Ownership & Insider Lab

Look up a company to review current SEC-traceable insider positions, exact reporting-owner relationships across other published companies, a dated chronology of the published ownership evidence, and recent supported insider transactions where transaction history is separately available.

SEI INVESTMENTS CO (SEIC)

Nasdaq · SEC CIK 0000350894

Stock research Valuation Lab Dividend Lab

$44.27MCovered current disclosed holdings

8Covered reporting owners

8Covered direct positions

8Source ownership filings

This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Sep 8, 2026 · values through Sep 25, 2026.

SEC ownership filings

Covered reporting owners

Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.

Filter owners

8 shown

Holder	Role	Position	Current value	Latest filing
Ryan Hicke Research disclosed relationships	Chief Executive Officer	192,814.76999999999 sharesCommon Stock, par value $0.01 per share	$20.38M	Sep 8, 2026
Kathryn Mccarthy Research disclosed relationships	Director	77,883 sharesCommon Stock, par value $0.01 per share	$8.23M	Aug 4, 2026
Philip Mccabe Research disclosed relationships	See Remarks	54,884.449999999997 sharesCommon Stock, par value $0.01 per share	$5.8M	Aug 6, 2026
Sanjay Sharma Research disclosed relationships	See Remarks*	39,828.991999999998 sharesCommon Stock, par value $0.01 per share	$4.21M	Jul 28, 2026
Michael Peterson Research disclosed relationships	Executive Vice President	20,148 sharesCommon Stock, par value $0.01 per share	$2.13M	Sep 1, 2026
Carl Guarino Research disclosed relationships	Director	18,308 sharesCommon Stock, par value $0.01 per share	$1.93M	Jul 30, 2026
Sneha S. Shah Research disclosed relationships	See Remarks*	14,092 sharesCommon Stock, par value $0.01 per share	$1.49M	Jul 28, 2026
Mark Andrew Warner Research disclosed relationships	See Remarks*	921 sharesCommon Stock, par value $0.01 per share	$97.33K	Jul 30, 2026

Reporting-owner research graph

These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.

Carl Guarino

SEC reporting-owner CIK 0001191720 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	Director	18,308 sharesCommon Stock, par value $0.01 per share	$1.93M	Jul 30, 2026	Open in lab SEC issuer filings

Kathryn Mccarthy

SEC reporting-owner CIK 0001101310 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	Director	77,883 sharesCommon Stock, par value $0.01 per share	$8.23M	Aug 4, 2026	Open in lab SEC issuer filings

Mark Andrew Warner

SEC reporting-owner CIK 0001972425 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	See Remarks*	921 sharesCommon Stock, par value $0.01 per share	$97.33K	Jul 30, 2026	Open in lab SEC issuer filings

Michael Peterson

SEC reporting-owner CIK 0001745371 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	Executive Vice President	20,148 sharesCommon Stock, par value $0.01 per share	$2.13M	Sep 1, 2026	Open in lab SEC issuer filings

Philip Mccabe

SEC reporting-owner CIK 0001964748 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	See Remarks	54,884.449999999997 sharesCommon Stock, par value $0.01 per share	$5.8M	Aug 6, 2026	Open in lab SEC issuer filings

Ryan Hicke

SEC reporting-owner CIK 0001799975 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	Chief Executive Officer	192,814.76999999999 sharesCommon Stock, par value $0.01 per share	$20.38M	Sep 8, 2026	Open in lab SEC issuer filings

Sanjay Sharma

SEC reporting-owner CIK 0001964495 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	See Remarks*	39,828.991999999998 sharesCommon Stock, par value $0.01 per share	$4.21M	Jul 28, 2026	Open in lab SEC issuer filings

Sneha S. Shah

SEC reporting-owner CIK 0002147135 · 1 published company relationship

Recent published transactions SEC owner filings

Company	SEC relationship	Covered position	Current covered value	Latest filing	Research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	See Remarks*	14,092 sharesCommon Stock, par value $0.01 per share	$1.49M	Jul 28, 2026	Open in lab SEC issuer filings

This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.

SEC transaction evidence ledger

Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.

