Congress trades

Virtus Investment Partners, Inc. (VRTS)

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

20
Congress disclosures shown
38d
Median delay on the congress disclosures
of the 45 day limit
10 buys·10 sells
Purchases and sales in the disclosures shown
Get a push when a member of Congress trades VRTS.

Free on iOS and Android.

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%

corporate.virtus.com

Earnings

6 reported quarters · next on Oct 30, 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
Q4 FY2025reported Feb 6, 2026$6.50$6.58$208.0M$194.3MEPS in lineRevenue beat
Q3 FY2025reported Oct 24, 2025$6.69$6.71$215.1M$195.0MEPS in lineRevenue beat
Q2 FY2025reported Jul 25, 2025$6.25$6.21$210.5M$201.4MEPS in lineRevenue beat
Q1 FY2025reported 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 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
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 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
HolderValueSharesShares vs prior qtr% of shares out
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%6.70%
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 LLCCliff Asness$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%
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%
Brown Advisory Inc$15.7M109,414+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.

Know when the next VRTS filing is reported.

GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.

Congress trades in VRTS

20 disclosures of 32 on record · median 38d of the 45 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Michael T. McCaulStockSale$1,001 - $15,000-1.0%After the saleS&P 500 +144.2% · -145.2 pts vs S&P 500Feb 26, 2020May 6, 202070d
Michael T. McCaulStockSale$1,001 - $15,000+9.6%After the saleS&P 500 +153.1% · -143.5 pts vs S&P 500Mar 3, 2020May 6, 202064d
Michael T. McCaulStockSale$1,001 - $15,000+6.3%After the saleS&P 500 +143.0% · -136.7 pts vs S&P 500Mar 4, 2020May 6, 202063d
Michael T. McCaulStockSale$50,001 - $100,000+56.8%After the saleS&P 500 +195.0% · -138.2 pts vs S&P 500Mar 31, 2020May 6, 202036d
Michael T. McCaulStockSale$15,001 - $50,000+56.8%After the saleS&P 500 +195.0% · -138.2 pts vs S&P 500Mar 31, 2020May 6, 202036d
Michael T. McCaulStockSale$1,001 - $15,000-2.8%After the saleS&P 500 +143.1% · -145.9 pts vs S&P 500Feb 25, 2020Apr 20, 202055d
Michael T. McCaulStockSale$1,001 - $15,000-0.9%After the saleS&P 500 +139.8% · -140.7 pts vs S&P 500Dec 12, 2019Jan 29, 202048d
Michael T. McCaulStockPurchase$1,001 - $15,000+47.3%S&P 500 +203.7% · -156.5 pts vs S&P 500Jan 2, 2019Feb 25, 201954d
Michael T. McCaulStockPurchase$1,001 - $15,000+3.7%S&P 500 +187.0% · -183.3 pts vs S&P 500May 1, 2018Jun 14, 201844d
Michael T. McCaulStockPurchase$1,001 - $15,000-8.3%S&P 500 +176.6% · -184.9 pts vs S&P 500Jun 4, 2018Jun 14, 201810d
Michael T. McCaulStockPurchase$1,001 - $15,000+3.4%S&P 500 +187.6% · -184.1 pts vs S&P 500Apr 30, 2018May 15, 201815d
Michael T. McCaulStockSale$1,001 - $15,000+5.1%After the saleS&P 500 +209.8% · -204.7 pts vs S&P 500Jul 17, 2017Sep 7, 201752d
Michael T. McCaulStockPurchase$1,001 - $15,000+59.4%S&P 500 +263.4% · -204.0 pts vs S&P 500Jul 7, 2016Aug 16, 201640d
Michael T. McCaulStockPurchase$1,001 - $15,000+54.7%S&P 500 +257.9% · -203.3 pts vs S&P 500Jul 8, 2016Aug 16, 201639d
Michael T. McCaulStockSale$1,001 - $15,000+55.0%After the saleS&P 500 +256.7% · -201.7 pts vs S&P 500Jul 11, 2016Aug 16, 201636d
Michael T. McCaulStockPurchase$1,001 - $15,000+55.0%S&P 500 +256.7% · -201.7 pts vs S&P 500Jul 11, 2016Aug 16, 201636d
Michael T. McCaulStockPurchase$1,001 - $15,000+52.2%S&P 500 +254.2% · -202.0 pts vs S&P 500Jul 12, 2016Aug 16, 201635d
Michael T. McCaulStockPurchase$1,001 - $15,000+43.6%S&P 500 +251.2% · -207.6 pts vs S&P 500Jul 28, 2016Aug 16, 201619d
Michael T. McCaulStockSale$1,001 - $15,000+43.6%After the saleS&P 500 +251.2% · -207.6 pts vs S&P 500Jul 28, 2016Aug 16, 201619d
Michael T. McCaulStockPurchase$1,001 - $15,000+58.0%S&P 500 +266.8% · -208.9 pts vs S&P 500Jun 17, 2016Jul 15, 201628d

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.

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

$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 after the trade, 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 Oct 26, 2026.

Related companies

traded by the same members

See every company we track