
Congress trades
Virtus Investment Partners, Inc. (VRTS)
NYSE · Financial Services · 32 congress trades · last filed 6 years ago
About Virtus Investment Partners, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- George Robert Aylward
- Employees
- 801
- Listed since
- Jan 2, 2009
- Market value
- $790.2M
- Price to earnings (12 mo)
- 6.7
- Net income per share, as reported (12 mo)
- $17.83
- Dividend yield
- 8.05%
Earnings
6 reported quarters · next on Oct 30, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $5.54 | $6.09 | $201.4M | $185.0M | EPS missRevenue beat |
| Q1 FY2026reported May 1, 2026 | $5.38 | $5.56 | $199.5M | $179.4M | EPS missRevenue beat |
| Q4 FY2025reported Feb 6, 2026 | $6.50 | $6.58 | $208.0M | $194.3M | EPS in lineRevenue beat |
| Q3 FY2025reported Oct 24, 2025 | $6.69 | $6.71 | $215.1M | $195.0M | EPS in lineRevenue beat |
| Q2 FY2025reported Jul 25, 2025 | $6.25 | $6.21 | $210.5M | $201.4M | EPS in lineRevenue beat |
| Q1 FY2025reported Apr 25, 2025 | $5.73 | $5.33 | $217.9M | $193.0M | EPS 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 7, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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 Treasurer | $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 Counsel and Corporate Secretary | $375K | $500K | $968K | $1.8M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $151.6M | 1,056,614 | +5.7% | 15.82% |
| Vanguard Portfolio Management LLC | $64.6M | 450,124 | -7.2% | 6.74% |
| State Street Corp | $64.3M | 448,314 | +2.2% | 6.70% |
| Victory Capital Management Inc | $50.6M | 352,930 | +11.0% | 5.28% |
| Dimensional Fund Advisors LP | $45.3M | 315,715 | +3.5% | 4.73% |
| AQR Capital Management LLCCliff Asness | $41.1M | 286,625 | +116.7% | 4.29% |
| Vanguard Capital Management LLC | $40.2M | 279,848 | -2.0% | 4.19% |
| Charles Schwab Investment Management Inc | $40.1M | 279,346 | +7.9% | 4.18% |
| American Century Companies Inc | $28.0M | 195,363 | +3.5% | 2.92% |
| Geode Capital Management, LLC | $23.7M | 165,425 | +3.9% | 2.48% |
| JPMorgan Chase & Co. | $20.6M | 142,881 | +54.5% | 2.14% |
| Brown Advisory Inc | $15.7M | 109,414 | +5.3% | 1.64% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in VRTS
20 disclosures of 32 on record · median 38d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -1.0%After the saleS&P 500 +144.2% · -145.2 pts vs S&P 500 | Feb 26, 2020 | May 6, 2020 | 70d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +9.6%After the saleS&P 500 +153.1% · -143.5 pts vs S&P 500 | Mar 3, 2020 | May 6, 2020 | 64d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +6.3%After the saleS&P 500 +143.0% · -136.7 pts vs S&P 500 | Mar 4, 2020 | May 6, 2020 | 63d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +56.8%After the saleS&P 500 +195.0% · -138.2 pts vs S&P 500 | Mar 31, 2020 | May 6, 2020 | 36d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +56.8%After the saleS&P 500 +195.0% · -138.2 pts vs S&P 500 | Mar 31, 2020 | May 6, 2020 | 36d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -2.8%After the saleS&P 500 +143.1% · -145.9 pts vs S&P 500 | Feb 25, 2020 | Apr 20, 2020 | 55d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -0.9%After the saleS&P 500 +139.8% · -140.7 pts vs S&P 500 | Dec 12, 2019 | Jan 29, 2020 | 48d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +47.3%S&P 500 +203.7% · -156.5 pts vs S&P 500 | Jan 2, 2019 | Feb 25, 2019 | 54d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +3.7%S&P 500 +187.0% · -183.3 pts vs S&P 500 | May 1, 2018 | Jun 14, 2018 | 44d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -8.3%S&P 500 +176.6% · -184.9 pts vs S&P 500 | Jun 4, 2018 | Jun 14, 2018 | 10d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +3.4%S&P 500 +187.6% · -184.1 pts vs S&P 500 | Apr 30, 2018 | May 15, 2018 | 15d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +5.1%After the saleS&P 500 +209.8% · -204.7 pts vs S&P 500 | Jul 17, 2017 | Sep 7, 2017 | 52d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +59.4%S&P 500 +263.4% · -204.0 pts vs S&P 500 | Jul 7, 2016 | Aug 16, 2016 | 40d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +54.7%S&P 500 +257.9% · -203.3 pts vs S&P 500 | Jul 8, 2016 | Aug 16, 2016 | 39d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +55.0%After the saleS&P 500 +256.7% · -201.7 pts vs S&P 500 | Jul 11, 2016 | Aug 16, 2016 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +55.0%S&P 500 +256.7% · -201.7 pts vs S&P 500 | Jul 11, 2016 | Aug 16, 2016 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +52.2%S&P 500 +254.2% · -202.0 pts vs S&P 500 | Jul 12, 2016 | Aug 16, 2016 | 35d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +43.6%S&P 500 +251.2% · -207.6 pts vs S&P 500 | Jul 28, 2016 | Aug 16, 2016 | 19d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +43.6%After the saleS&P 500 +251.2% · -207.6 pts vs S&P 500 | Jul 28, 2016 | Aug 16, 2016 | 19d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +58.0%S&P 500 +266.8% · -208.9 pts vs S&P 500 | Jun 17, 2016 | Jul 15, 2016 | 28d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in VRTS, filterable by party, chamber, type and account.
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 38 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
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 Oct 26, 2026.
