Insider Cluster (2 insiders) ·Filed Sep 3, 2026

SEIC

SEI INVESTMENTS CO
NEUTRAL
Impact 2/10
Horizonimmediate Processed28d 3h ago
Insider cluster: 2 insiders, $4.7M total
Actionable Insight • Neutral

The dollar value is too small to signal a bearish view. Monitor for any larger insider sales or changes in corporate events. The EVP sale may be part of a pre-arranged 10b5-1 plan or routine diversification — no immediate action warranted.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
SEIC ▼ -4.06% at T+5d
NEUTRAL call ✗ call lost -4.06% · α vs SPY -2.92% · entry $111.46 → $106.93
Next anchor: T+20d due 23h ago
Latest observation: T+17 -11.50% FF3 residual α
Entry anchored
Sep 2, 04:26 PM ET
via 1-min bar
T+1d
-0.96%
call -0.96% · α -0.57%
$110.39
settled 29d ago
T+5d
-4.06%
call -4.06% · α -2.92%
$106.93
settled 22d ago
T+20d
—
call — · α —
—
due 23h ago
T+60d
—
call — · α —
—
in 8w

Price Chart

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Executive Summary

Two SEIC insiders sold a combined $4.73M in shares over a 7-day window, including an EVP sale of $4.18M and a director sale of $549K. The total represents only ~0.036% of market cap, making this a routine, non-material cluster with no actionable signal.

Key Financial Metrics

Direction
selling
Total Value
$4.7M
Insiders
2

Key Facts

  • EVP Michael Peterson sold 37,500 shares at $111.51 for $4.18M on 2026-08-28
  • Director Carmen Romeo sold 5,000 shares at $109.70 for $549K on 2026-09-01
  • Total insider selling of $4.73M is ~0.036% of SEIC's $13.1B market cap
  • Romeo also exercised derivative transactions (non-cash) on the same date
  • No open-market insider buying was reported in the cluster

Financial Impact

Total insider sales of $4.73M, representing 0.036% of market cap — trivial relative to company size

insider ownership

Risk Factors

  • Insider selling could accelerate if fundamentals deteriorate, but current volume is negligible
  • No offsetting insider buying to provide confidence signal

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-1788505629182
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 Sep 4, 2026