mar 15, 2016 | Option Exercise | $76.60 | 1,001 | 76,677 | 34,995 | Mar 17, 2016, 04:22 PM |
| AYLWARD GEORGE R | Director, CEO and President | Jan 29, 2016 | Option Exercise | $39.89 | 9,082 | 362,281 | 129,301 | Feb 01, 2016, 04:18 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Dec 01, 2015 | Sale | $140.00 | 210 | 29,400 | 7,588 | Dec 02, 2015, 06:02 PM |
| ZARRILLI STEPHEN T | Director | May 28, 2015 | Option Exercise | $127.25 | 648 | 82,458 | 952 | May 29, 2015, 04:13 PM |
| TREANOR MARK C | Director | May 28, 2015 | Option Exercise | $127.25 | 964 | 122,669 | 22,962 | May 29, 2015, 04:13 PM |
| HOLT TIMOTHY A | Director | May 28, 2015 | Option Exercise | $127.25 | 697 | 88,693 | 22,542 | May 29, 2015, 04:13 PM |
| SWAN EDWARD M JR | Director | May 28, 2015 | Option Exercise | $127.25 | 677 | 86,148 | 13,156 | May 29, 2015, 04:13 PM |
| JONES MELODY L | Director | May 28, 2015 | Option Exercise | $127.25 | 628 | 79,913 | 922 | May 29, 2015, 04:13 PM |
| COFFEY DIANE M | Director | May 28, 2015 | Option Exercise | $127.25 | 697 | 88,693 | 10,839 | May 29, 2015, 04:13 PM |
| Fleming Susan S. | Director | May 28, 2015 | Option Exercise | $127.25 | 667 | 84,876 | 10,939 | May 29, 2015, 04:13 PM |
| BAIO JAMES R | Director | May 28, 2015 | Option Exercise | $127.25 | 726 | 92,384 | 11,674 | May 29, 2015, 04:13 PM |
| Mandinach Barry M. | EVP Head of Distribution | May 18, 2015 | Option Exercise | $117.46 | 3,405 | 399,951 | 6,059 | May 20, 2015, 05:18 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Mar 13, 2015 | Option Exercise | $140.68 | 1,957 | 275,311 | 23,220 | Mar 17, 2015, 07:32 PM |
| PENA MARDELLE W | SVP, Human Resources | Mar 13, 2015 | Option Exercise | $140.68 | 1,184 | 166,565 | 5,841 | Mar 17, 2015, 07:32 PM |
| FLYNN MARK S | EVP & General Counsel | Mar 13, 2015 | Option Exercise | $140.68 | 1,030 | 144,900 | 7,309 | Mar 17, 2015, 07:32 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 13, 2015 | Option Exercise | $140.68 | 987 | 138,851 | 7,798 | Mar 17, 2015, 07:32 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 13, 2015 | Option Exercise | $140.68 | 9,994 | 1,405,956 | 120,126 | Mar 17, 2015, 07:32 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Mar 13, 2015 | Option Exercise | $140.68 | 2,936 | 413,036 | 33,386 | Mar 17, 2015, 07:32 PM |
| ZARRILLI STEPHEN T | Director | Oct 08, 2014 | Option Exercise | $169.72 | 304 | 51,595 | 304 | Oct 09, 2014, 06:47 PM |
| JONES MELODY L | Director | Oct 08, 2014 | Option Exercise | $169.72 | 294 | 49,898 | 294 | Oct 09, 2014, 06:33 PM |
| AYLWARD GEORGE R | Director, CEO and President | Sep 15, 2014 | Option Exercise | $29.81 | 7,266 | 216,599 | 118,694 | Sep 16, 2014, 04:04 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Sep 05, 2014 | Buy | $179.77 | 135 | 24,269 | 34,614 | Sep 05, 2014, 04:08 PM |
| TREANOR MARK C | Director | May 15, 2014 | Option Exercise | $176.49 | 695 | 122,661 | 21,998 | May 19, 2014, 04:12 PM |
| HOLT TIMOTHY A | Director | May 15, 2014 | Option Exercise | $176.49 | 502 | 88,598 | 21,845 | May 19, 2014, 04:12 PM |
| SWAN EDWARD M JR | Director | May 15, 2014 | Option Exercise | $176.49 | 488 | 86,127 | 12,479 | May 19, 2014, 04:12 PM |
| COFFEY DIANE M | Director | May 15, 2014 | Option Exercise | $176.49 | 502 | 88,598 | 10,204 | May 19, 2014, 04:12 PM |
| Fleming Susan S. | Director | May 15, 2014 | Option Exercise | $176.49 | 481 | 84,892 | 10,272 | May 19, 2014, 04:12 PM |
