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 8.0K · Sold 21.6K
Granted 399.1K · Sold 12.64M
Granted 128.9K · Sold 594.2K
Granted 198.7K · Sold 289.4K
Granted 684.2K · Bought 10.0K · Sold 1.04M
Granted 36.0K
Granted 53.5K · Sold 655.9K
Granted 359.9K · Sold 176.4K
Granted 375.5K · Bought 2.4K · Sold 280.5K
Granted 301.2K · Sold 378.7K
Granted 548.0K · Sold 385.5K
Granted 287.0K · Sold 1.00M
Granted 242.7K · Sold 183.4K
Granted 590.1K · Bought 5.0K · Sold 597.7K
Granted 144.5K · Sold 143.0K
Granted 95.9K · Sold 69.0K
Granted 73.3K
Granted 89.4K · Sold 37.5K
Granted 819.0K · Sold 852.9K
Granted 150.0K · Bought 1.4K · Sold 61.9K
Granted 45.9K
Granted 632.0K · Bought 5.6K · Sold 640.9K
Granted 188.7K · Sold 167.5K
Granted 206.2K · Bought 6.6K · Sold 214.6K
Granted 245.1K · Sold 257.1K
Granted 109.3K · Sold 104.6K
Granted 6.2K
Granted 4.3K
Granted 4.3K
Granted 3.9K
Granted 21.0K · Sold 21.0K
Granted 32.0K · Sold 32.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Smith Thomas WDirector · 10 transactions | — | 8.57Mas of Jun 2008 | 8.0K | — | 21.6K |
| West Alfred P JrChairman Emeritus · 967 transactions | — | 6.82M | 399.1K | — | 12.64M |
| Romeo CarmenDirector · 95 transactions | — | 1.56M | 128.9K | — | 594.2K |
| Doran WilliamDirector · 98 transactions | — | 618.8K | 198.7K | — | 289.4K |
| McGonigle DennisEVP, CFO · 105 transactions | — | 609.2Kas of Aug 2023 | 684.2K | 10.0K | 1.04M |
| Porter HenryDirector · 6 transactions | — | 328.8Kas of Nov 2009 | 36.0K | — | — |
| Lieb RichardDirector · 304 transactions | — | 318.1Kas of Dec 2015 | 53.5K | — | 655.9K |
| Hicke RyanCHIEF EXECUTIVE OFFICER, Director · 32 transactions | — | 292.3K | 359.9K | — | 176.4K |
| Barr KevinExecutive Vice President · 44 transactions | — | 204.7Kas of Dec 2022 | 375.5K | 2.4K | 280.5K |
| Crudup RobertEXECUTIVE VICE PRESIDENT · 71 transactions | — | 192.5Kas of Mar 2018 | 301.2K | — | 378.7K |
| Meyer StephenEXECUTIVE VICE PRESIDENT · 77 transactions | — | 186.2Kas of Nov 2021 | 548.0K | — | 385.5K |
| Loughlin EdwardEXECUTIVE VICE PRESIDENT · 82 transactions | — | 136.0Kas of Apr 2015 | 287.0K | — | 1.00M |
| McCarthy KathrynDirector · 95 transactions | — | 82.9K | 242.7K | — | 183.4K |
| Ujobai Joseph PEXECUTIVE VICE PRESIDENT · 101 transactions | — | 73.0Kas of Sep 2018 | 590.1K | 5.0K | 597.7K |
| Klauder PaulEXECUTIVE VICE PRESIDENT · 32 transactions | — | 69.7Kas of Mar 2024 | 144.5K | — | 143.0K |
| 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 · 221 transactions | — | 57.4Kas of Feb 2024 | 819.0K | — | 852.9K |
| Dasher KarlExecutive Vice President · 24 transactions | — | 44.1Kas of Apr 2008 | 150.0K | 1.4K | 61.9K |
| Lane MichaelExecutive Vice President · 4 transactions | — | 42.3K | 45.9K | — | — |
| Klauder N JeffreyEXECUTIVE VICE PRESIDENT · 71 transactions | — | 42.2Kas of May 2018 | 632.0K | 5.6K | 640.9K |
| Peterson MichaelEXECUTIVE VICE PRESIDENT · 27 transactions | — | 20.5K | 188.7K | — | 167.5K |
| Guarino CarlDirector · 22 transactions | — | 18.7K | 206.2K | 6.6K | 214.6K |
| Heilig KathyTreasurer · 40 transactions | — | 14.3Kas of Nov 2022 | 245.1K | — | 257.1K |
| Blumenstein SarahDirector · 37 transactions | — | 7.0Kas of Feb 2023 | 109.3K | — | 104.6K |
| 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 |
| Ross Howard DDirector · 14 transactions | — | 500as of Aug 2008 | 32.0K | — | 32.0K |
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 all recorded history: -20.82M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.