Michael Lane - 16 Sep 2024 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Role
Executive Vice President
Signature
/s/ Michael Lane, by Diane Gallagher, attorney in fact
Issuer symbol
SEIC
Transactions as of
16 Sep 2024
Net transactions value
$0
Form type
4
Filing time
17 Sep 2024, 14:20:29 UTC
Next filing
16 Dec 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SEIC Common Stock Award +30,000 30,000 16 Sep 2024 Direct F1, F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SEIC Option to Purchase Common Stock Award +20,000 20,000 16 Sep 2024 Common Stock 20,000 $67.48 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Received as employment compensation
F2 Consists of restricted stock units subject to vesting.
F3 Vest (a) as to 50% of the shares on the later of December 31 of the year which the Issuer has adjusted earnings before income taxes per share of $5.25 or more, or December 31, 2025; and (b) as to 50% of the shares on the later of December 31 of the year in which the Issuer has adjusted earnings before income taxes per share of $7.10 or more, or December 31, 2027.