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SEI Investments stock timeline
A year of the price with every insider trade, planned sale, earnings report and material 8-K marked
252 sessions+29.6% to $105.30
SEI Investments (SEIC) stock rose 30% over the last 252 sessions, to $105.30. On the way it reported 0 quarters, its insiders filed 22 open-market trades and 13 Form 144 notices of planned sales, and the company filed 2 material 8-Ks. Each is marked on the price and listed with what the stock did next.
Each mark, and what followed
| Date | Kind | What | Next session | 5 sessions | 21 sessions |
|---|---|---|---|---|---|
| Sep 29, 2026 | Form 144 | Form 144: Alfred P. West Jr plans to sell $3.7M | −1.4% (−1.2% vs SPY) | −1.5% (−2.7% vs SPY) | −1.9% (−2.4% vs SPY) |
| Sep 22, 2026 | Form 144 | Form 144: Michael Lane plans to sell $247K | −1.6% (−1.5% vs SPY) | −0.5% (+0.5% vs SPY) | +1.7% (+2.2% vs SPY) |
| Sep 22, 2026 | Insider sale | Lane Michael sold $247K | −1.6% (−1.5% vs SPY) | −0.5% (+0.5% vs SPY) | +1.7% (+2.2% vs SPY) |
| Sep 3, 2026 | Form 144 | Form 144: Ryan Hicke plans to sell $4.2M | +2.1% (+1.1% vs SPY) | −2.2% (−1.2% vs SPY) | −6.3% (−7.2% vs SPY) |
| Sep 3, 2026 | Insider sale | Hicke Ryan sold $4.2M | +2.1% (+1.1% vs SPY) | −2.2% (−1.2% vs SPY) | −6.3% (−7.2% vs SPY) |
| Sep 1, 2026 | Form 144 | Form 144: Carmen Romeo plans to sell $549K | −1.3% (−0.6% vs SPY) | −2.2% (−2.0% vs SPY) | −7.8% (−7.5% vs SPY) |
| Sep 1, 2026 | Insider sale | Romeo Carmen sold $548K | −1.3% (−0.6% vs SPY) | −2.2% (−2.0% vs SPY) | −7.8% (−7.5% vs SPY) |
| Aug 28, 2026 | Form 144 | Form 144: Michael Peterson plans to sell $4.2M | +0.3% (+0.5% vs SPY) | +0.2% (−0.1% vs SPY) | −6.0% (−5.5% vs SPY) |
| Aug 28, 2026 | Insider sale | Peterson Michael sold $4.2M | +0.3% (+0.5% vs SPY) | +0.2% (−0.1% vs SPY) | −6.0% (−5.5% vs SPY) |
| Aug 5, 2026 | Form 144 | Form 144: Philip McCabe plans to sell $532K | 0.0% (+0.2% vs SPY) | −0.1% (0.0% vs SPY) | +4.1% (+4.9% vs SPY) |
| Aug 5, 2026 | Insider sale | McCabe Philip sold $532K | 0.0% (+0.2% vs SPY) | −0.1% (0.0% vs SPY) | +4.1% (+4.9% vs SPY) |
| Aug 4, 2026 | Form 144 | Form 144: Philip McCabe plans to sell $2.6M | +0.5% (−1.3% vs SPY) | +0.5% (−1.5% vs SPY) | +5.0% (+4.5% vs SPY) |
| Aug 4, 2026 | Insider sale | McCabe Philip sold $2.6M | +0.5% (−1.3% vs SPY) | +0.5% (−1.5% vs SPY) | +5.0% (+4.5% vs SPY) |
| Aug 3, 2026 | Form 144 | Form 144: Kathryn McCarthy plans to sell $1.0M | +1.2% (−0.2% vs SPY) | +1.7% (−1.8% vs SPY) | +7.5% (+4.9% vs SPY) |
| Aug 3, 2026 | Insider sale | McCarthy Kathryn sold $1.0M | +1.2% (−0.2% vs SPY) | +1.7% (−1.8% vs SPY) | +7.5% (+4.9% vs SPY) |
| Jul 28, 2026 | Form 144 | Form 144: Carl Guarino plans to sell $1.0M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 28, 2026 | Form 144 | Form 144: Michael Peterson plans to sell $2.6M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 28, 2026 | Form 144 | Form 144: Mark Andrew Warner plans to sell $1.5M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 28, 2026 | Insider sale | Warner Mark Andrew sold $1.5M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 28, 2026 | Insider sale | Peterson Michael sold $2.6M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 28, 2026 | Insider sale | Guarino Carl sold $1.0M | +1.6% (+1.3% vs SPY) | +2.6% (+0.1% vs SPY) | +8.9% (+5.3% vs SPY) |
