SEI Investments Company Insiders
SEIC Stock | USD 75.84 0.17 0.22% |
SEI Investments' insiders are aggressively selling. The analysis of insiders' sentiment of trading SEI Investments stock suggests that all insiders are panicking at this time. SEI Investments employs about 5.1 K people. The company is managed by 20 executives with a total tenure of roughly 137 years, averaging almost 6.0 years of service per executive, having 253.3 employees per reported executive.
Alfred West Chairman Executive Chairman |
William Doran Chairman Secretary, Director and Chairman of Legal and Regulatory Oversight Committee |
Insider Sentiment 0
Mostly Selling
Selling | Buying |
Latest Trades
2025-03-05 | Alfred P West Jr | Disposed 1372 @ 76.28 | View | ||
2025-03-03 | Mark Andrew Warner | Disposed 5000 @ 80.39 | View | ||
2024-12-16 | Alfred P West Jr | Disposed 52042 @ 85.23 | View | ||
2024-12-13 | Alfred P West Jr | Disposed 94158 @ 85.73 | View | ||
2024-12-06 | Alfred P West Jr | Disposed 5984 @ 84.23 | View | ||
2024-12-04 | Alfred P West Jr | Disposed 19010 @ 82.49 | View | ||
2024-11-06 | Michael Peterson | Disposed 10000 @ 79.14 | View | ||
2024-10-28 | Carl Guarino | Disposed 7564 @ 75.77 | View | ||
2024-10-25 | Ryan Hicke | Disposed 10000 @ 74.9 | View | ||
2024-08-28 | Alfred P West Jr | Disposed 61000 @ 67.36 | View | ||
2024-08-26 | Alfred P West Jr | Disposed 44163 @ 67.55 | View | ||
2024-08-23 | Alfred P West Jr | Disposed 27419 @ 67.48 | View | ||
2024-06-24 | William Doran | Disposed 5000 @ 67.04 | View | ||
2024-05-13 | Alfred P West Jr | Disposed 48000 @ 68.09 | View | ||
2024-05-09 | Alfred P West Jr | Disposed 70000 @ 68.62 | View | ||
2024-03-28 | Alfred P West Jr | Disposed 19363 @ 72.14 | View |
Monitoring SEI Investments' insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
SEI |
SEI Investments' Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with SEI Investments' future performance. Based on our forecasts, it is anticipated that SEI will maintain a workforce of about 5070 employees by April 2025.SEI Investments' latest congressional trading
Congressional trading in companies like SEI Investments, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in SEI Investments by those in governmental positions are based on the same information available to the general public.
2022-11-10 | Senator Tommy Tuberville | Acquired Under $15K | Verify |
SEI Investments Management Team Effectiveness
The company has return on total asset (ROA) of 0.1321 % which means that it generated a profit of $0.1321 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2651 %, meaning that it created $0.2651 on every $100 dollars invested by stockholders. SEI Investments' management efficiency ratios could be used to measure how well SEI Investments manages its routine affairs as well as how well it operates its assets and liabilities. At present, SEI Investments' Return On Equity is projected to increase slightly based on the last few years of reporting. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 78.4 M, whereas Non Currrent Assets Other are forecasted to decline to about 47.2 M.SEI Investments Quarterly Income Before Tax |
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SEI Investments Workforce Comparison
SEI Investments is rated third in number of employees category among its peers. The total workforce of Financials industry is at this time estimated at about 35,969. SEI Investments retains roughly 5,066 in number of employees claiming about 14% of equities under Financials industry.
