Basic Stats
| LEI | 5LJTIFADGZ6XH1RVOC11 |
| CIK | 350894 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to SEI Investments Company
SEC Filings (Chronological Order)
This page provides a complete, chronological list of SEC Filings, excluding ownership filings which we provide elsewhere.
| August 19, 2025 |
ex101usbank-seiinvestmen Execution Version DB1/ 161233805.4 Published CUSIP Number: 78411SAL1 Revolving Credit CUSIP Number: 78411SAM9 $500,000,000 CREDIT AGREEMENT dated as of August 18, 2025, by and among SEI INVESTMENTS COMPANY, as Borrower, the Lenders referred to herein, as Lenders, and U.S. BANK NATIONAL ASSOCIATION, as Administrative Agent, Swingline Lender and Issuing Lender U.S. BANK NATI |
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| August 19, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 August 18, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fi |
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| July 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 23, 2025 |
q22025seicearningspresen SEI Investments Company (NASDAQ: SEIC) Q2 2025 Earnings Presentation This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. |
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| July 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 23, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| July 23, 2025 |
SEI Reports Second-Quarter 2025 Financial Results Investor contact: Media contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| July 22, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 16, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| July 22, 2025 |
corprisinaratilxbodrls7 © 2025 SEI® 1 Media Contact: Investor Contact: Leslie Wojcik Brad Burke SEI SEI +1 610-676-4191 +1 610-676-5350 lwojcik@seic. |
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| July 18, 2025 |
exh992corpeclipsestrateg July 18, 2025 Enhancing SEI’s wealth management ecosystem. |
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| July 18, 2025 |
© 2025 SEI® 1 Company Contact: Media Contact: Leslie Wojcik Eric Hazard SEI Vested +1 610-676-4191 1+ 917-765-8720 lwojcik@seic. |
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| July 18, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 17, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| July 1, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 June 30, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| July 1, 2025 |
© 2025 SEI® 1 Company Contact: Media Contact: Annabel Greenberg Anthony Silverman Aquiline Apella Advisors +44 7717-252-307 +44 7818-036-579 agreenberg@aquiline. |
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| June 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 5, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 June 5, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| June 5, 2025 |
seicwilliamblairpresenta ©2025 SEI SEI Investments William Blair Growth Stock Conference June 5, 2025 ©2025 SEI Safe Harbor Statement This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. |
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| May 28, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 May 28, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| May 28, 2025 |
© 2025 SEI® 1 Investor Contact: Media Contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| May 7, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒Filed by a party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2) |
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| April 28, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 23, 2025 |
SEI Reports First-Quarter 2025 Financial Results Investor contact: Media contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| April 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 23, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| April 23, 2025 |
SEI Investments Company (NASDAQ: SEIC) Q1 2025 Earnings Presentation This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. |
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| April 14, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒Filed by a party other than the Registrant ☐ Check the appropriate box: ☐Preliminary Proxy Statement ☐Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2) |
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| March 18, 2025 |
© 2025 SEI® 1 Investor Relations Contact: Media Contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| March 18, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 18, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| February 27, 2025 |
© 2025 SEI® 1 Company Contact: Media Contact: Annabel Greenberg Anthony Silverman Aquiline Apella Advisors +44 7717-252-307 +44 7818-036-579 agreenberg@aquiline. |
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| February 27, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 February 27, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| February 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 February 25, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| February 25, 2025 |
© 2025 SEI® 1 Company Contact: Media Contact: Leslie Wojcik Kerry Mullen SEI Vested +1 610-676-4191 +1 917-765-8720 lwojcik@seic. |
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| February 20, 2025 |
Financial Statements of LSV Asset Management dated December 31, 2024 and 2023. EXHIBIT 99.4 LSV Asset Management Financial Statements As of December 31, 2024 and 2023 and for the years in the three-year period ended December 31, 2024 LSV Asset Management Table of Contents December 31, 2024 Page Independent Auditors' Report 1 Financial Statements Balance Sheets 3 Statements of Operations 4 Statements of Changes in Partners' Capital 5 Statements of Cash Flows 6 Notes to Financ |
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| February 20, 2025 |
SEI Investments Company - Insider Trading Policy seiinvestmentcompanyinsi |
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| February 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 20, 2025 |
2024 Omnibus Equity Compensation Plan Notice of Nonqualified Stock Option Award. #864915v6 SEI INVESTMENTS COMPANY 2024 OMNIBUS EQUITY COMPENSATION PLAN NOTICE OF NONQUALIFIED STOCK OPTION AWARD Pursuant to the terms and conditions of the individual Nonqualified Stock Option Award Agreement (the “Award Agreement”), attached hereto as Attachment A, and the SEI Investments Company 2024 Omnibus Equity Compensation Plan, as amended from time to time (the “Plan”), attached hereto a |
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| February 20, 2025 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| January 29, 2025 |
SEI Investments Company (NASDAQ: SEIC) Q4 2024 Earnings Presentation This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. |
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| January 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 29, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| January 29, 2025 |
