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 | 609,163 | reported | 30 Aug 2023 | tx 162+2,274,180−1,179,450 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Aug 2023 | SALE | SEI INVESTMENTS CO | 30,000 | 62.22 USD | |
| 30 Aug 2023 | EXERCISE | SEI INVESTMENTS CO | 15,000 | 33.76 USD | |
| 30 Aug 2023 | EXERCISE | SEI INVESTMENTS CO | 15,000 | 33.76 USD | |
| 30 Aug 2023 | EXERCISE | SEI INVESTMENTS CO | 15,000 | — | deriv |
| 30 Aug 2023 | EXERCISE | SEI INVESTMENTS CO | 15,000 | — | deriv |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 20,000 | — | |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 37,500 | — | deriv |
| 05 Dec 2022 | GRANT_AWARD | SEI INVESTMENTS CO | 37,500 | — | deriv |
| 28 Dec 2022 | GIFT | SEI INVESTMENTS CO | 2,500 | 0.00 USD | |
| 29 Jul 2022 | SALE | SEI INVESTMENTS CO | 35,000 | 55.15 USD | |
| 29 Jul 2022 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 22.45 USD | |
| 29 Jul 2022 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 22.45 USD | |
| 29 Jul 2022 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 22.45 USD | deriv |
| 29 Jul 2022 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 22.45 USD | deriv |
| 10 Dec 2021 | EXERCISE | SEI INVESTMENTS CO | 25,000 | 60.46 USD | deriv |
| 03 Nov 2021 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 15.77 USD | |
| 03 Nov 2021 | SALE | SEI INVESTMENTS CO | 17,500 | 62.79 USD | |
| 03 Nov 2021 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 15.77 USD | deriv |
| 08 Jun 2021 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 15.77 USD | |
| 08 Jun 2021 | SALE | SEI INVESTMENTS CO | 17,500 | 63.62 USD | |
| 08 Jun 2021 | EXERCISE | SEI INVESTMENTS CO | 17,500 | 15.77 USD | deriv |
| 29 Dec 2020 | GIFT | SEI INVESTMENTS CO | 30,000 | 0.00 USD | |
| 08 Dec 2020 | EXERCISE | SEI INVESTMENTS CO | 75,000 | 56.54 USD | deriv |
| 24 Nov 2020 | EXERCISE | SEI INVESTMENTS CO | 20,000 | 23.86 USD | |
| 24 Nov 2020 | SALE | SEI INVESTMENTS CO | 20,000 | 56.69 USD |