Key facts
- SEIC - SEI INVESTMENTS CO has 24 insiders with reported activity on this page.
- Net insider value flow over the last year: -$42,582,090.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 24 Insiders of SEI INVESTMENTS CO
- Symbol
- SEIC on Nasdaq
- Location
- Oaks, PA
Change
- Buy value: ; sell value: $42,582,090.
- Net share flow: -497,843.
Research use
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$42,582,090.
Buys
$0
Shares: 0
Insiders: 0
Sells
$42,582,090
Shares: 497,843
Insiders: 10
Net
-$42,582,090
Shares: -497,843
Insiders: -10
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 126,447 | $0 | $10,808,795 | -$10,808,795 |
| 3-6 | 0 | 127,770 | $0 | $10,879,440 | -$10,879,440 |
| 6-9 | 0 | 50,000 | $0 | $4,246,000 | -$4,246,000 |
| 9-12 | 0 | 193,626 | $0 | $16,647,855 | -$16,647,855 |
SEI INVESTMENTS CO executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Alfred P. West Jr. | Chairman Emeritus | $549,650,093 | -$19,013,115 | -3.3% | Filing P/S | 10 Mar 2026 |
| Carmen Romeo | Director | $124,885,851 | -$420,050 | -0.34% | Mixed | 30 Dec 2025 |
| William Doran | Director | $52,305,797 | -$586,950 | -1.1% | Filing P/S | 22 Dec 2025 |
| Dennis McGonigle | Evp, Cfo | $20,058,943 | Mixed | 30 Aug 2023 | ||
| Ryan Hicke | CHIEF EXECUTIVE OFFICER, Director | $17,058,728 | -$10,079,560 | -37% | Mixed | 31 Mar 2026 |
| Kathryn Mccarthy | Director | $7,092,804 | -$1,767,300 | -20% | Filing P/S | 04 May 2026 |
| Kevin Barr | Executive Vice President | $6,912,056 | Mixed | 10 Dec 2021 | ||
| Philip McCabe | Title: Executive Vice President, Head of SEI's Investment Managers business | $5,254,418 | -$2,350,620 | -31% | Mixed | 23 Apr 2026 |
| Sean Denham | Executive VP, CFO, COO | $4,803,407 | Mixed | 18 Mar 2026 | ||
| Wayne Withrow | Executive Vice President | $4,004,164 | Mixed | 07 Feb 2024 | ||
| Sanjay Sharma | Officer | $3,821,925 | -$2,253,013 | -37% | Mixed | 23 Apr 2026 |
| Michael Lane | Executive Vice President | $3,376,556 | Mixed | 12 Dec 2025 | ||
| Paul Klauder | Executive Vice President | $2,431,134 | Mixed | 08 Mar 2024 | ||
| James Cipriano | Executive Vice President | $1,889,055 | Mixed | 29 Feb 2024 | ||
| Michael Peterson | Executive Vice President | $1,841,749 | -$4,112,032 | -69% | Mixed | 23 Apr 2026 |
| Carl Guarino | Director | $1,465,372 | -$864,100 | -37% | Mixed | 12 Dec 2025 |
| Jonathan Brassington | Director | $496,808 | Mixed | 12 Dec 2025 | ||
| Stephen Meyer | Executive Vice President | $394,250 | Mixed | 10 Dec 2021 | ||
| Karin A. Risi | Director | $347,533 | Mixed | 12 Dec 2025 | ||
| Thomas C. Naratil | Director | $347,533 | Mixed | 12 Dec 2025 | ||
| Stephanie D. Miller | Director | $331,950 | Mixed | 12 Dec 2024 | ||
| Sarah Blumenstein | Director | $217,651 | Mixed | 05 Dec 2022 | ||
| Mark Andrew Warner | Title: Chief Accounting Officer and Controller | $83,958 | -$1,135,350 | -93% | Filing P/S | 28 Apr 2026 |
| Kathy Heilig | Treasurer | $63,840 | Mixed | 17 Nov 2022 |
Top shareholders of SEI INVESTMENTS CO (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P |
13D/G
13F
|
Company |
7.1%
|
8,683,520
|
$684,261,359 | -$9,875,610 | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
6.8%
from 13D/G
|
10,110,337
|
$793,358,144 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
|
Vanguard Portfolio Management · Company |
5%
|
6,138,027
|
$481,650,979 | $0 | 31 Mar 2026 | |
