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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Whether you’re monitoring liquidity trends, tracking platform fee margins, or evaluating assets under management, every submission—10-K, 10-Q, 8-K, Form 4, S-8—sits in one organized feed. Skip the legalese and focus on decisions: expert analysis highlights operational metrics, tax-advantaged share repurchases, and insider activity. No more searching multiple sources for “SEI Investments Form 4 insider transactions real-time” or “SEI Investments annual report 10-K simplified”—everything is here, updated the instant SEI hits “file.”
SEI Investments Company director William Doran reported exercising stock options and acquiring 10,000 shares of SEI common stock at $53.34 per share. After this transaction on 11/17/2025, he beneficially owned 628,536 shares, held directly. The options exercised related to two grants, each covering 5,000 shares, that were granted as compensation for service on the company’s board and were scheduled to expire on 12/08/2025.
SEI Investments Company (SEIC) filed a Form 13F Combination Report. The filing lists 5,633 reportable positions with an aggregate Form 13F Information Table Value Total of $92,994,761,394.
SEI states it is the parent holding company of investment managers and disclaims investment discretion over Section 13(f) securities, which resides with its operating subsidiaries. Pursuant to Instruction 12b.viii, securities are reported as “Sole Voting Authority.” The report includes 4 other included managers and references additional managers reporting on SEI-related holdings.
SEI Investments (SEIC) insider transaction: On 11/12/2025, Executive Vice President Michael Peterson exercised an option for 25,000 shares of common stock at $54.34 per share and sold 25,000 shares at a weighted average price of $84.21, with individual sale prices ranging from $84.20 to $84.27.
Following these transactions, he directly beneficially owns 13,500 shares. The option exercised covered 25,000 underlying shares, was granted on 02/23/2022, and was set to expire on 06/18/2029; it was received as employment compensation. No derivative balance remained after the exercise.
SEI Investments (SEIC): A company director reported an option exercise and related sale on 11/11/2025. The director exercised options for 5,000 shares at $53.34 per share and sold 5,000 shares of common stock at a $84.01 weighted average price (range $84.00–$84.01).
Following these transactions, the director directly beneficially owned 1,573,527 shares. The exercised option (granted for board service) covered 5,000 underlying shares and now shows 0 derivative securities remaining after the transaction.
SEI Investments (SEIC) disclosed an insider transaction by officer Philip McCabe. On 10/24/2025, he exercised stock options (transaction code M), acquiring 12,000 shares of common stock at $53.34. After the transaction, he beneficially owned 62,544.45 shares directly and 2,441.6634 shares indirectly via the Employee Stock Purchase Plan. The exercised options had a $53.34 exercise price and were scheduled to expire on 12/08/2025.
SEI Investments Company (SEIC) reported higher Q3 2025 results. Total revenues were $578.5 million, up from $537.4 million a year ago, driven by asset management, administration and distribution fees of $462.0 million and information processing and software servicing fees of $116.5 million. Income from operations rose to $160.0 million from $143.8 million.
Net income attributable to SEI was $164.2 million versus $154.9 million, with diluted EPS of $1.30 compared with $1.19. Year‑to‑date, the company recorded a $94.4 million gain on a business sale and generated $481.3 million in net cash from operating activities. SEI repurchased and retired $141.6 million of common stock in Q3 and $515.2 million year‑to‑date; dividends declared were $0.49 per share for the nine months.
The balance sheet showed cash and cash equivalents of $792.8 million and total assets of $2.85 billion as of September 30, 2025. The company consolidated variable interest entities during the period, adding $170.7 million of assets and $100.5 million of related liabilities.
SEI Investments Company increased its stock repurchase program by an additional $650 million, bringing the available authorization to approximately $773 million, as approved by the Board on October 20, 2025.
The company furnished a press release as Exhibit 99.1. This action expands the capacity for share repurchases; actual buybacks, if any, would occur at the company’s discretion.
Kathryn McCarthy, a director of SEI Investments Company (SEIC), reported both acquisition and disposition of SEIC common stock on 09/29/2025. The Form 4 shows a non-derivative purchase of 10,000 shares at $53.34 and a sale of 10,000 shares at a weighted-average price of $85.66, resulting in reported beneficial ownership changing from 85,641 shares to 75,641 shares after the sale. Table II shows two option-based transactions executed the same day: two option exercises each for 5,000 shares with a $53.34 exercise price and underlying shares noted as received as employment compensation, and the reported post-transaction derivative holdings are zero. The form is signed on behalf of Ms. McCarthy by an attorney-in-fact and includes an explanatory note that the sale price is a weighted average across prices $85.51–$85.80.
SEI Investments Co. insider sale notice: The filing reports that 10,000 shares of SEI common stock were acquired and are proposed for sale on the same date via a cashless employee stock option exercise through Charles Schwab & Co., Inc. The shares have an aggregate market value of $856,555.00 and represent a small fraction of outstanding shares (123,625,060 outstanding). The broker listed is Charles Schwab & Co., and the planned sale is noted for 09/29/2025. The filer states there are no securities sold in the past three months for the account and affirms no undisclosed material adverse information.
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