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.

Latest filingSep 03, 2026Most recent Form 4
Total buying$00 buys
Total selling$473M2 sells
Net open-market-$473M2 insiders
Open-market mix
Buy vs sell distribution by transaction count
2 transactions
0 buys0%·100%2 sells

Insider activity report

Monthly open-market purchase and sale counts
Buys Sells
530-3-5transactionsAug 2026 sells: 1 transactions · $418M1AugSep 2026 sells: 1 transactions · $54.8M1Sep

Transaction codes

By Form 4 transaction code in selected period
6transactions
  • M · Option exercise · dominant4 · 67%
  • S · Open-market sells2 · 33%

Activity by reported role

A joint filing can contribute to multiple roles
6transactions
  • Director · dominant3 · 50%
  • EVP3 · 50%

Distinct insiders active

Reporting-owner CIKs by month · peak Aug 2026 (1)
Aug 2026Sep 2026
2distinct insiders in 2 months

Reported Holdings After

Separated by insider, security, and ownership type
Peterson MichaelCommon Stock · Direct
57.6k20.1kAug 28, 2026 · 57,648 shares owned afterAug 28, 2026 · 20,148 shares owned afterAug 28, 2026Aug 28, 2026
20,148Aug 28, 2026
Romeo CarmenCommon Stock · Direct
1.6M1.6MSep 01, 2026 · 1,565,293 shares owned afterSep 01, 2026 · 1,560,293 shares owned afterSep 01, 2026Sep 01, 2026
1,560,293Sep 01, 2026
Peterson MichaelOption to Purchase Common Stock · Direct
00Aug 28, 2026 · 0 shares owned afterAug 28, 2026Aug 28, 2026
0Aug 28, 2026
Romeo CarmenOption to Purchase Common Stock · Direct
00Sep 01, 2026 · 0 shares owned afterSep 01, 2026Sep 01, 2026
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 red
0 active days
Aug 03Sep 03
LessMore

Filing detail checks

Secondary metrics for the selected period
Largest buy-
Largest sale$418M
10b5-1 detected0
Amended rows0

SEIC transaction history

Filters apply within this company and selected period by default
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TickerInsiderRoleTypeSharesValueCodeSignals90d returnFiledTrans date

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SEI INVESTMENTS CO Insider Activity FAQ

SEC Form 4 context

Who 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.