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SEIC research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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SEC submissions · retrieved 2026-10-20 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-29 · 0000929638-26-003767

  2. 4 · Ownership change

    Report date 2026-09-22 · 0000929638-26-003634

  3. 4 · Ownership change

    Report date 2026-09-03 · 0000929638-26-003474

  4. 4 · Ownership change

    Report date 2026-09-01 · 0000929638-26-003447

  5. 4 · Ownership change

    Report date 2026-08-28 · 0000929638-26-003408

  6. 4 · Ownership change

    Report date 2026-08-04 · 0000929638-26-002909

  7. 4 · Ownership change

    Report date 2026-08-03 · 0000929638-26-002873

  8. 4 · Ownership change

    Report date 2026-07-28 · 0000929638-26-002844

  9. 10-Q · Quarterly report

    Report date 2026-06-30 · 0000350894-26-000048

  10. 8-K · Current report

    Report date 2026-07-22 · 0000350894-26-000044 · Items 2.02,7.01,9.01

  11. 8-K · Current report

    Report date 2026-05-27 · 0000350894-26-000033 · Items 5.07,8.01,9.01

  12. 10-Q · Quarterly report

    Report date 2026-03-31 · 0000350894-26-000030

  13. 8-K · Current report

    Report date 2026-04-22 · 0000350894-26-000026 · Items 2.02,7.01,9.01

  14. DEF 14A · Proxy statement

    Report date 2026-05-27 · 0000350894-26-000021

  15. 8-K · Current report

    Report date 2026-03-02 · 0000350894-26-000015 · Items 7.01,9.01

  16. 10-K · Annual report

    Report date 2025-12-31 · 0000350894-26-000013

  17. 8-K · Current report

    Report date 2026-01-28 · 0000350894-26-000003 · Items 2.02,7.01,9.01

  18. 8-K · Current report

    Report date 2026-01-13 · 0000929638-26-000165 · Items 5.02,9.01

  19. 8-K · Current report

    Report date 2025-12-12 · 0000350894-25-000126 · Items 5.02,8.01,9.01

  20. 8-K · Current report

    Report date 2025-12-03 · 0000350894-25-000123 · Items 7.01,9.01

  21. 10-Q · Quarterly report

    Report date 2025-09-30 · 0000350894-25-000120

  22. 8-K · Current report

    Report date 2025-10-20 · 0000350894-25-000115 · Items 8.01

  23. 8-K · Current report

    Report date 2025-10-22 · 0000350894-25-000113 · Items 2.02,7.01,9.01

  24. 8-K · Current report

    Report date 2025-09-18 · 0000350894-25-000109 · Items 7.01,9.01

  25. 8-K · Current report

    Report date 2025-08-18 · 0000350894-25-000106 · Items 1.01,2.03,9.01

  26. 10-Q · Quarterly report

    Report date 2025-06-30 · 0000350894-25-000104

  27. 8-K · Current report

    Report date 2025-07-23 · 0000350894-25-000097 · Items 2.02,7.01,9.01

  28. 8-K · Current report

    Report date 2025-07-16 · 0000350894-25-000095 · Items 5.02,9.01

  29. 8-K · Current report

    Report date 2025-07-17 · 0000350894-25-000092 · Items 7.01,9.01

  30. 8-K · Current report

    Report date 2025-06-30 · 0000350894-25-000088 · Items 7.01,9.01

  31. 8-K · Current report

    Report date 2025-06-05 · 0000350894-25-000078 · Items 7.01,9.01

  32. 8-K · Current report

    Report date 2025-05-28 · 0000350894-25-000076 · Items 5.07,8.01,9.01

  33. 10-Q · Quarterly report

    Report date 2025-03-31 · 0000350894-25-000071

  34. 8-K · Current report

    Report date 2025-04-23 · 0000350894-25-000065 · Items 2.02,7.01,9.01

  35. DEF 14A · Proxy statement

    Report date 2025-05-28 · 0000350894-25-000060

  36. 8-K · Current report

    Report date 2025-03-18 · 0000350894-25-000040 · Items 8.01,9.01

  37. 8-K · Current report

    Report date 2025-02-27 · 0000350894-25-000032 · Items 7.01,9.01

  38. 8-K · Current report

    Report date 2025-02-25 · 0000350894-25-000030 · Items 5.02,9.01

  39. 10-K · Annual report

    Report date 2024-12-31 · 0000350894-25-000028

  40. 8-K · Current report

    Report date 2025-01-29 · 0000350894-25-000016 · Items 2.02,7.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 13 transaction rows13SGrant / award: 0 transaction rows0AExercise / conversion: 36 transaction rows36MTax / exercise payment: 1 transaction rows1FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