Action

12 shown

Effective date	Holder	Action	Security	Units	Reported price	Reported position after transaction	Current covered position	Filing
Sep 3, 2026Transaction date	Ryan Hicke Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.01 per share	37,500 shares	$110.711	192,814.77 shares	192,814.76999999999 sharesOwner coverage latest filing Sep 8, 2026	4Filed Sep 8, 2026
Sep 3, 2026Transaction date	Ryan Hicke Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	20,000 shares	$64.43	230,314.77 shares	192,814.76999999999 sharesOwner coverage latest filing Sep 8, 2026	4Filed Sep 8, 2026
Sep 3, 2026Transaction date	Ryan Hicke Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	17,500 shares	$48.47	210,314.77 shares	192,814.76999999999 sharesOwner coverage latest filing Sep 8, 2026	4Filed Sep 8, 2026
Aug 28, 2026Transaction date	Michael Peterson Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.01 per share	37,500 shares	$111.51	20,148 shares	20,148 sharesOwner coverage latest filing Sep 1, 2026	4Filed Sep 1, 2026
Aug 28, 2026Transaction date	Michael Peterson Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	37,500 shares	$56.54	57,648 shares	20,148 sharesOwner coverage latest filing Sep 1, 2026	4Filed Sep 1, 2026
Aug 5, 2026Transaction date	Philip Mccabe Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.01 per share	5,043 shares	$105.5	54,884.45 shares	54,884.449999999997 sharesOwner coverage latest filing Aug 6, 2026	4Filed Aug 6, 2026
Aug 5, 2026Transaction date	Philip Mccabe Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	5,043 shares	$49.63	59,927.45 shares	54,884.449999999997 sharesOwner coverage latest filing Aug 6, 2026	4Filed Aug 6, 2026
Aug 4, 2026Transaction date	Philip Mccabe Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.01 per share	24,957 shares	$105.038	54,884.45 shares	54,884.449999999997 sharesOwner coverage latest filing Aug 6, 2026	4Filed Aug 6, 2026
Aug 4, 2026Transaction date	Philip Mccabe Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	15,000 shares	$49.63	79,841.45 shares	54,884.449999999997 sharesOwner coverage latest filing Aug 6, 2026	4Filed Aug 6, 2026
Aug 4, 2026Transaction date	Philip Mccabe Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	9,957 shares	$49.63	64,841.45 shares	54,884.449999999997 sharesOwner coverage latest filing Aug 6, 2026	4Filed Aug 6, 2026
Aug 3, 2026Transaction date	Kathryn Mccarthy Research disclosed relationships	SaleSEC code S	Common Stock, par value $0.01 per share	10,000 shares	$103.535	77,883 shares	77,883 sharesOwner coverage latest filing Aug 4, 2026	4Filed Aug 4, 2026
Aug 3, 2026Transaction date	Kathryn Mccarthy Research disclosed relationships	AcquisitionSEC code M	Common Stock, par value $0.01 per share	5,000 shares	$71.12	87,883 shares	77,883 sharesOwner coverage latest filing Aug 4, 2026	4Filed Aug 4, 2026

A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.

Published 12 of 29 source candidates under the current reviewed security-resolution rules.

Covered securities

Security	Instrument family	Covered positions	Covered value
Common Stock, par value $0.01 per share	ordinary-share	8	$44.27M

Coverage and interpretation

Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.

Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.

Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.

Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.

Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.

Published ownership evidence chronology

This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.

The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.

Carl Guarino

SEC reporting-owner CIK 0001191720 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Jul 30, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotDirectorValuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 18,308 sharesCurrent covered company value: $1.93M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 0 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Kathryn Mccarthy

SEC reporting-owner CIK 0001101310 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 4, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotDirectorValuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 77,883 sharesCurrent covered company value: $8.23M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Aug 4, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Aug 3, 2026 · transaction dateReported units 5,000 shares · reported price 71.12	Common Stock, par value $0.01 per shareReported position after transaction: 87,883 shares	4 filing0000929638-26-002873
Aug 4, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	SaleSEC code SEffective Aug 3, 2026 · transaction dateReported units 10,000 shares · reported price 103.535	Common Stock, par value $0.01 per shareReported position after transaction: 77,883 shares	4 filing0000929638-26-002873

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 2 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Mark Andrew Warner

SEC reporting-owner CIK 0001972425 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Jul 30, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotSee Remarks*Valuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 921 sharesCurrent covered company value: $97.33K	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Michael Peterson

