Stock Scorer

SEI Investments Company (SEIC) · Insider trading

What SEI Investments's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$53.59M
11 insiders, 0% under a plan
Net, 12 months
−$53.59M
bought less sold
Latest filing
2026-10-01
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-11: $12.61M sold 2024-12: $14.58M sold 2025-01 2025-03: $12.41M sold 2025-05: $19.64M sold 2025-07: $862,137 sold 2025-07 2025-08: $3.78M sold 2025-09: $1.72M sold 2025-11: $2.53M sold 2025-12: $3.56M sold 2026-01: $6.99M sold 2026-01 2026-02: $326,960 sold 2026-03: $5.00M sold 2026-04: $4.89M sold 2026-05: $910,700 sold 2026-06: $5.46M sold 2026-07: $7.11M sold 2026-07 2026-08: $8.37M sold 2026-09: $8.45M sold
Bought Sold Largest month: $19.64M

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
West Alfred P JrOther – $65.11M 33 2026-09-30 6,784,574
Peterson MichaelExecutive Vice President – $17.71M 11 2026-08-28 20,148
Hicke RyanChief Executive Officer – $16.73M 7 2026-09-03 192,815
McCabe PhilipSee Remarks – $6.30M 5 2026-08-05 54,884
Sharma SanjaySee Remarks* – $5.91M 4 2026-07-24 39,829
Warner Mark AndrewSee Remarks* – $3.07M 7 2026-07-28 13,621
McCarthy KathrynDirector – $2.80M 3 2026-08-03 77,883
Guarino CarlDirector – $2.47M 3 2026-07-28 18,308
Doran WilliamDirector – $1.45M 3 2026-06-09 618,802
Romeo CarmenDirector – $1.37M 3 2026-09-01 1,560,293
Lane MichaelExecutive Vice President – $246,672 1 2026-09-22 39,581

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-09-30 West Alfred P JrOther Sale 5,483 103.16 $565,637 6,784,574 Form 4
2026-09-29 West Alfred P JrOther Sale 28,394 103.40 $2.94M 6,790,057 Form 4
2026-09-22 Lane MichaelExecutive Vice President Sale 2,400 102.78 $246,672 39,581 Form 4
2026-09-03 Hicke RyanChief Executive Officer Sale 37,500 110.71 $4.15M 192,815 Form 4
2026-09-01 Romeo CarmenDirector Sale 5,000 109.70 $548,500 1,560,293 Form 4
2026-08-28 Peterson MichaelExecutive Vice President Sale 37,500 111.51 $4.18M 20,148 Form 4
2026-08-05 McCabe PhilipSee Remarks Sale 5,043 105.50 $532,036 54,884 Form 4
2026-08-04 McCabe PhilipSee Remarks Sale 24,957 105.04 $2.62M 54,884 Form 4
2026-08-03 McCarthy KathrynDirector Sale 10,000 103.54 $1.04M 77,883 Form 4
2026-07-28 Guarino CarlDirector Sale 10,000 103.20 $1.03M 18,308 Form 4
2026-07-28 Peterson MichaelExecutive Vice President Sale 25,000 102.05 $2.55M 20,148 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Sale 2,300 101.11 $232,553 13,621 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Sale 5,300 102.01 $540,653 8,321 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Sale 7,400 102.97 $761,978 921 Form 4
2026-07-24 Sharma SanjaySee Remarks* Sale 20,000 99.33 $1.99M 39,829 Form 4
2026-06-29 West Alfred P JrOther Sale 5,652 87.18 $492,741 6,820,131 Form 4
2026-06-29 West Alfred P JrOther Sale 1,680 88.09 $147,991 6,818,451 Form 4
2026-06-26 West Alfred P JrOther Sale 46,162 87.21 $4.03M 6,829,621 Form 4
2026-06-26 West Alfred P JrOther Sale 3,838 87.67 $336,477 6,825,783 Form 4
2026-06-09 Doran WilliamDirector Sale 5,000 90.50 $452,500 618,802 Form 4
2026-05-04 McCarthy KathrynDirector Sale 10,000 91.07 $910,700 77,883 Form 4
2026-04-28 Warner Mark AndrewIn Remarks Sale 4,000 91.16 $364,640 921 Form 4
2026-04-23 McCabe PhilipSee Remarks Sale 15,000 91.82 $1.38M 54,884 Form 4
2026-04-23 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 10,000 90.00 $900,000 20,148 Form 4
2026-04-23 Sharma SanjaySee Remarks* Sale 23,441 90.08 $2.11M 41,388 Form 4
