Form 4: SEI Investments Director Carmen Romeo Reports Stock Gift
SEC Filing (Form 4)
Carmen Romeo, a director at SEI Investments Co, reported a gift of 6,300 shares of common stock on December 31, 2024.
Summary
- On December 31, 2024, Carmen Romeo, a director of SEI Investments Co, reported a transaction involving the company's common stock.
- The transaction was a gift of 6,300 shares.
- Following the transaction, Romeo directly owns 1,573,527 shares of SEI Investments Co.
- The report was filed on January 2, 2025, by Diane Gallagher, attorney in fact.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing, indicating a neutral sentiment.
Industry Context
Form 4 filings are standard disclosures required by the SEC for company insiders, providing transparency into their transactions in the company's stock.
Key Dates
| Date | Description |
|---|---|
| October 31, 2023 | Date of execution of the Power of Attorney. |
| December 31, 2024 | Date of the stock gift transaction. |
| January 2, 2025 | Date the Form 4 was signed. |
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