SEI INVESTMENTS CO
Company Information
Industry
Security Brokers, Dealers & Flotation Companies
SIC Code
6211
Entity Type
operating
SEC Category
Large accelerated filer
State of Incorporation
PA
Business Address
1 FREEDOM VALLEY DRIVE, OAKS, PA, 19456-1100
Mailing Address
1 FREEDOM VALLEY DRIVE, OAKS, PA, 19456-1100
Phone
6106761000
Fiscal Year End
1231
EIN
231707341
Financial Overview
FY2025
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| 4/A Insider transaction amendment | April 1, 2026 | View on SEC |
| 4 Insider stock transaction report | April 1, 2026 | View on SEC |
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| 4 Insider stock transaction report | March 19, 2026 | View on SEC |
| 4 Insider stock transaction report | March 12, 2026 | View on SEC |
| 8-K Current report of material events | March 2, 2026 | View on SEC |
| 4 Insider stock transaction report | February 26, 2026 | View on SEC |
| 10-K Annual financial report | February 23, 2026 | View on SEC |
| 13F-HR Institutional investment holdings | February 13, 2026 | View on SEC |
| SCHEDULE 13G/A Passive ownership amendment | February 12, 2026 | View on SEC |
Annual Reports
10-K
February 23, 2026
- Strategic acquisitions of StratosWealth Holdings (December 2025) and LifeYield (December 2024) to expand wealth management and financial technology capabilities.
- Diversified revenue streams from asset management, administration, distribution, information processing, software servicing, and investment management fees.
Material Events
8-K
Leadership Change
December 17, 2025
High Impact
- Alfred P. West, Jr., founder and CEO for over 50 years, is stepping down as Executive Chairman of the Board and as an officer of the company.
- Mr. West will transition to a new role as non-voting Chairman Emeritus of the Board.
Insider Trading
STRONG SELL
5 insiders
12 recent transactions
View Full Insider Trading Profile
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Investor Resources
Learn more about SEC filings and how to research public companies.
What is the SEC?
A plain English guide to the Securities and Exchange Commission
Understanding SEC Filings & CIK
How to navigate SEC filings and Central Index Keys
10-K Annual Reports Explained
Everything you need to know about annual reports
S-1 & F-1 IPO Filings
Understanding IPO registration statements
SEC EDGAR Database Guide
How to use the SEC's free filing database
Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.