| BAIO JAMES R | Director | May 15, 2014 | Option Exercise | $176.49 | 524 | 92,481 | 10,948 | May 19, 2014, 04:12 PM |
| PENA MARDELLE W | SVP, Human Resources | Mar 14, 2014 | Option Exercise | $175.62 | 1,185 | 208,110 | 6,457 | Mar 18, 2014, 04:08 PM |
| CERUTTI JEFFREY | EVP, Head of Distribution | Mar 14, 2014 | Option Exercise | $175.62 | 8,225 | 1,444,474 | 19,840 | Mar 18, 2014, 04:08 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 14, 2014 | Option Exercise | $175.62 | 907 | 159,287 | 8,217 | Mar 18, 2014, 04:08 PM |
| FLYNN MARK S | EVP & General Counsel | Mar 14, 2014 | Option Exercise | $175.62 | 2,434 | 427,459 | 7,485 | Mar 18, 2014, 04:08 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 14, 2014 | Option Exercise | $175.62 | 10,316 | 1,811,696 | 111,397 | Mar 18, 2014, 04:08 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Mar 14, 2014 | Option Exercise | $175.62 | 2,670 | 468,905 | 34,479 | Mar 18, 2014, 04:08 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Mar 14, 2014 | Option Exercise | $175.62 | 3,559 | 625,032 | 23,469 | Mar 18, 2014, 04:08 PM |
| FLYNN MARK S | EVP & General Counsel | Feb 14, 2014 | Option Exercise | $179.91 | 238 | 42,819 | 8,897 | Feb 18, 2014, 10:27 AM |
| WALTMAN FRANCIS G | EVP, Product Management | Dec 17, 2013 | Sale | $203.05 | 750 | 152,289 | 26,107 | Dec 17, 2013, 04:03 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Dec 16, 2013 | Sale | $203.95 | 2,250 | 458,895 | 27,933 | Dec 17, 2013, 04:03 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Dec 16, 2013 | Sale | $204.49 | 550 | 112,470 | 8,443 | Dec 16, 2013, 03:03 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Nov 14, 2013 | Sale | $209.11 | 478 | 99,955 | 8,993 | Nov 14, 2013, 05:34 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Nov 11, 2013 | Sale | $209.11 | 33 | 6,901 | 9,471 | Nov 13, 2013, 05:06 PM |
| PENA MARDELLE W | SVP, Human Resources | Aug 16, 2013 | Option Exercise | $188.70 | 246 | 46,420 | 6,961 | Aug 19, 2013, 04:26 PM |
| CERUTTI JEFFREY | EVP, Head of Distribution | Jun 01, 2013 | Option Exercise | $231.86 | 3,280 | 760,501 | 26,020 | Jun 18, 2013, 05:44 PM |
| TREANOR MARK C | Director | May 21, 2013 | Option Exercise | $241.30 | 467 | 112,687 | 21,265 | May 22, 2013, 04:28 PM |
| SWAN EDWARD M JR | Director | May 21, 2013 | Option Exercise | $241.30 | 315 | 76,010 | 11,953 | May 22, 2013, 04:27 PM |
| COFFEY DIANE M | Director | May 21, 2013 | Option Exercise | $241.30 | 326 | 78,664 | 9,896 | May 22, 2013, 04:26 PM |
| Fleming Susan S. | Director | May 21, 2013 | Option Exercise | $241.30 | 310 | 74,803 | 10,007 | May 22, 2013, 01:00 PM |
| HOLT TIMOTHY A | Director | May 21, 2013 | Option Exercise | $241.30 | 326 | 78,664 | 21,305 | May 22, 2013, 01:00 PM |
| BAIO JAMES R | Director | May 21, 2013 | Option Exercise | $241.30 | 341 | 82,283 | 10,386 | May 22, 2013, 01:00 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 15, 2013 | Option Exercise | $186.16 | 438 | 81,538 | 9,504 | Mar 19, 2013, 04:15 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Mar 15, 2013 | Option Exercise | $186.16 | 2,189 | 407,504 | 28,665 | Mar 19, 2013, 04:15 PM |
| AYLWARD GEORGE R | Director, CEO and President | Mar 15, 2013 | Option Exercise | $186.16 | 6,566 | 1,222,327 | 114,829 | Mar 19, 2013, 04:15 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Mar 15, 2013 | Option Exercise | $186.16 | 1,876 | 349,236 | 35,104 | Mar 19, 2013, 04:14 PM |