| Alfred P. West Jr. |
3/4/5
|
Chairman Emeritus |
5.6%
|
6,875,783
|
$549,650,093 | -$19,013,115 | 10 Mar 2026 | |
| Carmen Romeo |
3/4/5
|
Director |
1.3%
|
1,560,293
|
$124,885,851 | -$420,050 | 30 Dec 2025 | |
| William Doran |
3/4/5
|
Director |
0.51%
|
623,802
|
$52,305,797 | -$586,950 | 22 Dec 2025 | |
| Kathryn Mccarthy |
3/4/5
|
Director |
0.06%
|
77,883
|
$7,092,804 | -$1,767,300 | 04 May 2026 | |
| Sanjay Sharma |
3/4/5
|
Officer |
0.03%
|
42,483
|
$3,821,925 | -$2,253,013 | 23 Apr 2026 | |
| Michael Peterson |
3/4/5
|
EXECUTIVE VICE PRESIDENT |
0.02%
|
20,510
|
$1,841,749 | -$4,112,032 | 23 Apr 2026 | |
| Carl Guarino |
3/4/5
|
Director |
0.01%
|
18,308
|
$1,465,372 | -$864,100 | 12 Dec 2025 | |
| Jonathan Brassington |
3/4/5
|
Director |
0.01%
|
6,207
|
$496,808 | — | 12 Dec 2025 | |
| Karin A. Risi |
3/4/5
|
Director |
0%
|
4,342
|
$347,533 | — | 12 Dec 2025 | |
| Thomas C. Naratil |
3/4/5
|
Director |
0%
|
4,342
|
$347,533 | — | 12 Dec 2025 | |
| Mark Andrew Warner |
3/4/5
|
Title: Chief Accounting Officer and Controller |
0%
|
921
|
$83,958 | -$1,135,350 | 28 Apr 2026 | |
| MORGAN STANLEY |
13F
|
Company |
3.9%
|
4,792,279
|
$376,050,359 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.9%
|
4,741,716
|
$372,082,455 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
3.4%
|
4,185,178
|
$328,410,918 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
2.4%
|
2,920,506
|
$229,172,087 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
2,830,332
|
$222,125,134 | — | 31 Mar 2026 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.8%
|
2,204,379
|
$172,978,000 | — | 31 Mar 2026 | |
| FMR LLC |
13F
|
Company |
1.7%
|
2,092,499
|
$164,198,460 | — | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.5%
|
1,873,198
|
$146,983,892 | — | 31 Mar 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.5%
|
1,822,669
|
$143,024,791 | — | 31 Mar 2026 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
1.4%
|
1,773,154
|
$139,139,000 | — | 31 Mar 2026 | |
| Boston Partners |
13F
|
Company |
1.4%
|
1,770,039
|
$138,887,658 | — | 31 Mar 2026 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.98%
|
1,198,089
|
$94,014,044 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.94%
|
1,145,404
|
$89,879,852 | — | 31 Mar 2026 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.85%
|
1,039,731
|
$81,587,687 | — | 31 Mar 2026 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.81%
|
996,456
|
$78,191,902 | — | 31 Mar 2026 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.8%
|
983,113
|
$77,144,877 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.77%
|
936,302
|
$73,471,656 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.74%
|
905,607
|
$71,062,981 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.71%
|
869,549
|
$68,235,990 | — | 31 Mar 2026 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.69%
|
837,845
|
$65,745,661 | — | 31 Mar 2026 | |
| AMERICAN CAPITAL MANAGEMENT INC |
13F
|
Company |
0.63%
|
768,615
|
$60,313,219 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.57%
|
696,473
|
$54,652,236 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.48%
|
590,060
|
$46,302,008 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.47%
|
572,163
|
$44,897,586 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.46%
|
567,967
|
$44,568,370 | — | 31 Mar 2026 | |
