Form 4: SEI Investments Director Thomas Naratil Receives Equity Compensation

Sentiment:

Insider Transaction Report


SEI Investments Company Director Thomas C. Naratil reported the acquisition of 2,076 shares of common stock as employment compensation, consisting of Restricted Stock Units subject to vesting.

Summary

  • Thomas C. Naratil, a Director of SEI Investments Company (SEIC), acquired 2,076 shares of common stock.
  • The acquisition occurred on July 22, 2025.
  • These shares were received as employment compensation.
  • The shares consist of Restricted Stock Units (RSUs) which are subject to vesting conditions.
  • Following this transaction, Naratil directly beneficially owns 2,076 shares.

Sentiment

Score: 7

Explanation: The acquisition of shares by a director, even as compensation, generally aligns interests with shareholders and is a positive signal of long-term commitment, though the shares are restricted.

Positives

  • The acquisition of shares by a director aligns management's interests with those of shareholders.
  • The grant of Restricted Stock Units (RSUs) indicates a long-term incentive for the director.

Risks

  • The acquired shares are Restricted Stock Units (RSUs) and are subject to vesting, meaning they are not fully owned until certain conditions are met.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Power of Attorney GrantThomas C. Naratil granted a Power of Attorney to several individuals, including Michael Peterson, John Munch, Lindsay Barci, Diane Gallagher, Bridget Garvey, and Venita Knight, to execute and file Forms 3, 4, and 5 on his behalf.07/14/2025Streamlines the process for filing required SEC ownership reports for the director.

Stakeholder Impact

  • Shareholders: The grant of Restricted Stock Units to a director aligns their interests with shareholders, potentially encouraging long-term value creation.

Key Dates

DateDescription
07/14/2025Date of Power of Attorney execution by Thomas C. Naratil.
07/22/2025Date of the reported transaction where Thomas C. Naratil acquired common stock.
07/24/2025Date the Form 4 was signed by Thomas C. Naratil's attorney-in-fact.

Recommendation

hold

This Form 4 reports a routine grant of Restricted Stock Units to a director as part of their compensation. While it aligns insider interests with shareholders, it does not provide new fundamental information about the company's performance or strategic direction that would warrant a change in investment recommendation. It's a standard compensation event.

Keywords

SEI Investments, SEIC, Form 4, Insider Transaction, Restricted Stock Units, Equity Compensation, Director Compensation, Thomas C. Naratil

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