| TREANOR MARK C | Director | Dec 17, 2012 | Sale | $118.70 | 40 | 4,748 | 20,798 | Dec 18, 2012, 04:32 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Nov 30, 2012 | Option Exercise | $113.11 | 3,799 | 429,705 | 29,971 | Dec 04, 2012, 06:49 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Nov 30, 2012 | Option Exercise | $9.40 | 7,933 | 74,570 | 30,651 | Dec 04, 2012, 06:49 PM |
| WALTMAN FRANCIS G | EVP, Product Management | Nov 30, 2012 | Sale | $113.02 | 2,300 | 259,946 | 22,698 | Dec 04, 2012, 06:49 PM |
| SWAN EDWARD M JR | Director | Dec 04, 2012 | Sale | $115.14 | 1,000 | 115,137 | 12,619 | Dec 04, 2012, 05:53 PM |
| COFFEY DIANE M | Director | Nov 30, 2012 | Sale | $14.00 | 1,000 | 13,997 | 9,664 | Dec 04, 2012, 05:36 PM |
| BAIO JAMES R | Director | Nov 30, 2012 | Sale | $113.87 | 1,000 | 113,867 | 11,952 | Dec 04, 2012, 05:16 PM |
| BAIO JAMES R | Director | Dec 04, 2012 | Sale | $114.02 | 1,000 | 114,020 | 10,045 | Dec 04, 2012, 05:16 PM |
| Fleming Susan S. | Director | Nov 29, 2012 | Sale | $113.62 | 2,000 | 227,240 | 9,913 | Dec 03, 2012, 02:11 PM |
| AYLWARD GEORGE R | President, CEO and Director | May 07, 2012 | Option Exercise | $44.59 | 2,361 | 105,277 | 103,191 | May 09, 2012, 11:34 AM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Apr 25, 2012 | Option Exercise | $9.40 | 3,753 | 35,278 | 11,684 | Apr 27, 2012, 05:40 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Apr 25, 2012 | Sale | $80.34 | 3,753 | 301,517 | 7,972 | Apr 27, 2012, 05:40 PM |
| AYLWARD GEORGE R | President, CEO and Director | Apr 20, 2012 | Option Exercise | $79.83 | 14,965 | 1,194,656 | 100,818 | Apr 24, 2012, 02:07 PM |
| WALTMAN FRANCIS G | EVP, Product Development | Apr 20, 2012 | Option Exercise | $79.83 | 5,135 | 409,927 | 24,998 | Apr 24, 2012, 01:51 PM |
| Angerthal Michael A | EVP, Chief Financial Officer | Apr 20, 2012 | Option Exercise | $79.83 | 10,270 | 819,854 | 30,946 | Apr 24, 2012, 12:50 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Apr 20, 2012 | Option Exercise | $79.83 | 1,917 | 153,034 | 7,931 | Apr 24, 2012, 12:25 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Apr 20, 2012 | Option Exercise | $9.40 | 100 | 940 | 8,031 | Apr 24, 2012, 12:25 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Apr 20, 2012 | Sale | $80.60 | 100 | 8,060 | 7,931 | Apr 24, 2012, 12:25 PM |
| AYLWARD GEORGE R | President, CEO & Director | Mar 15, 2012 | Option Exercise | $82.03 | 9,172 | 752,379 | 115,772 | Mar 19, 2012, 05:39 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 15, 2012 | Option Exercise | $82.03 | 671 | 55,042 | 11,201 | Mar 19, 2012, 04:22 PM |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | Mar 16, 2012 | Sale | $80.98 | 1,353 | 109,571 | 9,948 | Mar 19, 2012, 04:22 PM |
| WALTMAN FRANCIS G | EVP, Product Development | Mar 15, 2012 | Option Exercise | $82.03 | 2,590 | 212,458 | 30,133 | Mar 19, 2012, 03:23 PM |
| THORP JEFFREY | 10% Owner | Jan 10, 2012 | Sale | $82.62 | 9,490 | 784,046 | 376,370 | Jan 12, 2012, 08:47 PM |
| TREANOR MARK C | Director | Sep 02, 2011 | Buy | $58.59 | 1,060 | 62,101 | 19,218 | Sep 06, 2011, 05:59 PM |
| WALTMAN FRANCIS G | EVP, Product Development | Aug 14, 2011 | Option Exercise | $61.85 | 788 | 48,738 | 25,409 | Aug 15, 2011, 07:43 PM |
| BAIO JAMES R | Director | Aug 12, 2011 | Buy | $61.84 | 500 | 30,920 | 10,867 | Aug 15, 2011, 05:33 PM |
| PENA MARDELLE W | SVP, Human Resources | Aug 09, 2011 | Buy | $61.13 | 820 | 50,129 | 2,588 | Aug 10, 2011, 05:19 PM |
