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 Co. (SEIC) filed a Form 144 to report a proposed sale of 7,500 shares of common stock, with an aggregate market value of $647,473.00, through Charles Schwab & Co., Inc. on or about 09/22/2025. The filing states the shares were acquired the same day via a stock option exercise and that payment was made as a broker payment for a cashless exercise. The notice indicates no securities of the issuer were sold by the reporting person in the prior three months and includes the standard attestation that the seller is not aware of undisclosed material adverse information.
Michael Lane, Executive Vice President of SEI Investments Company (SEIC), reported a change in beneficial ownership on a Form 4. The filing shows a transaction dated 09/16/2025 involving Common Stock where 3,935 shares were disposed (D) at a reported price of $86.6, leaving 33,065 shares beneficially owned directly. The filing also reports an indirect interest of 154.5545 shares described as "By ESPP." The Form 4 is signed on behalf of Mr. Lane by Diane Gallagher, attorney in fact, dated 09/17/2025. The disclosure provides the specific quantities, price, and ownership form for the reported transactions.
Ryan Hicke, reporting person and identified as Chief Executive Officer and Director of SEI Investments Co (SEIC), reported Section 16 transactions dated 08/19/2025. The Form 4 shows two non-derivative acquisitions of 17,500 shares each at an acquisition price of $49.63 (two entries), followed by a sale of 35,000 shares at a weighted-average sale price of $88.30 (range noted $87.92–$88.89). After these transactions, the reporting person beneficially owned 171,259.77 shares directly and 14,687.089 shares indirectly through a 401(k) plan. The Form 4 indicates the acquired shares/options were received as employment compensation and that the reporting person will provide sale price detail upon request.
Form 144 filing shows a proposed sale of 35,000 shares to be executed on 08/19/2025 through Charles Schwab & Co., Inc. The aggregate market value is stated as $3,090,362 with 123,625,060 shares outstanding, and the sale is to occur on NASDAQ. The securities were acquired on 08/19/2025 via an employee stock option exercise from SEI INVESTMENTS CO, and the payment method is listed as a broker payment for a cashless exercise. No securities were reported sold in the prior three months and the filer attests there is no undisclosed material adverse information.
SEI Investments Company (SEIC) filed a 13F Combination Report for the quarter ended 06-30-2025 that aggregates holdings reported by its operating subsidiaries. The report lists 5,589 information-table entries with a total reported market value of $86,271,329,817. SEI explains it is a parent holding company that disclaims investment discretion and voting authority for the reported Section 13(f) securities, noting those powers reside with its operating subsidiaries and that certain subsidiaries and sub-advisers are reported for regulatory purposes. The filing also lists 4 other included managers by name.
Loomis, Sayles & Co., L.P. reports beneficial ownership of 8,886,767.60 shares of SEI Investments common stock, equal to 7.14% of the class. The filing shows sole voting power over 7,233,424 shares while reporting no sole or shared dispositive power to direct the sale of the shares. The filer identifies itself as an investment adviser organized in Delaware and states that clients may have rights to dividends or sale proceeds, with no single client holding more than 5% of the class. The filing includes the required certification of accuracy.
SEI Investments Co. executive Michael Peterson reported matched transactions on 08/07/2025 that reduced and reallocated his stake in SEIC. He sold 7,089 shares at a weighted average price of $88.55 (disclosed range $88.50–$88.70) and, on the same date, was credited with an equity award tied to 7,089 shares at a reported price/conversion of $61.81.
The derivative entry shows an option to purchase 7,089 shares exercisable from 12/31/2024 and expiring 12/05/2032, with the form stating the award was received as employment compensation. After these transactions his reported beneficial ownership is 13,500 shares, down from 20,589 shares prior to the sale.
Filing: Form 4 filed for Michael Peterson, Executive Vice President of SEI Investments Co (SEIC), reporting transactions dated 08/05/2025 and filing signed 08/06/2025.
Transactions: On 08/05/2025 Mr. Peterson acquired 684 common shares (code M) at an exercise/conversion price of $61.81 and disposed of 684 common shares (code S) at a weighted-average sale price of $88.69 (range $88.50–$88.94). Following the transactions he beneficially owned 13,500 common shares (direct).
Derivatives: The Form reports an option to purchase common stock with conversion/exercise price $61.81 tied to the 684 shares and shows 7,089 derivative securities beneficially owned following the reported transactions. Explanation states the derivative securities were received as employment compensation.
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