Sei Investments Company
A global financial technology and asset management firm, SEI runs the software, operations, and investment platforms that banks, advisors, retirement plans, and institutions rely on — including its SEI Wealth Platform, SEI Novus analytics tool, and SEI Private Trust Company. It began in 1968 when founder Alfred P. West Jr. launched Simulated Environments Inc., building the first computer-based credit simulator to train bank loan officers; the acronym "SEI" outlived the original name. Fun fact: its name literally began as "Simulated Environments," a nod to using computers to simulate real-world finance decisions.
Granted 30.0K · Sold 144.5K
Granted 7.3K · Sold 5.0K
Granted 12.3K · Sold 12.0K
Granted 105.9K · Sold 80.0K
Granted 22.3K · Sold 20.0K
Granted 40.9K · Sold 25.0K
Granted 13.3K
Granted 32.4K · Sold 27.0K
Granted 8.9K
Granted 42.7K · Sold 35.0K
Granted 12.3K · Sold 10.0K
Granted 2.3K
Granted 2.3K
Granted 2.3K
Granted 8.0K · Sold 8.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| West Alfred P JrChairman Emeritus · 13 transactions | -1.7% | 6.82M | 30.0K | — | 144.5K |
| Romeo CarmenDirector · 4 transactions | -0.8% | 1.56M | 7.3K | — | 5.0K |
| Doran WilliamDirector · 4 transactions | 0% | 618.8K | 12.3K | — | 12.0K |
| Hicke RyanCHIEF EXECUTIVE OFFICER, Director · 9 transactions | +57.2% | 292.3K | 105.9K | — | 80.0K |
| McCarthy KathrynDirector · 7 transactions | +9.6% | 82.9K | 22.3K | — | 20.0K |
| Sharma SanjaySee Remarks* · 6 transactions | +156.9% | 67.5K | 40.9K | — | 25.0K |
| Denham SeanExecutive VP, CFO, COO · 2 transactions | — | 58.4K | 13.3K | — | — |
| McCabe PhilipSee Remarks · 6 transactions | — | 57.6K | 32.4K | — | 27.0K |
| Lane MichaelExecutive Vice President · 2 transactions | — | 42.3K | 8.9K | — | — |
| Peterson MichaelEXECUTIVE VICE PRESIDENT · 6 transactions | — | 20.5K | 42.7K | — | 35.0K |
| Guarino CarlDirector · 3 transactions | +13.8% | 18.7K | 12.3K | — | 10.0K |
| Brassington JonathanDirector · 1 transaction | +57.5% | 6.2K | 2.3K | — | — |
| Naratil Thomas C.Director · 1 transaction | +109.2% | 4.3K | 2.3K | — | — |
| Risi Karin A.Director · 1 transaction | +109.2% | 4.3K | 2.3K | — | — |
| Warner Mark AndrewIn Remarks · 6 transactions | -85.4% | 921 | 8.0K | — | 8.0K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last year: -366.5K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.