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.
SEI Investments Company (NASDAQ: SEIC) files a range of documents with the U.S. Securities and Exchange Commission that provide detail on its operations as a global provider of financial technology, operations, and asset management services. This SEC filings page brings together SEI’s Forms 10-K and 10-Q when available, along with current reports on Form 8-K and other disclosures, to help investors understand the company’s financial condition, governance, and significant corporate events.
Recent Form 8-K filings illustrate the types of information SEI reports. One 8-K dated December 17, 2025 discloses the resignation of the company’s founder, who established SEI in 1968 and served as chief executive officer for more than 50 years, from the Board and officer roles, and notes his appointment as non-voting Chairman Emeritus. The same filing reports a semi-annual dividend declaration. Other 8-Ks describe the Board’s approval of an increase in the stock repurchase program, the announcement of quarterly financial and operating results, and the furnishing of Investor Day and earnings presentations.
Filings also document strategic transactions, such as the June 30, 2025 8-K reporting the close of Aquiline Capital Partners’ acquisition of SEI’s Family Office Services business. These disclosures help investors track how SEI adjusts its business mix while continuing to focus on financial technology, operations, and asset management services. Together with annual and quarterly reports, they provide context on SEI’s segments, assets under management, administration and advice, and its relationships with financial institutions, asset managers, asset owners, and financial advisors as described in public materials.
On Stock Titan, SEIC filings are updated from the SEC’s EDGAR system, and AI-powered summaries can assist in highlighting key points from lengthy documents. Users can quickly identify items such as dividend and share repurchase authorizations, leadership and governance changes, and strategic transactions. Access to Form 4 insider transaction reports, along with 10-K and 10-Q filings when available, allows investors to review executive and director trading activity and to study SEI’s detailed financial statements, risk factors, and management discussions with additional AI-generated explanations.
SEI Investments Company officer Sanjay Sharma reported new equity compensation awards. On 12/12/2025 he acquired 8,434 and 7,500 restricted stock units of common stock, received as employment compensation and subject to vesting. After these grants, he beneficially owned 39,828.992 shares directly and 2,369.2012 shares indirectly through an employee stock purchase plan.
Sharma also received an option to purchase 47,000 shares of common stock at an exercise price of $83 per share, expiring 12/12/2035. This option vests on the later of 12/12/2027 and the date when SEI Investments achieves adjusted earnings per share equal to or greater than an amount that is 25% more than its adjusted earnings per share as of 12/31/2025, based on financial statements in its Annual Report on Form 10-K for the applicable year and subject to certain adjustments.
SEI Investments Co. director Karin A. Risi reported an equity award related to company stock. On 12/12/2025 she acquired 2,266 units reported as common stock, described as restricted stock units that are subject to vesting and received as compensation for her service on the company’s board of directors.
After this award, Risi beneficially owns 4,342 shares of SEI Investments common stock in direct form. The disclosure was made on a Form 4 for a single reporting person, reflecting routine equity-based director compensation rather than an open-market stock purchase or sale.
SEI Investments Co
Following this grant, Guarino is reported to beneficially own 18,308 shares of SEI Investments common stock in direct ownership.
SEI Investments Company director Kathryn McCarthy reported acquiring 2,266 shares of common stock in the form of restricted stock units on 12/12/2025. The grant was received as compensation for service on the company's Board of Directors and is subject to vesting.
After this award, McCarthy beneficially owns 77,907 shares of SEI Investments common stock directly, highlighting her continuing equity stake as a board member.
SEI Investments Co director Carmen Romeo reported acquiring 2,266 shares of common stock in the form of restricted stock units on December 12, 2025, coded as an acquisition. These restricted stock units are subject to vesting and were received as compensation for service on the company's Board of Directors.
After this award, Romeo beneficially owns 1,575,793 shares of SEI Investments common stock, held directly. This filing reflects a routine equity compensation grant to a board member rather than an open-market purchase or sale.
SEI Investments Company director reported acquiring company stock as board compensation. On 12/12/2025, the director received 2,266 shares of common stock, described as restricted stock units that are subject to vesting and were received for service on the company’s Board of Directors. After this grant, the director beneficially owns 4,342 shares, held directly.
SEI Investments Co director Jonathan Brassington reported acquiring 2,266 shares of the company’s common stock on 12/12/2025. The filing indicates these are restricted stock units that are subject to vesting and were received as compensation for service on the company’s Board of Directors.
Following this grant, Brassington beneficially owns 6,207 shares of SEI Investments Co common stock, held in direct ownership.
SEI Investments Co. director reports a new stock-based award. On 12/12/2025, the director acquired 2,266 shares of common stock in the form of restricted stock units that are subject to vesting and were received as compensation for service on the company's Board of Directors. Following this grant, the director beneficially owns 630,802 shares of SEI Investments common stock, held directly.
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.
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