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 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.
SEI Investments (SEIC) insider transaction: On 11/12/2025, Executive Vice President Michael Peterson exercised an option for 25,000 shares of common stock at $54.34 per share and sold 25,000 shares at a weighted average price of $84.21, with individual sale prices ranging from $84.20 to $84.27.
Following these transactions, he directly beneficially owns 13,500 shares. The option exercised covered 25,000 underlying shares, was granted on 02/23/2022, and was set to expire on 06/18/2029; it was received as employment compensation. No derivative balance remained after the exercise.
SEI Investments (SEIC): A company director reported an option exercise and related sale on 11/11/2025. The director exercised options for 5,000 shares at $53.34 per share and sold 5,000 shares of common stock at a $84.01 weighted average price (range $84.00–$84.01).
Following these transactions, the director directly beneficially owned 1,573,527 shares. The exercised option (granted for board service) covered 5,000 underlying shares and now shows 0 derivative securities remaining after the transaction.