SEI Investments Profit Margins
The company has Profit Margin (PM) of 0.27 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.26 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.26.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.42 | 0.5309 |
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Net Profit Margin | 0.29 | 0.2735 |
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Operating Profit Margin | 0.18 | 0.2596 |
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Pretax Profit Margin | 0.21 | 0.3514 |
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Return On Assets | 0.15 | 0.2165 |
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Return On Equity | 0.34 | 0.2581 |
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SEI Investments Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SEI Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on SEI Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, SEI Investments insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
2025-03-01 | 0.2 | 2 | 10 | 5,000 | 169,537 |
2024-12-01 | 0.9655 | 28 | 29 | 520,650 | 545,657 |
2024-09-01 | 0.5714 | 4 | 7 | 70,500 | 198,881 |
2024-03-01 | 0.3438 | 11 | 32 | 190,000 | 652,363 |
2023-12-01 | 1.6842 | 32 | 19 | 266,940 | 343,958 |
2023-09-01 | 0.5294 | 9 | 17 | 106,076 | 299,592 |
2023-06-01 | 0.25 | 2 | 8 | 20,000 | 228,692 |
2023-03-01 | 0.2292 | 11 | 48 | 55,500 | 535,379 |
2022-12-01 | 1.45 | 29 | 20 | 402,580 | 322,893 |
2022-09-01 | 0.6 | 3 | 5 | 47,500 | 215,886 |
2021-12-01 | 2.0556 | 37 | 18 | 576,940 | 296,315 |
2021-06-01 | 2.0 | 8 | 4 | 134,000 | 59,500 |
2021-03-01 | 0.75 | 3 | 4 | 15,000 | 109,994 |
2020-12-01 | 2.0476 | 43 | 21 | 1,194,000 | 303,335 |
2020-09-01 | 0.5 | 2 | 4 | 40,000 | 130,000 |
2020-03-01 | 1.6667 | 5 | 3 | 80,000 | 190,000 |
2019-12-01 | 1.6087 | 37 | 23 | 807,500 | 405,151 |
2019-09-01 | 1.5714 | 11 | 7 | 109,672 | 51,575 |
2019-06-01 | 3.0 | 3 | 1 | 35,000 | 5,000 |
2019-03-01 | 1.4375 | 23 | 16 | 175,200 | 401,563 |
2018-12-01 | 1.0 | 20 | 20 | 470,042 | 574,047 |
2018-09-01 | 1.7143 | 12 | 7 | 150,000 | 75,585 |
2018-06-01 | 5.0 | 5 | 1 | 160,000 | 20,000 |
2018-03-01 | 2.4545 | 54 | 22 | 565,944 | 255,887 |
2017-12-01 | 1.75 | 28 | 16 | 397,500 | 335,819 |
2017-09-01 | 1.0 | 18 | 18 | 275,000 | 362,770 |
2017-06-01 | 1.125 | 18 | 16 | 185,000 | 372,500 |
2017-03-01 | 1.5625 | 25 | 16 | 360,000 | 358,106 |
2016-12-01 | 1.2857 | 27 | 21 | 459,900 | 300,367 |
2016-06-01 | 2.1667 | 26 | 12 | 196,000 | 206,000 |
2016-03-01 | 0.6667 | 8 | 12 | 53,560 | 230,688 |
2015-12-01 | 2.9333 | 44 | 15 | 579,200 | 259,000 |
2015-09-01 | 1.3333 | 16 | 12 | 110,000 | 168,000 |
2015-06-01 | 0.6667 | 8 | 12 | 160,000 | 230,976 |
2015-03-01 | 1.0588 | 18 | 17 | 204,500 | 236,708 |
2014-12-01 | 2.0 | 48 | 24 | 697,325 | 395,336 |
2014-09-01 | 0.8889 | 24 | 27 | 407,508 | 402,261 |
2014-06-01 | 2.25 | 9 | 4 | 385,200 | 158,504 |
2014-03-01 | 0.8571 | 18 | 21 | 548,355 | 383,300 |
2013-12-01 | 2.2727 | 25 | 11 | 510,000 | 351,365 |
2013-09-01 | 1.1429 | 16 | 14 | 315,000 | 297,892 |
2013-06-01 | 1.7333 | 26 | 15 | 496,000 | 343,485 |
2013-03-01 | 1.3333 | 4 | 3 | 160,000 | 191,329 |
2012-12-01 | 2.6154 | 34 | 13 | 728,304 | 1,127,995 |
2012-09-01 | 1.5833 | 19 | 12 | 418,200 | 359,600 |
2012-03-01 | 0.4 | 2 | 5 | 16,000 | 246,490 |
2011-12-01 | 1.5 | 18 | 12 | 526,000 | 273,000 |
2010-12-01 | 0.7143 | 15 | 21 | 406,500 | 451,464 |
2010-09-01 | 0.1429 | 2 | 14 | 12,000 | 246,847 |
2010-03-01 | 0.1667 | 1 | 6 | 60,000 | 155,000 |
2009-12-01 | 0.2697 | 24 | 89 | 7,504,883 | 9,326,453 |
2009-09-01 | 0.1111 | 8 | 72 | 137,000 | 356,748 |
2009-06-01 | 0.0191 | 3 | 157 | 44,000 | 1,204,257 |
2009-03-01 | 0.0435 | 2 | 46 | 12,000 | 709,675 |
2008-12-01 | 0.0944 | 32 | 339 | 822,400 | 1,385,372 |
2008-09-01 | 0.0746 | 10 | 134 | 334,000 | 1,005,610 |
2008-06-01 | 0.028 | 8 | 286 | 159,800 | 2,545,463 |
2008-03-01 | 0.0256 | 1 | 39 | 24,000 | 565,960 |
