SEI Investments Company (SEIC)
Oaks, PA, US
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.
3 articles
- Why SEI Investments (SEIC) is a Top Momentum Stock for the Long-Term Zacks Investment Research
- SEI to Announce Second-Quarter 2026 Earnings on Wednesday, July 22, 2026 PRNewsWire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.81% | -3.18% | -3.09% | +8.07% | +8.68% | +7.14% | +3.82% | +55.32% | +38.57% | +70.84% | +46,128.30% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 2 | 0 |
| Hold | 2 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
93.50
-2.8%
|
| Last Year | 11 |
105.00
+9.2%
|
| All Time | 25 |
84.60
-12.0%
|
-
Revenue growth Asset Management: +17.4%+8.1% Q1'26: +12.8% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+27.7% ★ Q1'26: +19.7% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+20.4% Q1'26: +33.7% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+35.8% Q1'26: +37.2% (vs Q1'25)
-
ROIC Asset Management: +6.5%+28.3% ★ Q1'26: +29.5% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-4.9% ★ Q1'26: -3.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.01× ★ Q1'26: 0.04× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 5 EPS Ana. |
Dec 2027 5 Rev. Ana. 5 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
658.01M
est: 633.59M (+3.9%)
|
620.82M
est: 617.31M (+0.6%)
|
636.23M
est: 631.16M (+0.8%)
|
692.27M
est: 634.37M (+9.1%)
|
773.01M
est: 740.17M (+4.4%)
|
1.18B
est: 1.12B (+4.5%)
|
1.37B
est: 1.32B (+3.7%)
|
1.25B
est: 1.30B (-4.0%)
|
1.06B
est: 1.08B (-2.2%)
|
900.84M
est: 926.90M (-2.8%)
|
929.73M
est: 972.79M (-4.4%)
|
992.52M
est: 1.04B (-4.3%)
|
1.13B
est: 1.12B (+1.0%)
|
1.27B
est: 1.23B (+3.2%)
|
1.33B
est: 1.34B (-0.1%)
|
1.40B
est: 1.40B (+0.4%)
|
1.53B
est: 1.52B (+0.7%)
|
1.62B
est: 1.62B (+0.1%)
|
1.65B
est: 1.65B (+0.0%)
|
1.68B
est: 1.68B (+0.5%)
|
1.92B
est: 1.91B (+0.7%)
|
1.99B
est: 1.99B (-0.1%)
|
1.92B
est: 1.99B (-3.6%)
|
2.13B
est: 2.13B (-0.2%)
|
2.30B
est: 2.30B (+0.1%)
|
2.56B
2.54B – 2.61B
+11.7% YoY
|
2.76B
2.72B – 2.86B
+7.7% YoY
|
3.00B
2.96B – 3.05B
+8.8% YoY
|
3.13B
3.10B – 3.20B
+4.3% YoY
|
3.35B
3.31B – 3.42B
+7.0% YoY
|
| EBITDA |
202.84M
est: 209.60M (-3.2%)
|
227.88M
est: 237.02M (-3.9%)
|
222.97M
est: 237.42M (-6.1%)
|
226.04M
est: 254.59M (-11.2%)
|
232.68M
est: 298.36M (-22.0%)
|
527.60M
est: 369.44M (+42.8%)
|
631.11M
est: 428.38M (+47.3%)
|
404.61M
est: 280.02M (+44.5%)
|
432.20M
est: 352.09M (+22.8%)
|
417.21M
est: 426.36M (-2.1%)
|
367.83M
est: 381.29M (-3.5%)
|
385.84M
est: 400.71M (-3.7%)
|
306.17M
est: 489.36M (-37.4%)
|
414.53M
est: 529.50M (-21.7%)
|
567.64M
est: 572.89M (-0.9%)
|
447.64M
est: 553.40M (-19.1%)
|
473.80M
est: 582.46M (-18.7%)
|
519.35M
est: 664.28M (-21.8%)
|
541.28M
est: 708.05M (-23.6%)
|
530.43M
est: 660.42M (-19.7%)
|
646.92M
est: 768.03M (-15.8%)
|
561.23M
est: 912.66M (-38.5%)
|
669.21M
est: 688.81M (-2.8%)
|
822.55M
est: 736.51M (+11.7%)
|
859.29M
est: 793.60M (+8.3%)
|
886.65M
879.73M – 903.97M
+11.7% YoY
|
955.17M
941.28M – 989.90M
+7.7% YoY
|
1.04B
1.02B – 1.05B
+8.8% YoY
|
1.08B
1.07B – 1.11B
+4.3% YoY
|
1.16B
1.15B – 1.18B
+7.0% YoY
|
| EBIT |
183.19M
est: 176.19M (+4.0%)
|
209.82M
est: 206.30M (+1.7%)
|
206.18M
est: 203.05M (+1.5%)
|
209.86M
est: 189.63M (+10.7%)
|
215.09M
est: 202.35M (+6.3%)
|
498.45M
est: 474.81M (+5.0%)
|
593.98M
est: 570.67M (+4.1%)
|
357.65M
est: 514.79M (-30.5%)
|
366.06M
est: 365.17M (+0.2%)
|
371.26M
est: 222.58M (+66.8%)
|
319.07M
est: 212.38M (+50.2%)
|
330.00M
est: 220.37M (+49.7%)
|
248.41M
est: 244.34M (+1.7%)
|
352.78M
est: 339.24M (+4.0%)
|
500.96M
est: 361.53M (+38.6%)
|
375.69M
est: 357.98M (+4.9%)
|
396.94M
est: 365.09M (+8.7%)
|
441.99M
est: 423.61M (+4.3%)
|
460.42M
est: 456.96M (+0.8%)
|
445.89M
est: 450.70M (-1.1%)
|
553.38M
est: 540.05M (+2.5%)
|
475.75M
est: 665.96M (-28.6%)
|
595.24M
est: 616.10M (-3.4%)
|
747.32M
est: 658.76M (+13.4%)
|
822.27M
est: 709.83M (+15.8%)
|
793.06M
786.86M – 808.55M
+11.7% YoY
|
854.34M
841.91M – 885.41M
+7.7% YoY
|
929.31M
916.48M – 942.14M
+8.8% YoY
|
968.90M
958.25M – 988.46M
+4.3% YoY
|
1.04B
1.02B – 1.06B
+7.0% YoY
|
| Net Income |
124.94M
est: 120.15M (+4.0%)
|
140.52M
est: 138.14M (+1.7%)
|
142.98M
est: 140.73M (+1.6%)
|
169.02M
est: 152.93M (+10.5%)
|
188.34M
est: 179.63M (+4.8%)
|
236.99M
est: 225.92M (+4.9%)
|
259.81M
est: 249.00M (+4.3%)
|
139.25M
est: 142.81M (-2.5%)
|
174.34M
est: 194.28M (-10.3%)
|
231.69M
est: 237.96M (-2.6%)
|
204.96M
est: 213.37M (-3.9%)
|
206.85M
est: 215.41M (-4.0%)
|
288.12M
est: 285.77M (+0.8%)
|
318.71M
est: 306.26M (+4.1%)
|
331.66M
est: 334.69M (-0.9%)
|
333.82M
est: 317.89M (+5.0%)
|
404.39M
est: 370.97M (+9.0%)
|
505.87M
est: 483.88M (+4.5%)
|
501.43M
est: 497.86M (+0.7%)
|
447.29M
est: 451.88M (-1.0%)
|
546.59M
est: 533.24M (+2.5%)
|
475.47M
est: 637.46M (-25.4%)
|
462.26M
est: 485.96M (-4.9%)
|
581.19M
est: 553.39M (+5.0%)
|
715.31M
est: 623.62M (+14.7%)
|
713.08M
707.14M – 787.81M
+14.3% YoY
|
852.38M
800.53M – 904.23M
+19.5% YoY
|
974.92M
916.97M – 1.03B
+14.4% YoY
|
1.19B
1.17B – 1.22B
+22.0% YoY
|
1.37B
1.35B – 1.41B
+15.3% YoY
|
| SGA |
176.10M
est: 168.98M (+4.2%)
|
146.97M
est: 144.44M (+1.8%)
|
146.43M
est: 144.10M (+1.6%)
|
161.52M
est: 146.38M (+10.3%)
|
167.10M
est: 159.53M (+4.7%)
|
184.81M
est: 175.55M (+5.3%)
|
211.24M
est: 208.67M (+1.2%)
|
222.77M
est: 280.30M (-20.5%)
|
163.08M
est: 209.46M (-22.1%)
|
115.82M
est: 200.22M (-42.2%)
|
127.28M
est: 542.23M (-76.5%)
|
125.56M
est: 282.09M (-55.5%)
|
169.26M
est: 281.22M (-39.8%)
|
150.28M
est: 258.97M (-42.0%)
|
163.75M
est: 300.82M (-45.6%)
|
182.79M
est: 300.91M (-39.3%)
|
222.72M
est: 337.45M (-34.0%)
|
224.67M
est: 365.68M (-38.6%)
|
219.14M
est: 377.48M (-41.9%)
|
254.93M
est: 421.12M (-39.5%)
|
264.65M
est: 431.27M (-38.6%)
|
281.42M
est: 479.35M (-41.3%)
|
262.78M
est: 334.16M (-21.4%)
|
270.43M
est: 357.31M (-24.3%)
|
678.31M
est: 385.00M (+76.2%)
|
430.15M
426.78M – 438.55M
+11.7% YoY
|
463.38M
456.64M – 480.23M
+7.7% YoY
|
504.05M
497.09M – 511.01M
+8.8% YoY
|
525.52M
519.75M – 536.13M
+4.3% YoY
|
562.09M
555.91M – 573.44M
+7.0% YoY
|
| EPS |
0.57
est: 0.51 (+11.8%)
|
0.65
est: 0.61 (+6.6%)
|
0.68
est: 0.65 (+4.6%)
|
0.82
est: 0.68 (+20.6%)
|
0.94
est: 0.84 (+11.9%)
|
1.20
est: 1.06 (+13.2%)
|
1.32
est: 1.27 (+3.9%)
|
0.73
est: 1.32 (-44.7%)
|
0.91
est: 0.96 (-5.2%)
|
1.23
est: 1.13 (+8.8%)
|
1.12
est: 1.22 (-8.2%)
|
1.19
est: 1.25 (-4.8%)
|
1.68
est: 1.35 (+24.4%)
|
1.89
est: 1.71 (+10.5%)
|
2.00
est: 1.96 (+2.0%)
|
2.07
est: 2.00 (+3.7%)
|
2.56
est: 2.35 (+9.2%)
|
3.23
est: 3.15 (+2.4%)
|
3.31
est: 3.25 (+1.7%)
|
3.05
est: 2.94 (+3.7%)
|
3.87
est: 3.76 (+3.0%)
|
3.49
est: 3.38 (+3.2%)
|
3.49
est: 3.86 (-9.5%)
|
4.47
est: 4.40 (+1.5%)
