Form 4: SEI Investments Executive Vice President Paul Klauder Reports Stock Transactions

Executive Vice President Paul Klauder of SEI Investments Co. reports the acquisition and disposal of common stock, including transactions related to option exercises.

Summary

• On March 8, 2024, Paul Klauder, an Executive Vice President at SEI Investments Co., engaged in transactions involving the company's common stock.
• Klauder exercised an option to purchase 2,000 shares of common stock at a price of $40.64.
• Simultaneously, Klauder sold 2,000 shares of common stock at $69.8.
• Following these transactions, Klauder directly owns 20,752 shares and indirectly owns 14,078 shares through a 401(k).
• The option exercised was granted as employment compensation and was set to expire on December 9, 2024.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, which is common practice and required by the SEC to ensure transparency and prevent insider trading.

Stakeholder Impact

• The transactions may have a minor impact on shareholders due to the change in ownership, but the overall effect is likely minimal.

Key Dates