2026-04-23 Sharma SanjaySee Remarks* Sale 1,559 90.73 $141,448 39,829 Form 4
2026-03-11 West Alfred P JrOther Sale 6,076 79.11 $480,672 6,877,154 Form 4
2026-03-11 West Alfred P JrOther Sale 1,371 79.94 $109,598 6,875,783 Form 4
2026-03-10 West Alfred P JrOther Sale 178 78.88 $14,041 6,938,052 Form 4
2026-03-10 West Alfred P JrOther Sale 25,391 79.97 $2.03M 6,912,661 Form 4
2026-03-10 West Alfred P JrOther Sale 29,431 80.47 $2.37M 6,883,230 Form 4
2026-02-25 Warner Mark AndrewOther Sale 4,000 81.74 $326,960 921 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Sale 17,009 86.75 $1.48M 260,155 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Sale 49,937 87.39 $4.36M 210,218 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Sale 13,054 88.06 $1.15M 197,164 Form 4
2025-12-22 Doran WilliamDirector Sale 7,000 83.85 $586,950 623,802 Form 4
2025-12-04 McCabe PhilipSee Remarks Sale 12,000 81.11 $973,320 62,544 Form 4
2025-12-03 West Alfred P JrDirector, Executive Chairman Sale 24,770 80.87 $2.00M 6,942,812 Form 4
2025-11-12 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 25,000 84.21 $2.11M 13,500 Form 4
2025-11-11 Romeo CarmenDirector Sale 5,000 84.01 $420,050 1,573,527 Form 4
40 more
2025-09-29 McCarthy KathrynDirector Sale 10,000 85.66 $856,600 75,641 Form 4
2025-09-23 Guarino CarlDirector Sale 10,000 86.41 $864,100 16,042 Form 4
2025-08-19 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Sale 35,000 88.30 $3.09M 171,260 Form 4
2025-08-07 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 7,089 88.55 $627,731 13,500 Form 4
2025-08-05 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 684 88.69 $60,664 13,500 Form 4
2025-07-31 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 4,727 88.51 $418,387 13,500 Form 4
2025-07-29 Warner Mark AndrewOther Sale 5,000 88.75 $443,750 1,300 Form 4
2025-05-29 West Alfred P JrDirector, Executive Chairman Sale 64,498 84.26 $5.43M 6,939,210 Form 4
2025-05-29 West Alfred P JrDirector, Executive Chairman Sale 1,628 85.21 $138,722 6,937,582 Form 4
2025-05-28 West Alfred P JrDirector, Executive Chairman Sale 75,000 85.78 $6.43M 7,003,708 Form 4
2025-05-15 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 50,000 84.27 $4.21M 13,500 Form 4
2025-05-14 Sharma SanjaySee Remarks* Sale 20,000 83.40 $1.67M 23,895 Form 4
2025-05-14 Hicke RyanCHIEF EXECUTIVE OFFICER Sale 21,000 83.36 $1.75M 171,260 Form 4
2025-03-05 West Alfred P JrDirector, Executive Chairman Sale 1,372 76.28 $104,656 7,078,708 Form 4
2025-03-04 West Alfred P JrDirector, Executive Chairman Sale 18,427 75.77 $1.40M 7,141,653 Form 4
2025-03-04 West Alfred P JrDirector, Executive Chairman Sale 47,718 76.49 $3.65M 7,093,935 Form 4
2025-03-04 West Alfred P JrDirector, Executive Chairman Sale 13,855 77.20 $1.07M 7,080,080 Form 4
2025-03-03 Warner Mark AndrewOther Sale 5,000 80.39 $401,950 1,300 Form 4
2025-03-03 West Alfred P JrDirector, Executive Chairman Sale 31,821 78.82 $2.51M 7,201,101 Form 4
2025-03-03 West Alfred P JrDirector, Executive Chairman Sale 19,405 79.55 $1.54M 7,181,696 Form 4
2025-03-03 West Alfred P JrDirector, Executive Chairman Sale 21,616 80.30 $1.74M 7,160,080 Form 4
2024-12-16 West Alfred P JrDirector, Executive Chairman Sale 13,632 84.72 $1.15M 7,271,332 Form 4
2024-12-16 West Alfred P JrDirector, Executive Chairman Sale 34,672 85.34 $2.96M 7,236,660 Form 4
2024-12-16 West Alfred P JrDirector, Executive Chairman Sale 3,738 86.09 $321,804 7,232,922 Form 4
2024-12-13 West Alfred P JrDirector, Executive Chairman Sale 80,955 85.64 $6.93M 7,298,167 Form 4
