Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SEI INVESTMENTS CO | 82,883 | reported | 04 May 2026 | tx 138+542,707−339,624 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 49.63 USD | |
| 04 May 2026 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 49.63 USD | |
| 04 May 2026 | SALE | SEI INVESTMENTS CO | 10,000 | 91.07 USD | |
| 04 May 2026 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 04 May 2026 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 05 Dec 2025 | TAX_WITHHOLDING | SEI INVESTMENTS CO | 24 | 81.25 USD | |
| 12 Dec 2025 | GRANT_AWARD | SEI INVESTMENTS CO | 2,266 | — | |
| 29 Sept 2025 | SALE | SEI INVESTMENTS CO | 10,000 | 85.66 USD | |
| 29 Sept 2025 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 53.34 USD | |
| 29 Sept 2025 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 29 Sept 2025 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 12 Dec 2024 | GRANT_AWARD | SEI INVESTMENTS CO | 2,175 | — | |
| 15 Dec 2023 | GRANT_AWARD | SEI INVESTMENTS CO | 1,000 | — | |
| 15 Dec 2023 | GRANT_AWARD | SEI INVESTMENTS CO | 4,000 | — | deriv |
| 15 Dec 2023 | GRANT_AWARD | SEI INVESTMENTS CO | 4,000 | — | deriv |
| 08 Sept 2023 | SALE | SEI INVESTMENTS CO | 10,000 | 60.58 USD | |
| 08 Sept 2023 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 40.64 USD | |
| 08 Sept 2023 | EXERCISE | SEI INVESTMENTS CO | 10,000 | — | deriv |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 766 | — | |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 3,750 | — | deriv |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 3,750 | — | deriv |
| 21 Dec 2022 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 33.76 USD | |
| 21 Dec 2022 | SALE | SEI INVESTMENTS CO | 10,000 | 59.25 USD | |
| 21 Dec 2022 | EXERCISE | SEI INVESTMENTS CO | 10,000 | — | deriv |
| 10 Dec 2021 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 60.46 USD | deriv |