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SEIC · Sei Investments Co
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SEIC SEI Investments (SEIC) Insider Trading, Ownership & Congress Trades

Financial Services · Security brokers, dealers & flotation companies · CIK 0000350894
Form 144 · 8
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
14
Codes C/M, not in net · $9.4M priced

What the filings say about SEIC

Insiders, 180 days
-$30.3M net sold
11 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$17.0M
8 notices

SEI Investments insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, SEI INVESTMENTS CO insiders sold a net $30.3M of stock across 164 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-10-01 SECtraded 2026-09-30
5,483
$565.6K
+0.9%
Context
  • 79 earlier Form 4 trades (code P or S) here by this insider (79 sales), the last on Sep 29, 2026.
  • The trade is 0.1% of the 6,784,574 shares held after it.
  • 3 other insiders sold within 30 days.
Insider activity: Insider WEST ALFRED P JR sold about $565.6K of SEIC on Sep 30, 2026; 3 other insiders sold within 30 days.
SELL
2026-10-01 SECtraded 2026-09-29
28,394
$2.9M
+0.9%
Context
  • 78 earlier Form 4 trades (code P or S) here by this insider (78 sales), the last on Jun 29, 2026.
  • The trade is 0.4% of the 6,790,057 shares held after it.
  • 3 other insiders sold within 30 days.
Insider activity: Insider WEST ALFRED P JR sold about $2.9M of SEIC on Sep 29, 2026; 3 other insiders sold within 30 days.
Executive Vice President
SELL
2026-09-24 SECtraded 2026-09-22
2,400
$246.7K
-2.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 6.1% of the 39,581 shares held after it.
  • 4 other insiders sold within 30 days.
Insider activity: Executive Vice President LANE MICHAEL sold about $246.7K of SEIC on Sep 22, 2026; 4 other insiders sold within 30 days.
Chief Executive Officer
SELL
2026-09-08 SECtraded 2026-09-03
37,500
$4.2M
-3.6%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jan 29, 2026.
  • The trade is 19.4% of the 192,814 shares held after it.
  • 5 other insiders sold within 30 days.
Insider activity: Chief Executive Officer Hicke Ryan sold about $4.2M of SEIC on Sep 3, 2026; 5 other insiders sold within 30 days.
Director
SELL
2026-09-03 SECtraded 2026-09-01
5,000
$548.5K
-6.4%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Nov 11, 2025.
  • The trade is 0.3% of the 1,560,293 shares held after it.
  • 6 other insiders sold within 30 days.
Insider activity: Director ROMEO CARMEN sold about $548.5K of SEIC on Sep 1, 2026; 6 other insiders sold within 30 days.
164 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 159 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$30.3M over 180 days
-$16.8M over 90 days
below 91% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
+8.1% year over year
below 54% of Financial Services
Margin
31.1% net margin
more than 82% of Financial Services
Buybacks
$320.7M repurchased, FY to 2026-06-30
more than 79% of Financial Services
Short interest
3.5% of the float short (float per yahoo 2026-10-27) · 4.6 days to cover · settled 2026-10-15
more than 55% of Financial Services
What changed in the last 30 days
Oct 1Insider WEST ALFRED P JR sold $3.5M (2 trades, Sep 29 to Sep 30)
Sep 29Affiliate Alfred P. West, Jr. filed to sell $3.7M by Sep 29 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch SEIC

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+28.3%12M
-7%+8%+23%+39%2025-102025-122026-022026-042026-062026-082026-10 2026-01-29 · Hicke Ryan sold $4.4M2026-08-28 · Peterson Michael sold $4.2M2026-09-03 · Hicke Ryan sold $4.2M2026-06-26 · WEST ALFRED P JR sold $4.0M2026-09-29 · WEST ALFRED P JR sold $2.9M2026-08-04 · McCabe Philip sold $2.6M2026-07-28 · Peterson Michael sold $2.6M2026-03-10 · WEST ALFRED P JR sold $2.4M2026-04-23 · Sharma Sanjay sold $2.1M2025-11-12 · Peterson Michael sold $2.1M2026-03-10 · WEST ALFRED P JR sold $2.0M2025-12-03 · WEST ALFRED P JR sold $2.0M2026-07-24 · Sharma Sanjay sold $2.0M2026-01-29 · Hicke Ryan sold $1.5M2026-04-23 · McCabe Philip sold $1.4M2026-01-29 · Hicke Ryan sold $1.1M2026-08-03 · MCCARTHY KATHRYN sold $1.0M2026-07-28 · GUARINO CARL sold $1.0M2025-12-04 · McCabe Philip sold $973.3K2026-05-04 · MCCARTHY KATHRYN sold $910.7K2026-04-23 · Peterson Michael sold $900.0K2026-07-28 · Warner Mark Andrew sold $762.0K2025-12-22 · DORAN WILLIAM sold $587.0K2026-09-30 · WEST ALFRED P JR sold $565.6K2026-09-01 · ROMEO CARMEN sold $548.5K2026-07-28 · Warner Mark Andrew sold $540.7K2026-08-05 · McCabe Philip sold $532.0K2026-06-29 · WEST ALFRED P JR sold $492.7K2026-03-11 · WEST ALFRED P JR sold $480.7K2026-06-09 · DORAN WILLIAM sold $452.5K2025-11-11 · ROMEO CARMEN sold $420.1K2026-04-28 · Warner Mark Andrew sold $364.6K2026-06-26 · WEST ALFRED P JR sold $336.5K2026-02-25 · Warner Mark Andrew sold $327.0K2026-09-22 · LANE MICHAEL sold $246.7K2026-07-28 · Warner Mark Andrew sold $232.5K2026-06-29 · WEST ALFRED P JR sold $148.0K2026-04-23 · Sharma Sanjay sold $141.4K2026-03-11 · WEST ALFRED P JR sold $109.6K2026-03-10 · WEST ALFRED P JR sold $14.0K2026-09-29 · Alfred P. West, Jr. filed to sell $3.7M2026-09-22 · LANE MICHAEL filed to sell $246.7K2026-09-03 · Hicke Ryan filed to sell $4.2M2026-09-01 · ROMEO CARMEN filed to sell $548.5K2026-08-28 · Peterson Michael filed to sell $4.2M2026-08-05 · McCabe Philip filed to sell $532.0K2026-08-04 · McCabe Philip filed to sell $2.6M2026-08-03 · MCCARTHY KATHRYN filed to sell $1.0M2026-07-28 · GUARINO CARL filed to sell $1.0M2026-07-28 · Peterson Michael filed to sell $2.6M2026-07-28 · Warner Mark Andrew filed to sell $1.5M2026-07-24 · Sharma Sanjay filed to sell $2.0M2026-06-26 · Alfred P. West, Jr. filed to sell $5.2M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SEIC: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in SEIC