2024-12-13 West Alfred P JrDirector, Executive Chairman Sale 12,703 86.22 $1.10M 7,285,464 Form 4
2024-12-13 West Alfred P JrDirector, Executive Chairman Sale 500 87.25 $43,625 7,284,964 Form 4
2024-12-06 West Alfred P JrDirector, Executive Chairman, 10% owner Sale 5,984 84.23 $504,032 7,371,522 Form 4
2024-12-04 West Alfred P JrDirector, Executive Chairman, 10% owner Sale 19,010 82.49 $1.57M 7,377,506 Form 4
2024-11-26 Doran WilliamDirector Sale 5,000 81.80 $409,000 661,386 Form 4
2024-11-11 West Alfred P JrDirector, Executive Chairman Sale 7,099 80.81 $573,670 7,361,516 Form 4
2024-11-08 West Alfred P JrDirector, Executive Chairman Sale 100,000 80.26 $8.03M 7,368,615 Form 4
2024-11-07 West Alfred P JrDirector, Executive Chairman Sale 30,000 80.24 $2.41M 7,468,615 Form 4
2024-11-06 Peterson MichaelEXECUTIVE VICE PRESIDENT Sale 10,000 79.14 $791,400 6,500 Form 4
2024-11-06 Romeo CarmenDirector Sale 5,000 79.64 $398,200 1,577,652 Form 4
2024-10-28 McCabe PhilipEVP - Head of Investment Mgmt Sale 10,500 75.91 $797,055 43,544 Form 4
2024-10-28 Guarino CarlDirector Sale 7,564 75.77 $573,124 13,867 Form 4
2024-10-25 Peterson MichaelEVP and General Counsel Sale 20,438 74.49 $1.52M 11,062 Form 4
2024-10-25 Peterson MichaelEVP and General Counsel Sale 4,562 75.04 $342,332 6,500 Form 4
2024-10-25 Hicke RyanDirector, Chief Executive Officer Sale 10,000 74.90 $749,000 147,609 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

58 × option exercise31 × grant or award12 × shares withheld for tax3 × gift
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-09-03 Hicke RyanChief Executive Officer Option exercise M +17,500 48.47 210,315 Form 4
2026-09-03 Hicke RyanChief Executive Officer Option exercise M +20,000 64.43 230,315 Form 4
2026-09-01 Romeo CarmenDirector Option exercise M +5,000 49.63 1,565,293 Form 4
2026-08-28 Peterson MichaelExecutive Vice President Option exercise M +37,500 56.54 57,648 Form 4
2026-08-05 McCabe PhilipSee Remarks Option exercise M +5,043 49.63 59,927 Form 4
2026-08-04 McCabe PhilipSee Remarks Option exercise M +9,957 49.63 64,841 Form 4
2026-08-04 McCabe PhilipSee Remarks Option exercise M +15,000 49.63 79,841 Form 4
2026-08-03 McCarthy KathrynDirector Option exercise M +5,000 71.12 82,883 Form 4
2026-08-03 McCarthy KathrynDirector Option exercise M +5,000 71.12 87,883 Form 4
2026-07-28 Guarino CarlDirector Option exercise M +5,000 49.63 23,308 Form 4
2026-07-28 Guarino CarlDirector Option exercise M +5,000 49.63 28,308 Form 4
2026-07-28 Peterson MichaelExecutive Vice President Option exercise M +25,000 55.73 45,148 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Option exercise M +2,500 64.43 3,421 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Option exercise M +2,500 64.43 5,921 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Option exercise M +5,000 56.54 10,921 Form 4
2026-07-28 Warner Mark AndrewSee Remarks* Option exercise M +5,000 56.54 15,921 Form 4
2026-07-24 Shah Sneha S.See Remarks* Shares withheld for tax F −3,746 96.73 14,092 Form 4
2026-07-24 Sharma SanjaySee Remarks* Option exercise M +10,000 71.12 49,829 Form 4
2026-07-24 Sharma SanjaySee Remarks* Option exercise M +10,000 71.12 59,829 Form 4
2026-05-04 McCarthy KathrynDirector Option exercise M +5,000 49.63 82,883 Form 4
2026-05-04 McCarthy KathrynDirector Option exercise M +5,000 49.63 87,883 Form 4
2026-04-28 Warner Mark AndrewIn Remarks Option exercise M +4,000 48.47 4,921 Form 4
2026-04-23 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +10,000 48.47 30,148 Form 4
