Virtus Investment Partners, Inc. insider trading
Every open-market purchase and sale by Virtus Investment Partners, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Virtus Investment Partners, Inc.’s insiders pay?
From November 10, 2010 to September 15, 2026, 16 insiders reported 14 open-market purchases and 32 sales not made under a pre-set plan in Virtus Investment Partners, Inc. Twelve months after each purchase was reported, the shares were +31.9% against the S&P 500 on average (median +23.8%), over 13 purchases with a full year of prices; 85% beat the index. After sales, the shares moved +4.1% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 11, 2010 into $12,983 by November 2, 2026, +1.6% a year. It held shares 22% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $16,288 (+3.1% a year), and held throughout $82,361 (+14.2%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Bradley William Patrick III | EVP, Fund Services | 0 | — | — | 11 | −3.1% (11) | November 15, 2021 |
| Angerthal Michael A | EVP, CFO & Treasurer | 2 | −0.9% (2) | 50% | 2 | −37.9% (1) | August 4, 2026 |
| Fleming Susan S. | Director | 1 | +73.0% (1) | 100% | 3 | +43.6% (1) | February 11, 2026 |
| Morris W Howard | Director | 2 | −15.5% (1) | 0% | 2 | +4.0% (1) | September 15, 2026 |
| Baio James R | Director | 2 | +16.9% (2) | 100% | 1 | +44.7% (1) | December 4, 2012 |
| Mandinach Barry M. | EVP, Head of Distribution | 0 | — | — | 3 | −26.6% (2) | June 17, 2026 |
| Swan Edward M Jr | Director | 2 | +69.6% (2) | 100% | 1 | +44.7% (1) | December 4, 2012 |
| Waltman Francis G | EVP, Product Management | 0 | — | — | 3 | +31.6% (3) | August 14, 2020 |
| Pena Mardelle W | EVP, Chief HR Officer | 1 | +13.6% (1) | 100% | 1 | −14.8% (1) | December 17, 2021 |
| Treanor Mark C | Director | 2 | +45.0% (2) | 100% | 0 | — | September 6, 2011 |
| Zarrilli Stephen T | Director | 0 | — | — | 2 | −32.8% (2) | March 7, 2024 |
| Aylward George R | President, CEO and Director | 1 | +20.6% (1) | 100% | 0 | — | August 5, 2011 |
| Bank Of Montreal /can/ | 10% owner | 0 | — | — | 1 | −11.6% (1) | October 31, 2016 |
| Coffey Diane M | Director | 0 | — | — | 1 | +44.7% (1) | December 4, 2012 |
| Holt Timothy A | Director | 1 | +61.7% (1) | 100% | 0 | — | November 10, 2010 |
| Sonoma Capital, LLC | 10% owner | 0 | — | — | 1 | +52.5% (1) | January 12, 2012 |
When several insiders traded Virtus Investment Partners, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Virtus Investment Partners, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +9.7% against the index. After 2 selling crowds, +7.0%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| December 31, 2021 | 3 selling | −14.5% | −19.8% | −14.0% |
| December 31, 2012 | 5 selling | +37.4% | +33.7% | +33.1% |
| August 31, 2011 | 3 buying | +21.0% | +10.5% | +24.1% |
| November 30, 2010 | 4 buying | +16.2% | +8.9% | +62.2% |
← Back to Virtus Investment Partners, Inc. · Funds · Politicians