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

SEIC planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Alfred P. West, Jr.
Filed 2026-09-29
$3.7M
LANE MICHAEL
Filed 2026-09-22
$246.7K
Hicke Ryan
Filed 2026-09-03
$4.2M
ROMEO CARMEN
Filed 2026-09-01
$548.5K
Peterson Michael
Filed 2026-08-28
$4.2M
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $30.3M sold by insiders over 180 days, $17.0M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

SEIC financials

Revenue growth
+8.1%
XBRL, annual
Net margin
31.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.5B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+28.8%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$686.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.01x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
21.60x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+29.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+27.4%
TTM net income over average of 2024-06-30 and 2025-06-30
Return on invested capital
+30.3%
operating income after a 21.6% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+30.5%
operating income (EBIT proxy) over average of 2024-06-30 and 2025-06-30 minus current liabilities
P/E, trailing
18.23x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$12.0B
market value at close 2026-10-26 on 2026-07-10 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2025-12-31
FCF yield
+5.5%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
2.77x
P/E over trailing EPS growth of 7%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$2.3B$2.1B$1.9B$2.0B
Gross profit$808.1M$699.4M$556.8M$643.9M
Operating income$627.3M$551.7M$424.5M$475.8M
Net income$715.3M$581.2M$462.3M$475.5M
EPS (diluted)5.634.413.463.46
Operating cash flow$607.7M$622.3M$447.0M$566.1M
Cash$399.8M$840.2M$834.7M$853.0M
Long-term debt$0n/an/an/a
Buybacks$628.1M$500.1M$308.9M$344.7M
Dividends paid$124.2M$120.3M$114.8M$109.8M
SEC XBRL, fiscal years, as known on 2026-10-28

SEIC Stock Sonar score 5/7 axes

Find similar shapesCompare

SEIC ranks highest on profitability (90th percentile) and financial health (90th), and lowest on insider conviction (3rd), among Financial Services peers.

ProfitHealthGrowthInsidersRisk
Profitability
90
Inputs
  • Return on equity+29.2% · 86 pct, sector of 205
  • Return on assets+27.4% · 95 pct, sector of 266
  • Return on invested capital+30.3% · 79 pct, sector of 30
  • Return on capital employed+30.5% · 99 pct, sector of 88
Financial health
90
Inputs
  • Debt to equity0.01x · 82 pct, sector of 181
  • Cash flow to debt21.60x · 97 pct, sector of 141
Growth
46
Inputs
  • Revenue growth, YoY+8.1% · 46 pct, sector of 245
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
3
Inputs
  • Net Form 4 buying (codes P and S), 180d-$30.3M · 7 pct, sector of 161
  • Insider buyers, 180d0 · 0 pct, sector of 165
Risk and compliance
28
Inputs
  • Short interest, % of float+3.1% · 52 pct, sector of 390
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+88.0% · 5 pct, sector of 175
2 not measured: Institutional and government, US patents
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

SEIC filings, in plain words

Are SEI Investments insiders buying or selling SEIC?

In the 180 days to 2026-10-28, SEI Investments insiders were net sellers, a net $30.3M across purchases and sales reported on Form 4, by 11 sellers.

Are there planned insider sales of SEIC?

Yes. 8 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $17.0M of stock; the latest, by Alfred P. West, Jr., was filed 2026-09-29.

Read the full summary

In the 180 days to 2026-10-28, SEI Investments insiders were net sellers of SEIC, a net $30.3M across purchases and sales reported on Form 4 by 11 sellers. None of the 21 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 8 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $17.0M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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