| FIRST FINANCIAL BANKSHARES INC |
13F
|
Company |
0.45%
|
554,178
|
$43,486,348 | — | 31 Mar 2026 | |
| PFA Pension, Forsikringsaktieselskab |
13F
|
Company |
0.42%
|
519,311
|
$40,750,329 | — | 31 Mar 2026 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.41%
|
498,522
|
$39,119,050 | — | 31 Mar 2026 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.38%
|
469,864
|
$36,870,000 | — | 31 Mar 2026 | |
| Prana Capital Management, LP |
13F
|
Company |
0.38%
|
464,241
|
$36,428,991 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.38%
|
461,660
|
$35,644,775 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.37%
|
455,914
|
$35,775,571 | — | 31 Mar 2026 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.35%
|
427,591
|
$33,553,066 | — | 31 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
420,042
|
$32,960,717 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.34%
|
416,650
|
$32,694,000 | — | 31 Mar 2026 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.34%
|
411,851
|
$32,317,948 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for SEI INVESTMENTS CO
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathryn Mccarthy | SEIC | Common Stock | Sale | -11.4% | $910,700 | $91.07 | -10,000 | 77,883 | 04 May 2026 | Direct |
| Kathryn Mccarthy | SEIC | Common Stock | Options Exercise | 12.8% | 10,000 | 87,883 | 04 May 2026 | Direct | ||
| Kathryn Mccarthy | SEIC | STOCK OPTION (RIGHT TO PURCHASE) | Options Exercise | -100% | -5,000 | 0 | 04 May 2026 | Direct | ||
| Mark Andrew Warner | SEIC | Common Stock | Sale | -81.3% | $364,640 | $91.16 | -4,000 | 921 | 28 Apr 2026 | Direct |
| Mark Andrew Warner | SEIC | Common Stock | Options Exercise | 434.3% | 4,000 | 4,921 | 28 Apr 2026 | Direct | ||
| Mark Andrew Warner | SEIC | STOCK OPTION RIGHT TO PURCHASE | Options Exercise | -100% | -2,000 | 0 | 28 Apr 2026 | Direct | ||
| Philip McCabe | SEIC | Common Stock | Sale | -21.5% | $1,377,300 | $91.82 | -15,000 | 54,884 | 23 Apr 2026 | Direct |
| Sanjay Sharma | SEIC | Common Stock | Sale | -38.6% | $2,253,013 | $90.12 | -25,000 | 39,829 | 23 Apr 2026 | Direct |
| Sanjay Sharma | SEIC | Common Stock | Options Exercise | 62.8% | 25,000 | 64,829 | 23 Apr 2026 | Direct | ||
| Sanjay Sharma | SEIC | Option to Purchase Common Stock | Options Exercise | -100% | -12,500 | 0 | 23 Apr 2026 | Direct | ||
| Michael Peterson | SEIC | Common Stock | Sale | -33.2% | $900,000 | $90.00 | -10,000 | 20,148 | 23 Apr 2026 | Direct |
| Michael Peterson | SEIC | Common Stock | Options Exercise | 49.6% | 10,000 | 30,148 | 23 Apr 2026 | Direct | ||
| Michael Peterson | SEIC | Option to Purchase Common Stock | Options Exercise | -100% | -10,000 | 0 | 23 Apr 2026 | Direct | ||
| Sean Denham | SEIC | Common Stock | Tax liability | -11.7% | -7,673 | 57,758 | 18 Mar 2026 | Direct | ||
| Alfred P. West Jr. | SEIC | Common Stock | Sale | -0.11% | $590,270 | $79.26 | -7,447 | 6,875,783 | 11 Mar 2026 | Direct |
| Alfred P. West Jr. | SEIC | Common Stock | Sale | -0.79% | $4,412,871 | $80.23 | -55,000 | 6,883,230 | 10 Mar 2026 | Direct |
| Mark Andrew Warner | SEIC | Common Stock | Sale | -81.3% | $326,960 | $81.74 | -4,000 | 921 | 25 Feb 2026 | Direct |
| Mark Andrew Warner | SEIC | Common Stock | Award | 434.3% | 4,000 | 4,921 | 25 Feb 2026 | Direct | ||
| Mark Andrew Warner | SEIC | STOCK OPTION RIGHT TO PURCHASE | Options Exercise | -100% | -4,000 | 0 | 25 Feb 2026 | Direct | ||
