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VIRTUS INVESTMENT PARTNERS, INC. (VRTS) Material Contracts

VIRTUS INVESTMENT PARTNERS, INC. Material Contracts

Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.

  • 2026-02-27: Form 10-K; Exhibit 10.16; Description EX-10.16 KEYSTONE EQUITY PURCHASE AGREEMENT.
  • 2025-10-01: Form 8-K; Exhibit 10.1; Description EX-10.1 CREDIT AGREEMENT SEPTEMBER 2025.
  • 2025-05-09: Form 10-Q; Exhibit 10.2; Description EX-10.2 OFFER LETTER EL.
  • 2025-05-09: Form 10-Q; Exhibit 10.1; Description EX-10.1 OFFER LETTER AP.
FiledFormExhibitDescription
2026-02-2710-K10.16EX-10.16 KEYSTONE EQUITY PURCHASE AGREEMENT
2025-10-018-K10.1EX-10.1 CREDIT AGREEMENT SEPTEMBER 2025
2025-05-0910-Q10.2EX-10.2 OFFER LETTER EL
2025-05-0910-Q10.1EX-10.1 OFFER LETTER AP
2024-05-168-K10.1EX-10.1 VRTS OMNIBUS INCENTIVE AND EQUITY PLAN
2024-02-2810-K10.5EX-10.5 SECOND AMENDMENT NQEIP
2023-08-0910-Q10.1EX-10.1 AMENDMENT NO.1 TO CREDIT AGREEMENT 6-20-23
2023-05-0910-Q10.2EX-10.2 PERFORMANCE SHARE UNIT GRANT AGREEMENT
2023-05-0910-Q10.1EX-10.1 RESTRICTED STOCK UNIT GRANT AGREEMENT
2023-02-2710-K10.9EX-10.9 FORM OF INDEMNITY AGREEMENT
2023-02-2710-K10.8EX-10.8 FORM OF PERFORMANCE SHARE UNITS AGREEMENT
2023-02-2710-K10.7EX-10.7 FORM OF RESTRICTED STOCK UNITS AGREEMENT
2021-10-048-K10.1EX-10.1 AMENDED AND RESTATED CREDIT AGREEMENT
2021-05-178-K10.1EX-10.1 VRTS OMNIBUS INCENTIVE AND EQUITY PLAN
2021-05-0610-Q10.1EX-10.1 SMIRL OFFER LETTER
2021-02-2610-K10.15EX-10.15 WJH OFFER LETTER
2020-02-2710-K10.15EXHIBIT 10.15 EXECUTIVE SEPARATION AGREEMENT
2019-05-168-K10.1EXHIBIT 10.1 AMENDED AND RESTATED OMNIBUS INCENTIVE AND EQUITY PLAN
2018-02-228-K10.1EXHIBIT 10.1 AMENDMENT NO 1 CREDIT AGREEMENT
2017-06-018-K10.1Credit Agreement, dated as of June 1, 2017, by and among Virtus Investment Partners, Inc., as borrower, Morgan Stanley Senior Funding, Inc., as administrative agent, and the Lenders party thereto.
2017-05-0810-Q10.1Form of Virtus Investment Partners, Inc. Performance Share Units Agreement (Special Integration Award) under the Virtus Investment Partners, Inc. Omnibus Incentive and Equity Plan
2017-02-2710-K10.13Credit Agreement, dated as of September 30, 2016 among the Registrant, as Borrower, the Lenders Party Thereto, PNC Bank, National Association, as Syndication Agent, and The Bank of New York Mellon, as Administrative Agent, as Swingline Lender and as Issuing Bank.
2016-12-228-K10.1Commitment Letter, dated as of December 16, 2016, among Barclays Bank PLC, Morgan Stanley Senior Funding, Inc. and Virtus Investment Partners, Inc.
2016-10-278-K10.1Stock Purchase Agreement, dated October 27, 2016
2016-10-058-K10.2Guarantee Agreement among Virtus Investment Partners, Inc., each of the Guarantors parties thereto and The Bank of New York Mellon as Administrative Agent, dated September 30, 2016.
2016-10-058-K10.1Credit Agreement among Virtus Investment Partners, Inc. as Borrower, The Bank of New York Mellon, PNC Bank, National Association, JPMorgan Chase Bank, N.A., Barclays Bank PLC and Morgan Stanley Senior Funding, Inc. as Lenders, PNC Bank, National Association as syndication agent and The Bank of New York Mellon, as administrative agent, swingline lender and issuing bank, dated September 30, 2016
2016-05-268-K10.1Amended and Restated Virtus Investment Partners, Inc. Omnibus Incentive and Equity Plan