|
5.76
est: 4.99 (+15.3%)
|
5.93
5.65 – 6.29
+18.7% YoY
|
6.66
6.39 – 7.22
+12.4% YoY
|
7.71
7.32 – 8.25
+15.7% YoY
|
9.50
9.36 – 9.75
+23.2% YoY
|
10.95
10.79 – 11.24
+15.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Piper Sandler | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alfred P. West, Jr. | 24.70M | 23.38% | 19.33M | 5.37M | 19.33M | 10.00 | IN | or Place of Organization | 2003-04-16 | ↗ |
| 2 | W. Smith | 14.52M | 7.50% | 2.43M | 10.74M | 3.78M | — | IN | States | 2008-02-14 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 12.07M | 8.65% | — | 95.1K | 11.84M | 224.2K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 4 | (1) BlackRock, Inc. | 11.39M | 8.20% | 10.59M | — | 11.39M | — | HC | Delaware | 2022-02-07 | ↗ |
| 5 | J. Vassalluzzo | 10.74M | 5.50% | — | 10.74M | — | — | IN | States | 2008-02-14 | ↗ |
| 6 | 2 | 9.38M | 5.50% | 8.73M | — | 9.38M | — | IA | Delaware | 2014-02-06 | ↗ |
| 7 | Morgan Stanley | 7.10M | 5.10% | 13.00 | — | 6.97M | 7.10M | HC, CO | — | 2022-02-11 | ↗ |
| 8 | Thomas N. Tryforos | 5.76M | 5.50% | 7.3K | 5.76M | 7.3K | 5.76M | IN | United States | 2004-02-17 | ↗ |
| 9 | Scott J. Vassalluzo | 5.76M | 5.50% | — | 5.76M | — | 5.76M | IN | United States | 2004-02-17 | ↗ |
| 10 | 04-2683227 | 5.66M | 3.32% | — | 4.35M | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 11 | Thomas W. Smith | 2.95M | 1.50% | 300.0K | 2.65M | 300.0K | — | IN | United States | 2010-02-16 | ↗ |
| 12 | Scott J. Vassalluzzo | 2.65M | 1.40% | — | 2.65M | — | — | IN | United States | 2010-02-16 | ↗ |
| 13 | Steven M. Fischer | 2.65M | 1.40% | — | 2.65M | — | — | IN | United States | 2010-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11.07M -189.2K (-1.7%) | 908.07M -47.4M (-5.0%) | 9.06% +0.089 pp | 0.01% -0.001 pp | USD33.79 +142.7% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 9.64M +375.2K (+4.1%) | 790.50M +4.6M (+0.6%) | 7.89% +0.507 pp | 0.01% 0.000 pp | USD69.89 +17.4% | 6 qtrs — |
| 3 | LOOMIS SAYLES & CO L P | 8.74M -231.4K (-2.6%) | 717.23M -44.4M (-5.8%) | 7.16% +0.005 pp | 0.86% -0.041 pp | USD43.48 +88.6% | 60 qtrs — |
| 4 | MORGAN STANLEY | 5.08M -518.6K (-9.3%) | 416.27M -58.4M (-12.3%) | 4.15% -0.303 pp | 0.02% -0.004 pp | USD58.44 +40.3% | 51 qtrs — |
| 5 | STATE STREET CORP | 4.28M -253.5K (-5.6%) | 353.49M -31.4M (-8.2%) | 3.51% -0.109 pp | 0.01% -0.002 pp | USD43.79 +87.3% | 51 qtrs — |
| 6 | BANK OF AMERICA CORP /DE/ | 2.92M -198.7K (-6.4%) | 239.69M -25.1M (-9.5%) | 2.39% -0.095 pp | 0.02% -0.001 pp | USD55.95 +46.6% | 52 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.89M +110.0K (+3.9%) | 237.42M +1.1M (+0.5%) | 2.37% +0.150 pp | 0.01% 0.000 pp | USD57.07 +43.7% | 78 qtrs — |
| 8 | LORD, ABBETT & CO. LLC | 1.92M +309.0K (+19.2%) | 157.26M +20.8M (+15.2%) | 1.57% +0.288 pp | 0.48% +0.076 pp | USD84.01 -2.4% | 4 qtrs — |
| 9 | BEUTEL, GOODMAN & CO LTD. | 1.88M -140.5K (-6.9%) | 154.40M -17.3M (-10.1%) | 1.54% -0.071 pp | 0.95% -0.085 pp | USD57.88 +41.7% | 23 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.85M -9.9K (-0.5%) | 152.00M -6.1M (-3.8%) | 1.52% +0.032 pp | 0.03% -0.002 pp | USD55.70 +47.3% | 51 qtrs — |
| 11 | FIRST TRUST ADVISORS LP | 1.80M +75.9K (+4.4%) | 147.71M +1.3M (+0.9%) | 1.47% +0.099 pp | 0.11% -0.002 pp | USD76.52 +7.2% | 28 qtrs — |
| 12 | INVESCO LTD. | 1.73M +861.0 (+0.0%) | 142.09M -4.8M (-3.3%) | 1.42% +0.038 pp | 0.02% -0.001 pp | USD64.72 +26.7% | 57 qtrs — |
| 13 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.38M +37.2K (+2.8%) | 113.27M -748.4K (-0.7%) | 1.13% +0.060 pp | 0.19% -0.013 pp | USD80.68 +1.7% | 27 qtrs — |
| 14 | FMR LLC | 1.34M -6.5K (-0.5%) | 110.17M -4.3M (-3.8%) | 1.10% +0.024 pp | 0.01% 0.000 pp | USD76.37 +7.4% | 70 qtrs — |
| 15 | BOSTON TRUST WALDEN CORP | 1.08M -20.6K (-1.9%) | 88.97M -4.8M (-5.1%) | 0.89% +0.007 pp | 0.67% -0.017 pp | USD57.21 +43.4% | 51 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 990.7K -23.3K (-2.3%) | 81.25M -4.8M (-5.6%) | 0.81% +0.003 pp | 0.01% -0.002 pp | USD32.93 +149.1% | 66 qtrs — |
| 17 | ROYCE & ASSOCIATES LP | 906.3K +2.8K (+0.3%) | 74.34M -2.3M (-3.0%) | 0.74% +0.022 pp | 0.75% -0.011 pp | USD53.08 +54.5% | 59 qtrs — |
| 18 | NORTHERN TRUST CORP | 891.5K -31.1K (-3.4%) | 73.12M -5.2M (-6.6%) | 0.73% -0.006 pp | 0.01% -0.001 pp | USD45.91 +78.7% | 51 qtrs — |
| 19 | AMERIPRISE FINANCIAL INC | 821.5K +5.8K (+0.7%) | 67.38M -1.8M (-2.6%) | 0.67% +0.022 pp | 0.02% -0.001 pp | USD64.71 +26.8% | 55 qtrs — |
| 20 | FRANKLIN RESOURCES INC | 818.7K +180.2K (+28.2%) | 67.15M +13.0M (+23.9%) | 0.67% +0.161 pp | 0.02% +0.003 pp | USD75.11 +9.2% | 33 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 664.3K +1.9K (+0.3%) | 54.49M -1.7M (-3.1%) | 0.54% +0.016 pp | 0.01% -0.001 pp | USD51.03 +60.7% | 100 qtrs — |
| 22 | NORGES BANK | 652.9K +652.9K (+100.0%) | 53.55M +53.5M (+100.0%) | 0.53% +0.534 pp | 0.01% +0.006 pp | USD82.02 +0.0% | 1 qtrs NEW |
| 23 | PRANA CAPITAL MANAGEMENT, LP | 651.2K -60.1K (-8.5%) | 53.41M -6.9M (-11.5%) | 0.53% -0.034 pp | 1.94% -0.075 pp | USD78.69 +4.2% | 10 qtrs — |
| 24 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 645.9K +619.3K (+2,333.2%) | 52.97M +50.7M (+2,252.0%) | 0.53% +0.507 pp | 0.33% +0.311 pp | USD82.09 -0.1% | 5 qtrs — |
| 25 | UBS GROUP AG | 636.2K +192.5K (+43.4%) | 52.18M +14.5M (+38.6%) | 0.52% +0.167 pp | 0.01% +0.003 pp | USD77.62 +5.7% | 45 qtrs — |
| 26 | ROYAL BANK OF CANADA | 611.2K -339.9K (-35.7%) | 50.13M -30.6M (-37.9%) | 0.50% -0.258 pp | 0.01% -0.005 pp | USD76.31 +7.5% | 51 qtrs — |
| 27 | AMERICAN CAPITAL MANAGEMENT INC | 574.8K +9.7K (+1.7%) | 47.15M -803.5K (-1.7%) | 0.47% +0.020 pp | 2.08% +0.170 pp | USD66.18 +23.9% | 54 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 563.2K -203.6K (-26.5%) | 46.19M -18.9M (-29.0%) | 0.46% -0.150 pp | 0.05% -0.020 pp | USD79.84 +2.7% | 27 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 532.4K +4.0K (+0.8%) | 43.66M -1.2M (-2.6%) | 0.44% +0.015 pp | 0.01% -0.001 pp | USD82.47 -0.5% | 5 qtrs — |
| 30 | — | 519.3K +519.3K (+100.0%) | 43.19M +43.2M (+100.0%) | 0.43% +0.425 pp | 0.12% +0.123 pp | USD82.02 +0.0% | 1 qtrs NEW |
| 31 | NATIXIS ADVISORS, L.P. | 470.5K -40.6K (-7.9%) | 38.59M -4.8M (-11.0%) | 0.39% -0.022 pp | 0.05% -0.009 pp | USD50.45 +62.6% | 57 qtrs — |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 463.6K +133.7K (+40.5%) | 38.03M +10.0M (+35.8%) | 0.38% +0.117 pp | 0.02% +0.005 pp | USD75.87 +8.1% | 10 qtrs — |
| 33 | UBS ASSET MANAGEMENT AMERICAS INC | 454.1K -429.6K (-48.6%) | 37.25M -37.7M (-50.3%) | 0.37% -0.333 pp | 0.01% -0.008 pp | USD66.22 +23.9% | 81 qtrs — |
| 34 | AQR CAPITAL MANAGEMENT LLC | 451.9K -15.5K (-3.3%) | 37.06M -2.6M (-6.5%) | 0.37% -0.003 pp | 0.02% -0.006 pp | USD64.18 +27.8% | 65 qtrs — |
