{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T09:35:40.704652+00:00","company":{"ticker":"VRTS","cik":883237,"company_name":"VIRTUS INVESTMENT PARTNERS, INC."},"pagination":{"limit":100,"returned":7,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"151b3c8739aadc0aba1524743390b03973d70643","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2026-05-01T23:59:59+00:00","payload":{"eps_text":"$ 1.05","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$ 7.1","period_text":"the three months ended March 31, 2026","report_date":"2026-05-01","result_type":"reported_results","revenue_text":"$ 199.5"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended March 31, 2026 results: revenue $ 199.5, net income $ 7.1, EPS $ 1.05.","evidence_excerpt":"(in millions, except per share data or as noted) Three Months Ended Three Months Ended 3/31/2026 3/31/2025 Change 12/31/2025 Change U.S. GAAP Financial Measures Revenues $ 199.5 $ 217.9 (8 %) $ 208.0 (4 %) Operating expenses $ 184.1 $ 181.3 2 % $ 168.2 9 % Operating income (loss) $ 15.4 $ 36.6 (58 %) $ 39.8 (61 %) Operating margin 7.7 % 16.8 % 19.1 % Net","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000883237-26-000020","anchor_url":"https://secwatch.observer/filing/0000883237-26-000020#claim-151b3c8739aadc0aba1524743390b03973d70643","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323726000020/0000883237-26-000020-index.htm"},{"fact_type":"ma_transaction","fact_key":"f22479066748938ef4b5aa4ceb6b18dba47218fc","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2026-03-02T23:59:59+00:00","payload":{"action":"acquisition","closing_date":"2026-03-01","consideration_text":"(a) $200 million in cash at Closing, subject to customary adjustments as set forth in the Purchase Agreement, (b) an additional $65 million payable in cash on t","counterparty":"Keystone National Group, LLC","effective_date":"2026-03-01","item_codes_triggered":["2.01"]},"claim":"VIRTUS INVESTMENT PARTNERS, INC. completed an acquisition involving Keystone National Group, LLC for (a) $200 million in cash at Closing, subject to customary adjustments as set forth in the Purchase Agreement, (b) an additional $65 million payable in cash on t (closed 2026-03-01).","evidence_excerpt":"with the terms and subject to the conditions of the Transaction documents. The purchase price payable by the Company for the equity of Keystone acquired at Closing was (a) $200 million in cash at Closing, subject to customary adjustments as set forth in the Purchase Agreement, (b) an additional $65 million payable in cash on the first anniversary of the","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0000883237-26-000012","anchor_url":"https://secwatch.observer/filing/0000883237-26-000012#claim-f22479066748938ef4b5aa4ceb6b18dba47218fc","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323726000012/0000883237-26-000012-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b6d3b60439168fbe67a2a76877f13c19883592b9","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":null,"outcome":"passed","proposal_text":"Approval of an Amendment to the Company’s Amended and Restated Omnibus Incentive and Equity Plan","proposal_type":"equity_plan","votes_abstain_text":"2,847","votes_against_text":"559,150","votes_for_text":"5,309,897"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Approval of an Amendment to the Company’s Amended and Restated Omnibus Incentive and Equity Plan.","evidence_excerpt":"Shareholders approved the amendment to the Company’s Amended and Restated Omnibus Incentive and Equity Plan to increase the number of shares available for issuance by 455,000 shares. For Against Abstain Broker Non-Votes 5,309,897 559,150 2,847 550,281","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000883237-24-000061","anchor_url":"https://secwatch.observer/filing/0000883237-24-000061#claim-b6d3b60439168fbe67a2a76877f13c19883592b9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323724000061/0000883237-24-000061-index.htm"},{"fact_type":"shareholder_vote","fact_key":"91650c99814b838234f979679ac370418176397c","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":null,"outcome":"passed","proposal_text":"Advisory Vote on Executive Compensation","proposal_type":"say_on_pay","votes_abstain_text":"4,858","votes_against_text":"408,985","votes_for_text":"5,458,051"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Advisory Vote on Executive Compensation.","evidence_excerpt":"Shareholders approved, on an advisory basis, the compensation paid to the Company’s named executive officers. For Against Abstain Broker Non-Votes 5,458,051 408,985 4,858 550,281","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000883237-24-000061","anchor_url":"https://secwatch.observer/filing/0000883237-24-000061#claim-91650c99814b838234f979679ac370418176397c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323724000061/0000883237-24-000061-index.htm"},{"fact_type":"shareholder_vote","fact_key":"84dbd7083c9222687321b1992acdfd3303ba4925","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-12-31","outcome":"passed","proposal_text":"Ratification of Appointment of Independent Registered Public Accounting Firm","proposal_type":"auditor_ratification","votes_abstain_text":"2,449","votes_against_text":"254,604","votes_for_text":"6,165,122"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2024-12-31 meeting.","evidence_excerpt":"Shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2024. For Against Abstain Broker Non-Votes 6,165,122 254,604 2,449 —","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000883237-24-000061","anchor_url":"https://secwatch.observer/filing/0000883237-24-000061#claim-84dbd7083c9222687321b1992acdfd3303ba4925","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323724000061/0000883237-24-000061-index.htm"},{"fact_type":"shareholder_vote","fact_key":"61df4755ac5678f28af7577906532439caa63bd3","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2024-05-16T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":null,"outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","votes_abstain_text":"412,283 / 234,209","votes_against_text":"— / —","votes_for_text":"5,459,611 / 5,637,685"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Election of Directors.","evidence_excerpt":"Shareholders elected each of the nominees for directors to hold office until the 2025 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows: Director For Against Withheld Broker Non-Votes Timothy A. Holt 5,459,611 — 412,283 550,281 Melody L. Jones 5,637,685 — 234,209 550,281","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0000883237-24-000061","anchor_url":"https://secwatch.observer/filing/0000883237-24-000061#claim-61df4755ac5678f28af7577906532439caa63bd3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323724000061/0000883237-24-000061-index.htm"},{"fact_type":"earnings_release","fact_key":"7e01923f199f94fc44b80c3d8f3cca767584d19e","cik":883237,"ticker":"VRTS","company_name":"VIRTUS INVESTMENT PARTNERS, INC.","filed_at":"2024-04-26T23:59:59+00:00","payload":{"eps_text":"$ 4.10","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$ 29.9","period_text":"the three months ended March 31, 2024","report_date":"2024-04-26","result_type":"reported_results","revenue_text":"$ 222.0"},"claim":"VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended March 31, 2024 results: revenue $ 222.0, net income $ 29.9, EPS $ 4.10.","evidence_excerpt":"(in millions, except per share data or as noted) Three Months Ended Three Months Ended 3/31/2024 3/31/2023 Change 12/31/2023 Change U.S. GAAP Financial Measures Revenues $ 222.0 $ 197.9 12 % $ 214.6 3 % Operating expenses $ 189.7 $ 169.3 12 % $ 175.6 8 % Operating income (loss) $ 32.3 $ 28.6 13 % $ 39.0 (17 %) Operating margin 14.5 % 14.4 % 18.2 % Net","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000883237-24-000044","anchor_url":"https://secwatch.observer/filing/0000883237-24-000044#claim-7e01923f199f94fc44b80c3d8f3cca767584d19e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/883237/000088323724000044/0000883237-24-000044-index.htm"}]}