SEI Investments EVP exercises options, sells stock
SEI Investments executive Sanjay Sharma exercised employee stock options covering 20,000 shares of common stock at an exercise price of $71.1200 per share and, on July 24, 2026, sold 20,000 shares at a weighted-average price of $99.3294 (range $99.09–$99.75).
Rhea-AI Filing Summary
SEI Investments executive Sanjay Sharma exercised employee stock options covering 20,000 shares of common stock at an exercise price of $71.1200 per share and, on July 24, 2026, sold 20,000 shares at a weighted-average price of $99.3294 (range $99.09–$99.75). The options were received as employment compensation. He also reports 2,653.7771 shares of common stock held indirectly through an Employee Stock Purchase Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Exercise and Sale: 20,000 shares ($564K approx. pre-tax spread)
Exercise and Sale
6 txns
Insider
Sharma Sanjay
Role
See Remarks*
Sold
20,000 shs ($1.99M)
Approx. gross sale proceeds
$1.99M
Approx. exercise cost
$1.42M
Approx. pre-tax spread
$564K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Option to Purchase Common Stock F2 | 10,000 | -- | -- |
| Exercise | Option to Purchase Common Stock F2 | 10,000 | -- | -- |
| Exercise | Common Stock | 10,000 | $71.12 | $711K |
| Exercise | Common Stock | 10,000 | $71.12 | $711K |
| Sale | Common Stock F1 | 20,000 | $99.3294 | $1.99M |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Option to Purchase Common Stock — 0 contracts (Direct);
Common Stock — 39,828.992 shares (Direct);
Common Stock — 2,653.7771 shares (Indirect, By Employee Stock Purchase Plan)
Footnotes (2)
- F1. Represents the weighted average of a range of sale prices from $99.09 to $99.75. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company, or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.
- F2. Received as employment compensation.
Key Figures
Shares sold: 20000 shares
Weighted-average sale price: $99.3294 per share
Option exercise price: $71.1200 per share
+3 more
6 metrics
Shares sold
20000 shares
Common stock sold on July 24, 2026
Weighted-average sale price
$99.3294 per share
Sale of 20,000 common shares; price range $99.09–$99.75
Option exercise price
$71.1200 per share
Options to purchase 20,000 shares of common stock
Options exercised
20000 shares
Two option exercises of 10,000 shares each on July 24, 2026
Option expiration date
2027-12-12
Expiration date for the exercised options
Indirect ESPP holdings
2653.7771 shares
Common stock held indirectly via Employee Stock Purchase Plan
Key Terms
Option to Purchase Common Stock, weighted average, Employee Stock Purchase Plan, derivative security
4 terms
Option to Purchase Common Stock financial
"security_title: Option to Purchase Common Stock"
weighted average financial
"Represents the weighted average of a range of sale prices from $99.09 to $99.75"
A weighted average is a way of calculating an overall number when some items matter more than others by giving each item a different level of importance, or weight. Investors use weighted averages to combine figures like prices, returns or earnings so the result reflects the size or significance of each part — like grading a class where a final exam counts more than a quiz, producing a score that better represents true performance.
Employee Stock Purchase Plan financial
"nature_of_ownership: By Employee Stock Purchase Plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Sanjay Sharma report for SEIC on July 24, 2026?
Sanjay Sharma reported exercising options for 20,000 SEI Investments shares at $71.1200 per share and selling 20,000 shares of common stock at a weighted-average $99.3294, with individual sale prices ranging from $99.09 to $99.75.
At what price did Sanjay Sharma exercise his SEIC stock options?
He exercised stock options covering 20,000 shares of SEI Investments common stock at an exercise price of $71.1200 per share. These options, expiring on December 12, 2027, were noted in the filing as having been received as employment compensation.
Were Sanjay Sharma’s SEIC options identified as employment compensation?
Yes. A footnote states the options exercised for 20,000 shares of SEI Investments common stock were “received as employment compensation.” The options had an exercise price of $71.1200 per share and an expiration date of December 12, 2027.
AI-generated analysis. How Rhea-AI works. Not financial advice.
