SEI Investments Co Director Files Form 144 for $548.5K Proposed Stock Sale
SEI INVESTMENTS CO
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Filing Summary
Form 144 Notice of Proposed Sale of Securities
Issuer: SEI INVESTMENTS CO ($SEIC) Insider: CARMEN ROMEO (Director) Securities: 5,000 Common Shares Aggregate Market Value: $548,502.00 (~$109.70/share) Approximate Sale Date: 09/01/2026 Acquisition Method: Stock Option Exercise (Cashless Exercise) Broker: Charles Schwab & Co., Inc.
Comprehensive Analysis
Overview
On September 1, 2026, Carmen Romeo, a Director at SEI INVESTMENTS CO ($SEIC), filed a Form 144 notice declaring an intent to sell 5,000 shares of common stock through Charles Schwab & Co., Inc. The aggregate market value of the proposed transaction is $548,502.00, representing an implied price of approximately $109.70 per share.
Acquisition Details
- Acquisition Date: 09/01/2026
- Nature of Acquisition: Stock Option Exercise
- Payment Method: Broker Payment for Cashless Exercise
- Shares Acquired: 5,000
Market & Significance Impact
- Transaction Size: 5,000 shares out of approximately 120,019,182 outstanding shares (~0.004%).
- Trading Significance: Low. The transaction arises from a cashless exercise of stock options and represents a negligible fraction of the company's total outstanding equity. Routine option exercises by directors are standard liquidity events and typically do not signal shifting fundamentals.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.
