Latest filingSep 03, 2026Most recent Form 4
SEIC
SEI INVESTMENTS CO
NasdaqFinancialsSecurity Brokers, Dealers & Flotation Companies
Insider activity for last month from 08/03 to 09/03. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.
Total buying$00 buys
Total selling$473M2 sells
Net open-market-$473M2 insiders
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale counts Buys Sells
Transaction codes
By Form 4 transaction code in selected period6transactions
- M · Option exercise · dominant4 · 67%
- S · Open-market sells2 · 33%
Activity by reported role
A joint filing can contribute to multiple roles6transactions
- Director · dominant3 · 50%
- EVP3 · 50%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (1)Aug 2026Sep 2026
Reported Holdings After
Separated by insider, security, and ownership typePeterson MichaelCommon Stock · Direct
20,148Aug 28, 2026
Romeo CarmenCommon Stock · Direct
1,560,293Sep 01, 2026
Peterson MichaelOption to Purchase Common Stock · Direct
0Aug 28, 2026
Romeo CarmenOption to Purchase Common Stock · Direct
0Sep 01, 2026
These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.
Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells redAug 03 → Sep 03
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Top insiders
By absolute net value across the selected period- PM-$2.1M
- RC-$300.4k
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
SEIC transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| SEIC | ROMEO CARMEN | DIR | exercise | 5.00k | — | M | — | 0.0% | 09/03 | 09/01 |
| SEIC | ROMEO CARMEN | DIR | sale | 5.00k | -$54.8M | S | — | 0.0% | 09/03 | 09/01 |
| SEIC | ROMEO CARMEN | DIR | exercise | 5.00k | $24.8M | M | — | 0.0% | 09/03 | 09/01 |
| SEIC | Peterson Michael | EVP | exercise | 37.5k | — | M | 0.0% | 09/01 | 08/28 | |
| SEIC | Peterson Michael | EVP | sale | 37.5k | -$418M | S | 0.0% | 09/01 | 08/28 | |
| SEIC | Peterson Michael | EVP | exercise | 37.5k | $212M | M | 0.0% | 09/01 | 08/28 |
SEI INVESTMENTS CO Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at SEI INVESTMENTS CO?
ROMEO CARMEN, Peterson Michael.
When was the latest reported open-market purchase?
No code-P purchase is available for this period.
When was the latest reported open-market sale?
Romeo Carmen reported a sale on Sep 01, 2026 valued at $54.8M. Read the SEC filing.
What is the recent purchase and sale balance?
Net open-market selling in the selected period was $4,730,125.00. Sales can occur for many non-investment reasons.
Where can I see the original SEC filing?
Every transaction row and latest-activity fact links to its original SEC filing.
What do these Form 4 transaction codes mean?
P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.