Philip McCabe - Dec 12, 2024 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Role
Executive Vice President, Head of Investment Manager Services
Signature
/s/ Philip McCabe by Diane Gallagher, attorney in fact
Stock symbol
SEIC
Transactions as of
Dec 12, 2024
Transactions value $
$0
Form type
4
Date filed
12/16/2024, 11:01 AM
Previous filing
Oct 29, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SEIC Common Stock Award +7K +16.08% 50.5K Dec 12, 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 +36K 36K Dec 12, 2024 Common Stock 36K $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.

Remarks:

Executive Vice President, Head of Investment Manager Services