SEI Reports Fourth-Quarter 2024 Financial Results EX-99.1 2 seic-earningsreleaseex9910.htm PRESS RELEASE Investor contact: Media contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 [email protected] [email protected] Pages: 10 FOR IMMEDIATE RELEASE SEI Reports Fourth-Quarter 2024 Financial Results OAKS, Pa., Jan. 29, 2025 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth quarter 2024. Rel |
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| January 17, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 14, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorpor |
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| January 17, 2025 |
January 2025 SEI Investor Overview. Notice: The End Notes and disclosure regarding forward-looking statements appearing at the end of this presentation are an integral part of this presentation and should be read in conjunction with the relevant materials. See slides 15, 17 and 18 at the back of this presentation for information related to the financial metrics and defined terms in this presentati |
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| January 14, 2025 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 14, 2025 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| January 14, 2025 |
January 2025 SEI Investor Overview. Notice: The End Notes and disclosure regarding forward-looking statements appearing at the end of this presentation are an integral part of this presentation and should be read in conjunction with the relevant materials. See slides 15, 17 and 18 at the back of this presentation for information related to the financial metrics and defined terms in this presentati |
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| December 12, 2024 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 12, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| December 12, 2024 |
© 2024 SEI® 1 Investor Contact: Media Contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| December 11, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 10, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| December 11, 2024 |
1 © 2024 SEI Company Contact: Media Contact: Emily Baldwin Kerry Mullen SEI Vested +1 610-676-3262 +1 917-765-8720 ebaldwin@seic. |
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| October 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| October 25, 2024 |
Employment Agreement, dated June 6, 2024, between Michael Lane and the Registrant. Exhibit 10.1 May 23, 2024 Michael Lane [RESIDENCE ADDRESS OMITTED] Dear Michael: On behalf of SEI, we are pleased to extend this offer of employment to you, to perform the role of Executive Vice President - Asset Management at SEI. The starting salary will be approximately $26,923.07 bi-weekly, which is $700,000.00 when annualized. Should you accept this offer, you will begin work as a full-time e |
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| October 23, 2024 |
© 2024 SEI 1 Investor Relations Contact: Media Contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| October 23, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 22, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 23, 2024 |
SEI Reports Third-Quarter 2024 Financial Results Net Sales Events, AUM, and AUA Drive Record Quarter Investor contact: Media contact: Brad Burke Leslie Wojcik SEI SEI +1 610-676-5350 +1 610-676-4191 bburke2@seic. |
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| August 30, 2024 |
2023 Corporate sustainability report. SEI INVESTMENTS COMPANY 1Sustainability reportB Sustainability report Our unique position at the center of the financial services industry enables us to build deep connections across our clients, markets, and communities, and we believe these connections can help build a sustainable future. Our values are the foundation from which we drive our company’s and ou |
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| August 30, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 August 30, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fi |
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| July 26, 2024 |
#841944v8 AMENDMENT NO. 1 TO THE SEI INVESTMENTS COMPANY EMPLOYEE STOCK PURCHASE PLAN THIS AMENDMENT, dated as of July 23, 2024, is made by SEI Investments Company (the “Company”) to the SEI Investments Company Employee Stock Purchase Plan (the “Plan”), as amended and restated as of April 21, 2020. and WHEREAS, the Company maintains the Plan for the benefit of its and its subsidiaries’ eligible em |
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| July 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 26, 2024 |
#864914v6 DB1/ 145023891.6 SEI INVESTMENTS COMPANY 2024 OMNIBUS EQUITY COMPENSATION PLAN NOTICE OF RESTRICTED STOCK UNIT AWARD Pursuant to the terms and conditions of the individual Restricted Stock Unit Award Agreement (the “Award Agreement”), attached hereto as Attachment A, and the SEI Investments Company 2024 Omnibus Equity Compensation Plan, as amended from time to time (the “Plan”), attached |
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| July 26, 2024 |
Form of 2024 Omnibus Equity Compensation Plan Nonqualified Stock Option Award Notice and Agreement. #864915v5 DB1/ 145023872.6 SEI INVESTMENTS COMPANY 2024 OMNIBUS EQUITY COMPENSATION PLAN NOTICE OF NONQUALIFIED STOCK OPTION AWARD Pursuant to the terms and conditions of the individual Nonqualified Stock Option Award Agreement (the “Award Agreement”), attached hereto as Attachment A, and the SEI Investments Company 2024 Omnibus Equity Compensation Plan, as amended from time to time (the “Plan”), |
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| July 26, 2024 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) SEI Investments Company (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered (1) Proposed Maximum Offering Price Per Unit (2) Proposed Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Fees to be Paid Equity Common stock, par value $0. |
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| July 26, 2024 |
As filed with the Securities and Exchange Commission on July 26, 2024 As filed with the Securities and Exchange Commission on July 26, 2024 Registration No. |
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| July 24, 2024 |
SEI Reports Second-Quarter 2024 Financial Results Investor/media contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 9 FOR IMMEDIATE RELEASE SEI Reports Second-Quarter 2024 Financial Results OAKS, Pa., July 24, 2024 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2024. Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023. Consolidated |
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| July 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 24, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| June 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 18, 2024 |
23.1 - Consent of Independent Registered Public Accounting Firm Exhibit 23.1 Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in the registration statement (No. 333-41343) on Form S-8 of our report dated June 18, 2024, with respect to the financial statements and the supplemental Schedule H, Line 4i - Schedule of Assets (Held at End of Year) as of December 31, 2023 of SEI Capital Accumulation Plan. /s/ KPMG |
