[Form 4] SEI Investments Co Insider Trading Activity
Filing: Form 4 filed for Michael Peterson, Executive Vice President of SEI Investments Co (SEIC), reporting transactions dated 08/05/2025 and filing signed 08/06/2025.
Transactions: On 08/05/2025 Mr. Peterson acquired 684 common shares (code M) at an exercise/conversion price of $61.81 and disposed of 684 common shares (code S) at a weighted-average sale price of $88.69 (range $88.50鈥�$88.94). Following the transactions he beneficially owned 13,500 common shares (direct).
Derivatives: The Form reports an option to purchase common stock with conversion/exercise price $61.81 tied to the 684 shares and shows 7,089 derivative securities beneficially owned following the reported transactions. Explanation states the derivative securities were received as employment compensation.
Form 4: Presentato per Michael Peterson, Executive Vice President di SEI Investments Co (SEIC), con operazioni datate 08/05/2025 e firma del deposito il 08/06/2025.
Operazioni: In data 08/05/2025 il Sig. Peterson ha acquisito 684 azioni ordinarie (codice M) a un prezzo di esercizio/conversione di $61.81 e ha ceduto 684 azioni ordinarie (codice S) a un prezzo medio ponderato di vendita di $88.69 (intervallo $88.50鈥�$88.94). Dopo tali operazioni deteneva beneficiariamente 13,500 azioni ordinarie (dirette).
Strumenti derivati: Il modulo indica un'opzione di acquisto di azioni con prezzo di esercizio di $61.81 collegata alle 684 azioni e riporta 7,089 strumenti derivati posseduti dopo le operazioni. Si specifica che i derivati sono stati ricevuti come compenso di lavoro.
Formulario 4: Presentado por Michael Peterson, Vicepresidente Ejecutivo de SEI Investments Co (SEIC), con operaciones fechadas el 08/05/2025 y firma del formulario el 08/06/2025.
Operaciones: El 08/05/2025 el Sr. Peterson adquiri贸 684 acciones ordinarias (c贸digo M) a un precio de ejercicio/conversi贸n de $61.81 y vendi贸 684 acciones ordinarias (c贸digo S) a un precio medio ponderado de venta de $88.69 (rango $88.50鈥�$88.94). Tras las operaciones pose铆a a t铆tulo beneficiario 13,500 acciones ordinarias (directas).
Derivados: El formulario indica una opci贸n para comprar acciones con precio de ejercicio $61.81 ligada a las 684 acciones y muestra 7,089 valores derivados en posesi贸n tras las operaciones. Se explica que los derivados fueron recibidos como compensaci贸n laboral.
Form 4 鞝滌稖: SEI Investments Co (SEIC)鞚� 靾橃劃 攵�靷灔 Michael Peterson鞐� 雽�頃� Form 4臧� 鞝滌稖霅橃棃鞙茧┌, 瓯半灅鞚检潃 08/05/2025, 鞝滌稖 靹滊獏鞚检潃 08/06/2025鞛呺媹雼�.
瓯半灅 雮挫棴: 08/05/2025鞐� Peterson 鞌姅 頄夓偓臧�/鞝勴櫂臧�鞎� $61.81搿� 氤错喌欤� 684欤茧ゼ 旆摑 (旖旊摐 M)頃橁碃, 臧�欷戫弶攴� 毵る弰臧�瓴� $88.69 (氩旍渼 $88.50鈥�$88.94)搿� 氤错喌欤� 684欤茧ゼ 觳橂秳 (旖旊摐 S)頄堨姷雼堧嫟. 頃措嫻 瓯半灅 頉� 攴鸽姅 13,500欤茧ゼ (歆侅爲) 氤挫湢頃橁碃 鞛堨棃鞀惦媹雼�.
韺岇儩靸来拡: 頃措嫻 鞁犼碃靹滊姅 684欤检棎 鞐瓣舶霅� 頄夓偓臧�瓴� $61.81鞚� 欤检嫕毵れ垬鞓奠厴鞚� 氤搓碃頃橁碃 鞛堨溂氅�, 瓯半灅 頉� 7,089臧滌潣 韺岇儩 歃濌秾鞚� 氤挫湢頃� 瓴冹溂搿� 雮橅儉雮姷雼堧嫟. 靹る獏鞐愲姅 鞚� 韺岇儩歃濌秾霌れ澊 攴茧 氤挫儊鞙茧 靾橂牴霅橃棃雼�瓿� 旮办灛霅橃柎 鞛堨姷雼堧嫟.
Formulaire 4 : D茅pos茅 pour Michael Peterson, Vice鈥慞r茅sident Ex茅cutif de SEI Investments Co (SEIC), concernant des op茅rations dat茅es du 08/05/2025 et sign茅 le 08/06/2025.
