This insider selling cluster is routine and non-informative. The dollar amounts are negligible relative to market cap, and cluster sells are typically driven by liquidity or vesting schedules rather than bearish conviction. No action warranted—monitor for any future 8-K or earnings release that could provide context for the selling.
Price Chart
Executive Summary
A cluster of insider selling at SEIC over a 7-day window totaled $4.85M, led by EVP Peterson ($2.55M) and two directors ($1.04M and $1.03M). The selling represents 0.04% of the $12.5B market cap, falling well below the 0.1% materiality threshold. Director McCarthy also exercised 5,000 derivative shares at $71.12 and sold the resulting shares, consistent with a cashless exercise pattern. The cluster is not informative per academic literature—cluster sells are typically liquidity-driven, not bearish signals, and the dollar amounts are trivial relative to market cap. No cross-filing context (earnings, restatement, late filing) is present to amplify the signal, and the calibration data shows no nullifiers. The historical win rate on SEIC reports is 75% at T+20, but this filing is routine and non-directional.
Key Financial Metrics
Key Facts
- Three insiders sold a combined $4.85M in SEIC stock over 7 days (July 28–Aug 3, 2026)
- EVP Michael Peterson sold the largest block: 25,000 shares for $2.55M at $102.05
- Director Kathryn McCarthy sold 10,000 shares for $1.04M at $103.53 after exercising 5,000 derivative shares at $71.12
- Total selling is 0.04% of SEIC's $12.5B market cap—trivial and routine
- No earnings, restructuring, or late-filing context to amplify the cluster's significance
Financial Impact
Total insider selling of $4.85M represents 0.04% of market cap—immaterial
Risk Factors
- Insider selling could accelerate if management perceives headwinds in the asset management business
- No immediate risk—selling is too small to signal distress
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SEIC-1785900461879 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 1d ago | Insider Cluster | $102.66 awaiting T+5 | awaiting T+5 | — | $103.87 (+1.18%) |
Sep 3, 2026 29d ago | Insider Cluster | $111.46 $106.93 | ▼ −4.06% | ▼ −2.92% | $103.87 (−6.81%) |
Aug 14, 2026 6w ago | 13F-HR | $106.38 $109.22 | ▲ +2.67% | ▲ +4.03% | $103.87 (−2.36%) |
Aug 6, 2026 8w ago | Insider Cluster | $104.68 $106.39 | ▲ +1.63% | ▲ +0.42% | $103.87 (−0.77%) |
Aug 4, 2026 8w ago | Insider Cluster | $104.72 $104.63 | ▼ −0.09% | ▲ +0.01% | $103.87 (−0.81%) |
Jul 30, 2026 9w ago | Insider Cluster | $103.04 $104.69 | ▲ +1.60% | ▼ −2.02% | $103.87 (+0.81%) |
Jul 8, 2026 12w ago | Press Release | $94.51 $94.89 | ▲ +0.40% | ▼ −0.46% | $103.87 (+9.90%) |
Jun 11, 2026 16w ago | Institutional Cluster | $89.40 $89.44 | ▲ +0.04% | ▼ −0.63% | $103.87 (+16.19%) |
May 28, 2026 18w ago | 8-K | $88.57 $88.57 | · 0.00% | ▼ −0.32% | $103.87 (+17.28%) |
Apr 28, 2026 22w ago | Insider Cluster | $91.24 $90.45 | ▼ −0.87% | ▼ −2.56% | $103.87 (+13.85%) |
US Market Status
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