Informed-money record

SEIC · SEI Investments Company

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

0

Bearish filings

49

Named actors

15

Disclosed $ (bull / bear)

$0 / $68.8M

Recent disclosures

25 of 49 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-06-26Affiliate (via J.P. Morgan Securities LLC) Alfred P. West, Jr.filed notice to sell$5.2MSEC ↗
2026-06-09Director DORAN WILLIAMsold$453KSEC ↗
2026-06-09Director (via UBS Financial Services Inc) William M Doranfiled notice to sell$453KSEC ↗
2026-05-04Director MCCARTHY KATHRYNsold$911KSEC ↗
2026-05-04Director (via Charles Schwab & Co., Inc.) MCCARTHY KATHRYNfiled notice to sell$911KSEC ↗
2026-04-28In Remarks Warner Mark Andrewsold$365KSEC ↗
2026-04-28Officer (via Charles Schwab & Co., Inc.) Warner Mark Andrewfiled notice to sell$365KSEC ↗
2026-04-23EXECUTIVE VICE PRESIDENT Peterson Michaelsold$900KSEC ↗
2026-04-23See Remarks* Sharma Sanjaysold$141KSEC ↗
2026-04-23See Remarks* Sharma Sanjaysold$2.1MSEC ↗
2026-04-23See Remarks McCabe Philipsold$1.4MSEC ↗
2026-04-23Officer (via Charles Schwab & Co., Inc.) Sharma Sanjayfiled notice to sell$2.3MSEC ↗
2026-04-23Officer (via Charles Schwab & Co., Inc.) Peterson Michaelfiled notice to sell$900KSEC ↗
2026-04-23Officer (via Morgan Stanley Smith Barney LLC Executive Financial Services) PHILIP MC CABEfiled notice to sell$1.8MSEC ↗
2026-03-1110% owner / other WEST ALFRED P JRsold$110KSEC ↗
2026-03-1110% owner / other WEST ALFRED P JRsold$481KSEC ↗
2026-03-1010% owner / other WEST ALFRED P JRsold$14KSEC ↗
2026-03-1010% owner / other WEST ALFRED P JRsold$2.4MSEC ↗
2026-03-1010% owner / other WEST ALFRED P JRsold$2.0MSEC ↗
2026-03-10Affiliate (via J.P. Morgan Securities LLC) Alfred Paul West Jrfiled notice to sell$5.4MSEC ↗
2026-02-2510% owner / other Warner Mark Andrewsold$327KSEC ↗
2026-02-25Officer (via Charles Schwab & Co., Inc.) Warner Mark Andrewfiled notice to sell$327KSEC ↗
2026-01-29CHIEF EXECUTIVE OFFICER Hicke Ryansold$1.1MSEC ↗
2026-01-29CHIEF EXECUTIVE OFFICER Hicke Ryansold$1.5MSEC ↗
2026-01-29CHIEF EXECUTIVE OFFICER Hicke Ryansold$4.4MSEC ↗

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This page is a dated factual record built from public filings, each row linked to its source. If a row is wrong — a misattributed filing, a wrong name, a record that should not merge — tell us what and why.

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals