πŸ•΅οΈ SEI Investments Co ($SEIC)

SEC insider & ownership activity, last 12 months Β· CIK 350894 Β· every row links its SEC filing

Over the last 12 months insiders sold $38.0M with no open-market buying against it. Alfred P. West Jr. sold $12.0M (Dec–Jun). 3 planned sales are pending, the largest $2.6M (Peterson Michael). No red-flag 8-Ks in the window.

Aug 2025: net -$3.8M Sep 2025: net -$1.7M Oct 2025: net +$0 Nov 2025: net -$2.5M Dec 2025: net -$3.6M Jan 2026: net -$7.0M Mar 2026: net -$5.0M Mar 2026: net -$5.0M Apr 2026: net -$4.9M May 2026: net -$911K Jun 2026: net -$5.5M Jul 2026: net -$2.0M
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

0 buyers, $0 (0 lots) Β· 10 sellers, $38.0M (33 lots)

InsiderBuysBoughtSellsSoldLast
Alfred P. West Jr.0– 10$12.0MJun 29, 2026
Hicke Ryan0– 4$10.1MJan 29, 2026
Sharma Sanjay0– 3$4.2MJul 24, 2026
Peterson Michael0– 5$4.1MApr 23, 2026
Philip Mc Cabe0– 2$2.4MApr 23, 2026
McCarthy Kathryn0– 2$1.8MMay 4, 2026
Warner Mark Andrew0– 3$1.1MApr 28, 2026
William M Doran0– 2$1.0MJun 9, 2026
Guarino Carl0– 1$864KSep 23, 2025
Romeo Carmen0– 1$420KNov 11, 2025

5%+ holders

HolderStakeClassScheduleEvent
Loomis, Sayles & Co., L.P. 7.1% 13GMay 14, 2026 filing β†—
Blackrock, Inc. 6.8% 13GJul 16, 2025 filing β†—
Vanguard Portfolio Management 5.0% 13GApr 29, 2026 filing β†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Warner Mark Andrew$1.5MJul 28, 2026 filing β†—
Peterson Michael$2.6MJul 28, 2026 filing β†—
Guarino Carl$1.0MJul 28, 2026 filing β†—
Sharma Sanjay$2.0MJul 24, 2026 filing β†—
Alfred P. West, JR.$5.2MJun 26, 2026 filing β†—
William M Doran$453KJun 9, 2026 filing β†—
McCarthy Kathryn$911KMay 4, 2026 filing β†—
Warner Mark Andrew$365KApr 28, 2026 filing β†—
Philip Mc Cabe$1.8MApr 23, 2026 filing β†—
Peterson Michael$900KApr 23, 2026 filing β†—
Sharma Sanjay$2.3MApr 23, 2026 filing β†—
Alfred Paul West Jr.$5.4MMar 10, 2026 filing β†—
Warner Mark Andrew$327KFeb 25, 2026 filing β†—
Hicke Ryan$7.0MJan 29, 2026 filing β†—
Doran William$587KDec 22, 2025 filing β†—
McCabe Philip$973KDec 4, 2025 filing β†—
Alfred P. West Jr.$2.0MDec 3, 2025 filing β†—
Peterson Michael$2.1MNov 12, 2025 filing β†—
Romeo Carmen$420KNov 11, 2025 filing β†—
McCarthy Kathryn$857KSep 29, 2025 filing β†—
Guarino Carl$864KSep 23, 2025 filing β†—
Stephanie D. Miller$647KSep 22, 2025 filing β†—
Hicke Ryan$3.1MAug 19, 2025 filing β†—
Peterson Michael$1.1MJul 31, 2025 filing β†—

Material events (8-K)

ItemEvent date
Earnings (2.02)Jul 22, 2026 filing β†—
Reg FD disclosure (7.01)Jul 22, 2026 filing β†—
Financial Statements and Exhibits (9.01)Jul 22, 2026 filing β†—
Shareholder vote (5.07)May 27, 2026 filing β†—
Other events (8.01)May 27, 2026 filing β†—
Financial Statements and Exhibits (9.01)May 27, 2026 filing β†—
Earnings (2.02)Apr 22, 2026 filing β†—
Reg FD disclosure (7.01)Apr 22, 2026 filing β†—
Financial Statements and Exhibits (9.01)Apr 22, 2026 filing β†—
Reg FD disclosure (7.01)Mar 2, 2026 filing β†—
Financial Statements and Exhibits (9.01)Mar 2, 2026 filing β†—
Earnings (2.02)Jan 28, 2026 filing β†—
Reg FD disclosure (7.01)Jan 28, 2026 filing β†—
Financial Statements and Exhibits (9.01)Jan 28, 2026 filing β†—
Officer/director changes (5.02)Jan 13, 2026 filing β†—
Financial Statements and Exhibits (9.01)Jan 13, 2026 filing β†—
Officer/director changes (5.02)Dec 12, 2025 filing β†—
Other events (8.01)Dec 12, 2025 filing β†—
Financial Statements and Exhibits (9.01)Dec 12, 2025 filing β†—
Reg FD disclosure (7.01)Dec 3, 2025 filing β†—
Financial Statements and Exhibits (9.01)Dec 3, 2025 filing β†—
Earnings (2.02)Oct 22, 2025 filing β†—
Reg FD disclosure (7.01)Oct 22, 2025 filing β†—
Financial Statements and Exhibits (9.01)Oct 22, 2025 filing β†—
Other events (8.01)Oct 20, 2025 filing β†—
Reg FD disclosure (7.01)Sep 18, 2025 filing β†—
Financial Statements and Exhibits (9.01)Sep 18, 2025 filing β†—
Material agreement (1.01)Aug 18, 2025 filing β†—
New financial obligation (2.03)Aug 18, 2025 filing β†—
Financial Statements and Exhibits (9.01)Aug 18, 2025 filing β†—