Company Analysis

SEI Investments Company (SEIC)

Nasdaq: SEIC · Security Brokers, Dealers & Flotation Companies · Oaks, PA · filing with the SEC since 1995
Grade4.9
◀ Past 4.5● Present 5.4▶ Future 4.4

Filings

250 filings since 2017 beside 515 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026
Due nextLarge accelerated filer
10-K Annual report for the fiscal year ending Dec 31, 2026Large accelerated filers have 60 days after the fiscal year ends. by Mar 1, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 21 days after the quarter ended. The proxy statement was last filed Apr 15, 2026.

Filings a yearinsider forms included
6161613610810210481
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 8 times in the last 36 months, the newest Jan 15, 2026.Listing warning from its exchange (8-K item 3.01): 1 time in the last 36 months, the newest Feb 1, 2024.
Insider forms 515

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 12, 2026 SCHEDULE 13G/A Large holder update, amended
Nov 10, 2026 13F-HR Holdings report, as a money manager Sep 30, 2026
Oct 27, 2026 SCHEDULE 13G/A Large holder update, amended
Oct 26, 2026 10-Q Quarterly report Sep 30, 2026
Oct 21, 2026 8-K items 2.02, 7.01, 8.01, 9.01 Results released; Investor disclosure (Regulation FD); Other event · Current report
Aug 27, 2026 N-PX Proxy voting record Jun 30, 2026
Aug 14, 2026 13F-HR Holdings report, as a money manager Jun 30, 2026
Aug 14, 2026 SCHEDULE 13G/A Large holder update, amended
Aug 7, 2026 SCHEDULE 13G Large holder notice
Jul 27, 2026 10-Q Quarterly report Jun 30, 2026
Jul 22, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Jun 23, 2026 11-K Employee plan annual report Dec 31, 2025
May 28, 2026 8-K items 5.07, 8.01, 9.01 Shareholder vote; Other event · Current report May 27, 2026
May 14, 2026 SCHEDULE 13G/A Large holder update, amended
May 13, 2026 13F-HR Holdings report, as a money manager Mar 31, 2026
Apr 29, 2026 SCHEDULE 13G Large holder notice
Apr 27, 2026 10-Q Quarterly report Mar 31, 2026
Apr 22, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Apr 15, 2026 ARS Annual report to shareholders Dec 31, 2025
Apr 15, 2026 DEF 14A Proxy statement May 27, 2026
Mar 27, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 2, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Feb 23, 2026 10-K Annual report Dec 31, 2025
Feb 13, 2026 13F-HR Holdings report, as a money manager Dec 31, 2025
Feb 12, 2026 SCHEDULE 13G/A Large holder update, amended
Jan 28, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Jan 15, 2026 8-K items 5.02, 9.01 Officer or director change · Current report Jan 13, 2026
Dec 17, 2025 8-K items 5.02, 8.01, 9.01 Officer or director change; Other event · Current report Dec 12, 2025
Dec 3, 2025 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Nov 13, 2025 13F-HR Holdings report, as a money manager Sep 30, 2025
Nov 13, 2025 SCHEDULE 13G/A Large holder update, amended
Oct 27, 2025 10-Q Quarterly report Sep 30, 2025
Oct 24, 2025 8-K item 8.01 Other event · Current report Oct 20, 2025
Oct 22, 2025 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Sep 18, 2025 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Aug 25, 2025 N-PX Proxy voting record Jun 30, 2025
Aug 19, 2025 8-K items 1.01, 2.03, 9.01 Major agreement signed; New debt or obligation taken on · Current report Aug 18, 2025
Aug 14, 2025 13F-HR Holdings report, as a money manager Jun 30, 2025
Aug 13, 2025 SCHEDULE 13G/A Large holder update, amended
Jul 28, 2025 10-Q Quarterly report Jun 30, 2025
40 of 250 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton SEIC · research, not advice