Kathy Heilig

CIK 1191721 · View on SEC EDGAR ↗

Insider

First SEC filing: Dec. 14, 2021 · Latest: Dec. 14, 2021

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 50 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

50 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 7, 2021 SEIC S 13,000 $63.13 $820,690 1,891 Direct -87.30% Disposed 71.1% (price as of 2026-08-19)
Nov. 23, 2020 SEIC S 300 $56.04 $16,812 1,891 Direct -13.69% Disposed 92.8% (price as of 2026-08-19)
Nov. 20, 2020 SEIC S 14,700 $54.50 $801,150 2,191 Direct -87.03% Disposed 98.2% (price as of 2026-08-19)
March 14, 2019 SEIC S 16,000 $51.50 $824,000 1,891 Direct -89.43% Disposed 109.8% (price as of 2026-08-19)
March 8, 2018 SEIC S 16,500 $74.80 $1,234,200 1,891 Direct -89.72% Disposed 44.4% (price as of 2026-08-19)
March 3, 2017 SEIC S 22,500 $51.30 $1,154,250 1,891 Direct -92.25% Disposed 110.6% (price as of 2026-08-19)
June 3, 2016 SEIC S 25,000 $50.25 $1,256,250 1,891 Direct -92.97% Disposed 115.0% (price as of 2026-08-19)
March 13, 2015 SEIC S 6,250 $42.55 $265,938 1,891 Direct -76.77% Disposed 153.9% (price as of 2026-08-19)
March 13, 2015 SEIC S 9,000 $42.55 $382,950 1,891 Direct -82.64% Disposed 153.9% (price as of 2026-08-19)
March 28, 2014 SEIC S 6,915 $33.62 $232,482 1,891 Direct -78.53% Disposed 221.3% (price as of 2026-08-19)
March 28, 2014 SEIC S 4,300 $33.81 $145,383 8,806 Direct -32.81% Disposed 219.5% (price as of 2026-08-19)
March 28, 2014 SEIC S 14,201 $33.50 $475,734 13,106 Direct -52.00% Disposed 222.5% (price as of 2026-08-19)
March 28, 2014 SEIC S 12,884 $33.86 $436,252 27,307 Direct -32.06% Disposed 219.1% (price as of 2026-08-19)
Feb. 27, 2013 SEIC S 40,000 $28.18 $1,127,200 1,891 Direct -95.49% Disposed 283.4% (price as of 2026-08-19)
Sept. 12, 2012 SEIC S 25,000 $22.02 $550,500 1,891 Direct -92.97% Disposed 390.6% (price as of 2026-08-19)
March 9, 2007 SEIC S 1,044 $59.63 $62,254 1,891 Direct -35.57% Disposed 262.4% (price as of 2026-08-19)
March 9, 2007 SEIC S 4,956 $59.60 $295,378 2,935 Direct -62.81% Disposed 262.5% (price as of 2026-08-19)
Aug. 21, 2006 SEIC S 200 $52.01 $10,402 1,891 Direct -9.56% Disposed 315.4% (price as of 2026-08-19)
Aug. 21, 2006 SEIC S 200 $52.03 $10,406 2,091 Direct -8.73% Disposed 315.3% (price as of 2026-08-19)
Aug. 21, 2006 SEIC S 300 $52.04 $15,612 2,291 Direct -11.58% Disposed 315.2% (price as of 2026-08-19)
Aug. 21, 2006 SEIC S 700 $52.07 $36,449 2,591 Direct -21.27% Disposed 315.0% (price as of 2026-08-19)
Aug. 21, 2006 SEIC S 10,600 $52.00 $551,200 3,291 Direct -76.31% Disposed 315.5% (price as of 2026-08-19)
Dec. 13, 2005 SEIC S 12,000 $38.50 $462,000 1,891 Direct -86.39% Disposed 461.2% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 10, 2021 SEIC COMMON STOCK ( RIGHT TO PURCHASE) COMMON STOCK (RIGHT TO PURCHASE) (14,000) $60.46 Dec. 10, 2031 14,000 Acquired
May 7, 2021 SEIC COMMON STOCK ( RIGHT TO PURCHASE) COMMON STOCK (RIGHT TO PURCHASE) (13,000) $33.76 Dec. 10, 2023 13,000 Acquired
Dec. 8, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (15,000) $56.54 Dec. 8, 2030 15,000 Acquired
Nov. 23, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (15,000) $22.45 Dec. 11, 2022 15,000 Acquired
Dec. 9, 2019 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTIONS RIGHT TO PURCHASE (10,000) $64.43 Dec. 9, 2030 10,000 Acquired
