Mardelle W Pena

CIK 1519506 · View on SEC EDGAR ↗

Insider

First SEC filing: March 19, 2024 · Latest: March 19, 2024

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

VRTS selling Dec. 15, 2021

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 39 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

39 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
March 15, 2024	VRTS	F	254	$231.33	$58,758	16,307 Direct	-1.53%	Disposed	-26.5% (price as of 2026-08-21)
March 15, 2024	VRTS	F	109	$231.33	$25,215	16,561 Direct	-0.65%	Disposed	-26.5% (price as of 2026-08-21)
March 15, 2024	VRTS	A	345	—	—	16,670 Direct	+2.11%	Acquired	(price as of 2026-08-21)
March 15, 2023	VRTS	F	218	$171.08	$37,295	16,325 Direct	-1.32%	Disposed	-0.7% (price as of 2026-08-21)
March 15, 2023	VRTS	A	1,023	—	—	16,543 Direct	+6.59%	Acquired	(price as of 2026-08-21)
March 13, 2023	VRTS	F	287	$173.07	$49,671	15,520 Direct	-1.82%	Disposed	-1.8% (price as of 2026-08-21)
March 13, 2023	VRTS	F	877	$173.07	$151,782	15,807 Direct	-5.26%	Disposed	-1.8% (price as of 2026-08-21)
March 13, 2023	VRTS	A	2,709	—	—	16,684 Direct	+19.38%	Acquired	(price as of 2026-08-21)
March 15, 2022	VRTS	A	802	—	—	13,975 Direct	+6.09%	Acquired	(price as of 2026-08-21)
March 15, 2022	VRTS	A	2,388	—	—	13,173 Direct	+22.14%	Acquired	(price as of 2026-08-21)
March 15, 2022	VRTS	F	990	$218.20	$216,018	10,785 Direct	-8.41%	Disposed	-22.1% (price as of 2026-08-21)
March 15, 2022	VRTS	F	279	$218.20	$60,878	11,775 Direct	-2.31%	Disposed	-22.1% (price as of 2026-08-21)
March 11, 2022	VRTS	F	194	—	—	12,054 Direct	-1.58%	Disposed	(price as of 2026-08-21)
Dec. 15, 2021	VRTS	S	1,600	$289.12	$462,592	12,248 Direct	-11.55%	Disposed	-41.2% (price as of 2026-08-21)
Dec. 14, 2021	VRTS	G	400	—	—	13,848 Direct	-2.81%	Disposed	(price as of 2026-08-21)
March 15, 2021	VRTS	A	603	—	—	14,248 Direct	+4.42%	Acquired	(price as of 2026-08-21)
March 15, 2021	VRTS	A	766	—	—	13,645 Direct	+5.95%	Acquired	(price as of 2026-08-21)
March 15, 2021	VRTS	F	1,167	—	—	12,879 Direct	-8.31%	Disposed	(price as of 2026-08-21)
March 12, 2021	VRTS	F	194	—	—	14,046 Direct	-1.36%	Disposed	(price as of 2026-08-21)
Aug. 17, 2020	VRTS	M	480	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Aug. 17, 2020	VRTS	F	211	$143.18	$30,211	14,240 Direct	-1.46%	Disposed	18.7% (price as of 2026-08-21)
Aug. 17, 2020	VRTS	M	480	$25.51	$12,245	14,451 Direct	+3.44%	Acquired	566.1% (price as of 2026-08-21)
March 13, 2020	VRTS	A	1,855	—	—	13,971 Direct	+15.31%	Acquired	(price as of 2026-08-21)
March 13, 2020	VRTS	F	744	—	—	12,116 Direct	-5.79%	Disposed	(price as of 2026-08-21)
March 13, 2020	VRTS	A	371	—	—	12,860 Direct	+2.97%	Acquired	(price as of 2026-08-21)
Feb. 22, 2019	VRTS	F	613	$104.73	$64,199	10,637 Direct	-5.45%	Disposed	62.2% (price as of 2026-08-21)
March 15, 2018	VRTS	A	766	—	—	11,250 Direct	+7.31%	Acquired	(price as of 2026-08-21)
March 15, 2018	VRTS	A	798	—	—	10,484 Direct	+8.24%	Acquired	(price as of 2026-08-21)
Feb. 22, 2018	VRTS	F	840	$122.00	$102,480	9,686 Direct	-7.98%	Disposed	39.3% (price as of 2026-08-21)
Feb. 22, 2018	VRTS	A	3,624	—	—	10,526 Direct	+52.51%	Acquired	(price as of 2026-08-21)
March 15, 2017	VRTS	A	800	—	—	6,902 Direct	+13.11%	Acquired	(price as of 2026-08-21)
March 14, 2017	VRTS	F	252	$105.60	$26,611	6,102 Direct	-3.97%	Disposed	60.9% (price as of 2026-08-21)
March 15, 2016	VRTS	F	302	$76.60	$23,133	6,354 Direct	-4.54%	Disposed	121.8% (price as of 2026-08-21)
March 15, 2016	VRTS	A	815	—	—	6,656 Direct	+13.95%	Acquired	(price as of 2026-08-21)
March 13, 2015	VRTS	F	1,184	$140.68	$166,565	5,841 Direct	-16.85%	Disposed	20.8% (price as of 2026-08-21)
March 13, 2015	VRTS	A	568	—	—	7,025 Direct	+8.80%	Acquired	(price as of 2026-08-21)
March 14, 2014	VRTS	F	1,185	$175.62	$208,110	6,457 Direct	-15.51%	Disposed	-3.2% (price as of 2026-08-21)
March 14, 2014	VRTS	A	681	—	—	7,642 Direct	+9.78%	Acquired	(price as of 2026-08-21)
Aug. 16, 2013	VRTS	F	246	$188.70	$46,420	6,961 Direct	-3.41%	Disposed	-10.0% (price as of 2026-08-21)
March 15, 2013	VRTS	A	2,011	—	—	7,207 Direct	+38.70%	Acquired	(price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Aug. 17, 2020	VRTS	Stock Options	Common Stock (480)	$25.51	Aug. 16, 2020	480	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
May 6, 2011	VRTS	Common Stock, par value $0.01 per share	1,768	Direct
May 6, 2011	VRTS	Stock Option (Right to Buy)→ Common Stock (480)	480	Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

VRTS

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2023	$300,000	—	—	—	$515,000	—	$16,500	$1,181,500
2019	$275,000	—	—	—	$605,000	—	$14,000	$1,134,000

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.