Form 4: SEI Investments Executive Sanjay Sharma Executes Stock Options and Sells Shares

Sanjay Sharma, an Executive Vice President at SEI Investments, exercised options to purchase 20,000 shares of common stock and sold the same amount on May 14, 2025.

Summary

• On May 14, 2025, Sanjay Sharma, an Executive Vice President at SEI Investments, executed options to acquire 20,000 shares of SEI Investments Co. common stock at a price of $53.34 per share.
• Simultaneously, Sharma sold 20,000 shares of common stock at a weighted average price of $83.4, with prices ranging from $83.11 to $83.67.
• Following these transactions, Sharma directly owns 43,894.992 shares of common stock and indirectly owns 2,369.2012 shares through an Employee Stock Purchase Plan.
• He also no longer holds the 20,000 shares obtainable through options.

Sentiment

Score: 5

Explanation: The document is a standard SEC filing related to executive stock transactions, indicating a neutral sentiment.

Industry Context

Executive stock transactions are a common occurrence in publicly traded companies and are closely monitored by investors to gauge management's sentiment about the company's prospects.

Comparison to Industry Standards

• Executive compensation packages often include stock options to align management's interests with those of shareholders.
• The exercise and sale of shares by executives are typical components of these compensation plans.
• Similar transactions are regularly observed at comparable financial services firms.

Stakeholder Impact

• The transaction may have a minor impact on shareholders due to the change in ownership of shares.
• The transaction is part of the executive's compensation and may impact employee morale.

Key Dates

Keywords

Form 4, SEI Investments, Stock Options, Sanjay Sharma, Executive Compensation, Insider Trading, Equity Securities, Common Stock