50 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-22
2026-09-24
LANE MICHAELS · Sale
Disposed
Common Stock2400.0102.78
2026-09-03
2026-09-08
Hicke RyanM · Exercise / conversion
Acquired
Common Stock20000.064.43
2026-09-03
2026-09-08
Hicke RyanM · Exercise / conversion
Acquired
Common Stock17500.048.47
2026-09-03
2026-09-08
Hicke RyanS · Sale
Disposed
Common Stock37500.0110.71
2026-09-03
2026-09-08
Hicke RyanM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
20000.0n/a
2026-09-03
2026-09-08
Hicke RyanM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
17500.0n/a
2026-09-01
2026-09-03
ROMEO CARMENS · Sale
Disposed
Common Stock5000.0109.7
2026-09-01
2026-09-03
ROMEO CARMENM · Exercise / conversion
Acquired
Common Stock5000.049.63
2026-09-01
2026-09-03
ROMEO CARMENM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-08-28
2026-09-01
Peterson MichaelS · Sale
Disposed
Common Stock37500.0111.51
2026-08-28
2026-09-01
Peterson MichaelM · Exercise / conversion
Acquired
Common Stock37500.056.54
2026-08-28
2026-09-01
Peterson MichaelM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
37500.0n/a
2026-08-05
2026-08-06
McCabe PhilipS · Sale
Disposed
Common Stock5043.0105.5
2026-08-05
2026-08-06
McCabe PhilipM · Exercise / conversion
Acquired
Common Stock5043.049.63
2026-08-05
2026-08-06
McCabe PhilipM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5043.0n/a
2026-08-04
2026-08-06
McCabe PhilipM · Exercise / conversion
Acquired
Common Stock15000.049.63
2026-08-04
2026-08-06
McCabe PhilipM · Exercise / conversion
Acquired
Common Stock9957.049.63
2026-08-04
2026-08-06
McCabe PhilipS · Sale
Disposed
Common Stock24957.0105.04
2026-08-04
2026-08-06
McCabe PhilipM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
9957.0n/a
2026-08-04
2026-08-06
McCabe PhilipM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
15000.0n/a
2026-08-03
2026-08-04
MCCARTHY KATHRYNS · Sale
Disposed
Common Stock10000.0103.54
2026-08-03
2026-08-04
MCCARTHY KATHRYNM · Exercise / conversion
Acquired
Common Stock5000.071.12
2026-08-03
2026-08-04
MCCARTHY KATHRYNM · Exercise / conversion
Acquired
Common Stock5000.071.12
2026-08-03
2026-08-04
MCCARTHY KATHRYNM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-08-03
2026-08-04
MCCARTHY KATHRYNM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-07-28
2026-07-30
Warner Mark AndrewS · Sale
Disposed
Common Stock7400.0102.97
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Acquired
Common Stock5000.056.54
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Acquired
Common Stock5000.056.54
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Acquired
Common Stock2500.064.43
2026-07-28
2026-07-30
Warner Mark AndrewS · Sale
Disposed
Common Stock2300.0101.11
2026-07-28
2026-07-30
Warner Mark AndrewS · Sale
Disposed
Common Stock5300.0102.01
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Acquired
Common Stock2500.064.43
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
2500.0n/a
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-07-28
2026-07-30
Warner Mark AndrewM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
2500.0n/a
2026-07-28
2026-07-30
Peterson MichaelM · Exercise / conversion
Acquired
Common Stock25000.055.73
2026-07-28
2026-07-30
Peterson MichaelS · Sale
Disposed
Common Stock25000.0102.05
2026-07-28
2026-07-30
Peterson MichaelM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
25000.0n/a
2026-07-28
2026-07-30
GUARINO CARLM · Exercise / conversion
Acquired
Common Stock5000.049.63
2026-07-28
2026-07-30
GUARINO CARLM · Exercise / conversion
Acquired
Common Stock5000.049.63
2026-07-28
2026-07-30
GUARINO CARLS · Sale
Disposed
Common Stock10000.0103.2
2026-07-28
2026-07-30
GUARINO CARLM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-07-28
2026-07-30
GUARINO CARLM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
5000.0n/a
2026-07-24
2026-07-28
Sharma SanjayM · Exercise / conversion
Acquired
Common Stock10000.071.12
2026-07-24
2026-07-28
Sharma SanjayS · Sale
Disposed
Common Stock20000.099.33
2026-07-24
2026-07-28
Sharma SanjayM · Exercise / conversion
Acquired
Common Stock10000.071.12
2026-07-24
2026-07-28
Sharma SanjayM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
10000.0n/a
2026-07-24
2026-07-28
Sharma SanjayM · Exercise / conversion
Disposed
Option to Purchase Common Stock
Derivative security
10000.0n/a
2026-07-24
2026-07-28
Shah Sneha S.F · Tax / exercise payment
Disposed
Common Stock3746.096.73

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000350894SEI INVESTMENTS CO

No parent relationship is available in this import; this is not proof of independence.

Legal Entity Identifier
5LJTIFADGZ6XH1RVOC11
GLEIF legal name
SEI INVESTMENTS COMPANY
Entity / LEI registration status
ACTIVE / ISSUED
Reference data updated
2026-04-09T09:19:08Z

direct-parent: no parent LEI supplied

ultimate-parent: no parent LEI supplied

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names

View Wikidata identity and references ↗

  • SEI Investments Company · alias · wikidata
  • SEI CORP · former SEC name · 1995-04-24 to 2004-08-05
Explore headquarters map ↗

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$2.13B$2.28B
2023-12-31$1.92B$2.12B
2022-12-31$1.99B$2.29B
2021-12-31$1.92B$2.38B
2020-12-31$1.68B$2.19B
2019-12-31$1.65B$2.17B
2018-12-31$1.62B$2.18B
2017-12-31$1.53B$2.10B

Bureau of Labor Statistics · retrieved 2026-10-20 · 9 selected series; gaps remain missing

Explore the CPI history ↗