Director — John T. Boyce: The filing discloses the appointment of a new director to the board and audit committee, which is a routine governance event rather than an executive departure.

Results of Operations and Financial Condition. On July 30, 2026, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended June 30, 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 193…

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…

Other Events. On December 16, 2025, Virtus Investment Partners, Inc. (the “Company”), through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, a Delaware limited liability company, acquired 35% of the equity of Crescent Cove Advisors, LP, a Delaware limited partnership, and ii) Crescent Cove Opportunity GP, LP, a Delaware limited partnership (collectively, “Crescent Cove”). Attached as Exhibit 99.1 and incorporated by reference herein is a press release dated December 16, 202…

Entry into a Material Definitive Agreement. Equity Purchase Agreement On December 5, 2025, Virtus Investment Partners, Inc. (the “Company”), through its wholly owned subsidiary Virtus Private Markets Holdings, LLC, a Delaware limited liability company, entered into an Equity Purchase Agreement (the “Purchase Agreement”) with Keystone National Group, LLC, a Delaware limited liability company (“Keystone”), and Keystone’s owners and beneficial owners, to acquire (i) 56% of the equity of Keystone…

of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (“Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing of the Company under the Exchange Act or the Securities Act of 1933, as amended (“Securities” Act”), whether made before, on, or after the date hereof, regardless of any general incorporat…

Results of Operations and Financial Condition. On October 24, 2025, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended September 30, 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 Ac…

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

Results of Operations and Financial Condition. On July 25, 2025, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended June 30, 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 of 193…

Director — Susan S. Fleming: The filing announces a director's planned retirement at the end of her term in 2026, which is a routine succession event rather than an immediate loss of a senior executive.

Results of Operations and Financial Condition. On April 25, 2025, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended March 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 of 1…

Results of Operations and Financial Condition. On January 31, 2025, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended December 31, 2024. 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…

Director — John C. Weisenseel: The filing discloses the appointment of a new director to the Board and Audit Committee, which is a routine governance event and not an executive departure.

Results of Operations and Financial Condition. On October 25, 2024, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended September 30, 2024. 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 Ac…

Results of Operations and Financial Condition. On July 26, 2024, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended June 30, 2024. 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 193…

The filing discloses an amendment to an equity incentive plan, which is a compensatory arrangement rather than a change in management personnel.

Results of Operations and Financial Condition. On April 26, 2024, Virtus Investment Partners, Inc. (the “Company”) issued a press release reporting results for the quarter ended March 31, 2024. 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 1…