| 35 | JPMORGAN CHASE & CO | 433.5K +52.3K (+13.7%) | 35.55M +3.2M (+9.9%) | 0.35% +0.051 pp | 0.00% +0.000 pp | USD64.20 +27.8% | 51 qtrs — |
| 36 | ENVESTNET ASSET MANAGEMENT INC | 427.8K +66.4K (+18.4%) | 35.09M +4.4M (+14.4%) | 0.35% +0.062 pp | 0.01% +0.002 pp | USD62.27 +31.7% | 51 qtrs — |
| 37 | PROSHARE ADVISORS LLC | 405.4K +15.7K (+4.0%) | 33.25M +187.8K (+0.6%) | 0.33% +0.021 pp | 0.06% -0.011 pp | USD63.29 +29.6% | 76 qtrs — |
| 38 | RENAISSANCE TECHNOLOGIES LLC | 397.2K +10.3K (+2.7%) | 32.58M -250.2K (-0.8%) | 0.33% +0.017 pp | 0.05% +0.007 pp | USD80.78 +1.5% | 37 qtrs — |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 382.8K +247.7K (+183.2%) | 31.40M +19.9M (+173.8%) | 0.31% +0.206 pp | 0.02% +0.011 pp | USD74.49 +10.1% | 45 qtrs — |
| 40 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 378.2K -28.0K (-6.9%) | 31.02M -3.4M (-10.0%) | 0.31% -0.014 pp | 0.11% -0.007 pp | USD72.48 +13.2% | 24 qtrs — |
| 41 | MILLENNIUM MANAGEMENT LLC | 371.6K -284.1K (-43.3%) | 30.48M -25.2M (-45.2%) | 0.30% -0.218 pp | 0.01% -0.011 pp | USD75.83 +8.2% | 61 qtrs — |
| 42 | BRIDGEWATER ASSOCIATES, LP | 345.9K +83.4K (+31.8%) | 28.37M +6.1M (+27.4%) | 0.28% +0.074 pp | 0.10% +0.016 pp | USD79.94 +2.6% | 21 qtrs — |
| 43 | MAN GROUP PLC | 333.6K +19.4K (+6.2%) | 27.36M +699.9K (+2.6%) | 0.27% +0.023 pp | 0.05% +0.000 pp | USD73.28 +11.9% | 32 qtrs — |
| 44 | GOLDMAN SACHS GROUP INC | 319.2K +78.9K (+32.8%) | 26.18M +5.8M (+28.4%) | 0.26% +0.070 pp | 0.00% +0.001 pp | USD77.27 +6.1% | 73 qtrs — |
| 45 | BARCLAYS PLC | 311.8K +145.8K (+87.8%) | 25.57M +14.1M (+122.6%) | 0.26% +0.123 pp | 0.01% +0.003 pp | USD74.89 +9.5% | 51 qtrs — |
| 46 | THRIVENT FINANCIAL FOR LUTHERANS | 311.6K +59.3K (+23.5%) | 25.55M +4.2M (+19.4%) | 0.26% +0.054 pp | 0.05% +0.003 pp | USD77.48 +5.9% | 74 qtrs — |
| 47 | RHUMBLINE ADVISERS | 309.3K -16.9K (-5.2%) | 25.37M -2.3M (-8.3%) | 0.25% -0.007 pp | 0.02% -0.002 pp | USD40.94 +100.3% | 55 qtrs — |
| 48 | RETIREMENT SYSTEMS OF ALABAMA | 287.9K -1.9K (-0.7%) | 23.62M -977.7K (-4.0%) | 0.24% +0.005 pp | 0.08% -0.005 pp | USD41.79 +96.3% | 52 qtrs — |
| 49 | JLB & ASSOCIATES INC | 260.2K -6.3K (-2.4%) | 21.34M -1.3M (-5.6%) | 0.21% +0.001 pp | 2.88% -0.095 pp | USD55.12 +48.8% | 35 qtrs — |
| 50 | ALPS ADVISORS INC | 223.1K -13.3K (-5.6%) | 18.30M -1.8M (-8.8%) | 0.18% -0.006 pp | 0.11% -0.005 pp | USD66.74 +22.9% | 16 qtrs — |
| 51 | AZORA CAPITAL LP | 216.5K +216.5K (+100.0%) | 17.75M +17.8M (+100.0%) | 0.18% +0.177 pp | 1.12% +1.118 pp | USD82.02 +0.0% | 4 qtrs — |
| 52 | SWISS NATIONAL BANK | 207.1K +2.0K (+1.0%) | 16.99M -416.4K (-2.4%) | 0.17% +0.006 pp | 0.01% +0.000 pp | USD89.76 -8.6% | 3 qtrs — |
| 53 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 204.3K +153.5K (+302.1%) | 16.75M +12.4M (+288.7%) | 0.17% +0.127 pp | 0.04% +0.030 pp | USD83.78 -2.1% | 3 qtrs — |
| 54 | PRINCIPAL FINANCIAL GROUP INC | 200.4K -8.6K (-4.1%) | 16.43M -1.3M (-7.3%) | 0.16% -0.003 pp | 0.01% -0.001 pp | USD41.75 +96.5% | 81 qtrs — |
| 55 | LEITH WHEELER INVESTMENT COUNSEL LTD. | 196.4K -6.9K (-3.4%) | 16.11M -1.1M (-6.6%) | 0.16% -0.001 pp | 1.21% +0.042 pp | USD55.49 +47.8% | 15 qtrs — |
| 56 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 193.7K -5.5K (-2.7%) | 15.88M -1.0M (-6.0%) | 0.16% 0.000 pp | 0.01% -0.001 pp | USD51.88 +58.1% | 55 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 190.2K -39.7K (-17.3%) | 15.60M -3.9M (-20.0%) | 0.16% -0.028 pp | 0.00% -0.001 pp | USD46.88 +75.0% | 75 qtrs — |
| 58 | INTERVAL PARTNERS, LP | 184.9K -19.0K (-9.3%) | 15.17M -2.1M (-12.4%) | 0.15% -0.011 pp | 0.27% -0.011 pp | USD65.68 +24.9% | 22 qtrs — |
| 59 | HSBC HOLDINGS PLC | 180.7K +117.4K (+185.4%) | 14.90M +9.5M (+178.5%) | 0.15% +0.097 pp | 0.01% +0.005 pp | USD74.50 +10.1% | 54 qtrs — |
| 60 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 179.6K +13.3K (+8.0%) | 14.73M +619.6K (+4.4%) | 0.15% +0.015 pp | 0.10% +0.002 pp | USD78.69 +4.2% | 9 qtrs — |
| 61 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 178.4K +— (+0.0%) | 14.64M -505.0K (-3.3%) | 0.15% +0.004 pp | 0.05% -0.002 pp | USD83.85 -2.2% | 107 qtrs — |
| 62 | VESTCOR INC | 174.3K +— (+0.0%) | 14.30M -493.0K (-3.3%) | 0.14% +0.004 pp | 0.41% -0.034 pp | USD58.37 +40.5% | 19 qtrs — |
| 63 | NUVEEN, LLC | 173.3K -62.8K (-26.6%) | 14.22M -5.8M (-29.0%) | 0.14% -0.046 pp | 0.00% -0.002 pp | USD77.63 +5.7% | 4 qtrs — |
| 64 | MARKEL GROUP INC. | 173.2K +— (+0.0%) | 14.21M -490.2K (-3.3%) | 0.14% +0.004 pp | 0.11% -0.006 pp | USD44.50 +84.3% | 57 qtrs — |
| 65 | FOYSTON, GORDON, & PAYNE INC | 172.6K +17.1K (+11.0%) | 14.16M +959.7K (+7.3%) | 0.14% +0.017 pp | 3.08% +0.200 pp | USD67.09 +22.3% | 15 qtrs — |
| 66 | CITADEL ADVISORS LLC | 152.3K -54.4K (-26.3%) | 12.49M -5.0M (-28.8%) | 0.12% -0.040 pp | 0.00% -0.001 pp | USD89.76 -8.6% | 34 qtrs — |
| 67 | ADVISOR GROUP HOLDINGS, INC. | 150.1K +5.9K (+4.1%) | 12.31M -368.8K (-2.9%) | 0.12% +0.008 pp | 0.02% +0.000 pp | USD64.27 +27.6% | 24 qtrs — |
| 68 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 150.0K +30.1K (+25.1%) | 12.30M +2.1M (+21.0%) | 0.12% +0.027 pp | 0.02% +0.002 pp | USD87.62 -6.4% | 3 qtrs — |
| 69 | JANNEY MONTGOMERY SCOTT LLC | 148.9K +9.6K (+6.9%) | 12.21M +395.0K (+3.3%) | 0.12% +0.011 pp | 0.03% +0.000 pp | USD89.01 -7.9% | 37 qtrs — |
| 70 | LPL FINANCIAL LLC | 148.1K +35.6K (+31.6%) | 12.15M +2.6M (+27.2%) | 0.12% +0.032 pp | 0.00% +0.001 pp | USD71.67 +14.4% | 45 qtrs — |
| 71 | SCHONFELD STRATEGIC ADVISORS LLC | 147.3K -8.1K (-5.2%) | 12.08M -1.1M (-8.4%) | 0.12% -0.003 pp | 0.05% -0.021 pp | USD80.47 +1.9% | 13 qtrs — |
| 72 | KING LUTHER CAPITAL MANAGEMENT CORP | 137.4K +12.7K (+10.2%) | 11.27M +689.7K (+6.5%) | 0.11% +0.013 pp | 0.05% +0.002 pp | USD81.70 +0.4% | 5 qtrs — |
| 73 | JANE STREET GROUP, LLC | 137.2K +26.9K (+24.4%) | 11.26M +1.9M (+20.3%) | 0.11% +0.024 pp | 0.00% +0.000 pp | USD81.39 +0.8% | 29 qtrs — |
| 74 | M&G PLC | 134.0K +11.5K (+9.4%) | 10.99M +575.1K (+5.5%) | 0.11% +0.012 pp | 0.06% +0.001 pp | USD84.61 -3.1% | 2 qtrs — |
| 75 | TOROSO INVESTMENTS, LLC | 133.3K +28.1K (+26.7%) | 10.94M +2.0M (+22.5%) | 0.11% +0.025 pp | 0.03% +0.008 pp | USD87.41 -6.2% | 3 qtrs — |
| 76 | AMERICAN CENTURY COMPANIES INC | 128.5K +16.4K (+14.6%) | 10.54M +1.0M (+10.8%) | 0.11% +0.016 pp | 0.01% +0.001 pp | USD70.46 +16.4% | 41 qtrs — |
| 77 | KLP KAPITALFORVALTNING AS | 127.2K +300.0 (+0.2%) | 10.49M -278.3K (-2.6%) | 0.10% +0.003 pp | 0.04% -0.002 pp | USD82.48 -0.6% | 5 qtrs — |
| 78 | ALLIANCEBERNSTEIN L.P. | 125.0K -5.0K (-3.8%) | 10.25M -777.0K (-7.0%) | 0.10% -0.001 pp | 0.00% 0.000 pp | USD53.79 +52.5% | 61 qtrs — |