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| May 30, 2024 |
ex1016executiveseverance #864974v1 SEI INVESTMENTS COMPANY EXECUTIVE SEVERANCE AND CHANGE OF CONTROL PLAN SEI Investments Company, a Pennsylvania corporation (the “Company”), has adopted this SEI Investments Company Executive Severance and Change of Control Plan (the “Plan”) to provide key employees of the Company and its affiliates and subsidiaries with severance protection under covered circumstances. |
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| May 30, 2024 |
2024 Omnibus Equity Compensation Plan, as approved by the Company's shareholders on May 29, 2024. ex1015seic2024omnibusequ #852344v7 DB1/ 144570925.9 SEI INVESTMENTS COMPANY 2024 OMNIBUS EQUITY COMPENSATION PLAN 1. Purpose Effective as of the Effective Date, the SEI Investments Company 2024 Omnibus Equity Compensation Plan (the “Plan”) is hereby established as a successor to the SEI Investments Company 2014 Omnibus Equity Compensation Plan (the “2014 Plan”). No additional grants shall be made |
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| May 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 May 29, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| May 30, 2024 |
ex991seicdividend5292024 1 Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| April 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 24, 2024 |
SEI Reports First-Quarter 2024 Financial Results Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| April 24, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 24, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| April 23, 2024 |
Reclassified Average Asset Balances due to Business Segment Restructuring Exhibit 99.4 Reclassified Average Asset Balances due to Business Segment Restructuring (In millions) Full Year 1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr. Full Year 2022 2023 2023 2023 2023 2023 Private Banks: Equity and fixed-income programs $23,326 $23,576 $23,748 $23,920 $23,309 $23,638 Collective trust fund programs 7 7 7 6 5 6 Liquidity funds 3,834 3,253 3,500 3,585 3,808 3,537 Total assets under man |
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| April 23, 2024 |
Reclassified Ending Asset Balances due to Business Segment Restructuring Exhibit 99.3 Reclassified Ending Asset Balances due to Business Segment Restructuring (In millions) Dec. 31, Mar. 31, Jun. 30, Sept. 30, Dec. 31, 2022 2023 2023 2023 2023 Private Banks: Equity and fixed-income programs $22,377 $23,653 $24,091 $23,039 $24,496 Collective trust fund programs 7 6 7 6 4 Liquidity funds 3,201 3,427 3,433 3,636 3,916 Total assets under management $25,585 $27,086 $27,531 |
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| April 23, 2024 |
Reclassified Results by Business Segment due to Business Segment Restructuring Exhibit 99.2 Reclassified Results by Business Segment due to Business Segment Restructuring (In thousands) Full Year 1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr. Full Year 2022 2023 2023 2023 2023 2023 Private Banks: Revenues (A) $570,010 $120,902 $132,414 $119,664 $123,337 $496,317 Expenses 467,821 112,462 114,165 111,207 110,656 448,490 Operating Profit 102,189 8,440 18,249 8,457 12,681 47,827 Operating |
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| April 23, 2024 |
Exhibit 99.1 Reclassified Results by Business Segment due to Business Segment Restructuring Year Over Year Comparison (In thousands) As Reported Amount Restated As Reported Amount Restated 2022 Reclassified 2022 2023 Reclassified 2023 Private Banks: Revenues (A) $575,625 ($5,615) $570,010 $503,317 ($7,000) $496,317 Expenses 473,209 ($5,388) 467,821 455,820 ($7,330) 448,490 Operating Profit 102,416 |
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| April 23, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 23, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| April 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e) |
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| March 1, 2024 |
1 February 28, 2024 Dennis McGonigle [RESIDENCE ADDRESS OMITTED] Dear Dennis: As we have discussed, your long tenure with and significant contributions to SEI Investments Company and its affiliates (“SEI”) are greatly appreciated. |
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| March 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 February 29, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| February 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVE |
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| February 22, 2024 |
Financial Statements of LSV Asset Management dated December 31, 2023 and 2022. EXHIBIT 99.14 LSV Asset Management Financial Statements As of December 31, 2023 and 2022 and for the years in the three-year period ended December 31, 2023 1 LSV Asset Management Table of Contents December 31, 2023 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 5 Statements of Operations 6 Statements of Changes in Partners' Capital 7 Statements of Cash Flows 8 Notes to Fin |
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| February 21, 2024 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 February 21, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| February 21, 2024 |
© 2024 SEI 1 Company Contact: Media Contact: Leslie Wojcik Kerry Mullen SEI Vested +1 610-676-4191 +1 917-765-8720 lwojcik@seic. |
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| February 20, 2024 |
Financial Statements of LSV Asset Management dated December 31, 2023 and 2022. EXHIBIT 99.14 LSV Asset Management Financial Statements As of December 31, 2023 and 2022 and for the years in the three-year period ended December 31, 2023 1 LSV Asset Management Table of Contents December 31, 2023 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 5 Statements of Operations 6 Statements of Changes in Partners' Capital 7 Statements of Cash Flows 8 Notes to Fin |
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| February 20, 2024 |
Employee Stock Purchase Plan as Amended and Restated on April 21, 2020. DB1/ 109849687.5 SEI INVESTMENTS COMPANY EMPLOYEE STOCK PURCHASE PLAN As Amended and Restated, Effective as of April 21, 2020 ARTICLE I INTRODUCTION Section 1.1 Statement of Purpose. The purpose of the SEI Investments Company Employee Stock Purchase Plan is to provide eligible employees of SEI Investments Company and its participating subsidiaries who wish to become shareholders or to increase the |
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| February 20, 2024 |
Amended and Restated Compensation Recoupment Policy #845696v3 SEI INVESTMENTS COMPANY AMENDED AND RESTATED COMPENSATION RECOUPMENT POLICY On or around January 2011, the Board of Directors (the “Board”) of SEI Investments Company (the “Company”) adopted a Compensation Recoupment Policy (“Original Policy”) in order to (i) promote actions by officers consistent with their duty to the Company under law and Company’s Code of Conduct, (ii) further the interests of the Company, and (iii) mitigate risk in the Company’s compensation arrangements. |
