Congress trades

Virtus Investment Partners, Inc. (VRTS)

NYSE · Financial Services · 32 congress trades · last filed 6 years ago

20
Congress disclosures shown
39d
Median delay on the congress disclosures
of the 45 day limit
10/10
Purchases and sales in the disclosures shown

About Virtus Investment Partners, Inc.

from the company's filings and listing
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
George Robert Aylward
Employees
801
Listed since
Jan 2, 2009
Market value
$1.0B
Price to earnings
8.6
Earnings per share
$17.83
Dividend yield
6.29%

corporate.virtus.com

Earnings

6 reported quarters · next on Oct 23, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 30, 2026$5.54$6.09$201.4M$185.0MEPS missRevenue beat
Q1 FY2026reported May 1, 2026$5.38$5.56$199.5M$179.4MEPS missRevenue beat
Feb 6, 2026$6.50$6.58$208.0M$194.3MEPS in lineRevenue beat
Oct 24, 2025$6.69$6.71$215.1M$195.0MEPS in lineRevenue beat
Jul 25, 2025$6.25$6.21$210.5M$201.4MEPS in lineRevenue beat
Apr 25, 2025$5.73$5.33$217.9M$193.0MEPS beatRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 2025 · proxy filed Apr 7, 2026
ExecutiveSalaryStock awardsOtherTotal
George R. AylwardPresident and Chief Executive Officer$650K$3.2M$2.5M$6.3M
Richard W. SmirlExecutive Vice President Chief Operating Officer$450K$1.0M$1.5M$3.0M
Michael A. AngerthalExecutive Vice President Chief Financial Officer and T$430K$925K$1.6M$2.9M
Barry M. MandinachExecutive Vice President Head of Distribution$445K$600K$1.2M$2.3M
Andra C. PurkalitisExecutive Vice President Chief Legal Officer, General $375K$500K$968K$1.8M

The summary compensation table from the 2025 proxy statement, current executives only. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Blackrock, Inc.$151.6M1,056,614+5.7%15.82%
Vanguard Portfolio Management LLC$64.6M450,124-7.2%6.74%
State Street Corp$64.3M448,314+2.2%6.71%
Victory Capital Management Inc$50.6M352,930+11.0%5.28%
Dimensional Fund Advisors LP$45.3M315,715+3.5%4.73%
AQR Capital Management LLC$41.1M286,625+116.7%4.29%
Vanguard Capital Management LLC$40.2M279,848-2.0%4.19%
Charles Schwab Investment Management Inc$40.1M279,346+7.9%4.18%
Sixth Street Partners Management Company, L.P.$40.1M279,346+100.0%4.18%
American Century Companies Inc$28.0M195,363+3.5%2.92%
Geode Capital Management, LLC$23.7M165,425+3.9%2.48%
Jpmorgan Chase & Co$20.6M142,881+54.5%2.14%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in VRTS

20 disclosures of 32 on record · median 39d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+37.5%S&P +144.2% · vs S&P 500 -106.7%Mar 4, 2020May 6, 202063d
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+41.7%S&P +154.3% · vs S&P 500 -112.6%Mar 3, 2020May 6, 202064d
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+28.0%S&P +145.4% · vs S&P 500 -117.4%Feb 26, 2020May 6, 202070d
Michael T. McCaulStockSale$15,001 - $50,000+102.7%S&P +196.4% · vs S&P 500 -93.7%Mar 31, 2020May 6, 202036d
Michael T. McCaulStockSale$50,001 - $100,000+102.7%S&P +196.4% · vs S&P 500 -93.7%Mar 31, 2020May 6, 202036d
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+25.7%S&P +144.3% · vs S&P 500 -118.7%Feb 25, 2020Apr 20, 202055d
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+28.1%S&P +141.0% · vs S&P 500 -112.9%Dec 12, 2019Jan 29, 202048d
Michael T. McCaulFiled lateStockPurchase$1,001 - $15,000+90.5%S&P +205.2% · vs S&P 500 -114.8%Jan 2, 2019Feb 25, 201954d
Michael T. McCaulStockPurchase$1,001 - $15,000+34.0%S&P +188.4% · vs S&P 500 -154.3%May 1, 2018Jun 14, 201844d
Michael T. McCaulStockPurchase$1,001 - $15,000+18.6%S&P +178.0% · vs S&P 500 -159.4%Jun 4, 2018Jun 14, 201810d
Michael T. McCaulStockPurchase$1,001 - $15,000+33.8%S&P +189.0% · vs S&P 500 -155.2%Apr 30, 2018May 15, 201815d
Michael T. McCaulFiled lateStockSale$1,001 - $15,000+35.9%S&P +211.3% · vs S&P 500 -175.4%Jul 17, 2017Sep 7, 201752d
Michael T. McCaulStockPurchase$1,001 - $15,000+106.1%S&P +265.1% · vs S&P 500 -159.1%Jul 7, 2016Aug 16, 201640d
Michael T. McCaulStockPurchase$1,001 - $15,000+100.0%S&P +259.7% · vs S&P 500 -159.7%Jul 8, 2016Aug 16, 201639d
Michael T. McCaulStockSale$1,001 - $15,000+100.5%S&P +258.4% · vs S&P 500 -158.0%Jul 11, 2016Aug 16, 201636d
Michael T. McCaulStockPurchase$1,001 - $15,000+100.5%S&P +258.4% · vs S&P 500 -158.0%Jul 11, 2016Aug 16, 201636d
Michael T. McCaulStockPurchase$1,001 - $15,000+96.8%S&P +255.9% · vs S&P 500 -159.1%Jul 12, 2016Aug 16, 201635d
Michael T. McCaulStockPurchase$1,001 - $15,000+85.7%S&P +252.9% · vs S&P 500 -167.2%Jul 28, 2016Aug 16, 201619d
Michael T. McCaulStockSale$1,001 - $15,000+85.7%S&P +252.9% · vs S&P 500 -167.2%Jul 28, 2016Aug 16, 201619d
Michael T. McCaulStockPurchase$1,001 - $15,000+97.0%S&P +267.7% · vs S&P 500 -170.6%Jun 22, 2016Jul 15, 201623d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 9, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded VRTS?

Michael T. McCaul disclosed VRTS transactions in the filings shown here.

How quickly are VRTS trades disclosed?

Congressional disclosures took a median of 39 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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