| BAIO JAMES R | Director | Aug 08, 2011 | Buy | $57.51 | 500 | 28,755 | 10,367 | Aug 09, 2011, 06:01 PM |
| AYLWARD GEORGE R | Aug 05, 2011 | Buy | $67.62 | 750 | 50,715 | 103,201 | Aug 05, 2011, 05:41 PM | |
| Angerthal Michael A | EVP, Chief Financial Officer | Feb 03, 2011 | Buy | $53.86 | 2,000 | 107,720 | 31,873 | Feb 04, 2011, 07:29 AM |
| SWAN EDWARD M JR | Director | Nov 15, 2010 | Buy | $40.61 | 1,000 | 40,610 | 10,521 | Nov 15, 2010, 06:44 PM |
| Cabrera Susan F | Director | Nov 12, 2010 | Buy | $38.94 | 1,000 | 38,940 | 9,749 | Nov 15, 2010, 05:11 PM |
| SWAN EDWARD M JR | Director | Nov 12, 2010 | Buy | $38.97 | 1,500 | 58,455 | 9,521 | Nov 12, 2010, 07:03 PM |
| TREANOR MARK C | Director | Nov 12, 2010 | Buy | $38.99 | 5,000 | 194,950 | 16,667 | Nov 12, 2010, 06:57 PM |
| HOLT TIMOTHY A | Director | Nov 09, 2010 | Buy | $39.45 | 6,400 | 252,480 | 18,749 | Nov 10, 2010, 05:31 PM |
| HOLT TIMOTHY A | Director | Nov 08, 2010 | Buy | $39.53 | 3,600 | 142,308 | 12,349 | Nov 10, 2010, 05:31 PM |
Load More Insider Transactions
Buy
Sale
Option Exercise
| Owner | Relationship | Date | Value($) |
| Mandinach Barry M. | EVP, Head of Distribution | 05/20/2024 | 1,845,324 |
| Mandinach Barry M. | EVP, Head of Distribution | 05/17/2024 | 18,018 |
| JONES MELODY L | Director | 05/15/2024 | 116,043 |
| Fleming Susan S. | Director | 05/15/2024 | 113,699 |
| Greig Paul G | Director | 05/15/2024 | 112,292 |
| HOLT TIMOTHY A | Director | 05/15/2024 | 186,137 |
| MORRIS W HOWARD | Director | 05/15/2024 | 107,369 |
| BAIN PETER L | Director | 05/15/2024 | 107,369 |
| AYLWARD GEORGE R | Director, CEO and President | 03/15/2024 | 1,154,568 |
| Angerthal Michael A | EVP, CFO & Treasurer | 03/15/2024 | 321,549 |
| Mandinach Barry M. | EVP, Head of Distribution | 03/15/2024 | 219,532 |
| PENA MARDELLE W | EVP, Chief HR Officer | 03/15/2024 | 83,973 |
| ZARRILLI STEPHEN T | Director | 03/06/2024 | 534,055 |
| Angerthal Michael A | EVP, CFO & Treasurer | 02/05/2024 | 1,871,471 |
| BAIN PETER L | Director | 05/17/2023 | 107,481 |
| Fleming Susan S. | Director | 05/17/2023 | 113,730 |
| Greig Paul G | Director | 05/17/2023 | 112,480 |
| HOLT TIMOTHY A | Director | 05/17/2023 | 186,217 |
| JONES MELODY L | Director | 05/17/2023 | 116,230 |
| MORRIS W HOWARD | Director | 05/17/2023 | 107,481 |
| ZARRILLI STEPHEN T | Director | 05/17/2023 | 107,481 |
| Angerthal Michael A | EVP, CFO & Treasurer | 03/15/2023 | 96,660 |
| AYLWARD GEORGE R | Director, CEO and President | 03/15/2023 | 345,411 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | 03/15/2023 | 50,126 |
| Mandinach Barry M. | EVP, Head of Distribution | 03/15/2023 | 65,524 |
| PENA MARDELLE W | EVP, Chief HR Officer | 03/15/2023 | 37,295 |
| Smirl Richard W | EVP & Chief Operating Officer | 03/15/2023 | 60,733 |
| AYLWARD GEORGE R | Director, CEO and President | 03/13/2023 | 2,542,398 |
| Mandinach Barry M. | EVP, Head of Distribution | 03/13/2023 | 487,365 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | 03/13/2023 | 371,235 |
| PENA MARDELLE W | EVP, Chief HR Officer | 03/13/2023 | 201,453 |
| Angerthal Michael A | EVP, CFO & Treasurer | 03/13/2023 | 678,261 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | 09/16/2022 | 217,282 |
| MORRIS W HOWARD | Director | 05/27/2022 | 29,006 |
| HOLT TIMOTHY A | Director | 05/18/2022 | 168,700 |
| MORRIS W HOWARD | Director | 05/18/2022 | 102,375 |
| Fleming Susan S. | Director | 05/18/2022 | 108,675 |
