undamentalytics Newsletter

SEI Investments Co insider trading

Every open-market purchase and sale by SEI Investments Co's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
SEI Investments Co insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following SEI Investments Co’s insiders pay?

From January 4, 2010 to October 1, 2026, 23 insiders reported 4 open-market purchases and 451 sales not made under a pre-set plan in SEI Investments Co. Twelve months after each purchase was reported, the shares were +1.0% against the S&P 500 on average (median +9.5%), over 4 purchases with a full year of prices; 75% beat the index. After sales, the shares moved −1.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on December 20, 2012 into $20,348 by November 2, 2026, +5.3% a year. It held shares 12% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $18,211 (+4.4% a year), and held throughout $66,270 (+14.7%).

$0$20.0k$40.0k$60.0k 20122014201620182020202220242026 $66.3k$20.3k$18.2k
Copying SEI Investments Co's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by SEI Investments Co's insiders from December 20, 2012, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 12% of the time.
SEI Investments Co: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
West Alfred P Jr Executive Chairman 0 — — 110 +1.4% (106) October 1, 2026
Withrow Wayne EXECUTIVE VICE PRESIDENT 0 — — 42 0.0% (42) February 9, 2024
Klauder N Jeffrey EXECUTIVE VICE PRESIDENT 1 −35.8% (1) 0% 38 +6.8% (38) March 15, 2018
Mcgonigle Dennis EVP, CFO 0 — — 30 −2.0% (30) September 1, 2023
Ujobai Joseph P EXECUTIVE VICE PRESIDENT 1 +20.7% (1) 100% 25 +2.4% (25) September 13, 2018
Lieb Richard Director 0 — — 25 +6.5% (25) December 28, 2015
Doran William Director 0 — — 24 −5.5% (22) June 11, 2026
Romeo Carmen Director 0 — — 24 −11.0% (22) September 3, 2026
Meyer Stephen Executive Vice President 0 — — 21 −7.2% (21) December 14, 2020
Barr Kevin Executive Vice President 0 — — 13 −4.4% (13) December 12, 2022
Mccarthy Kathryn Director 0 — — 13 −4.3% (11) August 4, 2026
Crudup Robert EXECUTIVE VICE PRESIDENT 0 — — 12 −6.4% (12) March 8, 2018
Klauder Paul EXECUTIVE VICE PRESIDENT 1 +13.8% (1) 100% 11 −10.7% (11) March 28, 2024
Peterson Michael Executive Vice President 0 — — 12 −9.8% (8) September 1, 2026
Blumenstein Sarah Director 0 — — 11 −7.1% (11) February 22, 2023
Heilig Kathy Treasurer 0 — — 11 −4.2% (11) November 21, 2022
Hicke Ryan Chief Executive Officer 0 — — 6 −9.9% (4) September 8, 2026
Warner Mark Andrew See Remarks* 0 — — 6 −3.9% (3) July 30, 2026
Sharma Sanjay See Remarks* 0 — — 5 −10.7% (3) July 28, 2026
Guarino Carl Director 1 +5.2% (1) 100% 3 −2.5% (2) July 30, 2026
Loughlin Edward EXECUTIVE VICE PRESIDENT 0 — — 4 +9.9% (4) April 30, 2015
Mccabe Philip See Remarks 0 — — 4 −12.0% (1) August 6, 2026
Lane Michael Executive Vice President 0 — — 1 — September 24, 2026

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded SEI Investments Co

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of SEI Investments Co in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 17 selling crowds, −2.7%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 30, 20255 selling−5.6%−21.2%−26.2%
October 31, 20245 selling+9.7%+8.5%−9.7%
August 31, 20233 selling−7.2%−3.9%−14.4%
November 30, 20223 selling−1.6%−11.2%−16.8%
September 30, 20223 selling+12.2%+1.7%−1.9%
December 31, 20214 selling+4.7%+9.1%+16.9%
May 28, 20214 selling−7.4%−13.4%−6.9%
November 30, 20206 selling+3.0%+3.4%−13.1%
August 30, 20193 selling+4.2%−6.0%−29.7%
March 29, 20194 selling+3.8%+7.9%−4.6%
September 28, 20183 selling−10.3%−10.1%−7.1%
November 30, 20163 selling+0.6%−2.3%+28.1%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 17. Total returns from the month end; past patterns are not a forecast.

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