2015-10-3010-Q10.1Amendment No. 4, dated as of August 12, 2015 to the Credit Agreement, dated as of September 10, 2012, among the Registrant, as Borrower, the lenders party thereto, PNC Bank, National Association, as Syndication Agent, and The Bank of New York Mellon, as Administrative Agent , the Swingline Lender, and as Issuing Bank
2014-05-168-K10.1Amended and Restated Virtus Investment Partners, Inc. Omnibus Incentive and Equity Plan effective as of January 1, 2014.
2014-05-0710-Q10.1Offer Letter to Barry M. Mandinach dated April 4, 2014.
2014-02-2410-K10.30Amendment No. 2, dated as of December 4, 2013, to the Security Agreement, dated as of September 1, 2009, among the Registrant, as Borrower, each of the subsidiary guarantors party thereto, and the Bank of New York Mellon, as Administrative Agent under the Credit Agreement.
2014-02-2410-K10.29Amendment No. 3 to Amended and Restated Credit Agreement dated December 4, 2013 among the Registrant, as Borrower, the lenders party thereto, PNC Bank, National Association, as Syndication Agent, and The Bank of New York Mellon, as Administrative Agent, as Swingline Lender and as Issuing Bank.
2014-02-2410-K10.7First Amendment to the Virtus Investment Partners, Inc.
2013-11-0410-Q10.1Amendment No. 2, dated as of September 18, 2013, to the Amended and Restated Credit Agreement, dated as of September 10, 2012, among the Registrant as Borrower, each of the subsidiary guarantors thereto, and the Bank of New York Mellon, as Administrative Agent under the Credit Agreement
2013-08-0210-Q10.1Amendment No. 1, dated as of July 2, 2013, to the Amended and Restated Credit Agreement, dated as of September 10, 2012, among the Registrant as Borrower, each of the subsidiary guarantors thereto, and the Bank of New York Mellon, as Administrative Agent under the Credit Agreement
2012-11-0710-Q10.3AMENDMENT NO. 1 TO THE SECURITY AGREEMENT
2012-11-0710-Q10.2REAFFIRMATION OF GUARANTEE
2012-11-0710-Q10.1AMENDED AND RESTATED CREDIT AGREEMENT
2012-03-0110-K10.31OFFER LETTER FROM THE REGISTRANT TO MARK S. FLYNN
2012-03-0110-K10.30AMENDMENT NO. 3 AND WAIVER NO. 1
2011-11-028-K10.1Conversion and Voting Agreement dated as of October 27, 2011 between BMO Bankcorp, Inc. (f/k/a Harris Bankcorp, Inc.) and the Company.
2011-08-0510-Q10.30FORM OF PERFORMANCE SHARE UNIT AWARD AGREEMENT
2011-08-0510-Q10.29AMENDMENT NO. 2 TO RIGHTS AGREEMENT
2011-03-0110-K10.27OFFER LETTER TO JEFFERY T. CERUTTI DATED MAY 18, 2010.
2011-03-0110-K10.25SECURITY AGREEMENT AMONG VIRTUS INVESTMENT PARTNERS, INC.
2011-03-0110-K10.24GUARANTEE AGREEMENT AMONG VIRTUS INVESTMENT PARTNERS, INC.
2011-03-0110-K10.21CREDIT AGREEMENT AMONG VIRTUS INVESTMENT PARTNERS, INC., AS BORROWER
2011-03-0110-K10.10ANNEX A TO THE INVESTMENT AND CONTRIBUTION AGREEMENT BY AND AMONG PHOENIX
2010-08-0610-Q10.2AMENDMENT NO. 2, DATED AS OF AUGUST 2, 2010, TO THE CREDIT AGREEMENT
2010-07-138-K10.1AMENDMENT NO. 1, DATED AS OF JULY 8, 2010, TO THE CREDIT AGREEMENT
2010-05-0410-Q10.1FIRST AMENDMENT TO THE NON-QUALIFIED EXCESS INVESTMENT PLAN
2009-11-0410-Q10.4FORM OF INDEMNIFICATION AGREEMENT
2009-09-048-K10.3SECURITY AGREEMENT
2009-09-048-K10.2GUARANTEE AGREEMENT
2009-09-048-K10.1CREDIT AGREEMENT
2009-05-1310-Q10.5FORM OF RESTRICTED STOCK UNITS AGREEMENT
2009-05-1310-Q10.4FORM OF NON-QUALIFIED STOCK OPTION AGREEMENT
2009-04-1010-K10.15AMENDMENT TO TAX SEPARATION AGREEMENT
2009-04-068-K10.1SECOND AMENDMENT TO LOAN AGREEMENT
2009-02-048-K10.1EXECUTIVE SEVERANCE ALLOWANCE PLAN
2009-01-068-K10.2GUARANTEE AND COLLATERAL AGREEMENT
2009-01-068-K10.1LOAN AGREEMENT

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