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 Company Chief Accounting Officer and Controller Mark Andrew Warner reported a series of option exercises and related stock sales on July 28, 2026. He exercised employee stock options covering 15,000 shares of common stock at exercise prices of $64.4300 and $56.5400 per share, received as employment compensation. On the same date, he acquired 15,000 shares of common stock through these exercises and then sold an aggregate 15,000 shares in open-market or private transactions at per-share prices of $101.1050, $102.0110, and $102.9720, each representing a weighted average over price ranges from $100.45 to $103.23 as described in the footnotes.
SEI Investments Co Executive Vice President Michael Peterson exercised an option to acquire 25,000 shares of common stock at $55.73 per share, received as employment compensation, and on the same day sold 25,000 shares at a weighted average price of $102.05, within a $102.00 to $102.14 range. The option for 25,000 shares was fully exercised, and he continues to hold 362.2978 shares indirectly through the Employee Stock Purchase Plan.
SEI Investments Co director Carl Guarino reported exercising stock options covering 10,000 shares of Common Stock at an exercise price of $49.630 per share on July 28, 2026. The options, received as compensation for Board service, were followed by the sale of 10,000 shares of Common Stock at a weighted average price of $103.195 per share, within a range of $102.95 to $103.39, in open-market or private transactions.
SEI Investments Co. insider Mark Andrew Warner filed a notice related to common stock of SEI Investments Co., indicating a transaction through Charles Schwab & Co., Inc. for 15,000 shares, with an aggregate value of $1,535,187.00 dated 07/28/2026, described as an Employee Stock Option Exercise with a Broker Payment for Cashless Exercise.
The filing also lists a prior transaction in the past three months: on 04/28/2026, 4,000 shares of SEI Investments Co. common stock were sold for $364,640.00.
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.
SEI Investments executive Sneha S. Shah, EVP & Chief AI Strategist & Head of SEI Next, reported an insider transaction involving 3,746 shares of Common Stock on July 24, 2026. Code F indicates these shares were withheld to satisfy exercise price or tax liability at $96.73 per share. After this disposition, Shah directly holds 14,092 SEI shares and indirectly holds 220.5625 shares through an Employee Stock Purchase Plan.
SEI Investments Company reported strong operating growth for the quarter ended June 30, 2026, with total revenues of $641,617 thousand, up from $559,601 thousand a year earlier. Income from operations rose to $197,016 thousand, though income before taxes declined to $253,185 thousand because 2025 included a sizeable gain on a divested business.
For the first six months of 2026, revenues reached $1,263,800 thousand and income from operations was $386,502 thousand. Net income attributable to SEI was $195,658 thousand for the quarter and $370,145 thousand year-to-date, with diluted EPS of $1.59 and $2.99, respectively.
Operating cash flow for the first half increased to $347,367 thousand, supporting $320,659 thousand of share repurchases (3,847,000 shares) and $63,045 thousand in dividends. Total assets were $3,324,338 thousand and equity $2,535,872 thousand at June 30, 2026, reflecting the ongoing impact of the Stratos and EMI acquisitions and associated goodwill and intangible assets.