Insider Cluster (2 insiders) ·Filed Apr 28, 2026

SEIC

SEI INVESTMENTS CO
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago
Insider cluster: 2 insiders, $1.3M total
Actionable Insight • Neutral

The insider selling is immaterial and typical after strong earnings. No action warranted; continue to monitor for any change in insider behavior (e.g., multiple C-suite sales).

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
SEIC ▲ +6.02% at T+60d
NEUTRAL call ✓ call won +6.02% · α vs SPY +2.30% · entry $91.24 → $96.73
Entry anchored
Apr 27, 03:59 PM ET
via exchange tick
T+1d
-0.76%
call -0.76% · α -0.75%
$90.55
settled 5mo ago
T+5d
-0.87%
call -0.87% · α -2.56%
$90.45
settled 5mo ago
T+20d
-0.52%
call -0.52% · α -5.99%
$90.76
settled 4mo ago
T+60d
+6.02%
call +6.02% · α +2.30%
$96.73
settled 2mo ago

Price Chart

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Executive Summary

Two SEIC insiders sold a total of $1.28M in shares over the past week, representing just 0.01% of market cap. The sales are trivial relative to company size and likely reflect routine portfolio diversification following strong Q1 earnings. No bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
2

Key Facts

  • Director Kathryn McCarthy sold 10,000 shares at $91.07 on May 4, 2026 ($911K).
  • Mark Andrew Warner (in remarks) sold 4,000 shares at $91.16 on April 28, 2026 ($365K).
  • Total insider sales of $1.28M represent ~0.01% of SEIC's $11.0B market cap.
  • McCarthy also exercised non-cash derivative transactions with no economic value.
  • Sales follow SEIC's strong Q1 earnings report (EPS +20% YoY, revenue +13%) on April 22.

Financial Impact

Insider sales total $1.28M, negligible relative to $11B market cap.

dilution

Risk Factors

  • Further insider selling beyond this small cluster could indicate waning confidence.

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-1777986920466
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 May 5, 2026