Kathryn McCarthy

CIK: 0001101310

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)3 (27.3%)

Position reduction

Option Exercises (M)5 (45.5%)

Derivative conversions

Awards (A)2 (18.2%)

Compensation grants

Other (G, F, J, C, D, …)1 (9.1%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

SEIC

SEI INVESTMENTS CO

Director

Discretionary Trading P&L

Holdings

Transaction History (11 total)

SEIC
SEI INVESTMENTS CO
Aug 3, 2026
Exercise(M)
Direct
5K shares at avg. $71.12$356K
SEIC
SEI INVESTMENTS CO
Aug 3, 2026
Sale(S)
Direct
10K shares at avg. $103.53$1.0M
SEIC
SEI INVESTMENTS CO
Aug 3, 2026
Exercise(M)
Direct
5K shares at avg. $71.12$356K
SEIC
SEI INVESTMENTS CO
May 4, 2026
Sale(S)
Direct
10K shares at avg. $91.07$911K
SEIC
SEI INVESTMENTS CO
May 4, 2026
Exercise(M)
Direct
5K shares at avg. $49.63$248K
SEIC
SEI INVESTMENTS CO
May 4, 2026
Exercise(M)
Direct
5K shares at avg. $49.63$248K
SEIC
SEI INVESTMENTS CO
Dec 12, 2025
Award(A)
Direct
2.3K shares-
SEIC
SEI INVESTMENTS CO
Dec 5, 2025
Tax Payment(F)
Direct
24 shares at avg. $81.25$2K
SEIC
SEI INVESTMENTS CO
Sep 29, 2025
Sale(S)
Direct
10K shares at avg. $85.66$857K
SEIC
SEI INVESTMENTS CO
Sep 29, 2025
Exercise(M)
Direct
10K shares at avg. $53.34$533K
SEIC
SEI INVESTMENTS CO
Dec 12, 2024
Award(A)
Direct
2.2K shares-

		Type	Shares	Price		Ownership
Aug 3, 2026	SEIC SEI INVESTMENTS CO	Exercise(M)	5,000	$71.12	$355,600	Direct
Aug 3, 2026	SEIC SEI INVESTMENTS CO	Sale(S)	10,000	$103.53	$1,035,350	Direct
Aug 3, 2026	SEIC SEI INVESTMENTS CO	Exercise(M)	5,000	$71.12	$355,600	Direct
May 4, 2026	SEIC SEI INVESTMENTS CO	Sale(S)	10,000	$91.07	$910,700	Direct
May 4, 2026	SEIC SEI INVESTMENTS CO	Exercise(M)	5,000	$49.63	$248,150	Direct
May 4, 2026	SEIC SEI INVESTMENTS CO	Exercise(M)	5,000	$49.63	$248,150	Direct
Dec 12, 2025	SEIC SEI INVESTMENTS CO	Award(A)	2,266	-	-	Direct
Dec 5, 2025	SEIC SEI INVESTMENTS CO	Tax Payment(F)	24	$81.25	$1,950	Direct
Sep 29, 2025	SEIC SEI INVESTMENTS CO	Sale(S)	10,000	$85.66	$856,600	Direct
Sep 29, 2025	SEIC SEI INVESTMENTS CO	Exercise(M)	10,000	$53.34	$533,400	Direct
Dec 12, 2024	SEIC SEI INVESTMENTS CO	Award(A)	2,175	-	$0	Direct

1-11 of 11 transactions

About MCCARTHY KATHRYN

MCCARTHY KATHRYN (SEC CIK 0001101310) files insider reports with the SEC as Director of SEI INVESTMENTS CO (SEIC).

Signal8 holds 6 ownership filings by MCCARTHY KATHRYN, all Form 4s, filed between Dec 16, 2024 and Aug 4, 2026. Those filings report 11 transactions, from Dec 12, 2024 to Aug 3, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on MCCARTHY KATHRYN's filings is in OAKS, PA.

Recent filings by MCCARTHY KATHRYN

Aug 3, 2026: Option exercise of SEIC shares (Form 4, code M).
Aug 3, 2026: Open-market sale of SEIC shares (Form 4, code S).
Aug 3, 2026: Option exercise of SEIC shares (Form 4, code M).
May 4, 2026: Open-market sale of SEIC shares (Form 4, code S).
May 4, 2026: Option exercises of SEIC shares (2 lines, Form 4, code M).

Other insiders filing for SEI INVESTMENTS CO (SEIC)

WEST ALFRED P JR, Officer
LANE MICHAEL, Executive Vice President
Hicke Ryan, Chief Executive Officer
ROMEO CARMEN, Director
Peterson Michael, Executive Vice President
McCabe Philip

How to read Form 4 transaction codes