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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On May 1, 2026, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended March 31, 2026. A copy of this press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this report, including the exhibits hereto, (i) shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934…
Regulation FD Disclosure. Virtus Investment Partners, Inc. (the “Company”) will implement a revision to the definitions of certain non-GAAP financial measures that it presents to include tax benefits realized on amortization of goodwill and intangible assets commencing with the release of its first quarter 2026 results. These tax benefit amounts had been previously excluded from these measures. The inclusion of these tax benefits will impact the calculation of the following non-GAAP financial…
Completion of Acquisition or Disposition of Assets. On March 1, 2026 (the “Closing”), Virtus Investment Partners, Inc., a Delaware corporation (the “Company”), through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, a Delaware limited liability company, completed its previously announced acquisition of 56% of the equity of Keystone National Group, LLC (“Keystone”), a Delaware limited liability company, pursuant to an Equity Purchase Agreement (the “Purchase Agreement”), date…
Results of Operations and Financial Condition. On February 6, 2026, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended December 31, 2025. A copy of this press release is being furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this report, including the exhibits hereto, (i) shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act…
Termination of a Material Definitive Agreement. In connection with the Company’s entry into the Credit Agreement, the credit agreement dated as of September 28, 2021, as amended, with, inter alia , the lenders party thereto and Morgan Stanley Senior Fund, Inc. as administrative agent was terminated in its entirety and replaced by the Credit Agreement, and the master guarantee agreement and collateral agreement, each dated as of September 28, 2021, were also terminated in their entirety and re…
Entry into a Material Definitive Agreement. On September 26, 2025, Virtus Investment Partners, Inc. (the “Company”) replaced its current credit agreement dated September 28, 2021, as amended, by entering into a credit agreement (the “Credit Agreement”) with inter alia , the lenders party thereto (the “Lenders”) and Morgan Stanley Senior Funding, Inc. as administrative agent. The Credit Agreement provides for (a) a $400.0 million term loan for the Company with a seven-year term and (b) a $250.…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. To the extent required by
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