| 79 | CAPITAL FUND MANAGEMENT S.A. | 121.4K +26.1K (+27.4%) | 9.96M +1.9M (+23.1%) | 0.10% +0.023 pp | 0.03% +0.007 pp | USD84.44 -2.9% | 10 qtrs — |
| 80 | TEACHER RETIREMENT SYSTEM OF TEXAS | 120.9K +18.6K (+18.2%) | 9.92M +1.2M (+14.3%) | 0.10% +0.018 pp | 0.03% -0.001 pp | USD72.86 +12.6% | 26 qtrs — |
| 81 | ENGINEERS GATE MANAGER LP | 120.7K +23.6K (+24.3%) | 9.90M +1.7M (+20.2%) | 0.10% +0.021 pp | 0.12% +0.023 pp | USD84.88 -3.4% | 24 qtrs — |
| 82 | POINT72 ASSET MANAGEMENT, L.P. | 118.7K +118.7K (+100.0%) | 9.74M +9.7M (+100.0%) | 0.10% +0.097 pp | 0.01% +0.011 pp | USD82.02 +0.0% | 3 qtrs — |
| 83 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 116.4K -8.5K (-6.8%) | 9.54M -1.0M (-9.9%) | 0.10% -0.004 pp | 0.02% -0.002 pp | USD35.53 +130.8% | 51 qtrs — |
| 84 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 111.8K -4.3K (-3.7%) | 9.17M -684.0K (-6.9%) | 0.09% -0.001 pp | 0.02% -0.001 pp | USD36.69 +123.5% | 51 qtrs — |
| 85 | TRUIST FINANCIAL CORP | 111.3K +2.7K (+2.5%) | 9.13M -88.4K (-1.0%) | 0.09% +0.005 pp | 0.01% 0.000 pp | USD58.62 +39.9% | 42 qtrs — |
| 86 | TD ASSET MANAGEMENT INC | 110.2K -1.0K (-0.9%) | 9.04M -399.9K (-4.2%) | 0.09% +0.002 pp | 0.01% 0.000 pp | USD55.03 +49.0% | 50 qtrs — |
| 87 | CREATIVE PLANNING | 110.0K +68.6K (+165.8%) | 9.03M +5.5M (+157.0%) | 0.09% +0.057 pp | 0.01% +0.004 pp | USD81.72 +0.4% | 57 qtrs — |
| 88 | WELLS FARGO & COMPANY/MN | 107.5K -12.1K (-10.1%) | 8.81M -1.3M (-13.1%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD77.00 +6.5% | 57 qtrs — |
| 89 | BANK OF MONTREAL /CAN/ | 106.1K -1.6K (-1.5%) | 8.70M -434.9K (-4.8%) | 0.09% +0.001 pp | 0.00% -0.001 pp | USD62.40 +31.4% | 51 qtrs — |
| 90 | QUANTINNO CAPITAL MANAGEMENT LP | 104.6K -47.3K (-31.2%) | 8.58M -4.3M (-33.5%) | 0.09% -0.035 pp | 0.02% -0.018 pp | USD83.70 -2.0% | 11 qtrs — |
| 91 | VAN ECK ASSOCIATES CORP | 102.4K +1.4K (+1.4%) | 8.40M -173.0K (-2.0%) | 0.08% +0.003 pp | 0.01% -0.001 pp | USD78.52 +4.5% | 25 qtrs — |
| 92 | HAHN CAPITAL MANAGEMENT LLC | 101.9K -6.5K (-6.0%) | 8.36M -839.0K (-9.1%) | 0.08% -0.003 pp | 4.51% +0.100 pp | USD54.49 +50.5% | 86 qtrs — |
| 93 | SCHRODER INVESTMENT MANAGEMENT GROUP | 100.4K +662.0 (+0.7%) | 8.35M -170.3K (-2.0%) | 0.08% +0.003 pp | 0.01% 0.000 pp | USD72.79 +12.7% | 51 qtrs — |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 99.0K -198.0 (-0.2%) | 8.12M -297.0K (-3.5%) | 0.08% +0.002 pp | 0.01% -0.001 pp | USD40.42 +102.9% | 52 qtrs — |
| 95 | STIFEL FINANCIAL CORP | 96.7K +64.5K (+200.8%) | 7.93M +5.2M (+190.8%) | 0.08% +0.054 pp | 0.01% +0.005 pp | USD79.88 +2.7% | 48 qtrs — |
| 96 | KATHMERE CAPITAL MANAGEMENT, LLC | 92.9K -88.0 (-0.1%) | 7.62M -270.5K (-3.4%) | 0.08% +0.002 pp | 0.51% -0.047 pp | USD88.84 -7.7% | 3 qtrs — |
| 97 | STATE OF WISCONSIN INVESTMENT BOARD | 88.4K +2.8K (+3.2%) | 7.25M -16.2K (-0.2%) | 0.07% +0.004 pp | 0.02% -0.001 pp | USD60.88 +34.7% | 51 qtrs — |
| 98 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 87.8K -43.5K (-33.1%) | 7.20M -3.9M (-35.3%) | 0.07% -0.033 pp | 0.01% -0.006 pp | USD77.14 +6.3% | 41 qtrs — |
| 99 | MARTINGALE ASSET MANAGEMENT L P | 85.8K -131.1K (-60.5%) | 7.03M -11.4M (-61.8%) | 0.07% -0.103 pp | 0.18% -0.284 pp | USD77.03 +6.5% | 8 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | MCCARTHY KATHRYN | Director | M-Exempt | A | Common Stock | 5,000 | 49.63 | 248.2K | 87,883 | D | ↗ |
| 2026-04-28 | Warner Mark Andrew | Officer | M-Exempt | A | Common Stock | 4,000 | 48.47 | 193.9K | 4,921 | D | ↗ |
| 2026-04-23 | Sharma Sanjay | Officer | S-Sale | D | Common Stock | 1,559 | 90.73 | 141.4K | 39,829 | D | ↗ |
| 2026-04-23 | Peterson Michael | Officer | M-Exempt | D | Option to Purchase Common Stock | 10,000 | 48.47 | 484.7K | 0 | D | ↗ |
| 2026-04-23 | McCabe Philip | Officer | S-Sale | D | Common Stock | 15,000 | 91.82 | 1.38M | 54,884 | D | ↗ |
| 2026-03-31 | Hicke Ryan | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-18 | Denham Sean | Officer | F-InKind | D | Common Stock | 7,673 | 78.77 | 604.4K | 57,758 | D | ↗ |
| 2026-03-11 | WEST ALFRED P JR | Other | S-Sale | D | Common Stock | 6,076 | 79.11 | 480.7K | 6,877,154 | D | ↗ |
| 2026-03-10 | WEST ALFRED P JR | Other | S-Sale | D | Common Stock | 178 | 78.88 | 14.0K | 6,938,052 | D | ↗ |
| 2026-02-25 | Warner Mark Andrew | Other | A-Award | A | Common Stock | 2,000 | 71.12 | 142.2K | 2,921 | D | ↗ |
| 2026-01-29 | Hicke Ryan | Director / Officer | M-Exempt | D | Option to Purchase Common Stock | 17,500 | 56.54 | 989.5K | 57,500 | D | ↗ |
| 2026-01-01 | WEST ALFRED P JR | Other | F-InKind | D | Common Stock | 3,482 | 82.02 | 285.6K | 6,938,230 | D | ↗ |
| 2025-12-30 | ROMEO CARMEN | Director | G-Gift | D | COMMON STOCK | 15,500 | 0.00 | — | 1,560,293 | D | ↗ |
| 2025-12-22 | DORAN WILLIAM | Director | S-Sale | D | Common Stock | 7,000 | 83.85 | 587.0K | 623,802 | D | ↗ |
| 2025-12-12 | Sharma Sanjay | Officer | A-Award | A | Option to Purchase Common Stock | 47,000 | 83.00 | 3.90M | 47,000 | D | ↗ |
| 2025-12-12 | Risi Karin A. | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 4,342 | D | ↗ |
| 2025-12-12 | ROMEO CARMEN | Director | A-Award | A | COMMON STOCK | 2,266 | 0.00 | — | 1,575,793 | D | ↗ |
| 2025-12-12 | Peterson Michael | Officer | A-Award | A | Common Stock | 7,711 | 0.00 | — | 21,211 | D | ↗ |
| 2025-12-12 | Naratil Thomas C. | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 4,342 | D | ↗ |
| 2025-12-12 | McCabe Philip | Officer | A-Award | A | Option to Purchase Common Stock | 47,000 | 83.00 | 3.90M | 47,000 | D | ↗ |
| 2025-12-12 | MCCARTHY KATHRYN | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 77,907 | D | ↗ |
| 2025-12-12 | LANE MICHAEL | Officer | A-Award | A | Option to Purchase Common Stock | 49,650 | 83.00 | 4.12M | 49,650 | D | ↗ |
| 2025-12-12 | Hicke Ryan | Director / Officer | A-Award | A | Common Stock | 25,904 | 0.00 | — | 197,164 | D | ↗ |
| 2025-12-12 | GUARINO CARL | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 18,308 | D | ↗ |
| 2025-12-12 | Denham Sean | Officer | A-Award | A | Option to Purchase Common Stock | 49,000 | 83.00 | 4.07M | 49,000 | D | ↗ |
| 2025-12-12 | DORAN WILLIAM | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 630,802 | D | ↗ |
| 2025-12-12 | Brassington Jonathan | Director | A-Award | A | Common Stock | 2,266 | 0.00 | — | 6,207 | D | ↗ |
| 2025-12-11 | Peterson Michael | Officer | — | D | STOCK OPTION (RIGHT TO PURCHASE) | 20,000 | 48.47 | 969.4K | 0 | — | ↗ |
| 2025-12-05 | Warner Mark Andrew | Other | F-InKind | D | Common Stock | 379 | 81.25 | 30.8K | 921 | D | ↗ |
| 2025-12-05 | WEST ALFRED P JR | Director / Officer | F-InKind | D | Common Stock | 1,100 | 81.25 | 89.4K | 6,941,712 | D | ↗ |
