Carmen Romeo - 11 Nov 2025 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Reporting relationship: Director
Issuer ticker: SEIC
Reported as of: 11 Nov 2025
Net transaction value: -$153,350
SEC form: 4
Accepted by SEC: 12 Nov 2025, 11:20:33 UTC
Prior SEC filing: 02 Jan 2025
Next SEC filing: 16 Dec 2025
Source filing: View source filing
Reporting owner signature: /s/ Carmen Romeo, by Diane Gallagher, attorney in fact

Key filing fact

Carmen Romeo filed Form 4 for SEI INVESTMENTS CO (SEIC) on 12 Nov 2025.

Key facts

This page summarizes Carmen Romeo's Form 4 filing for SEI INVESTMENTS CO (SEIC).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 12 Nov 2025, 11:20.

Change

Previous filing in this sequence was filed on 02 Jan 2025.
Current net transaction value: -$153,350.

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 0001191727 Primary reporting owner

ROMEO CARMEN

Relationship: Director
Address: 1 FREEDOM VALLEY DRIVE, OAKS
Signature: /s/ Carmen Romeo, by Diane Gallagher, attorney in fact
Signature date: 12 Nov 2025

Reported non-derivative transactions

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

SEIC transaction

COMMON STOCK

Options Exercise

Transaction value: $266,700
Shares: +5,000
Change %: +0.32%
Price: $53.34
Shares after: 1,578,527
Date: 11 Nov 2025
Ownership: Direct

SEIC transaction

COMMON STOCK

Sale

Transaction value: $420,050
Shares: -5,000
Change %: -0.32%
Price: $84.01
Shares after: 1,573,527
Date: 11 Nov 2025
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: 11 Nov 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5,000
Exercise price: $53.34
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 $84.00 to $84.01. 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.