Michael Peterson - 12 Dec 2024 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Role
EXECUTIVE VICE PRESIDENT
Signature
/s/ Michael Peterson by Diane Gallagher, attorney-in-fact
Issuer symbol
SEIC
Transactions as of
12 Dec 2024
Net transactions value
$0
Form type
4
Filing time
16 Dec 2024, 10:58:48 UTC
Previous filing
08 Nov 2024
Next filing
16 May 2025
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 +7,000 +108% 13,500 12 Dec 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 +36,000 36,000 12 Dec 2024 Common Stock 36,000 $86.58 Direct F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted Stock Units subject to vesting.
F2 Received as employment compensation.
F3 Vest on the later of (a) December 12, 2026, and (b) the date on which the Issuer achieves adjusted earnings per share that is equal to or greater than an amount that is 25% more than the Issuer's adjusted earnings per share as December 31, 2024, in each case based upon the financial statements of the Issuer included in its Annual Report on Form 10-K for the applicable year and subject to certain adjustments.