MCCARTHY KATHRYN sold 11.7% of their position (10K shares) of SEI INVESTMENTS CO on the open market
Open‑market sale worth $856.6K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 9/29/2025ACC: 0001628280-25-043093
-10K
Net shares
Net seller
$856.6K
Total sold
1
Open market trades
0B · 1S
4
Total transactions
10K acquired · 20K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+10K
Price / share
$53.34
Trade value
$533.40K
% of position
13.2%
9/29/2025
75.64K→85.64K
Common Stock
Direct
Shares
−10K
Price / share
$85.66
Trade value
$856.60K
% of position
11.7%
9/29/2025
85.64K→75.64K
Total
Net shares
+0.00
Net value
-$323.20K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/29/2025 | M · Option Exercise | +10K | $53.34 | $533.40K | 13.2% | 75.64K | 85.64K |
| Common Stock Direct | 9/29/2025 | S · Sale | −10K | $85.66 | $856.60K | 11.7% | 85.64K | 75.64K |
| Total | +0.00 | -$323.20K | ||||||
Derivative Transactions2
Option to Purchase Common Stock
Direct
Converts to
Common Stock
5K shares
Shares
−5K
Strike price
53.34
Held after
0.00
Exercisable
—
9/29/2025
Option to Purchase Common Stock
Direct
Converts to
Common Stock
5K shares
Shares
−5K
Strike price
53.34
Held after
0.00
Exercisable
—
9/29/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Option to Purchase Common Stock Direct | Common Stock5K shares | 9/29/2025 | M · Option Exercise | −5K | 53.34 | — | 0.00 |
| Option to Purchase Common Stock Direct | Common Stock5K shares | 9/29/2025 | M · Option Exercise | −5K | 53.34 | — | 0.00 |