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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 2020-06-19 Annual Report
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 11-K
Annual Report Classification · 100% confidence The document is titled 'FORM 11-K' and is an annual report pursuant to Section 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2019. It includes detailed financial statements, notes, and an independent auditor's report for the SEI Capital Accumulation Plan. The content includes comprehensive financial data such as statements of net assets available for benefits, changes in net assets, notes to financial statements, and audit opinions. The document length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement or certification. Form 11-K is a specific annual report for employee benefit plans filed with the SEC, which aligns with the definition of an Annual Report (10-K) type filing in this context, as it is a full annual report covering financial performance and activities for the plan. Therefore, the appropriate classification is Annual Report (10-K).
2020-06-19 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, dated June 3, 2020, for SEI Investments Company. It reports the results of shareholder votes at the annual meeting, including election of directors, advisory vote on executive compensation, ratification of auditors, and approval of an employee stock purchase plan. It also includes a press release about a semi-annual dividend declaration. The key content is the submission of matters to a vote of security holders, which matches the definition of Declaration of Voting Results & Voting Rights Announcements (DVA). The document is not a full annual report, earnings release, or management discussion, but a current report focused on voting results and dividend announcement. Therefore, the correct classification is DVA with high confidence.
2020-06-04 English
ADDITIONAL DEFINITIVE PROXY SOLICITING MATERIALS
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a SEC Schedule 14A filing titled 'ADDITIONAL DEFINITIVE PROXY SOLICITING MATERIALS' related to the 2020 Annual Meeting of Shareholders of SEI Investments Company. It announces a change in the location and format of the Annual Meeting to a virtual-only format due to the COVID-19 pandemic. The content focuses on proxy solicitation and meeting logistics rather than financial results or management discussion. This type of document is classified as Proxy Solicitation & Information Statement (PSI) because it provides materials sent to shareholders to inform and request votes for the meeting, consistent with the definition of PSI filings.
2020-05-14 English
Regulatory Filings 2020
Regulatory Filings Classification · 95% confidence The document is a Form 13F-HR, which is a quarterly report filed by institutional investment managers to disclose their equity holdings as required by Section 13(f) of the Securities Exchange Act of 1934. It lists various investment managers and their holdings as of 03-31-2020. This type of filing is a regulatory disclosure related to shareholdings but is not a financial report like an annual or quarterly report. It is a regulatory filing that does not fit into other specific categories such as earnings release or management report. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length is about 5006 characters, which is sufficient to contain substantive data, but the content is clearly a 13F filing, which is a regulatory disclosure.
2020-05-14 English
FORM 10-Q
Interim / Quarterly Report Q1 2020
2020-04-28 English
DEFINITIVE PROXY STATEMENT
Proxy Solicitation & Information Statement
2020-04-23 English

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