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| February 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 20, 2024 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 13, 2024 |
SEIC / SEI Investments Company / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01892-seiinvestmentsco.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: SEI Investments Co Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designa |
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| February 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 16, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| February 5, 2024 |
© 2024 SEI 1 Company Contact: Media Contact: Leslie Wojcik Kerry Mullen SEI Vested +1 610-676-4191 +1 917-765-8720 lwojcik@seic. |
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| February 5, 2024 |
ex991sdenhamemploymentag Execution Copy EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”) is entered into by and between SEI Investments Company, a Pennsylvania corporation (the “Company”) and Sean Denham (the “Executive”) as of January 16, 2024. |
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| February 5, 2024 |
1 AMENDMENT NO. 1 TO EMPLOYMENT AGREEMENT THIS AMENDMENT NO. 1 TO THE EMPLOYMENT AGREEMENT (this “Amendment”), effective as of January 31, 2024 (the “Amendment Effective Date”), is entered into by and between SEI Investments Company (the “Company”) and Sean Denham (the “Executive”). RECITALS WHEREAS, SEI and the Executive entered into an Employment Agreement, dated January 16, 2024 (the “Agreement |
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| February 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 February 1, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| January 31, 2024 |
SEI Reports Fourth-Quarter 2023 Financial Results Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| January 31, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 31, 2024 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| December 22, 2023 |
December 19, 2023 VIA EMAIL Wayne Withrow [Residence Address Omitted] Dear Wayne: This letter will confirm important details regarding your separation of employment from SEI Investments Company (“SEI”), effective February 28, 2024 (the “Separation Date”). |
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| December 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 19, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| December 22, 2023 |
1 © 2023 SEI Media Contact: Investor Contact: Leslie Wojcik Alex Whitelam SEI SEI +1 610-676-4191 +1 610-676-4924 lwojcik@seic. |
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| December 21, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 21, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| December 21, 2023 |
© 2023 SEI 1 Company Contact: Media Contact: Leslie Wojcik Kerry Mullen SEI Vested +1 610-676-4191 +1 917-765-8720 lwojcik@seic. |
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| December 18, 2023 |
© 2023 SEI 1 Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| December 18, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 15, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| October 26, 2023 |
2022 Corporate social responsibility report. SEI INVESTMENTS COMPANY Building brave futures.SM ABOUT THE REPORT As a provider of technology and investment solutions that connect the financial services industry, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets—for growth today and in the |
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| October 26, 2023 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 26, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 25, 2023 |
1 © 2023 SEI Media Contact: Investor Contact: Leslie Wojcik Alex Whitelam SEI SEI +1 610-676-4191 +1 610-676-4924 lwojcik@seic. |
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| October 25, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 24, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| October 25, 2023 |
SEI Reports Third-Quarter 2023 Financial Results Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| October 25, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 25, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| July 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 26, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| July 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 26, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 26, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| July 26, 2023 |
SEI Reports Second-Quarter 2023 Financial Results Investor Contact: Media Contact: Alex Whitelam Leslie Wojcik SEI SEI +1 610-676-4924 +1 610-676-4191 awhitelam@seic. |
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| July 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 13, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| July 14, 2023 |
ex991igxpsseirls © 2023 SEI 1 Company Contact: Media Contact: Leslie Wojcik Amelia Graham SEI Vested +1 610-676-4191 +44 (0)20 7393 477057 lwojcik@seic. |
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| June 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 22, 2023 |
23.1 - Consent of Independent Registered Public Accounting Firm Exhibit 23.1 Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in the registration statement (No. 333-41343) on Form S-8 of our report dated June 22, 2023, with respect to the financial statements (and financial statement schedule) of the SEI Capital Accumulation Plan. /s/ KPMG LLP Philadelphia, Pennsylvania June 22, 2023 11 |
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| June 1, 2023 |
seidividendrls53123 © 2023 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| June 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 May 31, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| April 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 20, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| April 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
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| April 20, 2023 |
SEI Reports First-Quarter 2023 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| April 18, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 17, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| April 18, 2023 |
wellsfargo-seiinvestment 15870292v2 24740.00076 Execution Version FIRST AMENDMENT TO CREDIT AGREEMENT This FIRST AMENDMENT TO CREDIT AGREEMENT, dated as of April 17, 2023 (this “Amendment”), to that certain Credit Agreement dated as of April 23, 2021, among SEI INVESTMENTS COMPANY, as borrower (the “Borrower”), the Lenders from time to time party thereto, and WELLS FARGO BANK, NATIONAL ASSOCIATION |
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| April 18, 2023 |