| ZARRILLI STEPHEN T | Director | 05/18/2022 | 102,375 |
| BAIN PETER L | Director | 05/18/2022 | 102,375 |
| Greig Paul G | Director | 05/18/2022 | 107,450 |
| JONES MELODY L | Director | 05/18/2022 | 111,125 |
| MORRIS W HOWARD | Director | 03/17/2022 | 100,484 |
| PENA MARDELLE W | EVP, Chief HR Officer | 03/15/2022 | 276,896 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 03/15/2022 | 256,603 |
| HILLS WENDY J | EVP, CLO, GC & Secretary | 03/15/2022 | 29,021 |
| AYLWARD GEORGE R | Director, CEO and President | 03/15/2022 | 3,422,903 |
| Mandinach Barry M. | EVP, Head of Distribution | 03/15/2022 | 710,241 |
| Angerthal Michael A | EVP, CFO & Treasurer | 03/15/2022 | 785,738 |
| PENA MARDELLE W | EVP, Chief HR Officer | 12/15/2021 | 462,592 |
| Mandinach Barry M. | EVP, Head of Distribution | 12/14/2021 | 1,491,384 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 11/12/2021 | 100,500 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 11/05/2021 | 100,125 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 11/03/2021 | 196,875 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 11/02/2021 | 150,318 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 08/13/2021 | 55,125 |
| ZARRILLI STEPHEN T | Director | 08/03/2021 | 507,240 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 05/18/2021 | 279,000 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 05/18/2021 | 835,000 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 05/07/2021 | 278,250 |
| PENA MARDELLE W | EVP, Chief HR Officer | 08/17/2020 | 30,211 |
| PENA MARDELLE W | EVP, Chief HR Officer | 08/17/2020 | 12,245 |
| WALTMAN FRANCIS G | EVP, Product Management | 08/13/2020 | 1,422,872 |
| WALTMAN FRANCIS G | EVP, Product Management | 08/12/2020 | 1,438,721 |
| ZARRILLI STEPHEN T | Director | 05/18/2020 | 101,464 |
| TREANOR MARK C | Director | 05/18/2020 | 168,691 |
| JONES MELODY L | Director | 05/18/2020 | 106,190 |
| HOLT TIMOTHY A | Director | 05/18/2020 | 103,693 |
| Fleming Susan S. | Director | 05/18/2020 | 103,247 |
| Greig Paul G | Director | 05/18/2020 | 105,922 |
| BAIN PETER L | Director | 05/18/2020 | 104,941 |
| TREANOR MARK C | Director | 12/23/2019 | 124 |
| Greig Paul G | Director | 10/01/2019 | 22,417 |
| BAIN PETER L | Director | 10/01/2019 | 22,417 |
| HOLT TIMOTHY A | Director | 05/15/2019 | 99,995 |
| Hooda Sheila | Director | 05/15/2019 | 101,173 |
| ZARRILLI STEPHEN T | Director | 05/15/2019 | 106,238 |
| BAIO JAMES R | Director | 05/15/2019 | 104,000 |
| JONES MELODY L | Director | 05/15/2019 | 108,946 |
| Fleming Susan S. | Director | 05/15/2019 | 99,995 |
| TREANOR MARK C | Director | 05/15/2019 | 161,241 |
| AYLWARD GEORGE R | Director, CEO and President | 03/19/2019 | 411,308 |
| AYLWARD GEORGE R | Director, CEO and President | 03/19/2019 | 170,328 |
| Angerthal Michael A | EVP, Chief Financial Officer | 03/15/2019 | 36,350 |
| FLYNN MARK S | EVP & General Counsel | 02/22/2019 | 49,118 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 02/22/2019 | 64,199 |
| Angerthal Michael A | EVP, Chief Financial Officer | 02/22/2019 | 89,335 |
| WALTMAN FRANCIS G | EVP, Product Management | 02/22/2019 | 93,524 |
| Mandinach Barry M. | EVP, Head of Distribution | 02/22/2019 | 67,970 |
| PENA MARDELLE W | EVP, Human Resources | 02/22/2019 | 64,199 |
| Angerthal Michael A | EVP, Chief Financial Officer | 02/04/2019 | 75,200 |
| Angerthal Michael A | EVP, Chief Financial Officer | 12/03/2018 | 37,600 |
