Kathryn Mccarthy - 03 Aug 2026 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Reporting relationship: Director
Issuer ticker: SEIC
Reported as of: 03 Aug 2026
Net transaction value: -$1,035,350
SEC form: 4
Accepted by SEC: 04 Aug 2026, 16:24:26 UTC
Prior SEC filing: 05 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Kathryn McCarthy by Lindsay A. Barci, attorney in fact

Key filing fact

Kathryn Mccarthy filed Form 4 for SEI INVESTMENTS CO (SEIC) on 04 Aug 2026.

Key facts

This page summarizes Kathryn Mccarthy's Form 4 filing for SEI INVESTMENTS CO (SEIC).
4 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 04 Aug 2026, 16:24.

Change

Previous filing in this sequence was filed on 05 May 2026.
Current net transaction value: -$1,035,350.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001101310 Primary reporting owner

MCCARTHY KATHRYN

Relationship: Director
Address: 1 FREEDOM VALLEY DRIVE, OAKS
Signature: /s/ Kathryn McCarthy by Lindsay A. Barci, attorney in fact
Signature date: 04 Aug 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SEIC transaction

Common Stock

Options Exercise

Transaction value
Shares: +5,000
Change %: +6.4%
Price: $71.12^*
Shares after: 82,883
Date: 03 Aug 2026
Ownership: Direct

SEIC transaction

Common Stock

Options Exercise

Transaction value
Shares: +5,000
Change %: +6%
Price: $71.12^*
Shares after: 87,883
Date: 03 Aug 2026
Ownership: Direct

SEIC transaction

Common Stock

Sale

Transaction value: $1,035,350
Shares: -10,000
Change %: -11%
Price: $103.54
Shares after: 77,883
Date: 03 Aug 2026
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

SEIC transaction Derivative

Option to Purchase Common Stock

Options Exercise

Transaction value
Shares: -5,000
Change %: -100%
Price
Shares after: 0
Date: 03 Aug 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,000
Exercise price: $71.12
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Represents the weighted average of a range of sale prices from $103.09 to $103.87. 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.

Footnote F2

Received as compensation for service on the Company's Board of Directors.