seistockrepurchaserls418 © 2023 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| April 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 31, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVE |
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| February 21, 2023 |
exhibit102-2014omnibuseq DB1/ 78413207.3 SEI INVESTMENTS COMPANY 2014 OMNIBUS EQUITY COMPENSATION PLAN NONQUALIFIED STOCK OPTION GRANT This STOCK OPTION GRANT AGREEMENT (this “Agreement”), dated as of (the “Date of Grant”), is delivered by SEI Investments Company (the “Company”) to (the “Grantee”). RECITALS A. The SEI Investments Company 2014 Omnibus Equity Compensation Plan (the “Plan”) provides |
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| February 21, 2023 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 21, 2023 |
EXHIBIT 99.13 LSV Asset Management Financial Statements As of December 31, 2022 and 2021 and for the years in the three-year period ended December 31, 2022 1 LSV Asset Management Table of Contents December 31, 2022 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 5 Statements of Operations 6 Statements of Changes in Partners' Capital 7 Statements of Cash Flows 8 Notes to Fin |
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| February 9, 2023 |
SEIC / SEI Investments Company / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01863-seiinvestmentsco.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: SEI Investments Co. Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designa |
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| January 25, 2023 |
SEI Reports Fourth-Quarter 2022 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| January 25, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 25, 2023 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| December 5, 2022 |
? 2022 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| December 5, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 5, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| October 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| October 27, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 25, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 26, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 26, 2022 |
SEI Reports Third-Quarter 2022 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| August 23, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 August 23, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fi |
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| August 23, 2022 |
2021 Corporate social responsibility report. SEI Investments Company 1B Throughout 2021, we continued to find opportunity in change, building connections that enable our clients, communities, and employees to make confident decisions for the future. Our clients? goals often go beyond the technology and investment solutions we provide. We understand that investors increasingly consider how their va |
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| July 25, 2022 |
Exhibit 10.1 SEI INVESTMENTS COMPANY 2014 OMNIBUS EQUITY COMPENSATION PLAN RESTRICTED STOCK UNIT AGREEMENT This RESTRICTED STOCK UNIT AGREEMENT (the ?Agreement?), dated as of [ ] (the ?Date of Grant?), is delivered by SEI Investments Company (the ?Company?) to [] (the ?Participant?). RECITALS A. The SEI Investments Company 2014 Omnibus Equity Compensation Plan (the ?Plan?) provides for the grant o |
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| July 25, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 20, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 18, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| July 20, 2022 |
SEI Reports Second-Quarter 2022 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| June 28, 2022 |
23.1 - Consent of Independent Registered Public Accounting Firm Exhibit 23.1 Consent of Independent Registered Public Accounting Firm We consent to the incorporation by reference in the registration statement (No. 333-41343) on Form S-8 of our report dated June 28, 2022, with respect to the financial statements (and financial statement schedule) of the SEI Capital Accumulation Plan. /s/ KPMG LLP Philadelphia, Pennsylvania June 28, 2022 12 |
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| June 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 1, 2022 |
? 2022 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| June 1, 2022 |
Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 June 1, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| April 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A Amendment No. 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q/A Amendment No. 1 ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI I |
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| April 27, 2022 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14A-6(E)(2)) ? Definitive Proxy Statement ? Definitive Additional Materials ? Soliciting Material Pursuant to Rule 14a-12 SEI INVESTMENTS COMPANY (Name of Registrant as Specified in Its Charter) N/A (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): ? No fee required. |
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| April 25, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 20, 2022 |
SEI Reports First-Quarter 2022 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| April 20, 2022 |
1 ? 2022 SEI Media Contact: Investor Contact: Leslie Wojcik Lindsey Opsahl SEI SEI +1 610-676-4191 +1 610-676-4052 lwojcik@seic. |
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| April 20, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 19, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| April 4, 2022 |
Execution Copy EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this ?Agreement?) is entered into by and between SEI Investments Company, a Pennsylvania corporation (the ?Company?) and Ryan Hicke (the ?Executive?) as of March 31, 2022. |
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| April 4, 2022 |
AMENDED AND RESTATED BY-LAWS OF SEI INVESTMENTS COMPANY (a Pennsylvania Corporation) ARTICLE I Offices and Fiscal Year Section 1. |
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| April 4, 2022 |
1 ? 2022 SEI Media Contact: Investor Contact: Leslie Wojcik Lindsey Opsahl SEI SEI +1 610-676-4191 +1 610-676-4052 lwojcik@seic. |
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| April 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 31, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| March 24, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 21, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| February 22, 2022 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 22, 2022 |
EXHIBIT 99.12 LSV Asset Management Financial Statements As of December 31, 2021 and 2020 and for the years in the three-year period ended December 31, 2021 LSV Asset Management Table of Contents December 31, 2021 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 5 Statements of Operations 6 Statements of Changes in Partners' Capital 7 Statements of Cash Flows 8 Notes to Finan |
