Key facts
- This page summarizes Paul Klauder's Form 4 filing for SEI INVESTMENTS CO (SEIC).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 28 Mar 2024, 10:42.
Paul Klauder - 08 Mar 2024 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)
- Reporting relationship
- EXECUTIVE VICE PRESIDENT
- Issuer ticker
- SEIC
- Reported as of
- 08 Mar 2024
- Net transaction value
- -$58,320
- SEC form
- 4
- Accepted by SEC
- 28 Mar 2024, 10:42:45 UTC
- Prior SEC filing
- 28 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Paul Klauder, by Diane Gallagher, attorney in fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Paul Klauder filed Form 4 for SEI INVESTMENTS CO (SEIC) on 28 Mar 2024.
Change
- Previous filing in this sequence was filed on 28 Mar 2024.
- Current net transaction value: -$58,320.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
SEIC
transaction
Common Stock
Options Exercise
- Transaction value
- $81,280
- Shares
- +2,000
- Change %
- +9.6%
- Price
- $40.64
- Shares after
- 22,752
- Date
- 08 Mar 2024
- Ownership
- Direct
SEIC
transaction
Common Stock
Sale
- Transaction value
- $139,600
- Shares
- -2,000
- Change %
- -8.8%
- Price
- $69.80
- Shares after
- 20,752
- Date
- 08 Mar 2024
- Ownership
- Direct
SEIC
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 14,078
- Date
- 08 Mar 2024
- Ownership
- By 401(k)
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
- -2,000
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 08 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,000
- Exercise price
- $40.64
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
Received as employment compensation