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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| May 30, 2025 | 5 selling | −5.6% | −21.2% | −26.2% |
| October 31, 2024 | 5 selling | +9.7% | +8.5% | −9.7% |
| August 31, 2023 | 3 selling | −7.2% | −3.9% | −14.4% |
| November 30, 2022 | 3 selling | −1.6% | −11.2% | −16.8% |
| September 30, 2022 | 3 selling | +12.2% | +1.7% | −1.9% |
| December 31, 2021 | 4 selling | +4.7% | +9.1% | +16.9% |
| May 28, 2021 | 4 selling | −7.4% | −13.4% | −6.9% |
| November 30, 2020 | 6 selling | +3.0% | +3.4% | −13.1% |
| August 30, 2019 | 3 selling | +4.2% | −6.0% | −29.7% |
| March 29, 2019 | 4 selling | +3.8% | +7.9% | −4.6% |
| September 28, 2018 | 3 selling | −10.3% | −10.1% | −7.1% |
| November 30, 2016 | 3 selling | +0.6% | −2.3% | +28.1% |