2007-12-01 | 1.9231 | 25 | 13 | 559,500 | 440,147 |
2007-09-01 | 0.0276 | 5 | 181 | 103,400 | 700,250 |
2007-06-01 | 0.1143 | 4 | 35 | 77,500 | 91,600 |
2007-03-01 | 0.0851 | 4 | 47 | 49,000 | 418,000 |
2006-12-01 | 0.4902 | 25 | 51 | 302,000 | 160,453 |
2006-09-01 | 0.1111 | 10 | 90 | 109,503 | 700,849 |
2006-06-01 | 0.0943 | 5 | 53 | 310,000 | 673,790 |
2006-03-01 | 0.0408 | 2 | 49 | 180,000 | 551,313 |
2005-12-01 | 0.1885 | 23 | 122 | 245,900 | 742,099 |
2005-06-01 | 0.6 | 3 | 5 | 90,564 | 196,212 |
2005-03-01 | 0.5 | 1 | 2 | 12,000 | 123,359 |
2004-12-01 | 0.1388 | 29 | 209 | 595,700 | 1,289,308 |
2004-09-01 | 0.2115 | 11 | 52 | 113,402 | 309,054 |
2004-06-01 | 0.1494 | 13 | 87 | 291,094 | 376,448 |
2003-12-01 | 1.2632 | 24 | 19 | 621,000 | 373,363 |
2003-09-01 | 0.1 | 1 | 10 | 530,000 | 536,555 |
SEI Investments Notable Stakeholders
A SEI Investments stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as SEI Investments often face trade-offs trying to please all of them. SEI Investments' stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting SEI Investments' stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Alfred West | Executive Chairman | Profile | |
William Doran | Secretary, Director and Chairman of Legal and Regulatory Oversight Committee | Profile | |
Michael Peterson | Executive Vice President General Counsel | Profile | |
Ryan Hicke | Executive Vice President CIO | Profile | |
Sean Denham | Executive CFO | Profile | |
Dennis McGonigle | CFO and Executive VP | Profile | |
Alexander Whitelam | Director Relations | Profile | |
Mark Warner | Chief VP | Profile | |
Michael JD | General VP | Profile | |
Alfred CPA | Managing Director | Profile | |
CPA III | Managing Director | Profile | |
Seth Morrison | Chief Officer | Profile | |
Leslie Wojcik | Head Communications | Profile | |
Joe McCabe | North Platform | Profile | |
Philip McCabe | Executive Business | Profile | |
Erich Holland | Head Experience | Profile | |
Kathy Heilig | Chief Accounting Officer, Controller | Profile | |
James Smigiel | Chief Officer | Profile | |
Wayne Withrow | Executive Management | Profile | |
Heather CFA | Managing Group | Profile |
About SEI Investments Management Performance
The success or failure of an entity such as SEI Investments often depends on how effective the management is. SEI Investments management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of SEI management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the SEI management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.26 | 0.17 | |
Return On Capital Employed | 0.24 | 0.43 | |
Return On Assets | 0.22 | 0.15 | |
Return On Equity | 0.26 | 0.34 |
Please note, the presentation of SEI Investments' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, SEI Investments' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of SEI Investments' management manipulating its earnings.
SEI Investments Workforce Analysis
Traditionally, organizations such as SEI Investments use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare SEI Investments within its industry.SEI Investments Manpower Efficiency
Return on SEI Investments Manpower
Revenue Per Employee | 419.5K | |
Revenue Per Executive | 106.3M | |
Net Income Per Employee | 114.7K | |
Net Income Per Executive | 29.1M | |
Working Capital Per Employee | 231.2K | |
Working Capital Per Executive | 58.6M |
Complementary Tools for SEI Stock analysis
When running SEI Investments' price analysis, check to measure SEI Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SEI Investments is operating at the current time. Most of SEI Investments' value examination focuses on studying past and present price action to predict the probability of SEI Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move SEI Investments' price. Additionally, you may evaluate how the addition of SEI Investments to your portfolios can decrease your overall portfolio volatility.
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