Op茅rations : Le 08/05/2025 M. Peterson a acquis 684 actions ordinaires (code M) au prix d'exercice/conversion de $61.81 et a c茅d茅 684 actions ordinaires (code S) 脿 un prix moyen pond茅r茅 de vente de $88.69 (plage $88.50鈥�$88.94). Apr猫s ces op茅rations, il d茅tenait 脿 son b茅n茅fice 13,500 actions ordinaires (directes).
D茅riv茅s : Le formulaire signale une option d'achat d'actions assortie d'un prix d'exercice de $61.81 li茅e aux 684 actions et indique que 7,089 titres d茅riv茅s 茅taient d茅tenus apr猫s les op茅rations. Il est pr茅cis茅 que ces d茅riv茅s ont 茅t茅 re莽us en r茅mun茅ration d'emploi.
Formular 4: Eingereicht f眉r Michael Peterson, leitender Vizepr盲sident von SEI Investments Co (SEIC), mit Transaktionen datiert auf den 08/05/2025 und Unterschrift der Einreichung am 08/06/2025.
Transaktionen: Am 08/05/2025 hat Herr Peterson 684 Stammaktien (Code M) zum Aus眉bung-/Umwandlungspreis von $61.81 erworben und 684 Stammaktien (Code S) zu einem gewichteten Durchschnittsverkaufspreis von $88.69 (Spanne $88.50鈥�$88.94) ver盲u脽ert. Nach den Transaktionen hielt er beg眉nstigt 13,500 Stammaktien (direkt).
Derivate: Das Formular meldet eine Kaufoption auf Stammaktien mit Aus眉bungspreis $61.81, die mit den 684 Aktien verbunden ist, und weist nach den gemeldeten Transaktionen 7,089 derivative Wertpapiere im Besitz aus. In der Erl盲uterung hei脽t es, die Derivate seien als Verg眉tung aus Besch盲ftigung erhalten worden.
- None.
- None.
Insights
TL;DR: Insider exercised options and immediately sold the same number of shares; net direct holdings remain substantial.
The filing documents a same-day acquisition of 684 shares via an option-related transaction at a $61.81 exercise/conversion price, followed by the sale of 684 shares at a weighted-average price of $88.69 (range stated). The reporting person retains 13,500 direct shares and 7,089 derivative securities post-transaction. This pattern is consistent with option exercise to satisfy compensation obligations or tax/monetization events. All transactions are reported as direct ownership.
Impact assessment: Not impactful at market-moving scale based solely on this filing; it is routine insider compensation exercise and sale.
TL;DR: Form 4 shows compensation-related option exercise and sale; disclosure and signature are in order.
The Form 4 includes the required explanations: a weighted-average sale price range for the disposition and a notation that the derivative securities were received as employment compensation. The filing is signed by an attorney-in-fact on 08/06/2025. The reporting identifies the role (Executive Vice President) and indicates direct ownership forms. Documentation appears complete for Section 16 reporting.
Impact assessment: Not impactful for governance change; this is a routine insider transaction and timely disclosure.
Form 4: Presentato per Michael Peterson, Executive Vice President di SEI Investments Co (SEIC), con operazioni datate 08/05/2025 e firma del deposito il 08/06/2025.
Operazioni: In data 08/05/2025 il Sig. Peterson ha acquisito 684 azioni ordinarie (codice M) a un prezzo di esercizio/conversione di $61.81 e ha ceduto 684 azioni ordinarie (codice S) a un prezzo medio ponderato di vendita di $88.69 (intervallo $88.50鈥�$88.94). Dopo tali operazioni deteneva beneficiariamente 13,500 azioni ordinarie (dirette).
Strumenti derivati: Il modulo indica un'opzione di acquisto di azioni con prezzo di esercizio di $61.81 collegata alle 684 azioni e riporta 7,089 strumenti derivati posseduti dopo le operazioni. Si specifica che i derivati sono stati ricevuti come compenso di lavoro.
Formulario 4: Presentado por Michael Peterson, Vicepresidente Ejecutivo de SEI Investments Co (SEIC), con operaciones fechadas el 08/05/2025 y firma del formulario el 08/06/2025.
Operaciones: El 08/05/2025 el Sr. Peterson adquiri贸 684 acciones ordinarias (c贸digo M) a un precio de ejercicio/conversi贸n de $61.81 y vendi贸 684 acciones ordinarias (c贸digo S) a un precio medio ponderado de venta de $88.69 (rango $88.50鈥�$88.94). Tras las operaciones pose铆a a t铆tulo beneficiario 13,500 acciones ordinarias (directas).