| 2025-12-05 | Peterson Michael | Officer | F-InKind | D | Common Stock | 1,063 | 81.25 | 86.4K | 20,148 | D | ↗ |
| 2025-12-05 | McCabe Philip | Officer | F-InKind | D | Common Stock | 1,094 | 81.25 | 88.9K | 69,884 | D | ↗ |
| 2025-12-05 | MCCARTHY KATHRYN | Director | F-InKind | D | Common Stock | 24 | 81.25 | 2.0K | 77,883 | D | ↗ |
| 2025-12-04 | McCabe Philip | Officer | M-Exempt | A | Common Stock | 12,000 | 53.34 | 640.1K | 74,544 | D | ↗ |
| 2025-12-03 | WEST ALFRED P JR | Director / Officer | M-Exempt | D | STOCK OPTION (RIGHT TO PURCHASE) | 30,000 | 53.34 | 1.60M | 0 | D | ↗ |
| 2025-11-17 | DORAN WILLIAM | Director | M-Exempt | D | Common Stock (right to purchase) | 5,000 | 53.34 | 266.7K | 0 | D | ↗ |
| 2025-11-12 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 25,000 | 54.34 | 1.36M | 38,500 | D | ↗ |
| 2025-11-11 | ROMEO CARMEN | Director | S-Sale | D | COMMON STOCK | 5,000 | 84.01 | 420.1K | 1,573,527 | D | ↗ |
| 2025-10-24 | McCabe Philip | Officer | M-Exempt | A | Common Stock | 12,000 | 53.34 | 640.1K | 62,544 | D | ↗ |
| 2025-09-29 | MCCARTHY KATHRYN | Director | M-Exempt | A | Common Stock | 10,000 | 53.34 | 533.4K | 85,641 | D | ↗ |
| 2025-09-23 | GUARINO CARL | Director | M-Exempt | A | Common Stock | 10,000 | 53.34 | 533.4K | 26,042 | D | ↗ |
| 2025-09-16 | LANE MICHAEL | Officer | F-InKind | D | Common Stock | 3,935 | 86.60 | 340.8K | 33,065 | D | ↗ |
| 2025-08-19 | Hicke Ryan | Director / Officer | M-Exempt | A | Common Stock | 17,500 | 49.63 | 868.5K | 206,260 | D | ↗ |
| 2025-08-07 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 7,089 | 61.81 | 438.2K | 20,589 | D | ↗ |
| 2025-08-05 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 684 | 61.81 | 42.3K | 14,184 | D | ↗ |
| 2025-07-31 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 4,727 | 61.81 | 292.2K | 18,227 | D | ↗ |
| 2025-07-29 | Warner Mark Andrew | Other | M-Exempt | A | Common Stock | 5,000 | 49.63 | 248.2K | 6,300 | D | ↗ |
| 2025-07-22 | Risi Karin A. | Director | A-Award | A | Common Stock | 2,076 | 0.00 | — | 2,076 | D | ↗ |
| 2025-07-22 | Naratil Thomas C. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-29 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 64,498 | 84.26 | 5.43M | 6,939,210 | D | ↗ |
| 2025-05-28 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 75,000 | 85.78 | 6.43M | 7,003,708 | D | ↗ |
| 2025-05-15 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 12,500 | 60.46 | 755.8K | 63,500 | D | ↗ |
| 2025-05-14 | Sharma Sanjay | Officer | M-Exempt | A | Common Stock | 20,000 | 53.34 | 1.07M | 43,895 | D | ↗ |
| 2025-05-14 | Hicke Ryan | Officer | M-Exempt | A | Common Stock | 24,000 | 53.34 | 1.28M | 192,260 | D | ↗ |
| 2025-03-31 | Hicke Ryan | Officer | F-InKind | D | Common Stock | 4,349 | 77.11 | 335.4K | 168,260 | D | ↗ |
| 2025-03-18 | Denham Sean | Officer | F-InKind | D | Common Stock | 7,823 | 74.96 | 586.4K | 52,177 | D | ↗ |
| 2025-03-05 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 1,372 | 76.28 | 104.7K | 7,078,708 | D | ↗ |
| 2025-03-04 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 18,427 | 75.77 | 1.40M | 7,141,653 | D | ↗ |
| 2025-03-03 | Warner Mark Andrew | Other | M-Exempt | A | Common Stock | 2,500 | 53.34 | 133.4K | 3,800 | D | ↗ |
| 2025-03-03 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 31,821 | 78.82 | 2.51M | 7,201,101 | D | ↗ |
| 2024-12-31 | ROMEO CARMEN | Director | G-Gift | D | COMMON STOCK | 6,300 | 0.00 | — | 1,573,527 | D | ↗ |
| 2024-12-31 | DORAN WILLIAM | Director | G-Gift | D | Common Stock | 47,500 | 0.00 | — | 618,536 | D | ↗ |
| 2024-12-16 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 13,632 | 84.72 | 1.15M | 7,271,332 | D | ↗ |
| 2024-12-13 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 500 | 87.25 | 43.6K | 7,284,964 | D | ↗ |
| 2024-12-12 | WEST ALFRED P JR | Director / Officer | A-Award | A | Common Stock | 7,600 | 0.00 | — | 7,379,122 | D | ↗ |
| 2024-12-12 | Sharma Sanjay | Officer | A-Award | A | Option to Purchase Common Stock | 36,000 | 86.58 | 3.12M | 36,000 | D | ↗ |
| 2024-12-12 | ROMEO CARMEN | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 1,579,827 | D | ↗ |
| 2024-12-12 | Peterson Michael | Officer | A-Award | A | Option to Purchase Common Stock | 36,000 | 86.58 | 3.12M | 36,000 | D | ↗ |
| 2024-12-12 | McCabe Philip | Officer | A-Award | A | Option to Purchase Common Stock | 36,000 | 86.58 | 3.12M | 36,000 | D | ↗ |
| 2024-12-12 | MILLER STEPHANIE D. | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 3,941 | D | ↗ |
| 2024-12-12 | MCCARTHY KATHRYN | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 75,641 | D | ↗ |
| 2024-12-12 | LANE MICHAEL | Officer | A-Award | A | Option to Purchase Common Stock | 36,000 | 86.58 | 3.12M | 36,000 | D | ↗ |
| 2024-12-12 | Hicke Ryan | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 172,609 | D | ↗ |
| 2024-12-12 | GUARINO CARL | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 16,042 | D | ↗ |
| 2024-12-12 | Denham Sean | Officer | A-Award | A | Option to Purchase Common Stock | 22,500 | 86.58 | 1.95M | 22,500 | D | ↗ |
| 2024-12-12 | DORAN WILLIAM | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 663,561 | D | ↗ |
| 2024-12-12 | Brassington Jonathan | Director | A-Award | A | Common Stock | 2,175 | 0.00 | — | 3,941 | D | ↗ |
| 2024-12-06 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 5,984 | 84.23 | 504.0K | 7,371,522 | D | ↗ |
| 2024-12-04 | WEST ALFRED P JR | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 35,000 | 40.64 | 1.42M | 7,396,516 | D | ↗ |
| 2024-11-26 | DORAN WILLIAM | Director | S-Sale | D | Common Stock | 5,000 | 81.80 | 409.0K | 661,386 | D | ↗ |
| 2024-11-20 | DORAN WILLIAM | Director | M-Exempt | D | Option to Purchase Common Stock | 5,000 | 40.64 | 203.2K | 0 | D | ↗ |
| 2024-11-11 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 7,099 | 80.81 | 573.7K | 7,361,516 | D | ↗ |
| 2024-11-08 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 100,000 | 80.26 | 8.03M | 7,368,615 | D | ↗ |
| 2024-11-07 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 30,000 | 80.24 | 2.41M | 7,468,615 | D | ↗ |
| 2024-11-06 | ROMEO CARMEN | Director | M-Exempt | A | COMMON STOCK | 5,000 | 40.64 | 203.2K | 1,582,652 | D | ↗ |
| 2024-11-06 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 10,000 | 64.43 | 644.3K | 16,500 | D | ↗ |
| 2024-10-28 | McCabe Philip | Officer | M-Exempt | D | Option to Purchase Common Stock | 10,500 | 40.64 | 426.7K | 0 | D | ↗ |
| 2024-10-28 | GUARINO CARL | Director | M-Exempt | A | Common Stock | 10,000 | 40.64 | 406.4K | 21,431 | D | ↗ |