March 14, 2019 SEIC STOCK OPTION (RIGHT TO BUY) STOCK OPTION (RIGHT TO PURCHASE) (16,000) $15.77 Dec. 13, 2020 16,000 Acquired
Dec. 11, 2018 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (10,000) $48.47 Dec. 11, 2028 10,000 Acquired
March 8, 2018 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (16,500) $23.86 Dec. 14, 2020 16,500 Acquired
Dec. 12, 2017 SEIC STOCK OPTIONS (RIGHT TO PURCHASE) STOCK OPTIONS (RIGHT TO PURCHASE) (10,000) $71.12 Dec. 12, 2027 10,000 Acquired
March 3, 2017 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (11,250) $17.65 Dec. 15, 2019 11,250 Acquired
March 3, 2017 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (11,250) $17.65 Dec. 15, 2019 11,250 Acquired
Dec. 13, 2016 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (15,000) $49.63 Dec. 13, 2026 15,000 Acquired
June 3, 2016 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (12,500) $14.62 Dec. 16, 2016 12,500 Acquired
June 3, 2016 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (12,500) $14.62 Dec. 16, 2016 12,500 Acquired
Dec. 8, 2015 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (11,000) $53.34 Dec. 8, 2025 11,000 Acquired
March 13, 2015 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (6,250) $32.49 Dec. 31, 2017 6,250 Acquired
March 13, 2015 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (9,000) $29.61 Feb. 28, 2016 9,000 Acquired
Dec. 9, 2014 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (12,500) $40.64 Dec. 9, 2024 12,500 Acquired
March 28, 2014 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (38,300) $21.55 Dec. 10, 2014 38,300 Acquired
Dec. 10, 2013 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (13,000) $33.76 Dec. 10, 2023 13,000 Acquired
Feb. 27, 2013 SEIC Stock Option (right to purchase) Common Stock (40,000) $14.78 Dec. 16, 2013 40,000 Acquired
Dec. 11, 2012 SEIC STOCK OPTION (RIGHT TO PURCHASE) COMMON STOCK (15,000) $22.45 Dec. 11, 2022 15,000 Acquired
Sept. 12, 2012 SEIC Stock Option (right to buy) Common Stock (25,000) $14.71 Dec. 31, 2012 25,000 Acquired
Dec. 13, 2011 SEIC Stock option (right to buy) Common Stock (16,000) $15.77 Dec. 13, 2021 16,000 Acquired
Dec. 14, 2010 SEIC Stock Option (right to buy) Common Stock (16,500) $23.86 Dec. 14, 2020 16,500 Acquired
Dec. 15, 2009 SEIC Stock Option (right to purchase) Common Stock (22,500) $17.65 Dec. 15, 2019 22,500 Acquired
Dec. 16, 2008 SEIC Common Stock (Right to Purchase) Common Stock (25,000) $14.62 Dec. 16, 2018 25,000 Acquired
Dec. 10, 2007 SEIC Stock Option (right to buy) Common Stock (12,500) $32.49 Dec. 10, 2017 12,500 Acquired
March 9, 2007 SEIC Stock Option (Right to Buy) Common Stock (6,000) $19.75 Dec. 20, 2009 6,000 Disposed
Dec. 13, 2006 SEIC Stock Option (Right to Buy) Common Stock (9,000) $59.21 Dec. 13, 2016 9,000 Acquired
Aug. 21, 2006 SEIC Stock Option (Right to buy) Common Stock (12,000) $14.95 Dec. 14, 2008 12,000 Acquired
Dec. 14, 2005 SEIC Stock Option (Right to Buy) Common Stock (15,000) $38.54 Dec. 14, 2015 15,000 Acquired
Dec. 13, 2005 SEIC Stock Option (Right to Buy) Common Stock (12,000) $7.00 Dec. 8, 2007 12,000 Disposed
Dec. 14, 2004 SEIC Stock Option (Right to Buy) Common Stock (20,000) $43.09 Dec. 14, 2014 20,000 Acquired
Dec. 16, 2003 SEIC Stock Option (Right to Buy) — $29.56 Dec. 16, 2013 20,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).