Welcome to our dedicated page for Sei Invts Co SEC filings (Ticker: SEIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how SEI Investments monetizes its end-to-end investment processing, asset management, and technology outsourcing across banks, advisors, and institutional investors can mean sifting through hundreds of pages per quarter. If you’re wondering “where can I find SEI Investments’ quarterly earnings report 10-Q filing” or need “SEI Investments SEC filings explained simply,” this page gives you instant clarity.
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Ryan Hicke, reporting person and identified as Chief Executive Officer and Director of SEI Investments Co (SEIC), reported Section 16 transactions dated 08/19/2025. The Form 4 shows two non-derivative acquisitions of 17,500 shares each at an acquisition price of $49.63 (two entries), followed by a sale of 35,000 shares at a weighted-average sale price of $88.30 (range noted $87.92–$88.89). After these transactions, the reporting person beneficially owned 171,259.77 shares directly and 14,687.089 shares indirectly through a 401(k) plan. The Form 4 indicates the acquired shares/options were received as employment compensation and that the reporting person will provide sale price detail upon request.
Form 144 filing shows a proposed sale of 35,000 shares to be executed on 08/19/2025 through Charles Schwab & Co., Inc. The aggregate market value is stated as $3,090,362 with 123,625,060 shares outstanding, and the sale is to occur on NASDAQ. The securities were acquired on 08/19/2025 via an employee stock option exercise from SEI INVESTMENTS CO, and the payment method is listed as a broker payment for a cashless exercise. No securities were reported sold in the prior three months and the filer attests there is no undisclosed material adverse information.
SEI Investments Company (SEIC) filed a 13F Combination Report for the quarter ended 06-30-2025 that aggregates holdings reported by its operating subsidiaries. The report lists 5,589 information-table entries with a total reported market value of $86,271,329,817. SEI explains it is a parent holding company that disclaims investment discretion and voting authority for the reported Section 13(f) securities, noting those powers reside with its operating subsidiaries and that certain subsidiaries and sub-advisers are reported for regulatory purposes. The filing also lists 4 other included managers by name.
Loomis, Sayles & Co., L.P. reports beneficial ownership of 8,886,767.60 shares of SEI Investments common stock, equal to 7.14% of the class. The filing shows sole voting power over 7,233,424 shares while reporting no sole or shared dispositive power to direct the sale of the shares. The filer identifies itself as an investment adviser organized in Delaware and states that clients may have rights to dividends or sale proceeds, with no single client holding more than 5% of the class. The filing includes the required certification of accuracy.
SEI Investments Co. executive Michael Peterson reported matched transactions on 08/07/2025 that reduced and reallocated his stake in SEIC. He sold 7,089 shares at a weighted average price of $88.55 (disclosed range $88.50–$88.70) and, on the same date, was credited with an equity award tied to 7,089 shares at a reported price/conversion of $61.81.
The derivative entry shows an option to purchase 7,089 shares exercisable from 12/31/2024 and expiring 12/05/2032, with the form stating the award was received as employment compensation. After these transactions his reported beneficial ownership is 13,500 shares, down from 20,589 shares prior to the sale.
Filing: Form 4 filed for Michael Peterson, Executive Vice President of SEI Investments Co (SEIC), reporting transactions dated 08/05/2025 and filing signed 08/06/2025.
Transactions: On 08/05/2025 Mr. Peterson acquired 684 common shares (code M) at an exercise/conversion price of $61.81 and disposed of 684 common shares (code S) at a weighted-average sale price of $88.69 (range $88.50–$88.94). Following the transactions he beneficially owned 13,500 common shares (direct).
Derivatives: The Form reports an option to purchase common stock with conversion/exercise price $61.81 tied to the 684 shares and shows 7,089 derivative securities beneficially owned following the reported transactions. Explanation states the derivative securities were received as employment compensation.
On 07/29/2025, SEI Investments Co. (SEIC) Chief Accounting Officer & Controller Mark Andrew Warner exercised 5,000 employee stock options at an exercise price of $49.63 and immediately sold 5,000 shares of common stock at a weighted-average price of $88.75. After the transactions, Warner’s direct ownership declined from 6,300 to 1,300 shares. The exercised options, granted in 2017 and 2019 and expiring 12/13/2026, are now fully exhausted, leaving the officer with no remaining derivative securities. The filing, submitted on 07/30/2025, was made on behalf of a single reporting person and does not reference a Rule 10b5-1 trading plan.
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