2026-04-23 Sharma SanjaySee Remarks* Option exercise M +12,500 49.63 52,329 Form 4
2026-04-23 Sharma SanjaySee Remarks* Option exercise M +12,500 49.63 64,829 Form 4
2026-03-31 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Shares withheld for tax F −4,349 77.21 192,815 Form 4
2026-03-18 Denham SeanExecutive VP, CFO, COO Shares withheld for tax F −7,673 78.77 57,758 Form 4
2026-02-25 Warner Mark AndrewOther Grant or award A +2,000 71.12 2,921 Form 4
2026-02-25 Warner Mark AndrewOther Grant or award A +2,000 71.12 4,921 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +12,500 71.12 209,664 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +12,500 71.12 222,164 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +17,500 48.47 239,664 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +20,000 64.43 259,664 Form 4
2026-01-29 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +17,500 56.54 277,164 Form 4
2026-01-01 West Alfred P JrOther Shares withheld for tax F −3,482 82.02 6,938,230 Form 4
2025-12-30 Romeo CarmenDirector Gift G −15,500 – 1,560,293 Form 4
2025-12-12 Doran WilliamDirector Grant or award A +2,266 – 630,802 Form 4
2025-12-12 Brassington JonathanDirector Grant or award A +2,266 – 6,207 Form 4
2025-12-12 Naratil Thomas C.Director Grant or award A +2,266 – 4,342 Form 4
2025-12-12 Romeo CarmenDirector Grant or award A +2,266 – 1,575,793 Form 4
2025-12-12 McCarthy KathrynDirector Grant or award A +2,266 – 77,907 Form 4
2025-12-12 Guarino CarlDirector Grant or award A +2,266 – 18,308 Form 4
2025-12-12 Risi Karin A.Director Grant or award A +2,266 – 4,342 Form 4
2025-12-12 Sharma SanjaySee Remarks* Grant or award A +8,434 – 32,329 Form 4
2025-12-12 Sharma SanjaySee Remarks* Grant or award A +7,500 – 39,829 Form 4
2025-12-12 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Grant or award A +25,904 – 197,164 Form 4
2025-12-12 McCabe PhilipSee Remarks Grant or award A +8,434 – 70,978 Form 4
2025-12-12 Lane MichaelExecutive Vice President Grant or award A +8,916 – 41,981 Form 4
2025-12-12 Denham SeanExecutive Vice President, CFO Grant or award A +13,254 – 65,431 Form 4
2025-12-12 Peterson MichaelEXECUTIVE VICE PRESIDENT Grant or award A +7,711 – 21,211 Form 4
2025-12-05 McCabe PhilipSee Remarks Shares withheld for tax F −1,094 81.25 69,884 Form 4
2025-12-05 Warner Mark AndrewOther Shares withheld for tax F −379 81.25 921 Form 4
2025-12-05 West Alfred P JrDirector, Executive Chairman Shares withheld for tax F −1,100 81.25 6,941,712 Form 4
2025-12-05 Peterson MichaelEXECUTIVE VICE PRESIDENT Shares withheld for tax F −1,063 81.25 20,148 Form 4
2025-12-05 McCarthy KathrynDirector Shares withheld for tax F −24 81.25 77,883 Form 4
2025-12-04 McCabe PhilipSee Remarks Option exercise M +12,000 53.34 74,544 Form 4
2025-12-03 West Alfred P JrDirector, Executive Chairman Option exercise M +30,000 53.34 6,967,582 Form 4
2025-11-17 Doran WilliamDirector Option exercise M +10,000 53.34 628,536 Form 4
2025-11-12 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +25,000 54.34 38,500 Form 4
2025-11-11 Romeo CarmenDirector Option exercise M +5,000 53.34 1,578,527 Form 4
2025-10-24 McCabe PhilipSee Remarks Option exercise M +12,000 53.34 62,544 Form 4
2025-09-29 McCarthy KathrynDirector Option exercise M +10,000 53.34 85,641 Form 4
2025-09-23 Guarino CarlDirector Option exercise M +10,000 53.34 26,042 Form 4
2025-09-16 Lane MichaelExecutive Vice President Shares withheld for tax F −3,935 86.60 33,065 Form 4