| Jul 24, 2026 | Form 144 | Form 144: Sanjay Sharma plans to sell $2.0M | +2.5% (+2.4% vs SPY) | +6.3% (+5.8% vs SPY) | +12.4% (+8.8% vs SPY) |
| Jul 24, 2026 | Insider sale | Sharma Sanjay sold $2.0M | +2.5% (+2.4% vs SPY) | +6.3% (+5.8% vs SPY) | +12.4% (+8.8% vs SPY) |
| Jun 29, 2026 | Insider sale | West Alfred P Jr. sold $641K | −0.9% (−2.5% vs SPY) | +8.5% (+5.5% vs SPY) | +16.7% (+15.1% vs SPY) |
| Jun 26, 2026 | Form 144 | Form 144: Alfred P. West, Jr. plans to sell $5.2M | −0.8% (0.0% vs SPY) | +3.9% (+2.5% vs SPY) | +14.4% (+13.7% vs SPY) |
| Jun 26, 2026 | Insider sale | West Alfred P Jr. sold $4.4M | −0.8% (0.0% vs SPY) | +3.9% (+2.5% vs SPY) | +14.4% (+13.7% vs SPY) |
| Jun 9, 2026 | Insider sale | Doran William sold $452K | +2.3% (+2.5% vs SPY) | +1.5% (−0.6% vs SPY) | +7.1% (+5.2% vs SPY) |
| May 4, 2026 | Insider sale | McCarthy Kathryn sold $911K | +1.2% (+1.5% vs SPY) | +1.1% (−1.3% vs SPY) | −2.8% (−8.0% vs SPY) |
| Apr 28, 2026 | Insider sale | Warner Mark Andrew sold $365K | +0.5% (+1.0% vs SPY) | +0.2% (−0.2% vs SPY) | −1.5% (−6.3% vs SPY) |
| Apr 23, 2026 | Insider sale | Sharma Sanjay sold $2.3M | +7.1% (+7.5% vs SPY) | +6.9% (+6.9% vs SPY) | +5.5% (+1.2% vs SPY) |
| Apr 23, 2026 | Insider sale | Peterson Michael sold $900K | +7.1% (+7.5% vs SPY) | +6.9% (+6.9% vs SPY) | +5.5% (+1.2% vs SPY) |
| Apr 23, 2026 | Insider sale | McCabe Philip sold $1.4M | +7.1% (+7.5% vs SPY) | +6.9% (+6.9% vs SPY) | +5.5% (+1.2% vs SPY) |
| Mar 11, 2026 | Insider sale | West Alfred P Jr. sold $590K | −0.5% (−0.4% vs SPY) | −1.6% (−0.6% vs SPY) | −3.8% (−4.4% vs SPY) |
| Mar 10, 2026 | Insider sale | West Alfred P Jr. sold $4.4M | −1.4% (−1.3% vs SPY) | −3.9% (−2.5% vs SPY) | −4.2% (−4.1% vs SPY) |
| Feb 25, 2026 | Insider sale | Warner Mark Andrew sold $327K | +2.0% (+1.1% vs SPY) | +3.0% (+4.0% vs SPY) | −3.8% (+0.5% vs SPY) |
| Jan 15, 2026 | 8-K | Directors and officers: departures, appointments, pay | −0.6% (−0.5% vs SPY) | −1.6% (−1.1% vs SPY) | −9.1% (−7.7% vs SPY) |
| Dec 17, 2025 | 8-K | Directors and officers: departures, appointments, pay | +0.1% (+1.2% vs SPY) | +3.7% (+2.1% vs SPY) | +4.2% (+2.1% vs SPY) |
Insiders’ record here
In the year on the chart, SEI Investments' insiders reported 0 open-market buys ($0) and 22 sales ($37.0M). Of the 18 old enough to score, 4 were followed by the stock doing what the trade implied over the next 63 sessions (beating SPY after a buy, lagging it after a sale); the median excess return after a buy was — and after a sale +4.2%.
Across the whole universe (19,782 scored trades), insider buys beat the market 46% of the time and sales were followed by a lagging stock 61% of the time; buys of $1M or more 39%. Every pattern →
What this kind of 8-K usually did
| Item | 8-Ks | Next session, median | Up next session | 21 sessions, median | Typical size |
|---|---|---|---|---|---|
| 5.02 Directors and officers: departures, appointments, pay | 39,174 | −0.1% | 48% | +0.7% | ±1.4% |
Across every company in the move-odds universe, measured from the close before the filing. Every 8-K item ranked →
SEI Investments: every quarter → Live insider trades →
Prices are daily closes; filings and trades are as filed with the SEC (Form 4 within two business days of the trade, 8-K within four of the event). Moves after a mark are the stock's close-to-close change and the same for SPY; they describe the record, not what the next one will do. Not investment advice.