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 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.