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| February 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 10, 2022 |
SEIC / SEI Investments Company / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: SEI Investments Co. Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ? |
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| January 26, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 26, 2022 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| January 26, 2022 |
SEI Reports Fourth-Quarter 2021 Financial Results Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 lopsahl@seic. |
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| December 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 26, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| December 28, 2021 |
? 2021 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| December 13, 2021 |
? 2021 SEI 1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 lwojcik@seic. |
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| December 13, 2021 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 10, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| November 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 November 22, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commiss |
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| November 12, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 November 12, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| November 12, 2021 |
Press Release Company Contact: Media Contact: Netanel Spero Kristina Pereira Tully SEI Vested +1 610-676-4556 +1 650-464-0080 nspero@seic. |
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| November 1, 2021 |
SEI Investments Company Corporate Social Responsibility Report 202 Alfred P. West, Jr. Chairman and Chief Executive Officer Last year was marked by a pandemic with far- reaching social and economic repercussions, renewed calls to address inequity, and gratefully, the resilience of our front-line workers, communities and families. It was a year that reminded us of the importance of our responsibili |
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| November 1, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 November 1, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 25, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| October 20, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 October 20, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| October 20, 2021 |
SEI Reports Third-Quarter 2021 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Third-Quarter 2021 Financial Results OAKS, Pa., Oct. 20, 2021 ? SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2021. Diluted earnings per share were $0.97 in thi |
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| July 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 21, 2021 |
SEI Reports Second-Quarter 2021 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Second-Quarter 2021 Financial Results OAKS, Pa., July 21, 2021 ? SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2021. Diluted earnings per share were $0.93 in s |
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| July 21, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 July 21, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| June 28, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 3, 2021 |
SEI Declares Dividend of $0.37 Per Share Company Increases Share Repurchase Program by $250 million Exhibit 99.1 Company Contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.37 Per Share Company Increases Share Repurchase Program by $250 million OAKS, Pa., June 2, 2021 ? The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on June 2, 2021 declared a dividend of $0.37 (thirty-seven cents) per share. The cash dividend wi |
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| June 3, 2021 |
Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 June 2, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| April 27, 2021 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14A-6(E)(2)) x Definitive Proxy Statement ? Definitive Additional Materials ? Soliciting Material Pursuant to Rule 14a-12 SEI INVESTMENTS COMPANY (Name of Registrant as Specified in Its Charter) N/A (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): x No fee required. |
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| April 26, 2021 |
13802345v12 24740.00076 Exhibit 10.27 EXECUTION VERSION Published CUSIP Number: 78411SAJ6 Revolving Credit CUSIP Number: 78411SAK3 $325,000,000 CREDIT AGREEMENT dated as of April 23, 2021, by and among SEI INVESTMENTS COMPANY, as Borrower, the Lenders referred to herein, as Lenders, and WELLS FARGO BANK, NATIONAL ASSOCIATION, as Administrative Agent, Swingline Lender and Issuing Lender WELLS FARGO |
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| April 26, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 21, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 April 21, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| April 21, 2021 |
SEI Reports First-Quarter 2021 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports First-Quarter 2021 Financial Results OAKS, Pa., April 21, 2021 ? SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2021. Diluted earnings per share were $0.89 in fi |
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| March 31, 2021 |
Press Release of SEI Investments Company Exhibit 99.1 |
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| March 31, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 29, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| March 4, 2021 |
a20087201-crpxcsrreport C O R P O R A T E S O C I A L R E S P O N S I B I L I T Y R E P O R T 2 0 1 9 2 0 1 9 C S R R E P O R T | S E I C . |
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| March 4, 2021 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 4, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission File |
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| February 22, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 22, 2021 |
EXHIBIT 99.11 LSV Asset Management Financial Statements As of December 31, 2020 and 2019 and for the years in the three-year period ended December 31, 2020 LSV Asset Management Table of Contents December 31, 2020 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 4 Statements of Operations 5 Statements of Changes in Partners' Capital 6 Statements of Cash Flows 7 Notes to Finan |
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| February 22, 2021 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 10, 2021 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: SEI Investments Co. Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ |
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| January 28, 2021 |
SEI Reports Fourth-Quarter 2020 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Fourth-Quarter 2020 Financial Results OAKS, Pa., Jan. 27, 2021 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth-quarter 2020. Diluted earnings per share were $0.86 in f |
