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
FY2024
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| 13F-HR Institutional investment holdings | February 13, 2026 | View on SEC |
| SCHEDULE 13G/A Passive ownership amendment | February 12, 2026 | View on SEC |
| 4 Insider stock transaction report | February 2, 2026 | View on SEC |
| 8-K Current report of material events | January 28, 2026 | View on SEC |
| 8-K Current report of material events | January 15, 2026 | View on SEC |
| 4 Insider stock transaction report | January 2, 2026 | View on SEC |
| 4 Insider stock transaction report | December 30, 2025 | View on SEC |
| 4 Insider stock transaction report | December 29, 2025 | View on SEC |
| 4 Insider stock transaction report | December 29, 2025 | View on SEC |
| 4 Insider stock transaction report | December 29, 2025 | View on SEC |
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 4 insiders
6 recent transactions
View Full Insider Trading Profile
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Investor Resources
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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.