| AYLWARD GEORGE R | Director, CEO and President | 10/29/2018 | 47,000 |
| Mandinach Barry M. | EVP, Head of Distribution | 05/18/2018 | 71,418 |
| Fleming Susan S. | Director | 05/15/2018 | 99,944 |
| BAIO JAMES R | Director | 05/15/2018 | 102,424 |
| JONES MELODY L | Director | 05/15/2018 | 107,384 |
| Hooda Sheila | Director | 05/15/2018 | 101,184 |
| TREANOR MARK C | Director | 05/15/2018 | 148,676 |
| ZARRILLI STEPHEN T | Director | 05/15/2018 | 106,144 |
| HOLT TIMOTHY A | Director | 05/15/2018 | 99,944 |
| WALTMAN FRANCIS G | EVP, Product Management | 02/22/2018 | 166,286 |
| Mandinach Barry M. | EVP, Head of Distribution | 02/22/2018 | 78,568 |
| PENA MARDELLE W | EVP, Human Resources | 02/22/2018 | 102,480 |
| FLYNN MARK S | EVP & General Counsel | 02/22/2018 | 56,120 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 02/22/2018 | 73,200 |
| AYLWARD GEORGE R | Director, CEO and President | 02/22/2018 | 256,200 |
| Angerthal Michael A | EVP, Chief Financial Officer | 02/22/2018 | 107,726 |
| AYLWARD GEORGE R | Director, CEO and President | 02/13/2018 | 1,307,865 |
| AYLWARD GEORGE R | Director, CEO and President | 02/13/2018 | 612,569 |
| JONES MELODY L | Director | 05/19/2017 | 102,456 |
| ZARRILLI STEPHEN T | Director | 05/19/2017 | 101,211 |
| Fleming Susan S. | Director | 05/19/2017 | 94,989 |
| TREANOR MARK C | Director | 05/19/2017 | 143,728 |
| Hooda Sheila | Director | 05/19/2017 | 96,234 |
| HOLT TIMOTHY A | Director | 05/19/2017 | 94,989 |
| BAIO JAMES R | Director | 05/19/2017 | 97,478 |
| Mandinach Barry M. | EVP, Head of Distribution | 05/18/2017 | 59,215 |
| Mandinach Barry M. | EVP, Head of Distribution | 05/19/2017 | 141,965 |
| AYLWARD GEORGE R | Director, CEO and President | 03/14/2017 | 588,614 |
| PENA MARDELLE W | EVP, Human Resources | 03/14/2017 | 26,611 |
| FLYNN MARK S | EVP & General Counsel | 03/14/2017 | 31,046 |
| BRADLEY WILLIAM PATRICK III | EVP, Fund Services | 03/14/2017 | 59,981 |
| WALTMAN FRANCIS G | EVP, Product Management | 03/14/2017 | 88,282 |
| AYLWARD GEORGE R | Director, CEO and President | 02/08/2017 | 536,068 |
| AYLWARD GEORGE R | Director, CEO and President | 02/08/2017 | 335,960 |
| AYLWARD GEORGE R | Director, CEO and President | 02/07/2017 | 100,000 |
| BANK OF MONTREAL /CAN/ | 10% Owner | 10/27/2016 | 161,544,251 |
| Fleming Susan S. | Director | 05/25/2016 | 84,931 |
| ZARRILLI STEPHEN T | Director | 05/25/2016 | 91,234 |
| TREANOR MARK C | Director | 05/25/2016 | 122,670 |
| JONES MELODY L | Director | 05/25/2016 | 92,447 |
| HOLT TIMOTHY A | Director | 05/25/2016 | 84,931 |
| BAIO JAMES R | Director | 05/25/2016 | 87,436 |
| Mandinach Barry M. | EVP Head of Distribution | 05/18/2016 | 46,628 |
| WALTMAN FRANCIS G | EVP, Product Management | 03/15/2016 | 51,169 |
| PENA MARDELLE W | SVP, Human Resources | 03/15/2016 | 23,133 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/15/2016 | 17,924 |
| FLYNN MARK S | EVP & General Counsel | 03/15/2016 | 26,887 |
| Angerthal Michael A | EVP, Chief Financial Officer | 03/15/2016 | 76,677 |
| AYLWARD GEORGE R | Director, CEO and President | 01/29/2016 | 362,281 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 12/01/2015 | 29,400 |
| ZARRILLI STEPHEN T | Director | 05/28/2015 | 82,458 |
| TREANOR MARK C | Director | 05/28/2015 | 122,669 |
| HOLT TIMOTHY A | Director | 05/28/2015 | 88,693 |
| SWAN EDWARD M JR | Director | 05/28/2015 | 86,148 |
| JONES MELODY L | Director | 05/28/2015 | 79,913 |
| COFFEY DIANE M | Director | 05/28/2015 | 88,693 |