SEC reporting-owner CIK 0001745371 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 1, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotExecutive Vice PresidentValuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 20,148 sharesCurrent covered company value: $2.13M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 1, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Aug 28, 2026 · transaction dateReported units 37,500 shares · reported price 56.54	Common Stock, par value $0.01 per shareReported position after transaction: 57,648 shares	4 filing0000929638-26-003408
Sep 1, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	SaleSEC code SEffective Aug 28, 2026 · transaction dateReported units 37,500 shares · reported price 111.51	Common Stock, par value $0.01 per shareReported position after transaction: 20,148 shares	4 filing0000929638-26-003408

Philip Mccabe

SEC reporting-owner CIK 0001964748 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Aug 6, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotSee RemarksValuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 54,884.449999999997 sharesCurrent covered company value: $5.8M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Aug 6, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Aug 4, 2026 · transaction dateReported units 9,957 shares · reported price 49.63	Common Stock, par value $0.01 per shareReported position after transaction: 64,841.45 shares	4 filing0000929638-26-002909
Aug 6, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Aug 4, 2026 · transaction dateReported units 15,000 shares · reported price 49.63	Common Stock, par value $0.01 per shareReported position after transaction: 79,841.45 shares	4 filing0000929638-26-002909
Aug 6, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	SaleSEC code SEffective Aug 4, 2026 · transaction dateReported units 24,957 shares · reported price 105.038	Common Stock, par value $0.01 per shareReported position after transaction: 54,884.45 shares	4 filing0000929638-26-002909
Aug 6, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Aug 5, 2026 · transaction dateReported units 5,043 shares · reported price 49.63	Common Stock, par value $0.01 per shareReported position after transaction: 59,927.45 shares	4 filing0000929638-26-002909
Aug 6, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	SaleSEC code SEffective Aug 5, 2026 · transaction dateReported units 5,043 shares · reported price 105.5	Common Stock, par value $0.01 per shareReported position after transaction: 54,884.45 shares	4 filing0000929638-26-002909

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 5 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Ryan Hicke

SEC reporting-owner CIK 0001799975 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Sep 8, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotChief Executive OfficerValuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 192,814.76999999999 sharesCurrent covered company value: $20.38M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings
Sep 8, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Sep 3, 2026 · transaction dateReported units 17,500 shares · reported price 48.47	Common Stock, par value $0.01 per shareReported position after transaction: 210,314.77 shares	4 filing0000929638-26-003474
Sep 8, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	AcquisitionSEC code MEffective Sep 3, 2026 · transaction dateReported units 20,000 shares · reported price 64.43	Common Stock, par value $0.01 per shareReported position after transaction: 230,314.77 shares	4 filing0000929638-26-003474
Sep 8, 2026Filed date	SEI INVESTMENTS CO (SEIC)Nasdaq	SaleSEC code SEffective Sep 3, 2026 · transaction dateReported units 37,500 shares · reported price 110.711	Common Stock, par value $0.01 per shareReported position after transaction: 192,814.77 shares	4 filing0000929638-26-003474

Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 3 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.

Sanjay Sharma

SEC reporting-owner CIK 0001964495 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Jul 28, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotSee Remarks*Valuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 39,828.991999999998 sharesCurrent covered company value: $4.21M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Sneha S. Shah

SEC reporting-owner CIK 0002147135 · 1 published relationship company

SEC owner filings

Evidence date	Company	Observation	Security / position	Source
Jul 28, 2026Latest represented filing date	SEI INVESTMENTS CO (SEIC)Nasdaq	Current covered snapshotSee Remarks*Valuation observation Sep 25, 2026	Common Stock, par value $0.01 per share: 14,092 sharesCurrent covered company value: $1.49M	Published current ownership snapshotForms represented: 4Owner filings Issuer filings

Continue this ownership research

These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.

Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.

Company	Reporting-owner context	Published evidence	Continue research
SEI INVESTMENTS CO (SEIC)Nasdaq · Current company	Carl GuarinoSEC CIK 00011917201 chronology observationKathryn MccarthySEC CIK 00011013103 chronology observationsMark Andrew WarnerSEC CIK 00019724251 chronology observationMichael PetersonSEC CIK 00017453713 chronology observationsPhilip MccabeSEC CIK 00019647486 chronology observationsRyan HickeSEC CIK 00017999754 chronology observationsSanjay SharmaSEC CIK 00019644951 chronology observationSneha S. ShahSEC CIK 00021471351 chronology observation	20Published chronology observationsLatest represented evidence Sep 8, 2026	Ownership lab My Stocks Research updates

These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.