ROMEO CARMEN sold 0.3% of their position (5K shares) of SEI INVESTMENTS CO on the open market
Open‑market sale worth $548.5K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 9/3/2026ACC: 0000929638-26-003447
-5K
Net shares
Net seller
$548.5K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
5K acquired · 10K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+5K
Price / share
$49.63
Trade value
$248.15K
% of position
0.3%
9/1/2026
1.56M→1.57M
Common Stock
Direct
Shares
−5K
Price / share
$109.70
Trade value
$548.50K
% of position
0.3%
9/1/2026
1.57M→1.56M
Total
Net shares
+0.00
Net value
-$300.35K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/1/2026 | M · Option Exercise | +5K | $49.63 | $248.15K | 0.3% | 1.56M | 1.57M |
| Common Stock Direct | 9/1/2026 | S · Sale | −5K | $109.70 | $548.50K | 0.3% | 1.57M | 1.56M |
| Total | +0.00 | -$300.35K | ||||||
Derivative Transactions1
Option to Purchase Common Stock
Direct
Converts to
Common Stock
5K shares
Shares
−5K
Strike price
49.63
Held after
0.00
Exercisable
—
9/1/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Option to Purchase Common Stock Direct | Common Stock5K shares | 9/1/2026 | M · Option Exercise | −5K | 49.63 | — | 0.00 |