| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Peterson Michael | EXECUTIVE VICE PRESIDENT | 1 FREEDOM VALLEY DRIVE, OAKS | /s/ Michael Peterson by Diane Gallagher, attorney-in-fact | 16 May 2025 | 0001745371 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SEIC | Common Stock | Options Exercise | $2,120,250 | +37,500 | +278% | $56.54 | 51,000 | 15 May 2025 | Direct | |
| transaction | SEIC | Common Stock | Options Exercise | $755,750 | +12,500 | +25% | $60.46 | 63,500 | 15 May 2025 | Direct | |
| transaction | SEIC | Common Stock | Sale | $4,213,500 | -50,000 | -79% | $84.27 | 13,500 | 15 May 2025 | Direct | F1 |
| 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 | -37,500 | -100% | 0 | 15 May 2025 | Common Stock | 37,500 | $56.54 | Direct | F2 | ||
| transaction | SEIC | COMMON STOCK ( RIGHT TO PURCHASE) | Options Exercise | -12,500 | -100% | 0 | 15 May 2025 | Common Stock (right to purchase) | 12,500 | $60.46 | Direct | F2 |
| Id | Content |
|---|---|
| F1 | Represents the weighted average of a range of sale prices from $84.25 to $84.36. 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 |