2025-08-19 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +17,500 49.63 188,760 Form 4
2025-08-19 Hicke RyanDirector, CHIEF EXECUTIVE OFFICER Option exercise M +17,500 49.63 206,260 Form 4
2025-08-07 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +7,089 61.81 20,589 Form 4
2025-08-05 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +684 61.81 14,184 Form 4
2025-07-31 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +4,727 61.81 18,227 Form 4
2025-07-29 Warner Mark AndrewOther Option exercise M +5,000 49.63 6,300 Form 4
2025-07-22 Naratil Thomas C.Director Grant or award A +2,076 – 2,076 Form 4
2025-07-22 Risi Karin A.Director Grant or award A +2,076 – 2,076 Form 4
2025-05-15 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +37,500 56.54 51,000 Form 4
2025-05-15 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +12,500 60.46 63,500 Form 4
2025-05-14 Sharma SanjaySee Remarks* Option exercise M +20,000 53.34 43,895 Form 4
2025-05-14 Hicke RyanCHIEF EXECUTIVE OFFICER Option exercise M +24,000 53.34 192,260 Form 4
2025-03-31 Hicke RyanCHIEF EXECUTIVE OFFICER Shares withheld for tax F −4,349 77.11 168,260 Form 4
2025-03-18 Denham SeanExecutive Vice President, CFO Shares withheld for tax F −7,823 74.96 52,177 Form 4
2025-03-03 Warner Mark AndrewOther Option exercise M +2,500 53.34 3,800 Form 4
2025-03-03 Warner Mark AndrewOther Option exercise M +2,500 53.34 6,300 Form 4
2024-12-31 Doran WilliamDirector Gift G −47,500 – 618,536 Form 4
2024-12-31 Romeo CarmenDirector Gift G −6,300 – 1,573,527 Form 4
2024-12-12 Miller Stephanie D.Director Grant or award A +2,175 – 3,941 Form 4
2024-12-12 Romeo CarmenDirector Grant or award A +2,175 – 1,579,827 Form 4
2024-12-12 McCarthy KathrynDirector Grant or award A +2,175 – 75,641 Form 4
2024-12-12 Brassington JonathanDirector Grant or award A +2,175 – 3,941 Form 4
2024-12-12 Guarino CarlDirector Grant or award A +2,175 – 16,042 Form 4
2024-12-12 Doran WilliamDirector Grant or award A +2,175 – 663,561 Form 4
2024-12-12 Lane MichaelExecutive Vice President Grant or award A +7,000 – 37,000 Form 4
2024-12-12 Peterson MichaelEXECUTIVE VICE PRESIDENT Grant or award A +7,000 – 13,500 Form 4
2024-12-12 McCabe PhilipSee Remarks Grant or award A +7,000 – 50,544 Form 4
2024-12-12 Denham SeanExecutive Vice President, CFO Grant or award A +15,000 – 60,000 Form 4
2024-12-12 Sharma SanjaySee Remarks* Grant or award A +7,000 – 23,895 Form 4
2024-12-12 West Alfred P JrDirector, Executive Chairman Grant or award A +7,600 – 7,379,122 Form 4
2024-12-12 Hicke RyanCHIEF EXECUTIVE OFFICER Grant or award A +25,000 – 172,609 Form 4
2024-12-04 West Alfred P JrDirector, Executive Chairman, 10% owner Option exercise M +35,000 40.64 7,396,516 Form 4
2024-11-20 Doran WilliamDirector Option exercise M +5,000 40.64 661,386 Form 4
2024-11-20 Doran WilliamDirector Option exercise M +5,000 40.64 666,386 Form 4
2024-11-06 Peterson MichaelEXECUTIVE VICE PRESIDENT Option exercise M +10,000 64.43 16,500 Form 4
2024-11-06 Romeo CarmenDirector Option exercise M +5,000 40.64 1,582,652 Form 4
2024-10-28 McCabe PhilipEVP - Head of Investment Mgmt Option exercise M +10,500 40.64 54,044 Form 4
2024-10-28 Guarino CarlDirector Option exercise M +10,000 40.64 21,431 Form 4
2024-10-25 Peterson MichaelEVP and General Counsel Option exercise M +25,000 55.73 31,500 Form 4
2024-10-25 Hicke RyanDirector, Chief Executive Officer Option exercise M +10,000 40.64 157,609 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

SEI Investments's scores and multiples ›