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SEI Investments Co. planned insider sales

In the twelve months since 9 October 2025 insiders at SEI Investments Co. filed 27 Form 144 notices of planned sales, 585,170 shares worth $54.8 million at the time of filing, from 15 sellers. The latest, filed 29 September 2026: Alfred P. West, Jr. (affiliate), 35,000 shares worth $3.7 million, planned for around 29 September 2026 through J.P. Morgan Securities LLC.

FiledSellerRelationshipSharesValuePlanned saleBrokerHow acquiredFiling
29 September 2026Alfred P. West, Jr.Affiliate35,000$3.7 million29 September 2026J.P. Morgan Securities LLCPrivate TransactionForm 144
22 September 2026Lane MichaelOfficer2,400$246,66922 September 2026Charles Schwab & Co., Inc.Restricted Stock LapseForm 144
3 September 2026Hicke RyanOfficer, Director37,500$4.2 million3 September 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
1 September 2026Romeo CarmenDirector5,000$548,5021 September 2026Charles Schwab & Co., Inc.Stock Option ExerciseForm 144
28 August 2026Peterson MichaelOfficer37,500$4.2 million28 August 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
5 August 2026McCabe PhilipOfficer5,043$532,0365 August 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
4 August 2026McCabe PhilipOfficer24,957$2.6 million4 August 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
3 August 2026Mccarthy KathrynDirector10,000$1.0 million3 August 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
28 July 2026Guarino CarlDirector10,000$1.0 million28 July 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
28 July 2026Warner Mark AndrewOfficer15,000$1.5 million28 July 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
28 July 2026Peterson MichaelOfficer25,000$2.6 million28 July 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
24 July 2026Sharma SanjayOfficer20,000$2.0 million24 July 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
26 June 2026Alfred P. West, Jr.Affiliate59,000$5.2 million26 June 2026J.P. Morgan Securities LLCPrivate TransactionForm 144
9 June 2026William M DoranDirector5,000$452,5009 June 2026UBS Financial Services IncPrivate TransactionForm 144
4 May 2026Mccarthy KathrynDirector10,000$910,7474 May 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
28 April 2026Warner Mark AndrewOfficer4,000$364,64028 April 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
23 April 2026Peterson MichaelOfficer10,000$900,00023 April 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
23 April 2026Philip Mc CabeOfficer20,000$1.8 million23 April 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesPreviously Exercised OptionsForm 144
23 April 2026Sharma SanjayOfficer25,000$2.3 million23 April 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
10 March 2026Alfred Paul West JrAffiliate67,000$5.4 million10 March 2026J.P. Morgan Securities LLCPrivate transactionForm 144
25 February 2026Warner Mark AndrewOfficer4,000$326,96425 February 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
29 January 2026Hicke RyanOfficer, Director80,000$7.0 million29 January 2026Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
22 December 2025Doran WilliamDirector7,000$586,95022 December 2025Charles Schwab & Co., Inc.Exercise and Hold; Restricted Stock LapseForm 144
4 December 2025McCabe PhilipOfficer12,000$973,3724 December 2025Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
3 December 2025West Alfred P JrOfficer, Director24,770$2.0 million3 December 2025Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
12 November 2025Romeo CarmenDirector5,000$420,02611 November 2025Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
12 November 2025Peterson MichaelOfficer25,000$2.1 million12 November 2025Charles Schwab & Co., Inc.Employee Stock Option ExerciseForm 144
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.
Read moreValue is the filer's own aggregate market value. Whether the sale happened shows up later on Form 4, on the insiders page.

Source

Form 144 filings on EDGAR for SEI Investments Co.: the company's filing index, each notice read from its own XML.

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