SEI Investments Director Exercises Options and Sells $548K in Shares

Insider Transaction Summary

• Insider: Carmen Romeo, Director
• Issuer: SEI Investments Co ($SEIC)
• Transaction Date: September 1, 2026
• Filing Date: September 3, 2026

Key Details

• Option Exercise: Exercised 5,000 stock options at an exercise price of $49.63 per share (expiring December 13, 2026).
• Open Market Sale: Sold 5,000 shares of common stock at a weighted average price of $109.70 per share (price range: $109.68 – $109.70), generating gross proceeds of $548,500.
• Post-Transaction Holdings: The reporting person continues to directly own 1,560,293 shares of SEIC common stock.

Context & Significance

This transaction represents a routine exercise and sale of director options approaching expiration within the next few months. The 5,000 shares sold represent less than 0.35% of the insider's total direct holdings of over 1.56 million shares. Given the standard option expiry timeline and minimal impact on overall ownership, this filing carries Low trading significance.