| Fleming Susan S. | Director | 05/28/2015 | 84,876 |
| BAIO JAMES R | Director | 05/28/2015 | 92,384 |
| Mandinach Barry M. | EVP Head of Distribution | 05/18/2015 | 399,951 |
| WALTMAN FRANCIS G | EVP, Product Management | 03/13/2015 | 275,311 |
| PENA MARDELLE W | SVP, Human Resources | 03/13/2015 | 166,565 |
| FLYNN MARK S | EVP & General Counsel | 03/13/2015 | 144,900 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/13/2015 | 138,851 |
| AYLWARD GEORGE R | Director, CEO and President | 03/13/2015 | 1,405,956 |
| Angerthal Michael A | EVP, Chief Financial Officer | 03/13/2015 | 413,036 |
| ZARRILLI STEPHEN T | Director | 10/08/2014 | 51,595 |
| JONES MELODY L | Director | 10/08/2014 | 49,898 |
| AYLWARD GEORGE R | Director, CEO and President | 09/15/2014 | 216,599 |
| Angerthal Michael A | EVP, Chief Financial Officer | 09/05/2014 | 24,269 |
| TREANOR MARK C | Director | 05/15/2014 | 122,661 |
| HOLT TIMOTHY A | Director | 05/15/2014 | 88,598 |
| SWAN EDWARD M JR | Director | 05/15/2014 | 86,127 |
| COFFEY DIANE M | Director | 05/15/2014 | 88,598 |
| Fleming Susan S. | Director | 05/15/2014 | 84,892 |
| BAIO JAMES R | Director | 05/15/2014 | 92,481 |
| PENA MARDELLE W | SVP, Human Resources | 03/14/2014 | 208,110 |
| CERUTTI JEFFREY | EVP, Head of Distribution | 03/14/2014 | 1,444,474 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/14/2014 | 159,287 |
| FLYNN MARK S | EVP & General Counsel | 03/14/2014 | 427,459 |
| AYLWARD GEORGE R | Director, CEO and President | 03/14/2014 | 1,811,696 |
| Angerthal Michael A | EVP, Chief Financial Officer | 03/14/2014 | 468,905 |
| WALTMAN FRANCIS G | EVP, Product Management | 03/14/2014 | 625,032 |
| FLYNN MARK S | EVP & General Counsel | 02/14/2014 | 42,819 |
| WALTMAN FRANCIS G | EVP, Product Management | 12/17/2013 | 152,289 |
| WALTMAN FRANCIS G | EVP, Product Management | 12/16/2013 | 458,895 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 12/16/2013 | 112,470 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 11/14/2013 | 99,955 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 11/11/2013 | 6,901 |
| PENA MARDELLE W | SVP, Human Resources | 08/16/2013 | 46,420 |
| CERUTTI JEFFREY | EVP, Head of Distribution | 06/01/2013 | 760,501 |
| TREANOR MARK C | Director | 05/21/2013 | 112,687 |
| SWAN EDWARD M JR | Director | 05/21/2013 | 76,010 |
| COFFEY DIANE M | Director | 05/21/2013 | 78,664 |
| Fleming Susan S. | Director | 05/21/2013 | 74,803 |
| HOLT TIMOTHY A | Director | 05/21/2013 | 78,664 |
| BAIO JAMES R | Director | 05/21/2013 | 82,283 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/15/2013 | 81,538 |
| WALTMAN FRANCIS G | EVP, Product Management | 03/15/2013 | 407,504 |
| AYLWARD GEORGE R | Director, CEO and President | 03/15/2013 | 1,222,327 |
| Angerthal Michael A | EVP, Chief Financial Officer | 03/15/2013 | 349,236 |
| TREANOR MARK C | Director | 12/17/2012 | 4,748 |
| WALTMAN FRANCIS G | EVP, Product Management | 11/30/2012 | 429,705 |
| WALTMAN FRANCIS G | EVP, Product Management | 11/30/2012 | 74,570 |
| WALTMAN FRANCIS G | EVP, Product Management | 11/30/2012 | 259,946 |
| SWAN EDWARD M JR | Director | 12/04/2012 | 115,137 |
| COFFEY DIANE M | Director | 11/30/2012 | 13,997 |
| BAIO JAMES R | Director | 11/30/2012 | 113,867 |
| BAIO JAMES R | Director | 12/04/2012 | 114,020 |
| Fleming Susan S. | Director | 11/29/2012 | 227,240 |