| 2024-10-25 | Peterson Michael | Officer | M-Exempt | D | Option to Purchase Common Stock | 25,000 | 55.73 | 1.39M | 0 | D | ↗ |
| 2024-10-25 | Hicke Ryan | Director / Officer | M-Exempt | D | Option to Purchase Common Stock | 10,000 | 40.64 | 406.4K | 0 | D | ↗ |
| 2024-09-30 | McCabe Philip | Officer | M-Exempt | A | Common Stock | 10,500 | 40.64 | 426.7K | 43,544 | D | ↗ |
| 2024-09-16 | LANE MICHAEL | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-29 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 5,670 | 67.50 | 382.7K | 7,498,615 | — | ↗ |
| 2024-08-28 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 61,000 | 67.36 | 4.11M | 7,504,285 | — | ↗ |
| 2024-08-27 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 40,129 | 66.90 | 2.68M | 7,565,285 | — | ↗ |
| 2024-08-26 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 44,163 | 67.55 | 2.98M | 7,605,414 | — | ↗ |
| 2024-08-23 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 27,419 | 67.48 | 1.85M | 7,649,577 | — | ↗ |
| 2024-08-22 | Hicke Ryan | Officer | M-Exempt | A | Common Stock | 10,000 | 40.64 | 406.4K | 147,609 | — | ↗ |
| 2024-06-24 | DORAN WILLIAM | Director | S-Sale | D | Common Stock | 5,000 | 67.04 | 335.2K | 656,386 | — | ↗ |
| 2024-05-14 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 475 | 67.91 | 32.3K | 7,676,996 | — | ↗ |
| 2024-05-13 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 48,000 | 68.09 | 3.27M | 7,677,471 | — | ↗ |
| 2024-05-10 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 70,000 | 68.60 | 4.80M | 7,725,471 | — | ↗ |
| 2024-05-09 | WEST ALFRED P JR | Director / Officer | S-Sale | D | Common Stock | 70,000 | 68.62 | 4.80M | 7,795,471 | — | ↗ |
| 2024-03-28 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 19,363 | 72.14 | 1.40M | 7,865,471 | — | ↗ |
| 2024-03-26 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 150,000 | 70.75 | 10.61M | 7,884,834 | — | ↗ |
| 2024-03-18 | Denham Sean | Officer | A-Award | A | Option to Purchase Common Stock | 22,500 | 62.00 | 1.40M | 22,500 | — | ↗ |
| 2024-03-08 | KLAUDER PAUL | Officer | S-Sale | D | Common Stock | 2,000 | 69.80 | 139.6K | 20,752 | — | ↗ |
| 2024-02-29 | KLAUDER PAUL | Officer | — | D | Option to Purchase Common Stock | 25,000 | 60.46 | 1.51M | 0 | — | ↗ |
| 2024-02-29 | CIPRIANO JAMES | Officer | — | D | Option to Purchase Common Stock | 17,000 | 48.47 | 824.0K | 0 | — | ↗ |
| 2024-02-23 | Warner Mark Andrew | Other | S-Sale | D | Common Stock | 3,000 | 67.31 | 201.9K | 1,300 | — | ↗ |
| 2024-02-12 | Sharma Sanjay | Officer | M-Exempt | D | Option to Purchase Common Stock | 7,500 | 40.64 | 304.8K | 0 | — | ↗ |
| 2024-02-07 | WITHROW WAYNE | Officer | M-Exempt | A | Common Stock | 15,000 | 53.34 | 800.1K | 70,399 | — | ↗ |
| 2024-02-06 | WITHROW WAYNE | Officer | S-Sale | D | Common Stock | 700 | 65.90 | 46.1K | 55,399 | — | ↗ |
| 2024-02-05 | WITHROW WAYNE | Officer | M-Exempt | A | Common Stock | 17,330 | 40.64 | 704.3K | 72,729 | — | ↗ |
| 2023-12-29 | ROMEO CARMEN | Director | G-Gift | D | COMMON STOCK | 12,700 | 0.00 | — | 1,577,652 | — | ↗ |
| 2023-12-27 | DORAN WILLIAM | Director | G-Gift | D | Common Stock | 4,725 | 0.00 | — | 661,386 | — | ↗ |
| 2023-12-26 | DORAN WILLIAM | Director | G-Gift | D | Common Stock | 7,500 | 0.00 | — | 666,111 | — | ↗ |
| 2023-12-15 | WEST ALFRED P JR | Director / Officer / 10% Owner | A-Award | A | Common Stock | 4,000 | 0.00 | — | 8,034,834 | — | ↗ |
| 2023-12-15 | Sharma Sanjay | Officer | A-Award | A | Common Stock | 4,000 | 0.00 | — | 16,895 | — | ↗ |
| 2023-12-15 | ROMEO CARMEN | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,590,352 | — | ↗ |
| 2023-12-15 | Peterson Michael | Officer | A-Award | A | Common Stock | 4,000 | 0.00 | — | 6,500 | — | ↗ |
| 2023-12-15 | McCabe Philip | Officer | A-Award | A | Option to Purchase Common Stock | 12,500 | 62.00 | 775.0K | 12,500 | — | ↗ |
| 2023-12-15 | MILLER STEPHANIE D. | Director | A-Award | A | Option to Purchase Common Stock | 4,000 | 62.00 | 248.0K | 4,000 | — | ↗ |
| 2023-12-15 | MCCARTHY KATHRYN | Director | A-Award | A | Option to Purchase Common Stock | 4,000 | 62.00 | 248.0K | 4,000 | — | ↗ |
| 2023-12-15 | Hicke Ryan | Director / Officer | A-Award | A | Option to Purchase Common Stock | 50,000 | 62.00 | 3.10M | 50,000 | — | ↗ |
| 2023-12-15 | GUARINO CARL | Director | A-Award | A | Option to Purchase Common Stock | 4,000 | 62.00 | 248.0K | 4,000 | — | ↗ |
| 2023-12-15 | DORAN WILLIAM | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 673,611 | — | ↗ |
| 2023-12-15 | Brassington Jonathan | Director | A-Award | A | Option to Purchase Common Stock | 4,000 | 62.00 | 248.0K | 4,000 | — | ↗ |
| 2023-12-05 | DORAN WILLIAM | Director | M-Exempt | A | Common Stock | 10,000 | 33.76 | 337.6K | 672,611 | — | ↗ |
| 2023-12-04 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,500 | 59.96 | 269.8K | 8,031,034 | — | ↗ |
| 2023-12-01 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 29,343 | 59.78 | 1.75M | 8,029,315 | — | ↗ |
| 2023-12-01 | ROMEO CARMEN | Director | M-Exempt | D | STOCK OPTION (RIGHT TO PURCHASE) | 5,000 | 33.76 | 168.8K | 0 | — | ↗ |
| 2023-11-22 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 18,559 | 57.91 | 1.07M | 8,019,877 | — | ↗ |
| 2023-11-21 | WITHROW WAYNE | Officer | M-Exempt | D | Option to Purchase Common Stock | 8,924 | 33.76 | 301.3K | 0 | — | ↗ |
| 2023-11-21 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 90,478 | 57.85 | 5.23M | 8,038,436 | — | ↗ |
| 2023-11-20 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 49,946 | 58.24 | 2.91M | 8,128,914 | — | ↗ |
| 2023-11-17 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 48,159 | 58.00 | 2.79M | 8,178,860 | — | ↗ |
| 2023-11-02 | Hicke Ryan | Officer | M-Exempt | D | Option to Purchase Common Stock | 5,000 | 33.76 | 168.8K | 0 | — | ↗ |
| 2023-10-27 | McCabe Philip | Officer | M-Exempt | A | Common Stock | 12,500 | 33.76 | 422.0K | 29,044 | — | ↗ |
| 2023-10-24 | MILLER STEPHANIE D. | Director | A-Award | A | Option to Purchase Common Stock | 3,750 | 54.51 | 204.4K | 3,750 | — | ↗ |
| 2023-09-20 | WITHROW WAYNE | Officer | M-Exempt | A | Common Stock | 10,000 | 33.76 | 337.6K | 65,399 | — | ↗ |
| 2023-09-19 | WITHROW WAYNE | Officer | M-Exempt | D | Option to Purchase Common Stock | 1,076 | 33.76 | 36.3K | 18,924 | — | ↗ |
| 2023-09-19 | Peterson Michael | Officer | S-Sale | D | Common Stock | 25,000 | 61.29 | 1.53M | 2,500 | — | ↗ |
| 2023-09-13 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 43,192 | 60.14 | 2.60M | 8,227,019 | — | ↗ |
| 2023-09-12 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 69,540 | 60.49 | 4.21M | 8,271,111 | — | ↗ |
