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 | 30,148 | reported | 23 Apr 2026 | tx 53+737,711−336,063 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 48.47 USD | |
| 23 Apr 2026 | SALE | SEI INVESTMENTS CO | 10,000 | 90.00 USD | |
| 23 Apr 2026 | EXERCISE | SEI INVESTMENTS CO | 10,000 | — | deriv |
| 05 Dec 2025 | TAX_WITHHOLDING | SEI INVESTMENTS CO | 1,063 | 81.25 USD | |
| 12 Dec 2025 | GRANT_AWARD | SEI INVESTMENTS CO | 7,711 | — | |
| 12 Dec 2025 | GRANT_AWARD | SEI INVESTMENTS CO | 43,000 | — | deriv |
| 12 Nov 2025 | SALE | SEI INVESTMENTS CO | 25,000 | 84.21 USD | |
| 12 Nov 2025 | EXERCISE | SEI INVESTMENTS CO | 25,000 | 54.34 USD | |
| 12 Nov 2025 | EXERCISE | SEI INVESTMENTS CO | 25,000 | — | deriv |
| 07 Aug 2025 | EXERCISE | SEI INVESTMENTS CO | 7,089 | 61.81 USD | |
| 07 Aug 2025 | SALE | SEI INVESTMENTS CO | 7,089 | 88.55 USD | |
| 07 Aug 2025 | EXERCISE | SEI INVESTMENTS CO | 7,089 | — | deriv |
| 05 Aug 2025 | SALE | SEI INVESTMENTS CO | 684 | 88.69 USD | |
| 05 Aug 2025 | EXERCISE | SEI INVESTMENTS CO | 684 | 61.81 USD | |
| 05 Aug 2025 | EXERCISE | SEI INVESTMENTS CO | 684 | — | deriv |
| 31 Jul 2025 | SALE | SEI INVESTMENTS CO | 4,727 | 88.51 USD | |
| 31 Jul 2025 | EXERCISE | SEI INVESTMENTS CO | 4,727 | 61.81 USD | |
| 31 Jul 2025 | EXERCISE | SEI INVESTMENTS CO | 4,727 | — | deriv |
| 15 May 2025 | EXERCISE | SEI INVESTMENTS CO | 12,500 | 60.46 USD | |
| 15 May 2025 | SALE | SEI INVESTMENTS CO | 50,000 | 84.27 USD | |
| 15 May 2025 | EXERCISE | SEI INVESTMENTS CO | 37,500 | 56.54 USD | |
| 15 May 2025 | EXERCISE | SEI INVESTMENTS CO | 12,500 | — | deriv |
| 15 May 2025 | EXERCISE | SEI INVESTMENTS CO | 37,500 | — | deriv |
| 12 Dec 2024 | GRANT_AWARD | SEI INVESTMENTS CO | 7,000 | — | |
| 12 Dec 2024 | GRANT_AWARD | SEI INVESTMENTS CO | 36,000 | — | deriv |