BLUMENSTEIN SARAH 4

Accession 0000929638-23-000680

CIK 0000350894other

View on SEC.gov Company Profile

Filed

Feb 21, 7:00 PM ET

Accepted

Feb 22, 5:47 PM ET

Size

41.3 KB

Accession

0000929638-23-000680

Insider Transaction Report

Form 4

Period: 2022-12-05

SEI INVESTMENTS COSEIC

BLUMENSTEIN SARAH

Director

Transactions

Exercise/Conversion
Common Stock
2023-02-17$40.64/sh+4,454$181,011→ 10,901 total
Exercise/Conversion
Common Stock
2023-02-17$53.34/sh+5,000$266,700→ 5,000 total
Sale
Common Stock
2023-02-17$61.25/sh−24,454$1,497,808→ 6,447 total
Exercise/Conversion
Common Stock
2023-02-21$56.54/sh+5,000$282,700→ 16,993 total
Exercise/Conversion
Option to Purchase Common Stock
2023-02-21−546→ 4,454 total
Exercise: $40.64From: 2022-02-23Exp: 2024-12-09→ Common Stock (546 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-21−5,000→ 0 total
Exercise: $56.54From: 2022-12-31Exp: 2030-12-08→ Common Stock (5,000 underlying)
Exercise/Conversion
Common Stock
2023-02-17$53.34/sh+5,000$266,700→ 5,000 total
Exercise/Conversion
Common Stock
2023-02-17$49.63/sh+5,000$248,150→ 5,000 total
Award
Option to Purchase Common Stock
2022-12-05+3,750→ 3,750 total
Exercise: $61.81Exp: 2032-12-05→ Common Stock (3,750 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-17−4,454→ 546 total
Exercise: $40.64From: 2017-12-31Exp: 2024-12-09→ Common Stock (4,454 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-17−5,000→ 0 total
Exercise: $53.34From: 2018-12-31Exp: 2025-12-08→ Common Stock (5,000 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-17−5,000→ 0 total
Exercise: $49.63From: 2017-12-31Exp: 2026-12-13→ Common Stock (5,000 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-17−5,000→ 0 total
Exercise: $49.63From: 2019-12-31Exp: 2026-12-13→ Common Stock (5,000 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-21−5,000→ 0 total
Exercise: $48.47From: 2022-02-23Exp: 2028-12-11→ Common Stock (5,000 underlying)
Sale
Common Stock
2023-02-21$60.85/sh−600$36,510→ 6,447 total
Sale
Common Stock
2023-02-21$60.18/sh−9,946$598,550→ 7,047 total
Award
Common Stock
2022-12-05+766→ 6,447 total
Exercise/Conversion
Common Stock
2023-02-17$49.63/sh+5,000$248,150→ 5,000 total
Exercise/Conversion
Common Stock
2023-02-21$40.64/sh+546$22,189→ 6,993 total
Exercise/Conversion
Common Stock
2023-02-21$48.47/sh+5,000$242,350→ 11,993 total
Award
Option to Purchase Common Stock
2022-12-05+3,750→ 3,750 total
Exercise: $61.81Exp: 2032-12-05→ Common Stock (3,750 underlying)
Exercise/Conversion
Option to Purchase Common Stock
2023-02-17−5,000→ 0 total
Exercise: $53.34From: 2017-12-31Exp: 2025-12-08→ Common Stock (5,000 underlying)

Footnotes (7)

[F1]Restricted stock units subject to vesting.
[F2]Received as compensation for Board service.
[F3]Represents the weighted average of a range of sale prices from $60.85 to $61.55. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.
[F4]Represents the weighted average of a range of sale prices from $59.84 to $60.83. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.
[F5]Represents the weighted average of a range of sale prices from $60.84 to $60.87. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any stockholder of the Company, upon request, full information regarding the number of shares sold at each separate price.
[F6]Vest on December 31 of the year in which the Issuer attains an adjusted pre-tax earnings per share of $5.00 or more, but not earlier than the second anniversary of the date of grant, in each case based upon audited financial statements of the Issuer and subject to certain adjustments.
[F7]Vest on December 31 of the year in which the Issuer attains an adjusted pre-tax earnings per share of $6.25 or more, but not earlier than the fourth anniversary of the date of grant, in each case based upon audited financial statements of the Issuer and subject to certain adjustments.

Documents

1 file

4
form4.xmlPrimary

Issuer

SEI INVESTMENTS CO

CIK 0000350894

→

Entity typeother

Related Parties

filerCIK 0001191716

Filing Metadata

Form type: 4
Filed: Feb 21, 7:00 PM ET
Accepted: Feb 22, 5:47 PM ET
Size: 41.3 KB

View on SEC.gov