SEI Investments EVP Michael Lane Sells $246.7K in Common Stock

Executive Insider Sale Analysis: SEI Investments Co ($SEIC)

Transaction Summary

On September 22, 2026, Executive Vice President Michael Lane executed an open-market sale of 2,400 shares of SEI Investments Co ($SEIC) common stock at a weighted average price of $102.78 per share (with individual sale prices ranging from $102.76 to $102.79). The total proceeds from the transaction amounted to $246,672.00.

Post-Transaction Holdings

Following the reported transaction, Michael Lane continues to hold:

• Direct Ownership: 39,581 shares of common stock, valued at approximately $4.07 million based on the transaction price.
• Indirect Ownership: 330 shares held via the company's Employee Stock Purchase Plan (ESPP), which includes approximately 125 recently acquired shares.

Context and Significance

• Significance Level: Low
• Ownership Impact: The sale represents approximately 5.7% of the insider's direct shareholdings, leaving over 94% of his position intact.
• Rule 10b5-1 Status: The filing indicates that this transaction was not conducted under a Rule 10b5-1 trading plan (aff10b5One is marked false).
• Key Takeaway: The disposal appears to be routine portfolio rebalancing or liquidity generation, given the modest size relative to total holdings and continued substantial equity alignment with the company.