Form 4: SEI Investments Officer Mark Warner Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Mark Andrew Warner, Chief Accounting Officer and Controller at SEI Investments, reports the acquisition and disposal of company stock and stock options on March 3, 2025.

Summary

  • On March 3, 2025, Mark Andrew Warner, Chief Accounting Officer and Controller of SEI Investments Co, engaged in transactions involving the company's stock.
  • Warner acquired 2,500 shares of common stock at a price of $53.34 through the exercise of stock options.
  • He also acquired another 2,500 shares of common stock at a price of $53.34 through the exercise of stock options.
  • Warner disposed of 5,000 shares of common stock at a weighted average price of $80.39.
  • Following these transactions, Warner directly owns 1,300 shares of SEI Investments Co.
  • Warner also disposed of derivative securities related to stock options.
  • The transactions were reported on a Form 4 filing with the SEC.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of stock transactions. It doesn't inherently indicate positive or negative sentiment about the company's prospects.

Industry Context

This filing is a routine disclosure of insider transactions, which are common in publicly traded companies. It provides transparency into the trading activities of company executives.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in ownership by a company officer.
  • The transactions do not directly impact employees, customers, suppliers, or creditors.

Key Dates

DateDescription
12/31/2017Date exercisable for stock option right to purchase
12/31/2018Date exercisable for stock option right to purchase
10/27/2023Date of Power of Attorney execution
03/03/2025Date of stock and derivative securities transactions
03/05/2025Date of Form 4 signature
12/08/2025Expiration date for stock option right to purchase

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