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SEI INVESTMENTS CO·4

Feb 26, 11:59 AM ET

Warner Mark Andrew 4

Research Summary

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Updated

SEI (SEIC) Chief Accounting Officer Mark Andrew Warner Sells 4,000 Shares

What Happened
Mark Andrew Warner, SEI Investments Co.'s Chief Accounting Officer and Controller, completed multiple transactions on Feb 25, 2026. He received two awards of 2,000 shares each (total 4,000 shares) as employment compensation at a grant value of $71.12 per share (each award valued at $142,240; combined $284,480). On the same day he disposed of 4,000 shares in an open-market sale at a weighted average price of $81.74 per share (total proceeds ≈ $326,960). The filing also reports two separate exercise/conversion (derivative) disposals of 2,000 shares each (total 4,000) listed as “M” (exercise/conversion of derivative securities).

Key Details

  • Transaction date: 2026-02-25. Form filed 2026-02-26 (timely).
  • Awards: 2,000 shares @ $71.12 (Acquired) and another 2,000 shares @ $71.12 (Acquired). Footnote: received as employment compensation.
  • Open-market sale: 4,000 shares sold at weighted avg $81.74 (range $81.67–$81.80); proceeds ≈ $326,960. Footnote: weighted average; reporting person will provide per-price breakdown on request.
  • Derivative activity: two exercise/conversion disposals (code M) of 2,000 shares each (total 4,000). Filing shows these as dispositions; price listed as N/A.
  • Shares owned after the transactions: not specified in the filing.
  • Filing status: appears timely (transaction date 2/25/2026; report filed 2/26/2026).

Context

  • The two 4,000-share items are different types: one set was a compensation award (A) and the other was an open-market sale (S). Compensation awards are part of pay and do not necessarily signal personal bullishness.
  • The “M” entries indicate exercise or conversion of derivative securities (e.g., options) and are reported as dispositions; the filing does not detail whether the exercised shares were immediately sold in a cashless exercise or otherwise.
  • This is insider activity by a named executive (not a 10% owner); factual reporting of grants, exercises, and sales helps investors track dilution and insider liquidity but does not prove motivation.

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