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| January 28, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 27, 2021 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| December 9, 2020 |
SEI Declares Dividend of $0.37 per Share Exhibit 99.1 Investor Contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.37 per Share OAKS, Pa., Dec. 8, 2020 – The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on Dec. 8, 2020 declared a regular semi-annual dividend of $0.37 (thirty-seven cents) per share. The cash dividend will be payable to shareholders of recor |
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| December 9, 2020 |
Financial Statements and Exhibits, Other Events - FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 8, 2020 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| October 26, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| October 26, 2020 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Third-Quarter 2020 Financial Results OAKS, Pa., Oct. 21, 2020 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2020. Diluted earnings per share were $0.75 in thi |
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| August 5, 2020 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 August 5, 2020 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission Fil |
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| July 28, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 28, 2020 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Second-Quarter 2020 Financial Results OAKS, Pa., July 22, 2020 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2020. Diluted earnings per share were $0.68 in s |
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| June 19, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| June 4, 2020 |
SEI Declares Dividend of $0.35 Per Share Exhibit 99.1 Company Contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.35 Per Share OAKS, Pa., June 3, 2020 – The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on June 3, 2020 declared a dividend of $0.35 (thirty-five cents) per share. The cash dividend will be payable to shareholders of record on June 15, 2020 wit |
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| June 4, 2020 |
Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 June 3, 2020 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| May 14, 2020 |
- ADDITIONAL DEFINITIVE PROXY SOLICITING MATERIALS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. |
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| April 28, 2020 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports First-Quarter 2020 Financial Results OAKS, Pa., April 23, 2020 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2020. Diluted earnings per share were $0.72 in fi |
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| April 28, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| April 23, 2020 |
SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14A-6(E)(2)) x Definitive Proxy Statement ¨ Definitive Additional Materials ¨ Soliciting Material Pursuant to Rule 14a-12 SEI INVESTMENTS COMPANY (Name of Registrant as Specified in Its Charter) N/A (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): x No fee required. |
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| March 18, 2020 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 March 18, 2020 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission |
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| March 18, 2020 |
SEI Announces Increase in Stock Repurchase Program Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Announces Increase in Stock Repurchase Program OAKS, Pa., March 18, 2020 - The Board of Directors of SEI Investments Company (NASDAQ: SEIC) today announced an increase in its stock repurchase program by an additional |
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| February 24, 2020 |
EXHIBIT 99.10 LSV Asset Management Financial Statements As of December 31, 2019 and 2018 and for the years in the three-year period ended December 31, 2019 LSV Asset Management Table of Contents December 31, 2019 Page Independent Auditors' Report 3 Financial Statements Balance Sheets 4 Statements of Operations 5 Statements of Changes in Partners' Capital 6 Statements of Cash Flows 7 Notes to Finan |
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| February 24, 2020 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY (Exa |
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| February 24, 2020 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 12, 2020 |
SEIC / SEI Investments Co. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: SEI Investments Co Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ |
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| January 29, 2020 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 January 29, 2020 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commission F |
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| January 29, 2020 |
SEI Reports Fourth-Quarter 2019 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Fourth-Quarter 2019 Financial Results OAKS, Pa., Jan. 29, 2020 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth-quarter 2019. Diluted earnings per share were $0.84 in f |
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| December 10, 2019 |
SEI Declares Dividend of $0.35 Per Share Exhibit 99.1 Investor Contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.35 Per Share OAKS, Pa., Dec. 10, 2019 – The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on Dec. 9, 2019 declared a regular semi-annual dividend of $0.35 (thirty-five cents) per share. The cash dividend will be payable to shareholders of recor |
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| December 10, 2019 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 December 9, 2019 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or Other Jurisdiction of Incorporation) (Commissi |
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| October 24, 2019 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 7 FOR IMMEDIATE RELEASE SEI Reports Third-Quarter 2019 Financial Results Company Hits $1 Trillion in Combined Assets under Management, Administration and Advisement OAKS, Pa., Oct. 23, 2019 – SEI Investments Company (NASDAQ:SEIC) today announce |
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| October 24, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COM |
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| July 25, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS COMPANY |
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| July 25, 2019 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Second-Quarter 2019 Financial Results OAKS, Pa., July 24, 2019 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2019. Diluted earnings per share were $0.82 in s |
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| June 21, 2019 |
SEIC / SEI Investments Co. 11-K - - FORM 11-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file Number 0-10200 A. Full title of the plan and |
