KATHRYN MCCARTHY - 29 Sep 2025 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Role
Director
Signature
/s/ Kathryn McCarthy, by Diane Gallagher, attorney in fact
Issuer symbol
SEIC
Transactions as of
29 Sep 2025
Net transactions value
-$323,200
Form type
4
Filing time
29 Sep 2025, 16:18:38 UTC
Previous filing
16 Dec 2024
Next filing
29 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
MCCARTHY KATHRYN Director ONE FREEDOM VALLEY DRIVE, OAKS /s/ Kathryn McCarthy, by Diane Gallagher, attorney in fact 29 Sep 2025 0001101310

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction SEIC Common Stock Options Exercise $533,400 +10,000 +13% $53.34 85,641 29 Sep 2025 Direct
transaction SEIC Common Stock Sale $856,600 -10,000 -12% $85.66 75,641 29 Sep 2025 Direct F1

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 -5,000 -100% 0 29 Sep 2025 Common Stock 5,000 $53.34 Direct F2
transaction SEIC Option to Purchase Common Stock Options Exercise -5,000 -100% 0 29 Sep 2025 Common Stock 5,000 $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 $85.51 to $85.80. 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