Insider Cluster (3 insiders) ·Filed Apr 23, 2026

SEIC

SEI INVESTMENTS CO
MIXED
Impact 6/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $4.4M total
Actionable Insight ◆ Mixed

Monitor upcoming Form 4s for continuation of selling — if sales persist despite strong results and buybacks, it may signal internal caution. Near-term price action may reflect scrutiny despite bullish fundamentals.

DirectionMixed
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
SEIC ▲ +9.48% at T+60d
NEUTRAL call ✓ call won +9.48% · α vs SPY +4.56% · entry $90.66 → $99.25
Entry anchored
Apr 22, 03:59 PM ET
via exchange tick
T+1d
-2.03%
call -2.03% · α -2.81%
$88.82
settled 5mo ago
T+5d
+0.24%
call +0.24% · α -1.24%
$90.87
settled 5mo ago
T+20d
+0.13%
call +0.13% · α -4.51%
$90.77
settled 5mo ago
T+60d
+9.48%
call +9.48% · α +4.56%
$99.25
settled 2mo ago

Price Chart

Loading chart...

Executive Summary

Three SEI Investments executives sold a combined $4.39 million in shares within a week of the company's strong Q1 2026 earnings report and $208 million buyback announcement. The sales include open-market dispositions by two C-suite executives and a director, following a period of positive corporate news.

Key Financial Metrics

Direction
selling
Total Value
$4.4M
Insiders
3

Key Facts

  • Three insiders sold $4.39 million in open-market transactions within 7 days of each other.
  • Sales occurred just two days after SEI reported strong Q1 2026 results (EPS +20% YoY, revenue +13%) and announced a $208 million share repurchase.
  • Sellers include C-suite executives: Sanjay Sharma (CIO) and Michael Peterson (EVP), and director Philip McCabe.
  • Total insider sales represent approximately 0.04% of SEI's $11.0B market cap — modest in scale but notable given timing and participants.
  • Concurrent derivative exercises added non-cash transactions worth $1.1 million in realized value.

Financial Impact

$4.39 million in open-market sales by insiders, plus $1.1 million in non-cash derivative exercises

insider ownershipshare countmarket sentiment

Risk Factors

  • Perception of insider skepticism despite positive earnings and capital return
  • Potential for negative market reaction if selling is interpreted as profit-taking ahead of uncertain outlook

Market Snapshot

Exchange
Nasdaq
Sector
Security Brokers, Dealers & Flotation Companies

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SEIC-1777050803408
13 reports for SEIC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SEIC — sortable, filterable
TypeNow
Oct 1, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$102.66 awaiting T+5awaiting T+5—$103.87 (+1.18%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$111.46 $106.93▼ −4.06%▼ −2.92%$103.87 (−6.81%)
Aug 14, 2026
6w ago
13F-HR
NEUTRAL ★ 2/10
$106.38 $109.22▲ +2.67%▲ +4.03%$103.87 (−2.36%)
Aug 6, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$104.68 $106.39▲ +1.63%▲ +0.42%$103.87 (−0.77%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$104.72 $104.63▼ −0.09%▲ +0.01%$103.87 (−0.81%)
Jul 30, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$103.04 $104.69▲ +1.60%▼ −2.02%$103.87 (+0.81%)
Jul 8, 2026
12w ago
Press Release
NEUTRAL ★ 2/10
$94.51 $94.89▲ +0.40%▼ −0.46%$103.87 (+9.90%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$89.40 $89.44▲ +0.04%▼ −0.63%$103.87 (+16.19%)
May 28, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$88.57 $88.57· 0.00%▼ −0.32%$103.87 (+17.28%)
Apr 28, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$91.24 $90.45▼ −0.87%▼ −2.56%$103.87 (+13.85%)
Showing 10 of 13

US Market Status

Market Closed — Opens in 2h 53m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Apr 24, 2026