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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 2012-06-22 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
11-K Filing
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, notes, and an independent auditor's report for the SEI Capital Accumulation Plan for the fiscal year ended December 31, 2011. The content includes comprehensive financial data and disclosures typical of an annual report for such a plan. Given the detailed financial statements and the nature of the filing, it fits the category of an Annual Report (10-K) type filing for employee benefit plans, which is covered under the 10-K classification in this context. The document is not a mere announcement or certification, but a full report with substantive financial data and analysis.
2012-06-22 English
8-K/A Filing
Capital/Financing Update Classification · 100% confidence The document is a Form 8-K/A filed with the SEC, specifically an amendment to a current report. It details the entry into a five-year senior unsecured revolving credit facility agreement, including terms, covenants, and involved parties. The document is focused on a financing event and the credit agreement, which is typical of capital or financing updates. There are no financial statements or earnings data presented, nor is it an announcement of a report publication or a regulatory certification. The content aligns with updates on company fundraising and capital structure changes, fitting the Capital/Financing Update category.
2012-06-22 English
4 Filing
Director's Dealing
2012-05-30 English
8-K Filing
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. The content includes the submission of matters to a vote of security holders at the Annual Meeting, detailing voting results for director elections, executive compensation advisory vote, and appointment of auditors. It also includes a press release about a dividend declaration and an increase in the stock repurchase program. The key focus is on the official results from shareholder votes and related announcements. The document is about voting results and shareholder meeting outcomes, not the meeting materials themselves or a full annual report. Therefore, the most appropriate classification is Declaration of Voting Results & Voting Rights Announcements (DVA). The document length is 4454 characters, which is sufficient to contain detailed voting results rather than just an announcement of a report publication. Confidence is high due to the clear presence of voting results and shareholder meeting outcomes.
2012-05-24 English
4 Filing
Director's Dealing
2012-05-17 English
4 Filing
Director's Dealing
2012-05-09 English

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