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 | 1,560,293 | reported | 30 Dec 2025 | tx 141+368,441−1,872,008 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Dec 2025 | GIFT | SEI INVESTMENTS CO | 15,500 | 0.00 USD | |
| 12 Dec 2025 | GRANT_AWARD | SEI INVESTMENTS CO | 2,266 | — | |
| 11 Nov 2025 | SALE | SEI INVESTMENTS CO | 5,000 | 84.01 USD | |
| 11 Nov 2025 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 53.34 USD | |
| 11 Nov 2025 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 31 Dec 2024 | GIFT | SEI INVESTMENTS CO | 6,300 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | SEI INVESTMENTS CO | 2,175 | — | |
| 06 Nov 2024 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 40.64 USD | |
| 06 Nov 2024 | SALE | SEI INVESTMENTS CO | 5,000 | 79.64 USD | |
| 06 Nov 2024 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 29 Dec 2023 | GIFT | SEI INVESTMENTS CO | 12,700 | 0.00 USD | |
| 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 |
| 01 Dec 2023 | SALE | SEI INVESTMENTS CO | 5,000 | 59.00 USD | |
| 01 Dec 2023 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 33.76 USD | |
| 01 Dec 2023 | EXERCISE | SEI INVESTMENTS CO | 5,000 | — | deriv |
| 23 Dec 2022 | GIFT | SEI INVESTMENTS CO | 6,600 | 0.00 USD | |
| 10 Dec 2021 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 60.46 USD | deriv |
| 08 Dec 2020 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 56.54 USD | deriv |
| 09 Dec 2019 | PURCHASE | SEI INVESTMENTS CO | 10,000 | 64.43 USD | deriv |
| 11 Dec 2018 | EXERCISE | SEI INVESTMENTS CO | 10,000 | 48.47 USD | deriv |
| 08 Mar 2018 | EXERCISE | SEI INVESTMENTS CO | 4,600 | 49.63 USD | |
| 09 Mar 2018 | SALE | SEI INVESTMENTS CO | 5,000 | 76.45 USD | |
| 09 Mar 2018 | EXERCISE | SEI INVESTMENTS CO | 5,000 | 53.34 USD |