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 224.1K · Sold 2.70M
Granted 20.4K · Sold 15.0K
Granted 46.2K · Sold 22.0K
Granted 102.5K · Sold 82.5K
Granted 324.9K · Sold 155.4K
Granted 70.0K · Sold 50.0K
Granted 35.0K
Granted 46.2K · Sold 40.0K
Granted 2.0K · Sold 2.0K
Granted 95.9K · Sold 69.0K
Granted 73.3K
Granted 89.4K · Sold 37.5K
Granted 131.5K · Sold 111.5K
Granted 45.9K
Granted 188.7K · Sold 167.5K
Granted 26.2K · Sold 17.6K
Granted 12.5K · Sold 12.5K
Granted 35.8K · Sold 35.0K
Granted 6.2K
Granted 4.3K
Granted 4.3K
Granted 3.9K
Granted 21.0K · Sold 21.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| West Alfred P JrChairman Emeritus · 91 transactions | -26.7% | 6.82M | 224.1K | — | 2.70M |
| Romeo CarmenDirector · 13 transactions | -2.5% | 1.56M | 20.4K | — | 15.0K |
| Doran WilliamDirector · 18 transactions | -6.2% | 618.8K | 46.2K | — | 22.0K |
| McGonigle DennisEVP, CFO · 10 transactions | +5.6% | 609.2Kas of Aug 2023 | 102.5K | — | 82.5K |
| Hicke RyanCHIEF EXECUTIVE OFFICER, Director · 28 transactions | +470.9% | 292.3K | 324.9K | — | 155.4K |
| Barr KevinExecutive Vice President · 4 transactions | +10.8% | 204.7Kas of Dec 2022 | 70.0K | — | 50.0K |
| Meyer StephenEXECUTIVE VICE PRESIDENT · 3 transactions | +23.1% | 186.2Kas of Nov 2021 | 35.0K | — | — |
| McCarthy KathrynDirector · 14 transactions | +8.8% | 82.9K | 46.2K | — | 40.0K |
| Klauder PaulEXECUTIVE VICE PRESIDENT · 2 transactions | — | 69.7Kas of Mar 2024 | 2.0K | — | 2.0K |
| Sharma SanjaySee Remarks* · 15 transactions | — | 67.5K | 95.9K | — | 69.0K |
| Denham SeanExecutive VP, CFO, COO · 5 transactions | — | 58.4K | 73.3K | — | — |
| McCabe PhilipSee Remarks · 13 transactions | — | 57.6K | 89.4K | — | 37.5K |
| Withrow WayneEXECUTIVE VICE PRESIDENT · 34 transactions | +31% | 57.4Kas of Feb 2024 | 131.5K | — | 111.5K |
| Lane MichaelExecutive Vice President · 4 transactions | — | 42.3K | 45.9K | — | — |
| Peterson MichaelEXECUTIVE VICE PRESIDENT · 27 transactions | — | 20.5K | 188.7K | — | 167.5K |
| Guarino CarlDirector · 8 transactions | — | 18.7K | 26.2K | — | 17.6K |
| Heilig KathyTreasurer · 4 transactions | -4% | 14.3Kas of Nov 2022 | 12.5K | — | 12.5K |
| Blumenstein SarahDirector · 12 transactions | -34% | 7.0Kas of Feb 2023 | 35.8K | — | 35.0K |
| Brassington JonathanDirector · 4 transactions | — | 6.2K | 6.2K | — | — |
| Naratil Thomas C.Director · 2 transactions | — | 4.3K | 4.3K | — | — |
| Risi Karin A.Director · 2 transactions | — | 4.3K | 4.3K | — | — |
| Miller Stephanie D.Director · 3 transactions | — | 3.9Kas of Dec 2024 | 3.9K | — | — |
| Warner Mark AndrewIn Remarks · 13 transactions | — | 921 | 21.0K | — | 21.0K |
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 5 years: -3.54M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.