SEI CEO uses 4,349 shares for tax withholding
SEI Investments CEO Ryan Hicke reported a routine tax-related stock transaction.
Accepted by SEC EDGAR
Learn about SEC filing dates
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
SEI Investments CEO Ryan Hicke reported a routine tax-related stock transaction. On March 31, 2026, 4,349 shares of Common Stock were disposed of at $77.21 per share to cover tax liabilities. After this, he directly held 192,814.77 shares and indirectly held 15,105.763 shares through the company 401(k) Plan, which gained 62.022 shares since his prior filing.
Insider Trade Summary
Exercise Price or Tax Liability: 4,349 shares
Exercise Price or Tax Liability
1 txn
Insider
Hicke Ryan
Role
CHIEF EXECUTIVE OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 4,349 | $77.21 | $336K |
| Holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 192,814.77 shares (Direct);
Common Stock — 15,105.763 shares (Indirect, By 401(k) Plan)
Holdings Before and After:
Common Stock, 197,163.77 to 192,814.77 shares (Direct)
Footnotes (1)
- F1. Reflects the acquisition through the Company's 401(k) Plan of 62.022 shares of common stock since the Reporting Person's most recent Form 4 filing.
Key Figures
Tax-withholding shares: 4,349 shares
Tax-withholding price: $77.21/share
Direct holdings after transaction: 192,814.77 shares
+2 more
5 metrics
Tax-withholding shares
4,349 shares
Common Stock disposed to cover taxes on Mar. 31, 2026
Tax-withholding price
$77.21/share
Price per share for 4,349-share tax-withholding disposition
Direct holdings after transaction
192,814.77 shares
Common Stock directly owned after the Form 4 event
Indirect 401(k) holdings
15,105.763 shares
Common Stock held via company 401(k) Plan after transaction
New 401(k) shares since last Form 4
62.022 shares
Additional Common Stock acquired through 401(k) Plan
Key Terms
tax-withholding disposition, Common Stock, 401(k) Plan, Form 4
4 terms
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
401(k) Plan financial
"By 401(k) Plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
Form 4 regulatory
"since the Reporting Person's most recent Form 4 filing"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did SEI Investments (SEIC) CEO Ryan Hicke report?
Ryan Hicke reported a tax-withholding disposition of SEI Investments common stock. On March 31, 2026, 4,349 shares were disposed of at $77.21 per share to satisfy tax obligations, rather than an open-market sale or discretionary trade.
What does the tax-withholding disposition code F mean for SEI Investments (SEIC)?
Code F indicates payment of a tax liability by delivering shares instead of cash. For SEI Investments, Ryan Hicke used 4,349 shares of common stock at $77.21 each to satisfy taxes, which is a routine administrative transaction rather than an investment decision.
AI-generated analysis. How Rhea-AI works. Not financial advice.
