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 filings document operating results, investor communications, governance matters and capital actions for a Nasdaq-listed financial technology, operations and asset management company. Recent Form 8-K reports furnish quarterly earnings releases, earnings presentations and Regulation FD investor materials tied to SEI's operating performance and business positioning.
The company's definitive proxy materials cover board structure, executive compensation, equity awards and shareholder governance disclosures. Other material-event filings document executive employment arrangements, board leadership changes and stock repurchase authorizations. SEIC filings also identify its common stock, par value $0.01 per share, as registered on The Nasdaq Stock Market.
SEI Investments director and CEO Ryan Hicke filed an amended insider report to correct the number of shares held through the company’s 401(k) plan. The filing shows he now indirectly holds 15,167.785 shares of common stock via the 401(k) plan as of the reported date.
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.
SEI Investments Co — Schedule 13G/A amendment: The filing states The Vanguard Group reports 0 shares beneficially owned of SEI Investments Co common stock, representing 0% of the class. The filing explains Vanguard implemented an internal realignment on January 12, 2026 under SEC Release No. 34-39538, and certain subsidiaries will report holdings separately following that realignment.
SEI Investments Executive VP, CFO and COO Sean Denham reported routine share movements tied to compensation and tax obligations. On March 18, 2026, 7,673 shares of common stock were disposed of at $78.77 per share to cover tax liabilities, not as an open-market sale.
A footnote explains that 284.5759 shares were acquired through the Employee Stock Purchase Plan since the most recent prior Form 4. After these updates, Denham directly holds 57,758 shares and indirectly holds 606.6163 shares through the Employee Stock Purchase Plan, indicating these are largely administrative, compensation-related entries rather than discretionary trading.
SEI Investments Chairman Emeritus Alfred P. West Jr. reported open-market sales of 62,447 shares of SEI Investments common stock. The transactions occurred on March 10–11, 2026, with reported weighted-average sale prices per share spanning disclosed ranges from $78.66 to $81.04.
Following these sales, West directly holds 6,875,783 shares of SEI Investments common stock, indicating he retains a large personal stake in the company despite the recent disposals.
SEI Investments Company is furnishing an investor presentation from the Raymond James Institutional Investor Conference that highlights its recent performance and long-term growth strategy. The company reviews its evolution from 2017 through 2025 and outlines priorities through 2030.
From 2017 to 2022, SEI reports average annual EPS growth of 7%, a consolidated operating margin of 24% in 2022, average annual share repurchases of $364 million, total net sales events of $69 million in 2022, and an average annual total shareholder return of -14%.
From 2022 to 2025, EPS growth averaged 18%, consolidated operating margin reached 27% in 2025, total share repurchases were $616 million in 2025, total net sales events were $150 million in 2025, and average annual total shareholder return was 46%. The presentation emphasizes investing in proven growth engines, boosting international returns, reimagining asset management, enterprise excellence, and strategic capital allocation, including returning 90–100% of free cash flow via dividends and buybacks over 2017–2022.
SEI Investments insider Mark Andrew Warner reported multiple transactions in company stock. He exercised stock options covering 2,000 shares on two occasions and separately acquired 2,000 and 2,000 shares of common stock at $71.12 per share as employment compensation. He also sold 4,000 shares of common stock in open-market transactions at a weighted average price of $81.74 per share, based on individual sales between $81.67 and $81.80. After these trades, he directly owns 921 shares of SEI Investments common stock.
SEI Investments Company files its annual report describing a global financial technology, operations, and asset management business serving banks, advisors, institutions, and asset managers. In 2025, total revenues were $2,297,381 thousand, mainly from technology and operations outsourcing and asset management fees.
The company reports managing, advising, or administering about $1.9 trillion in assets and $455.4 billion in managed assets as of December 31, 2025. SEI completed the first stage of a 57.5% strategic investment in Stratos Wealth Holdings for approximately $544.0 million, expanding its presence in the advisor ecosystem. It also highlights extensive regulatory oversight, ongoing work with the UK FCA, growing cyber and AI-related risks, offshoring via a Global Capability Center in India, and detailed strategic and operational risks across its core business segments.
SEI Investments Company files its annual report describing a global financial technology, operations, and asset management business serving banks, advisors, institutions, and asset managers. In 2025, total revenues were $2,297,381 thousand, mainly from technology and operations outsourcing and asset management fees.
The company reports managing, advising, or administering about $1.9 trillion in assets and $455.4 billion in managed assets as of December 31, 2025. SEI completed the first stage of a 57.5% strategic investment in Stratos Wealth Holdings for approximately $544.0 million, expanding its presence in the advisor ecosystem. It also highlights extensive regulatory oversight, ongoing work with the UK FCA, growing cyber and AI-related risks, offshoring via a Global Capability Center in India, and detailed strategic and operational risks across its core business segments.