Insider at

04

Insider transactions

05
0 buys (P) 4 sells (S) Net: $-11,140,685 + 46 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

46 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
Sept. 3, 2026 SEIC S 37,500 $110.71 $4,151,625 192,815 Direct -16.28% Disposed -7.1% (price as of 2026-10-06)
Jan. 29, 2026 SEIC S 17,009 $86.75 $1,475,531 260,155 Direct -6.14% Disposed 18.6% (price as of 2026-10-06)
Jan. 29, 2026 SEIC S 49,937 $87.39 $4,363,994 210,218 Direct -19.20% Disposed 17.7% (price as of 2026-10-06)
Jan. 29, 2026 SEIC S 13,054 $88.06 $1,149,535 197,164 Direct -6.21% Disposed 16.8% (price as of 2026-10-06)
Aug. 19, 2025 SEIC S 35,000 $88.30 $3,090,500 171,260 Direct -16.97% Disposed 16.5% (price as of 2026-10-06)
May 14, 2025 SEIC S 21,000 $83.36 $1,750,560 171,260 Direct -10.92% Disposed 23.4% (price as of 2026-10-06)
Oct. 25, 2024 SEIC S 10,000 $74.90 $749,000 147,609 Direct -6.34% Disposed 37.3% (price as of 2026-10-06)
June 28, 2023 SEIC S 23 $58.68 $1,350 82,609 Direct -0.03% Disposed 75.3% (price as of 2026-10-06)
Nov. 11, 2020 SEIC S 21,000 $54.99 $1,154,790 22,031 Direct -48.80% Disposed 87.1% (price as of 2026-10-06)
Nov. 11, 2020 SEIC S 17,000 $54.99 $934,830 18,031 Direct -48.53% Disposed 87.1% (price as of 2026-10-06)

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.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Sept. 3, 2026 SEIC Option to Purchase Common Stock Common Stock (17,500) $48.47 Dec. 11, 2028 17,500 Disposed
Sept. 3, 2026 SEIC Option to Purchase Common Stock Common Stock (20,000) $64.43 Dec. 9, 2029 20,000 Disposed
Jan. 29, 2026 SEIC Option to Purchase Common Stock Common Stock (12,500) $71.12 Dec. 12, 2027 12,500 Disposed
Jan. 29, 2026 SEIC Option to Purchase Common Stock Common Stock (12,500) $71.12 Dec. 12, 2027 12,500 Disposed
Jan. 29, 2026 SEIC Option to Purchase Common Stock Common Stock (17,500) $48.47 Dec. 11, 2028 17,500 Disposed
Jan. 29, 2026 SEIC Option to Purchase Common Stock Common Stock (20,000) $64.43 Dec. 9, 2029 20,000 Disposed
Jan. 29, 2026 SEIC Option to Purchase Common Stock Common Stock (17,500) $56.54 Dec. 8, 2030 17,500 Disposed
Dec. 12, 2025 SEIC Option to Purchase Common Stock Common Stock (288,333) $83.00 Dec. 12, 2035 288,333 Acquired
Aug. 19, 2025 SEIC Option to Purchase Common Stock Common Stock (17,500) $49.63 Dec. 13, 2026 17,500 Disposed
Aug. 19, 2025 SEIC Option to Purchase Common Stock Common Stock (17,500) $49.63 Dec. 13, 2026 17,500 Disposed
May 14, 2025 SEIC Option to Purchase Common Stock Common Stock (12,000) $53.34 Dec. 8, 2025 12,000 Disposed
May 14, 2025 SEIC Option to Purchase Common Stock Common Stock (12,000) $53.34 Dec. 8, 2025 12,000 Disposed
Dec. 12, 2024 SEIC Option to Purchase Common Stock Common Stock (150,000) $86.58 Dec. 12, 2034 150,000 Acquired
Oct. 25, 2024 SEIC Option to Purchase Common Stock Common Stock (10,000) $40.64 Dec. 9, 2024 10,000 Disposed
Aug. 22, 2024 SEIC Option to Purchase Common Stock Common Stock (10,000) $40.64 Dec. 9, 2024 10,000 Disposed
Dec. 15, 2023 SEIC Option to Purchase Common Stock Common Stock (50,000) $62.00 Dec. 15, 2033 50,000 Acquired
Dec. 15, 2023 SEIC Option to Purchase Common Stock Common Stock (50,000) $62.00 Dec. 15, 2033 50,000 Acquired
Nov. 2, 2023 SEIC Option to Purchase Common Stock Common Stock (5,000) $33.76 Dec. 10, 2023 5,000 Disposed
June 28, 2023 SEIC Option to Purchase Common Stock Common Stock (7,500) $33.76 Dec. 10, 2023 7,500 Disposed
June 28, 2023 SEIC Option to Purchase Common Stock Common Stock (12,500) $33.76 Dec. 10, 2023 12,500 Disposed
Dec. 10, 2021 SEIC COMMON STOCK ( RIGHT TO PURCHASE) COMMON STOCK (RIGHT TO PURCHASE) (25,000) $60.46 Dec. 10, 2031 25,000 Acquired
Dec. 8, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (75,000) $56.54 Dec. 8, 2030 75,000 Acquired
Nov. 11, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (25,000) $15.77 Dec. 14, 2020 25,000 Acquired
Nov. 11, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE) STOCK OPTION (RIGHT TO PURCHASE) (21,000) $15.77 Dec. 14, 2020 21,000 Acquired

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

Initial ownership (Form 3) 26 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
June 15, 2023 SEIC Common Stock 6,812 Indirect
June 15, 2023 SEIC Common Stock 1,171 Indirect
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (15,000) 15,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (25,000) 25,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (7,500) 7,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (10,000) 10,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (10,000) 10,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,000) 12,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,000) 12,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (17,500) 17,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (17,500) 17,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (12,500) 12,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (17,500) 17,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (17,500) 17,500 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (20,000) 20,000 Direct
June 15, 2023 SEIC Option to Purchase Common Stock→ Common Stock (20,000) 20,000 Direct
March 30, 2020 SEIC COMMON STOCK 6,812 Indirect
March 30, 2020 SEIC COMMON STOCK 1,171 Indirect
March 16, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE)→ STOCK OPTION (RIGHT TO PURCHASE) (15,000) 15,000 Direct
March 16, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE)→ STOCK OPTION (RIGHT TO PURCHASE) (25,000) 25,000 Direct
March 16, 2020 SEIC STOCK OPTION (RIGHT TO PURCHASE)→ STOCK OPTION (RIGHT TO PURCHASE) (7,500) 7,500 Direct

Compensation (DEF 14A)

08

Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2024 $850,000 · $2,164,500 $3,532,500 $2,200,000 · $19,030 $8,766,030
2023 $750,000 · $1,860,000 $1,556,000 $1,750,000 · $18,430 $5,934,430
2022 $688,269 · $2,305,600 $1,801,000 $1,575,000 · $32,596 $6,402,465

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.