| AYLWARD GEORGE R | President, CEO and Director | 05/07/2012 | 105,277 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 04/25/2012 | 35,278 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 04/25/2012 | 301,517 |
| AYLWARD GEORGE R | President, CEO and Director | 04/20/2012 | 1,194,656 |
| WALTMAN FRANCIS G | EVP, Product Development | 04/20/2012 | 409,927 |
| Angerthal Michael A | EVP, Chief Financial Officer | 04/20/2012 | 819,854 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 04/20/2012 | 153,034 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 04/20/2012 | 940 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 04/20/2012 | 8,060 |
| AYLWARD GEORGE R | President, CEO & Director | 03/15/2012 | 752,379 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/15/2012 | 55,042 |
| BRADLEY WILLIAM PATRICK III | SVP, Fund Services | 03/16/2012 | 109,571 |
| WALTMAN FRANCIS G | EVP, Product Development | 03/15/2012 | 212,458 |
| THORP JEFFREY | 10% Owner | 01/10/2012 | 784,046 |
| TREANOR MARK C | Director | 09/02/2011 | 62,101 |
| WALTMAN FRANCIS G | EVP, Product Development | 08/14/2011 | 48,738 |
| BAIO JAMES R | Director | 08/12/2011 | 30,920 |
| PENA MARDELLE W | SVP, Human Resources | 08/09/2011 | 50,129 |
| BAIO JAMES R | Director | 08/08/2011 | 28,755 |
| AYLWARD GEORGE R | 08/05/2011 | 50,715 | |
| Angerthal Michael A | EVP, Chief Financial Officer | 02/03/2011 | 107,720 |
| SWAN EDWARD M JR | Director | 11/15/2010 | 40,610 |
| Cabrera Susan F | Director | 11/12/2010 | 38,940 |
| SWAN EDWARD M JR | Director | 11/12/2010 | 58,455 |
| TREANOR MARK C | Director | 11/12/2010 | 194,950 |
| HOLT TIMOTHY A | Director | 11/09/2010 | 252,480 |
| HOLT TIMOTHY A | Director | 11/08/2010 | 142,308 |
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FUNDS WITH A POSITION IN VIRTUS INVESTMENT PARTNERS, INC.
| Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
|---|---|---|---|---|
| BLACKROCK INC. | 1,056,654 | 0.0054% | -2.86% | Other |
| VULCAN VALUE PARTNERS, LLC | 128,890 | 0.44% | -18.1% | Value |
| GEODE CAPITAL MANAGEMENT, LLC | 150,507 | 0.00298% | 1.21% | Other |
| WCM INVESTMENT MANAGEMENT, LLC | 109,533 | 0.06% | -0.57% | Growth At A Reasonable Price |
| FISHER ASSET MANAGEMENT, LLC | 67,736 | 0.00666% | 5.59% | Other |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 53,220 | 0.04% | 5.53% | Value |
| AQR CAPITAL MANAGEMENT LLC | 50,952 | 0.02% | 78.1% | Other |
| RENAISSANCE TECHNOLOGIES LLC | 10,029 | 0.00384% | -7.39% | Other |
| D. E. SHAW & CO., INC. | 5,522 | 0.00117% | 13.09% | Other |
| BRIDGEWATER ASSOCIATES, LP | 3,239 | 0.00382% | New | Other |
| BALYASNY ASSET MANAGEMENT L.P. | 2,931 | 0.00116% | New | Event Driven |
CHANGE IN SHARES OUTSTANDING FOR VIRTUS INVESTMENT PARTNERS, INC.
STOCK BUYBACKS FOR VIRTUS INVESTMENT PARTNERS, INC.
Period of Report
Previous Period
% Change in Shares
10-K/10-Q Filings
Quarter
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Period of Report: 03/31/2024
10-K/10-Q Filings: View
Previous Period
% Change in Shares
Quarter
12/31/2023
-0.46%
1Q
09/30/2023
-1.25%
2Q
06/30/2023
-1.33%
3Q
03/31/2023
-1.66%
4Q
12/31/2022
-1.79%
5Q
09/30/2022
-2.36%
6Q
06/30/2022
-4.21%
7Q
03/31/2022
-7.04%
8Q
12/31/2021
-8.09%
9Q
09/30/2021
-8.73%
10Q
06/30/2021
-8.99%
11Q
03/31/2021
-9.50%
12Q
12/31/2020
-9.25%
13Q
09/30/2020
-8.88%
14Q
06/30/2020
-7.70%
15Q
03/31/2020
-1.82%
16Q
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BUYBACK ANNOUNCEMENT(S) FOR VIRTUS INVESTMENT PARTNERS, INC.
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