| Ryan Hicke | SEIC | Common Stock | Sale | -28.9% | $6,989,060 | $87.36 | -80,000 | 197,164 | 29 Jan 2026 | Direct |
| Ryan Hicke | SEIC | Common Stock | Options Exercise | 40.6% | 80,000 | 277,164 | 29 Jan 2026 | Direct | ||
| Ryan Hicke | SEIC | Option to Purchase Common Stock | Options Exercise | -100% | -80,000 | 0 | 29 Jan 2026 | Direct | ||
| Alfred P. West Jr. | SEIC | Common Stock | Tax liability | -0.05% | -3,482 | 6,938,230 | 01 Jan 2026 | Direct | ||
| Carmen Romeo | SEIC | COMMON STOCK | Gift | -0.98% | -15,500 | 1,560,293 | 30 Dec 2025 | Direct | ||
| William Doran | SEIC | Common Stock | Sale | -1.11% | $586,950 | $83.85 | -7,000 | 623,802 | 22 Dec 2025 | Direct |
| Karin A. Risi | SEIC | Common Stock | Award | 109.2% | 2,266 | 4,342 | 12 Dec 2025 | Direct | ||
| Carl Guarino | SEIC | Common Stock | Award | 14.1% | 2,266 | 18,308 | 12 Dec 2025 | Direct | ||
| Kathryn Mccarthy | SEIC | Common Stock | Award | 3% | 2,266 | 77,907 | 12 Dec 2025 | Direct | ||
| Carmen Romeo | SEIC | COMMON STOCK | Award | 0.14% | 2,266 | 1,575,793 | 12 Dec 2025 | Direct | ||
| Michael Peterson | SEIC | Common Stock | Award | 57.1% | 7,711 | 21,211 | 12 Dec 2025 | Direct | ||
| Michael Peterson | SEIC | Option to Purchase Common Stock | Award | 43,000 | 43,000 | 12 Dec 2025 | Direct | |||
| Sean Denham | SEIC | Common Stock | Award | 25.4% | 13,254 | 65,431 | 12 Dec 2025 | Direct | ||
| Sean Denham | SEIC | Option to Purchase Common Stock | Award | 49,000 | 49,000 | 12 Dec 2025 | Direct | |||
| Michael Lane | SEIC | Common Stock | Award | 27% | 8,916 | 41,981 | 12 Dec 2025 | Direct | ||
| Michael Lane | SEIC | Option to Purchase Common Stock | Award | 49,650 | 49,650 | 12 Dec 2025 | Direct | |||
| Philip McCabe | SEIC | Common Stock | Award | 13.5% | 8,434 | 70,978 | 12 Dec 2025 | Direct | ||
| Philip McCabe | SEIC | Option to Purchase Common Stock | Award | 47,000 | 47,000 | 12 Dec 2025 | Direct | |||
| Ryan Hicke | SEIC | Common Stock | Award | 15.1% | 25,904 | 197,164 | 12 Dec 2025 | Direct | ||
| Ryan Hicke | SEIC | Option to Purchase Common Stock | Award | 288,333 | 288,333 | 12 Dec 2025 | Direct | |||
| Sanjay Sharma | SEIC | Common Stock | Award | 66.7% | 15,934 | 39,829 | 12 Dec 2025 | Direct | ||
| Sanjay Sharma | SEIC | Option to Purchase Common Stock | Award | 47,000 | 47,000 | 12 Dec 2025 | Direct | |||
| Thomas C. Naratil | SEIC | Common Stock | Award | 109.2% | 2,266 | 4,342 | 12 Dec 2025 | Direct | ||
| Jonathan Brassington | SEIC | Common Stock | Award | 57.5% | 2,266 | 6,207 | 12 Dec 2025 | Direct | ||
| William Doran | SEIC | Common Stock | Award | 0.36% | 2,266 | 630,802 | 12 Dec 2025 | Direct | ||
| Kathryn Mccarthy | SEIC | Common Stock | Tax liability | -0.03% | -24 | 77,883 | 05 Dec 2025 | Direct | ||
| Michael Peterson | SEIC | Common Stock | Tax liability | -5.01% | -1,063 | 20,148 | 05 Dec 2025 | Direct | ||
| Alfred P. West Jr. | SEIC | Common Stock | Tax liability | -0.02% | -1,100 | 6,941,712 | 05 Dec 2025 | Direct | ||
| Mark Andrew Warner | SEIC | Common Stock | Tax liability | -29.2% | -379 | 921 | 05 Dec 2025 | Direct | ||
| Philip McCabe | SEIC | Common Stock | Tax liability | -1.54% | -1,094 | 69,884 | 05 Dec 2025 | Direct | ||
| Philip McCabe | SEIC | Common Stock | Sale | -16.1% | $973,320 | $81.11 | -12,000 | 62,544 | 04 Dec 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.