Michael Lane - 12 Dec 2025 Form 4 Insider Report for SEI INVESTMENTS CO (SEIC)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
16 Dec 2025, 16:13:36 UTC
Prior SEC filing
17 Sep 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Michael Lane, by Diane Gallagher, attorney in fact

Key filing fact

Michael Lane filed Form 4 for SEI INVESTMENTS CO (SEIC) on 16 Dec 2025.

Key facts

  • This page summarizes Michael Lane's Form 4 filing for SEI INVESTMENTS CO (SEIC).
  • 2 reported transactions and 1 derivative row are listed below.
  • Accepted by SEC: 16 Dec 2025, 16:13.

Change

  • Previous filing in this sequence was filed on 17 Sep 2025.
  • Current net transaction value: $0.

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 0002037087 Primary reporting owner

LANE MICHAEL

Relationship
Executive Vice President
Address
1 FREEDOM VALLEY DRIVE, OAKS
Signature
/s/ Michael Lane, by Diane Gallagher, attorney in fact
Signature date
16 Dec 2025

Reported non-derivative transactions

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

SEIC transaction

Common Stock

Award

Transaction value
Shares
+8,916
Change %
+27%
Price
Shares after
41,981
Date
12 Dec 2025
Ownership
Direct
Footnotes
F1, F2
SEIC holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
205
Date
12 Dec 2025
Ownership
By Employee Stock Purchase Plan

Reported derivative securities

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

SEIC transaction Derivative

Option to Purchase Common Stock

Award

Transaction value
Shares
+49,650
Change %
Price
Shares after
49,650
Date
12 Dec 2025
Ownership
Direct
Underlying class
Common Stock
Underlying amount
49,650
Exercise price
$83.00
Footnotes
F2, F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Restricted Stock Units subject to vesting.

Footnote F2

Received as employment compensation.

Footnote F3

Vest on the later of (a) December 12, 2027, and (b) the date on which the Issuer achieves adjusted earnings per share that is equal to or greater than an amount that is 25% more than the Issuer's adjusted earnings per share as December 31, 2025, based upon the financial statements of the Issuer included in its Annual Report on Form 10-K for the applicable year and subject to certain adjustments.

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