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SEI INVESTMENTS CO — Investor Relations & Filings

Ticker · SEIC ISIN · US7841171033 LEI · 5LJTIFADGZ6XH1RVOC11 US Financial and insurance activities
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Filings indexed 1,206 across all filing types
Latest filing 2024-06-25 Director's Dealing
Country US United States of America
Listing US SEIC

About SEI INVESTMENTS CO

https://www.seic.com/

SEI Investments Co. is a provider of technology and investment solutions, offering a range of services that include investment processing, investment management, and investment operations. The company delivers integrated, end-to-end solutions designed to simplify the complexities of the financial services landscape. SEI's offerings are tailored for a diverse clientele, which includes financial institutions, private banks, wealth managers, investment advisors, and private clients. By providing a comprehensive ecosystem of financial technology and operational infrastructure, the company aims to help clients enhance efficiency, manage assets, and accelerate growth.

Recent filings

Filing Released Lang Actions
FORM 4
Director's Dealing
2024-06-25 English
11-K
Annual Report Classification · 95% confidence The document is a Form 11-K filed with the SEC, which is an annual report for employee stock purchase, savings, and similar plans. It includes detailed financial statements such as Statements of Net Assets Available for Benefits, Statements of Changes in Net Assets Available for Benefits, Notes to Financial Statements, and an independent auditor's report. The document covers the fiscal year ended December 31, 2023, and contains substantive financial data and analysis. This matches the definition of an Annual Report (10-K) type filing, specifically for employee benefit plans under SEC rules. Therefore, the correct classification is 10-K with high confidence.
2024-06-18 English
FORM 8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events that shareholders should know about. The content includes details about the departure and election of directors, approval of an equity compensation plan, severance plan details, voting results from the annual meeting, and a dividend declaration. It also references exhibits such as the compensation plan and severance plan, and a press release. The document is not a full annual or quarterly report, nor is it a transcript or earnings release. It primarily reports management changes, voting results, and other corporate governance matters. The presence of director elections and voting results points to Board/Management Information and Declaration of Voting Results. However, since the document includes detailed information about director elections and severance plans, and voting results, the best fit is Declaration of Voting Results & Voting Rights Announcements (DVA). The document is over 12,000 characters, so it is not a brief announcement but a full report of voting results and related governance matters.
2024-05-30 English
FORM 4
Director's Dealing
2024-05-14 English
FORM 4
Director's Dealing
2024-05-13 English
Regulatory Filings 2024
Regulatory Filings
2024-05-09 English

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