MCCARTHY KATHRYN sold 11.4% of their position (10K shares) of SEI INVESTMENTS CO on the open market
Open‑market sale worth $1.04M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 8/4/2026ACC: 0000929638-26-002873
-10K
Net shares
Net seller
$1.04M
Total sold
1
Open market trades
0B · 1S
5
Total transactions
10K acquired · 20K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+5K
Price / share
$71.12
Trade value
$355.60K
% of position
6.4%
8/3/2026
77.88K→82.88K
Common Stock
Direct
Shares
+5K
Price / share
$71.12
Trade value
$355.60K
% of position
6.0%
8/3/2026
82.88K→87.88K
Common Stock
Direct
Shares
−10K
Price / share
$103.53
Trade value
$1.04M
% of position
11.4%
8/3/2026
87.88K→77.88K
Total
Net shares
+0.00
Net value
-$324.15K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 8/3/2026 | M · Option Exercise | +5K | $71.12 | $355.60K | 6.4% | 77.88K | 82.88K |
| Common Stock Direct | 8/3/2026 | M · Option Exercise | +5K | $71.12 | $355.60K | 6.0% | 82.88K | 87.88K |
| Common Stock Direct | 8/3/2026 | S · Sale | −10K | $103.53 | $1.04M | 11.4% | 87.88K | 77.88K |
| Total | +0.00 | -$324.15K | ||||||
Derivative Transactions2
Option to Purchase Common Stock
Direct
Converts to
Common Stock
5K shares
Shares
−5K
Strike price
71.12
Held after
0.00
Exercisable
—
8/3/2026
Option to Purchase Common Stock
Direct
Converts to
Common Stock
5K shares
Shares
−5K
Strike price
71.12
Held after
0.00
Exercisable
—
8/3/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Option to Purchase Common Stock Direct | Common Stock5K shares | 8/3/2026 | M · Option Exercise | −5K | 71.12 | — | 0.00 |
| Option to Purchase Common Stock Direct | Common Stock5K shares | 8/3/2026 | M · Option Exercise | −5K | 71.12 | — | 0.00 |