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 Company director William Doran reported an open-market sale of 5,000 shares of Common Stock on June 9, 2026 at $90.50 per share. After this transaction, he directly owns 618,802 shares of SEI Investments common stock.
SEI Investments Company reported results from its 2026 Annual Meeting of Shareholders and declared a cash dividend. Shareholders elected directors Ryan P. Hicke, Kathryn M. McCarthy, and Thomas C. Naratil to terms expiring in 2029, each receiving over 78 million votes in favor.
Shareholders approved, on an advisory basis, the compensation of named executive officers with 92,371,903 votes for and 97.5% of votes cast in favor. They also ratified KPMG LLP as independent registered public accountants for 2026 with 100,232,168 votes for, or 99.4% of votes cast. The board declared a regular semi-annual dividend of $0.52 per share, payable June 16, 2026, to shareholders of record on June 8, 2026.
SEI Investments Co: Loomis, Sayles & Co., L.P. files an amended Schedule 13G reporting beneficial ownership of 8,683,519.78 shares of SEI Investments Co common stock, representing 7.1% of the class. The filing shows sole voting power over 7,130,873 shares and states these holdings are held on behalf of clients. The amendment was signed on 05/14/2026.
SEI Investments Company filed a Form 13F Combination Report reporting holdings with an aggregate Form 13F Information Table value of $108,447,233,183. The report lists 6,108 information table entries and identifies 3 other included managers. The filing was signed by Michael N. Peterson on 05-13-2026.
SEI Investments director Kathryn McCarthy reported an exercise-and-sell transaction involving company common stock. On May 4, 2026, she sold 10,000 shares of SEI Investments common stock in an open-market sale at a weighted-average price of $91.07 per share, with individual prices ranging from $91.00 to $91.23.
On the same date, she exercised stock options to acquire a total of 10,000 shares of common stock at an exercise price of $49.63 per share, received as compensation for service on the company’s Board of Directors. After these transactions, she directly owned 77,883 shares of SEI Investments common stock, with no remaining derivative position from the exercised options.
SEI Investments officer Mark Andrew Warner reported an exercise-and-sale transaction in company stock. On April 28, 2026, he exercised options to acquire 4,000 shares of common stock at $48.47 per share, then sold 4,000 shares in an open-market trade at $91.16 per share. After these transactions, he directly held 921 shares of SEI Investments common stock. The options involved were originally received as employment compensation, indicating this activity stems from equity-based pay rather than a new grant.
SEI Investments Co reports beneficial ownership of 6,138,027 shares. Vanguard Portfolio Management filed a Schedule 13G reporting 6,138,027 shares of SEI common stock, representing 5.02% of the class as of 03/31/2026. The filing states Vanguard Portfolio Management LLC and affiliated divisions exercise dispositive power over these shares and that 12,384 shares are subject to sole voting power. The filing is signed by Ashley Grim on 04/29/2026.
SEI Investments Co. reported the planned sale of 4,000 shares of Common Stock under a broker-facilitated, cashless employee stock option exercise.
The filing lists the proposed sale date as 04/28/2026 and notes a prior sale of 4,000 shares on 02/25/2026 for $326,964.00.