Mandinach Barry M. 4

What Happened

• Barry M. Mandinach, EVP and Head of Distribution at Virtus Investment Partners (VRTS), was granted 3,093 restricted stock units (RSUs) on 2026-03-13 valued at $126.11 per share (total ~$390,058). To satisfy tax withholding obligations on vesting, 741 shares were exemptly disposed to the issuer at $126.11 per share (proceeds ~$93,448).

Key Details

• Transaction date: 2026-03-13
• Grant (A): 3,093 RSUs @ $126.11 — total value reported $390,058
• Tax withholding disposition (F): 741 shares @ $126.11 — value reported $93,448
• Transaction codes: A = Award/Grant; F = Tax withholding (exempt disposition to issuer under Rule 16b-3(e))
• Vesting: Footnote states the RSUs vest ratably over the next three years and will settle one-for-one in shares (see vesting schedule in footnotes)
• Shares owned after the transaction: Not specified in this Form 4
• Filing timeliness: Reported on 2026-03-17 for a 2026-03-13 transaction — filed within the required two business days

Context

• These were RSU awards (not open-market purchases or option exercises). The 741-share transaction is a routine, exempt withholding disposition to the company to cover taxes arising from RSU vesting, not a market sale. The RSUs vest over time (per the filing footnotes), so the economic interest will convert to shares as they vest.