Insider Cluster (4 insiders) ·Filed Apr 23, 2026

SEIC

SEI INVESTMENTS CO
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago
Insider cluster: 4 insiders, $4.8M total
Actionable Insight • Neutral

The insider sales are routine and immaterial relative to company size. No bearish signal — the cluster follows a strong earnings report and likely reflects normal portfolio rebalancing. Monitor for any acceleration in selling volume or C-suite participation in future filings.

DirectionNeutral
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
-0.30%
call -0.30% · α -1.78%
$90.39
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

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Executive Summary

Four SEIC insiders sold a total of $4.75M in open-market sales over a 7-day window, including the EVP and two senior officers, following the company's strong Q1 earnings report. The cluster value represents ~0.04% of market cap, which is trivial relative to the $10.9B company, and the sales are likely routine portfolio diversification after a positive earnings catalyst.

Key Financial Metrics

Direction
selling
Total Value
$4.8M
Insiders
4

Key Facts

  • Four insiders sold a total of $4.75M in open-market sales from April 21-28, 2026
  • Sales include EVP Peterson ($900K), Sharma ($2.11M), McCabe ($1.38M), and Warner ($365K)
  • Warner also exercised 4,000 derivative shares at $48.47 and 2,000 shares at $0 (non-cash)
  • Cluster value is ~0.04% of SEIC's $10.9B market cap — well below the 0.1% materiality threshold
  • Sales occurred 8 days after SEIC reported strong Q1 2026 results (EPS +20% YoY, revenue +13%)

Financial Impact

Total insider sales of $4.75M, representing ~0.04% of market cap — immaterial

insider holdings

Risk Factors

  • Insider selling could increase if Q2 results disappoint or macro headwinds emerge
  • No risk of material insider-driven selloff given the trivial dollar amount

Market Snapshot

Exchange
Nasdaq
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
83% bullish (12 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SEIC-1777563392146
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

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Report published Apr 30, 2026