| 2023-09-11 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 18,808 | 61.02 | 1.15M | 8,340,651 | — | ↗ |
| 2023-09-08 | MCCARTHY KATHRYN | Director | M-Exempt | A | Option to Purchase Common Stock | 10,000 | 40.64 | 406.4K | 0 | — | ↗ |
| 2023-08-30 | MCGONIGLE DENNIS | Officer | M-Exempt | D | Option to Purchase Common Stock | 15,000 | 33.76 | 506.4K | 0 | — | ↗ |
| 2023-07-28 | Peterson Michael | Officer | M-Exempt | A | Common Stock | 10,000 | 48.47 | 484.7K | 12,500 | — | ↗ |
| 2023-07-27 | WITHROW WAYNE | Officer | M-Exempt | A | Common Stock | 10,000 | 33.76 | 337.6K | 65,399 | — | ↗ |
| 2023-06-28 | Hicke Ryan | Director / Officer | S-Sale | D | Common Stock | 23 | 58.68 | 1.4K | 82,609 | — | ↗ |
| 2023-06-23 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 60,270 | 56.96 | 3.43M | 8,359,459 | — | ↗ |
| 2023-06-22 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 41,304 | 57.68 | 2.38M | 8,419,729 | — | ↗ |
| 2023-06-21 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 58,687 | 58.68 | 3.44M | 8,461,033 | — | ↗ |
| 2023-06-20 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 46,647 | 58.99 | 2.75M | 8,519,720 | — | ↗ |
| 2023-04-04 | WEST ALFRED P JR | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 1,761 | 0.00 | — | 8,566,367 | — | ↗ |
| 2023-03-31 | Warner Mark Andrew | Officer | — | D | STOCK OPTION RIGHT TO PURCHASE | 13,500 | 61.81 | 834.4K | 0 | — | ↗ |
| 2023-03-29 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 15,659 | 56.06 | 877.8K | 8,568,128 | — | ↗ |
| 2023-03-27 | McCabe Philip | Officer | M-Exempt | D | Option to Purchase Common Stock | 12,500 | 33.76 | 422.0K | 0 | — | ↗ |
| 2023-03-11 | Hicke Ryan | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 6,812 | — | ↗ |
| 2023-02-21 | BLUMENSTEIN SARAH | Director | M-Exempt | D | Option to Purchase Common Stock | 5,000 | 56.54 | 282.7K | 0 | — | ↗ |
| 2023-02-17 | BLUMENSTEIN SARAH | Director | M-Exempt | D | Option to Purchase Common Stock | 4,454 | 40.64 | 181.0K | 546 | — | ↗ |
| 2023-02-09 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 17 | 63.59 | 1.1K | 8,783,649 | — | ↗ |
| 2023-02-08 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 11,040 | 63.42 | 700.2K | 8,839,743 | — | ↗ |
| 2023-02-07 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 32,325 | 63.25 | 2.04M | 8,873,288 | — | ↗ |
| 2023-02-06 | WEST ALFRED P JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 35,936 | 63.39 | 2.28M | 8,905,613 | — | ↗ |
| 2023-02-06 | DORAN WILLIAM | Director | G-Gift | D | Common Stock | 320 | 0.00 | — | 662,611 | — | ↗ |
| 2023-02-02 | Sharma Sanjay | Officer | M-Exempt | A | Common Stock | 4,500 | 33.76 | 151.9K | 14,165 | D | ↗ |
| 2023-01-24 | Sharma Sanjay | Officer | — | — | Option to Purchase Common Stock | 10,000 | 64.43 | 644.3K | 0 | D | ↗ |
| 2023-01-24 | McCabe Philip | Officer | — | D | Option to Purchase Common Stock | 37,500 | 56.54 | 2.12M | 0 | — | ↗ |
| 2022-12-31 | Hicke Ryan | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 1,171 | — | ↗ |
| 2022-12-28 | WITHROW WAYNE | Officer | G-Gift | D | Common Stock | 900 | 0.00 | — | 35,399 | — | ↗ |
| 2022-12-28 | MCGONIGLE DENNIS | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 574,163 | — | ↗ |
| 2022-12-28 | DORAN WILLIAM | Director | G-Gift | D | Common Stock | 7,750 | 0.00 | — | 662,165 | — | ↗ |
| 2022-12-23 | ROMEO CARMEN | Director | G-Gift | D | Common Stock | 6,600 | 0.00 | — | 1,589,352 | — | ↗ |
| 2022-12-21 | MCCARTHY KATHRYN | Director | M-Exempt | A | Common Stock | 10,000 | 33.76 | 337.6K | 81,700 | — | ↗ |
| 2022-12-19 | WEST ALFRED P JR | Officer | S-Sale | D | Common Stock | 200 | 56.72 | 11.3K | 8,948,224 | — | ↗ |
| 2022-12-16 | WITHROW WAYNE | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 36,299 | — | ↗ |
| 2022-12-16 | WEST ALFRED P JR | Officer | S-Sale | D | Common Stock | 100,000 | 58.03 | 5.80M | 8,948,424 | — | ↗ |
| 2022-12-15 | WEST ALFRED P JR | Officer | S-Sale | D | Common Stock | 200 | 60.06 | 12.0K | 9,048,424 | — | ↗ |
| 2022-12-14 | WEST ALFRED P JR | Officer | S-Sale | D | Common Stock | 35,368 | 60.68 | 2.15M | 9,076,424 | — | ↗ |
| 2022-12-09 | Barr Kevin | Officer | M-Exempt | A | Option to Purchase Common Stock | 30,000 | 0.00 | — | 0 | — | ↗ |
| 2022-12-06 | DORAN WILLIAM | Director | M-Exempt | A | Option to Purchase Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2022-12-06 | Barr Kevin | Officer | S-Sale | D | Common Stock | 10,000 | 62.00 | 620.0K | 174,741 | — | ↗ |
| 2022-12-05 | WITHROW WAYNE | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 55,399 | — | ↗ |
| 2022-12-05 | WEST ALFRED P JR | Director / Officer / 10% Owner | A-Award | A | Common Stock | 2,500 | 0.00 | — | 8,784,166 | — | ↗ |
| 2022-12-05 | Peterson Michael | Officer | A-Award | A | Option to Purchase Common Stock | 12,500 | 61.81 | 772.6K | 12,500 | — | ↗ |
| 2022-12-05 | MCGONIGLE DENNIS | Officer | A-Award | A | Common Stock | 20,000 | 0.00 | — | 594,163 | — | ↗ |
| 2022-12-05 | MCCARTHY KATHRYN | Director | A-Award | A | Option to Purchase Common Stock | 3,750 | 61.81 | 231.8K | 3,750 | — | ↗ |
| 2022-12-05 | Hicke Ryan | Director / Officer | A-Award | A | Option to Purchase Common Stock | 50,000 | 61.81 | 3.09M | 0 | — | ↗ |
| 2022-12-05 | GUARINO CARL | Director | A-Award | A | Option to Purchase Common Stock | 3,750 | 61.81 | 231.8K | 3,750 | — | ↗ |
| 2022-12-05 | DORAN WILLIAM | Director | A-Award | A | Common Stock | 766 | 0.00 | — | 662,931 | — | ↗ |
| 2022-12-05 | Brassington Jonathan | Director | A-Award | A | Option to Purchase Common Stock | 3,750 | 61.81 | 231.8K | 3,750 | — | ↗ |
| 2022-12-05 | BLUMENSTEIN SARAH | Director | A-Award | A | Option to Purchase Common Stock | 3,750 | 61.81 | 231.8K | 3,750 | — | ↗ |
| 2022-12-01 | Hicke Ryan | Director / Officer | M-Exempt | D | Option to Purchase Common Stock | 12,500 | 28.28 | 353.5K | 0 | — | ↗ |
| 2022-11-18 | HEILIG KATHY | Officer | M-Exempt | A | Common Stock | 12,400 | 40.64 | 503.9K | 14,291 | — | ↗ |
| 2022-11-17 | HEILIG KATHY | Officer | M-Exempt | D | Option to Purchase Common Stock | 100 | 0.00 | — | 12,400 | — | ↗ |
| 2022-11-16 | WEST ALFRED P JR | Officer | M-Exempt | A | Common Stock | 50,000 | 22.45 | 1.12M | 9,111,792 | — | ↗ |
| 2022-11-01 | WITHROW WAYNE | Officer | S-Sale | D | COMMON STOCK | 15,000 | 54.51 | 817.7K | 38,799 | — | ↗ |
| 2022-09-16 | WEST ALFRED P JR | 10% Owner | S-Sale | D | COMMON STOCK | 75,000 | 53.68 | 4.03M | 9,061,792 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ryan P. Hicke Chief Executive Officer | 850.0K | — | 2.15M | 6.60M | 2.20M | 19.2K | 11.82M | 74.03% | ↗ |
| 2 | 2025 | Sean J. Denham Chief Financial and Chief Operating Officer | 750.0K | — | 1.10M | 1.12M | 1.87M | 19.7K | 4.86M | 45.67% | ↗ |
