Sanjay Sharma - 14 May 2025 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Role
*Executive Vice President and Global Head of Private Banking & Wealth Management, SEI
Signature
/s/ Sanjay Sharma by Diane M. Gallagher, attorney in fact
Issuer symbol
SEIC
Transactions as of
14 May 2025
Net transactions value
-$601,200
Form type
4
Filing time
16 May 2025, 08:56:34 UTC
Previous filing
16 Dec 2024
Next filing
16 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Sharma Sanjay *Executive Vice President and Global Head of Private Banking & Wealth Management, SEI ONE FREEDOM VALLEY DRIVE, OAKS /s/ Sanjay Sharma by Diane M. Gallagher, attorney in fact 16 May 2025 0001964495

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SEIC Common Stock Options Exercise $1,066,800 +20,000 +84% $53.34 43,895 14 May 2025 Direct
transaction SEIC Common Stock Sale $1,668,000 -20,000 -46% $83.40 23,895 14 May 2025 Direct F1
holding SEIC Common Stock 2,369 14 May 2025 By Employee Stock Purchase Plan

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 Options Exercise -10,000 -100% 0 14 May 2025 Common Stock 10,000 $53.34 Direct F2
transaction SEIC Option to Purchase Common Stock Options Exercise -10,000 -100% 0 14 May 2025 Common Stock 10,000 $53.34 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the weighted average of a range of sale prices from $83.11 to $83.67. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company, or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.
F2 Received as employment compensation

Remarks:

*Executive Vice President and Global Head of Private Banking & Wealth Management, SEI