Form 4: Virtus Investment Partners EVP, Chief HR Officer Elizabeth Lieberman Reports Acquisition of Restricted Stock Units

Elizabeth Lieberman, EVP and Chief HR Officer of Virtus Investment Partners, reports the acquisition of 1,370 restricted stock units (RSUs) and the holding of 3,084 RSUs.

Summary

• On March 14, 2025, Elizabeth Lieberman, EVP and Chief HR Officer of Virtus Investment Partners, acquired 1,370 shares of common stock in the form of restricted stock units (RSUs).
• These RSUs were granted under the company's 2025 Long Term Incentive Plan.
• The RSUs vest ratably over the next three years and will be settled for shares of common stock on a one-for-one basis upon vesting.
• Following the transaction, Lieberman beneficially owns 3,084 RSUs.
• This number includes (i) 456 RSUs that are scheduled to vest on March 13, 2026, (ii) 457 RSUs that are scheduled to vest on March 15, 2027, (iii) 1741 RSUs that are scheduled to vest on May 20, 2027, and (iv) 457 RSUs that are scheduled to vest on March 15, 2028.

Sentiment

Score: 7

Explanation: The document reflects a standard executive compensation practice, indicating confidence in the company's future performance. The sentiment is neutral to positive.

Positives

• The grant of RSUs aligns the executive's interests with those of the shareholders.
• The vesting schedule encourages long-term commitment from the executive.

Future Outlook

The executive's holdings will increase as the RSUs vest over the next three years, aligning her interests with the company's long-term performance.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The RSU grant aligns executive interests with shareholder value.
• Employees may view the RSU grant as a positive sign of the company's commitment to its leadership.

Key Dates