Derivados: El formulario indica una opci贸n para comprar acciones con precio de ejercicio $61.81 ligada a las 684 acciones y muestra 7,089 valores derivados en posesi贸n tras las operaciones. Se explica que los derivados fueron recibidos como compensaci贸n laboral.
Form 4 鞝滌稖: SEI Investments Co (SEIC)鞚� 靾橃劃 攵�靷灔 Michael Peterson鞐� 雽�頃� Form 4臧� 鞝滌稖霅橃棃鞙茧┌, 瓯半灅鞚检潃 08/05/2025, 鞝滌稖 靹滊獏鞚检潃 08/06/2025鞛呺媹雼�.
瓯半灅 雮挫棴: 08/05/2025鞐� Peterson 鞌姅 頄夓偓臧�/鞝勴櫂臧�鞎� $61.81搿� 氤错喌欤� 684欤茧ゼ 旆摑 (旖旊摐 M)頃橁碃, 臧�欷戫弶攴� 毵る弰臧�瓴� $88.69 (氩旍渼 $88.50鈥�$88.94)搿� 氤错喌欤� 684欤茧ゼ 觳橂秳 (旖旊摐 S)頄堨姷雼堧嫟. 頃措嫻 瓯半灅 頉� 攴鸽姅 13,500欤茧ゼ (歆侅爲) 氤挫湢頃橁碃 鞛堨棃鞀惦媹雼�.
韺岇儩靸来拡: 頃措嫻 鞁犼碃靹滊姅 684欤检棎 鞐瓣舶霅� 頄夓偓臧�瓴� $61.81鞚� 欤检嫕毵れ垬鞓奠厴鞚� 氤搓碃頃橁碃 鞛堨溂氅�, 瓯半灅 頉� 7,089臧滌潣 韺岇儩 歃濌秾鞚� 氤挫湢頃� 瓴冹溂搿� 雮橅儉雮姷雼堧嫟. 靹る獏鞐愲姅 鞚� 韺岇儩歃濌秾霌れ澊 攴茧 氤挫儊鞙茧 靾橂牴霅橃棃雼�瓿� 旮办灛霅橃柎 鞛堨姷雼堧嫟.
Formulaire 4 : D茅pos茅 pour Michael Peterson, Vice鈥慞r茅sident Ex茅cutif de SEI Investments Co (SEIC), concernant des op茅rations dat茅es du 08/05/2025 et sign茅 le 08/06/2025.
Op茅rations : Le 08/05/2025 M. Peterson a acquis 684 actions ordinaires (code M) au prix d'exercice/conversion de $61.81 et a c茅d茅 684 actions ordinaires (code S) 脿 un prix moyen pond茅r茅 de vente de $88.69 (plage $88.50鈥�$88.94). Apr猫s ces op茅rations, il d茅tenait 脿 son b茅n茅fice 13,500 actions ordinaires (directes).
D茅riv茅s : Le formulaire signale une option d'achat d'actions assortie d'un prix d'exercice de $61.81 li茅e aux 684 actions et indique que 7,089 titres d茅riv茅s 茅taient d茅tenus apr猫s les op茅rations. Il est pr茅cis茅 que ces d茅riv茅s ont 茅t茅 re莽us en r茅mun茅ration d'emploi.
Formular 4: Eingereicht f眉r Michael Peterson, leitender Vizepr盲sident von SEI Investments Co (SEIC), mit Transaktionen datiert auf den 08/05/2025 und Unterschrift der Einreichung am 08/06/2025.
Transaktionen: Am 08/05/2025 hat Herr Peterson 684 Stammaktien (Code M) zum Aus眉bung-/Umwandlungspreis von $61.81 erworben und 684 Stammaktien (Code S) zu einem gewichteten Durchschnittsverkaufspreis von $88.69 (Spanne $88.50鈥�$88.94) ver盲u脽ert. Nach den Transaktionen hielt er beg眉nstigt 13,500 Stammaktien (direkt).
Derivate: Das Formular meldet eine Kaufoption auf Stammaktien mit Aus眉bungspreis $61.81, die mit den 684 Aktien verbunden ist, und weist nach den gemeldeten Transaktionen 7,089 derivative Wertpapiere im Besitz aus. In der Erl盲uterung hei脽t es, die Derivate seien als Verg眉tung aus Besch盲ftigung erhalten worden.
FAQ
Who filed the Form 4 for SEIC and what is their role?
What transactions are reported on the 08/05/2025 Form 4 for SEIC?
What were Michael Peterson's beneficial holdings after the reported transactions?
Was the option or derivative described as compensation?
When was the Form 4 signed and by whom?
