Lieberman Elizabeth A 4

What Happened

• Elizabeth A. Lieberman, EVP and Chief HR Officer of Virtus Investment Partners (VRTS), was granted 2,448 restricted stock units (RSUs) on 2026-03-13 at an assigned value of $126.11 per share (total value ≈ $308,717).
• On the same date, 143 shares were disposed (withheld) at $126.11 each to satisfy tax withholding obligations related to prior RSU vesting (proceeds ≈ $18,034). The withholding was an exempt disposition to the issuer to cover taxes.

Key Details

• Transaction date: 2026-03-13; filing date: 2026-03-17 (filed within the normal 2-business-day reporting window).
• Grant: 2,448 RSUs @ $126.11 — will be settled one-for-one in shares upon vesting.
• Tax withholding: 143 shares @ $126.11 -> $18,034 (exempt disposition under Rule 16b-3(e) to satisfy withholding).
• Vesting schedule (per filing): RSUs are generally scheduled to vest ratably over the next three years; filing lists RSUs scheduled to vest on 2027-03-15 (1,273), 2027-05-20 (1,714), 2028-03-15 (1,273) and 2029-03-15 (816).
• Shares owned after the reported transactions: not specified in the summary information provided.

Context

• These transactions are RSU grant and routine tax-withholding actions, not open-market buys or sales. RSU grants reflect compensation and vest over time; the withholding is a standard administrative step and does not necessarily indicate a change in insider sentiment.