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| May 31, 2019 |
SEI Declares Dividend of $0.33 Per Share Exhibit 99.1 Company Contact: Lindsey Opsahl SEI +1 610-676-4052 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.33 Per Share OAKS, Pa., May 29, 2019 - The Board of Directors of SEI Investments Company (NASDAQ: SEIC) today declared a regular semi-annual dividend of $0.33 (thirty-three cents) per share. The cash dividend will be payable to shareholders of record on June |
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| May 31, 2019 |
Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 29, 2019 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commission F |
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| April 25, 2019 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports First-Quarter 2019 Financial Results OAKS, Pa., April 24, 2019 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the first-quarter 2019. Diluted earnings per share were $0.73 in fi |
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| April 25, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-10200 SEI INVESTMENTS COMPAN |
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| April 17, 2019 |
SEIC / SEI Investments Co. DEFINITIVE PROXY STATEMENT SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ý Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ CONFIDENTIAL, FOR USE OF THE COMMISSION ONLY (AS PERMITTED BY RULE 14A-6(E)(2)) ý Definitive Proxy Statement ¨ Definitive Additional Materials ¨ Soliciting Material Pursuant to Rule 14a-12 SEI INVESTMENTS COMPANY (Name of Registrant as Specified in Its Charter) N/A (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): ý No fee required. |
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| February 25, 2019 |
EXHIBIT 10.12 SEI INVESTMENTS COMPANY May 2, 2018 Michael Peterson [Residence Address Omitted] Dear Michael: On behalf of SEI, we are pleased to extend this offer of employment to you to perform the role of Executive Vice President and General Counsel. In this role, you will be responsible for the leadership of the legal and compliance functions, and provide counsel to the Board of Directors and i |
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| February 25, 2019 |
Subsidiaries of the Registrant. EXHIBIT 21 SUBSIDIARIES OF THE REGISTRANT NAME JURISDICTION OF ORGANIZATION OR INCORPORATION SEI Investments Distribution Co. |
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| February 25, 2019 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 0-10200 SEI INVESTMENTS C |
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| February 25, 2019 |
EXHIBIT 99.9 LSV Asset Management Financial Statements As of December 31, 2018 and 2017 and for each of the three years in the period ended December 31, 2018 LSV Asset Management Table of Contents December 31, 2018 Page Independent Auditors' Report 1 Financial Statements Balance Sheets 2 Statements of Operations 3 Statements of Changes in Partners' Capital 4 Statements of Cash Flows 5 Notes to Fin |
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| February 13, 2019 |
SEIC / SEI Investments Co. / VANGUARD GROUP INC Passive Investment seiinvestmentsco.htm - Generated by SEC Publisher for SEC Filing SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5 )* Name of issuer: SEI Investments Co Title of Class of Securities: Common Stock CUSIP Number: 784117103 Date of Event Which Requires Filing of this Statement: December 31, 2018 Check the appropriate box |
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| January 30, 2019 |
SEI Reports Fourth-Quarter 2018 Financial Results Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Fourth-Quarter 2018 Financial Results OAKS, Pa., Jan. 30, 2019 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth-quarter 2018. Diluted earnings per share were $0.73 in f |
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| January 30, 2019 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 30, 2019 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commissi |
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| December 11, 2018 |
SEI Declares Dividend of $0.33 Per Share and Announces Increase in Stock Repurchase Program Exhibit 99.1 Investor Contact: Lindsey Opsahl SEI +1 610-676-4052 [email protected] Pages: 1 FOR IMMEDIATE RELEASE SEI Declares Dividend of $0.33 Per Share and Announces Increase in Stock Repurchase Program OAKS, Pa., Dec. 11, 2018 – The Board of Directors of SEI Investments Company (NASDAQ: SEIC) today declared a regular semi-annual dividend of $0.33 (thirty-three cents) per share. The cash divide |
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| December 11, 2018 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 11, 2018 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commiss |
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| November 14, 2018 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 14, 2018 Date of report (Date of earliest event reported) SEI INVESTMENTS COMPANY (Exact name of registrant as specified in its charter) Pennsylvania 0-10200 23-1707341 (State or other jurisdiction of incorporation) (Commiss |
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| November 14, 2018 |
Exhibit 99.1 Company/Media Contact: Leslie Wojcik SEI +1 610-676-4191 [email protected] Pages: 2 FOR IMMEDIATE RELEASE SEI Positions Organization for Accelerated Growth Company’s Unified Processing and Technology Business to Support Markets’ Convergence OAKS, Pa., Nov. 14, 2018 - SEI (NASDAQ:SEIC) today announced changes to its executive leadership to better align the company’s organizational struc |
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| October 25, 2018 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One)* ý Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended September 30, 2018 or ¨ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to 0-10200 (Commission File Number) SEI I |
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| October 25, 2018 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Third-Quarter 2018 Financial Results OAKS, Pa., Oct. 23, 2018 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2018. Diluted earnings per share were $0.80 in thi |
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| July 24, 2018 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One)* ý Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended June 30, 2018 or ¨ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to 0-10200 (Commission File Number) SEI INVEST |
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| July 24, 2018 |
Exhibit 99.1 Investor Contact: Media Contact: Lindsey Opsahl Leslie Wojcik SEI SEI +1 610-676-4052 +1 610-676-4191 [email protected] [email protected] Pages: 8 FOR IMMEDIATE RELEASE SEI Reports Second-Quarter 2018 Financial Results OAKS, Pa., July 19, 2018 – SEI Investments Company (NASDAQ:SEIC) today announced financial results for the second-quarter 2018. Diluted earnings per share were $0.75 in s |
