Source-grounded facts extracted from VIRTUS INVESTMENT PARTNERS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Advisory Vote on Executive Compensation at the 2026-05-20 meeting.
“Item 3. Advisory Vote on Executive Compensation. Shareholders approved, on an advisory basis, the compensation paid to the Company’s named executive officers. For Against Abstain Broker Non-Votes 5,171,978 94,981 32,315 645,252”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-05-20 meeting.
“Item 2. Ratification of Appointment of Independent Registered Public Accounting Firm. Shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. For Against Abstain Broker Non-Votes 5,803,726 100,590 40,210 —”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Election of Directors at the 2026-05-20 meeting.
“Shareholders elected each of the nominees for directors to hold office until the 2027 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 George R. Aylward 5,244,294 — 54,980 645,252 Peter L. Bain 5,115,550 — 183,724 645,252 Paul G. Greig 5,211,916 — 87,358 645,252 Timothy A. Holt 4,717,106 — 582,168 645,252 Melody L. Jones 5,073,832 — 225,442 645,252 W. Howard Morris 5,241,604 — 57,670 645,252 John C. Weisenseel 5,233,722 — 65,552 645,252”
VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended March 31, 2026 results: revenue $ 199.5, net income $ 7.1, EPS $ 1.05.
“(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”
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).
“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”
VIRTUS INVESTMENT PARTNERS, INC. entered into Equity Purchase Agreement with Keystone National Group, LLC, and Keystone’s owners and beneficial owners valued at $200 million in cash at the Closing (effective 2025-12-05).
“On December 5, 2025, Virtus Investment Partners, Inc. (the “Company”), through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, a Delaware limited liability company, entered into an Equity Purchase Agreement (the “Purchase Agreement”) with Keystone National Group, LLC, a Delaware limited liability company (“Keystone”), and Keystone’s owners and beneficial owners, to acquire (i) 56% of the equity of Keystone at the closing (“Closing”) of the Transaction (as defined below); and (ii) up to an additional 19% of the equity of Keystone through the exercise of put/call options, all upon the terms and conditions contained in the Purchase Agreement and related transaction documents (the “Transaction”). The purchase price payable by the Company for the equity of Keystone acquired at Closing is (a) $200 million in cash at the Closing, subject to adjustment as set forth in the Purchase Agreement, (b) an additional $65 million payable in cash on the first anniversary of the Closing”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Approval of an Amendment to the Company’s Amended and Restated Omnibus Incentive and Equity Plan.
“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”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Advisory Vote on Executive Compensation.
“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”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2024-12-31 meeting.
“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 —”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Election of Directors.
“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”
VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended March 31, 2024 results: revenue $ 222.0, net income $ 29.9, EPS $ 4.10.
“(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”
VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended December 31, 2023 results: revenue $214.6, net income $30.8, EPS $4.21.
“(in millions, except per share data or as noted) Three Months Ended Three Months Ended 12/31/2023 12/31/2022 Change 9/30/2023 Change U.S. GAAP Financial Measures Revenues $ 214.6 $ 198.4 8 % $ 219.3 (2 %) Operating expenses $ 175.6 $ 167.2 5 % $ 174.4 1 % Operating income (loss) $ 39.0 $ 31.2 25 % $ 44.9 (13 %) Operating margin 18.2 % 15.7 % 20.5 % Net”
VIRTUS INVESTMENT PARTNERS, INC. reported financial results for the quarter ended September 30, 2023.
“On October 27, 2023, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended September 30, 2023.”
VIRTUS INVESTMENT PARTNERS, INC. reported the quarter ended June 30, 2023 results: revenue $ 213.5, net income $ 30.3, EPS $ 4.10.
“(in millions, except per share data or as noted) Three Months Ended Three Months Ended 6/30/2023 6/30/2022 Change 3/31/2023 Change U.S. GAAP Financial Measures Revenues $ 213.5 $ 225.3 (5 %) $ 197.9 8 % Operating expenses $ 174.5 $ 168.6 3 % $ 169.3 3 % Operating income (loss) $ 39.0 $ 56.7 (31 %) $ 28.6 37 % Operating margin 18.3 % 25.2 % 14.4 % Net”
VIRTUS INVESTMENT PARTNERS, INC.: Amended and restated bylaws to provide for phased-in declassification of the board and other administrative updates (effective 2023-05-17).
“which became effective on May 17, 2023. The A&R Bylaws similarly provide for the phased-in declassification of the Board beginning in 2024”
VIRTUS INVESTMENT PARTNERS, INC.: Amended and restated certificate of incorporation to provide for phased-in declassification of the board of directors beginning in 2024 (effective 2023-05-17).
“was filed with the Secretary of State of the State of Delaware on May 17, 2023 and went effective on that date.”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation.
“Item 4. Advisory Vote on the Frequency of Future Advisory Votes on Executive Compensation. The frequency of future shareholder advisory votes on executive compensation received votes in the following manner: 5,430,100 votes cast for once every “1 year”; 2,681 votes for every “2 years”; 581,470 votes for every “3 years”; and 2,297 votes “Abstained.””
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Advisory Vote on Executive Compensation.
“Item 3. Advisory Vote on Executive Compensation . The shareholders approved, on an advisory basis, the compensation paid to the Company’s named executive officers. For Against Abstain Broker Non-Votes 5,889,950 113,888 12,710 550,962”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-12-31 meeting.
“Item 2. Ratification of Appointment of Independent Registered Public Accounting Firm. The shareholders ratified the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. For Against Abstain Broker Non-Votes 6,406,690 158,234 2,586 —”
VIRTUS INVESTMENT PARTNERS, INC. shareholders approved Election of Class III Directors.
“Item 1. Election of Directors. The shareholders elected each of the nominees for Class III directors to hold office until the 2026 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 George R. Aylward 5,895,545 — 121,003 550,962 Paul G. Greig 5,858,458 — 158,090 550,962”
Wendy J. Hills retired as Chief Legal Officer, General Counsel and Secretary at VIRTUS INVESTMENT PARTNERS, INC..
“On April 3, 2023, Wendy J. Hills, Executive Vice President, Chief Legal Officer, General Counsel and Secretary of Virtus Investment Partners, Inc. (the “Company”), provided notice of her intention to retire from the full-time practice of law following 25 years of service in the asset management industry. Ms. Hills’ retirement is effective on May 31, 2023, until which date she will assist the Company with various matters, including a transition of responsibilities.”
VIRTUS INVESTMENT PARTNERS, INC. reported the three months ended December 31, 2022 results: revenue $ 198.4, net income $ 35.4, EPS $ 4.77.
“U.S. GAAP Financial Measures Revenues $ 198.4 $ 266.3 (25 %) $ 210.3 (6 %) Operating expenses $ 167.2 $ 182.6 (8 %) $ 166.2 1 % Operating income (loss) $ 31.2 $ 83.7 (63 %) $ 44.0 (29 %) Operating margin 15.7 % 31.4 % 20.9 % Net income (loss) attributable to Virtus Investment Partners, Inc. $ 35.4 $ 49.8 (29 %) $ 31.7 12 % Earnings (loss) per share - diluted $ 4.77 $ 6.29 (24 %) $ 4.25 12 %”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.