| 3 | 2025 | Sanjay K. Sharma Executive Vice President — CEO of SEI International and Global Head of Private Banking | 650.0K | — | 1.32M | 1.08M | 1.10M | 19.7K | 4.17M | 57.54% | ↗ |
| 4 | 2025 | Michael F. Lane Executive Vice President — Head of Global Asset Management | 700.0K | — | 740.0K | 1.13M | 1.50M | 20.7K | 4.09M | 45.77% | ↗ |
| 5 | 2025 | Philip N. McCabe Executive Vice President — Head of Investment Managers | 650.0K | — | 700.0K | 1.08M | 1.10M | 20.9K | 3.55M | 50.11% | ↗ |
| 6 | 2024 | Ryan P. Hicke Chief Executive Officer | 850.0K | — | 2.16M | 3.53M | 2.20M | 19.0K | 8.77M | 64.99% | ↗ |
| 7 | 2024 | Sean J. Denham Executive Vice President and Chief Financial Officer | 591.3K | — | 4.39M | 928.7K | 1.48M | 18.1K | 7.41M | 71.80% | ↗ |
| 8 | 2024 | Sean J. Denham Chief Financial and Chief Operating Officer | 591.3K | — | 4.39M | 928.7K | 1.48M | 18.1K | 7.41M | 71.80% | ↗ |
| 9 | 2024 | Michael F. Lane Executive Vice President — Head of Global Asset Management | 201.9K | — | 2.63M | 1.20M | 600.0K | 1.6K | 4.63M | 82.65% | ↗ |
| 10 | 2024 | Michael F. Lane Executive Vice President > Head of Global Asset Management | 201.9K | — | 2.63M | 1.20M | 600.0K | 1.6K | 4.63M | 82.65% | ↗ |
| 11 | 2024 | Michael N. Peterson Executive Vice President and General Counsel | 650.0K | — | 606.1K | 859.7K | 1.10M | 20.5K | 3.24M | 45.29% | ↗ |
| 12 | 2024 | Philip N. McCabe Executive Vice President — Head of Investment Managers | 650.0K | — | 606.1K | 847.8K | 1.10M | 20.7K | 3.22M | 45.09% | ↗ |
| 13 | 2024 | Philip N. McCabe Executive Vice President > Investment Managers | 650.0K | — | 606.1K | 847.8K | 1.10M | 20.7K | 3.22M | 45.09% | ↗ |
| 14 | 2024 | Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer | 234.2K | — | — | — | 498.3K | 234.9K | 967.5K | 0.00% | ↗ |
| 15 | 2023 | Ryan P. Hicke Chief Executive Officer | 750.0K | — | 1.86M | 1.56M | 1.75M | 18.4K | 5.93M | 57.56% | ↗ |
| 16 | 2023 | Wayne M. Withrow Executive Vice President > Head of Global Asset Management | 700.0K | — | — | — | 1.05M | 3.82M | 5.57M | 0.00% | ↗ |
| 17 | 2023 | Alfred P. West, Jr. Executive Chairman | 750.0K | — | 248.0K | 389.0K | 990.0K | 23.6K | 2.40M | 26.54% | ↗ |
| 18 | 2023 | Philip N. McCabe Executive Vice President > Investment Managers | 650.0K | — | 248.0K | 389.0K | 900.0K | 20.1K | 2.21M | 28.86% | ↗ |
| 19 | 2023 | Philip N. McCabe Executive Vice President — Head of Investment Managers | 650.0K | — | 248.0K | 389.0K | 900.0K | 20.1K | 2.21M | 28.86% | ↗ |
| 20 | 2023 | Michael N. Peterson Executive Vice President and General Counsel | 650.0K | — | 248.0K | 389.0K | 765.0K | 6.7K | 2.06M | 30.94% | ↗ |
| 21 | 2023 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 700.0K | — | — | — | 1.30M | 22.3K | 2.02M | 0.00% | ↗ |
| 22 | 2023 | Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer | 700.0K | — | — | — | 1.30M | 22.3K | 2.02M | 0.00% | ↗ |
| 23 | 2022 | Ryan P. Hicke Chief Executive Officer | 688.3K | — | 2.31M | 1.80M | 1.58M | 32.6K | 6.40M | 64.14% | ↗ |
| 24 | 2022 | Wayne M. Withrow Executive Vice President > Head of Global Asset Management | 618.8K | — | 1.24M | 1.35M | 1.08M | 34.6K | 4.32M | 59.88% | ↗ |
| 25 | 2022 | Wayne M. Withrow Executive Vice President > Investment Advisors | 618.8K | — | 1.24M | 1.35M | 1.08M | 34.6K | 4.32M | 59.88% | ↗ |
| 26 | 2022 | Dennis J. McGonigle Former Executive Vice President and Former Chief Financial Officer | 642.7K | — | 1.05M | 1.35M | 1.17M | 31.3K | 4.24M | 56.55% | ↗ |
| 27 | 2022 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 642.7K | — | 1.05M | 1.35M | 1.17M | 31.3K | 4.24M | 56.55% | ↗ |
| 28 | 2022 | Kevin P. Barr Former Executive Vice President > Investment Management | 600.0K | — | — | — | — | 2.43M | 3.03M | 0.00% | ↗ |
| 29 | 2022 | Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer | 750.0K | — | 154.5K | 540.3K | 990.0K | 34.8K | 2.47M | 28.13% | ↗ |
| 30 | 2022 | Alfred P. West, Jr. Executive Chairman | 750.0K | — | 154.5K | 540.3K | 990.0K | 34.8K | 2.47M | 28.13% | ↗ |
| 31 | 2022 | Philip N. McCabe Executive Vice President > Investment Managers | 609.4K | — | 154.5K | 540.3K | 1.05M | 31.3K | 2.39M | 29.13% | ↗ |
| 32 | 2022 | Michael N. Peterson Executive Vice President and General Counsel | 568.8K | — | 154.5K | 450.3K | 765.0K | 34.9K | 1.97M | 30.64% | ↗ |
| 33 | 2021 | Alfred P. West, Jr. Executive Chairman | 750.0K | — | — | 373.6K | 1.21M | 33.6K | 2.37M | 15.78% | ↗ |
| 34 | 2021 | Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer | 750.0K | — | — | 373.6K | 1.21M | 33.6K | 2.37M | 15.78% | ↗ |
| 35 | 2021 | Wayne M. Withrow Executive Vice President > Investment Advisors | 600.0K | — | — | 597.8K | 960.0K | 33.4K | 2.19M | 27.28% | ↗ |
| 36 | 2021 | Wayne M. Withrow Executive Vice President > Head of Global Asset Management | 600.0K | — | — | 597.8K | 960.0K | 33.4K | 2.19M | 27.28% | ↗ |
| 37 | 2021 | Philip N. McCabe Executive Vice President > Investment Managers | 600.0K | — | — | 373.6K | 960.0K | 28.9K | 1.96M | 19.04% | ↗ |
| 38 | 2021 | Ryan P. Hicke Chief Executive Officer | 600.0K | — | — | 373.6K | 880.0K | 73.6K | 1.93M | 19.39% | ↗ |
| 39 | 2021 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 600.0K | — | — | 373.6K | 880.0K | 30.1K | 1.88M | 19.83% | ↗ |
| 40 | 2021 | Kevin P. Barr Former Executive Vice President > Investment Management | 600.0K | — | — | 373.6K | 800.0K | 25.2K | 1.80M | 20.77% | ↗ |
| 41 | 2020 | Alfred P. West, Jr. Executive Chairman and Former Chief Executive Officer | 778.8K | — | — | 1.01M | 1.10M | 40.9K | 2.93M | 34.56% | ↗ |
| 42 | 2020 | Philip N. McCabe Executive Vice President > Investment Managers | 623.1K | — | — | 1.01M | 920.0K | 28.2K | 2.59M | 39.22% | ↗ |
| 43 | 2020 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 623.1K | — | — | 1.01M | 800.0K | 32.7K | 2.47M | 41.06% | ↗ |
| 44 | 2020 | Ryan P. Hicke Chief Executive Officer | 623.1K | — | — | 1.01M | 800.0K | 30.8K | 2.47M | 41.09% | ↗ |
| 45 | 2020 | Kevin P. Barr Former Executive Vice President > Investment Management | 623.1K | — | — | 1.01M | 765.0K | 23.5K | 2.43M | 41.80% | ↗ |
| 46 | 2020 | Wayne M. Withrow Executive Vice President > Investment Advisors | 623.1K | — | — | 1.01M | 720.0K | 32.7K | 2.39M | 42.43% | ↗ |
| 47 | 2018 | Michael N. Peterson Executive Vice President > Legal | 272.6K | — | — | 3.44M | 750.0K | 270.5K | 4.73M | 72.68% | ↗ |
| 48 | 2018 | Stephen G. Meyer Executive Vice President > Investment Managers | 600.0K | — | — | 574.9K | 1.08M | 30.0K | 2.28M | 25.21% | ↗ |
| 49 | 2018 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 650.0K | — | — | 319.4K | 1.10M | 35.7K | 2.11M | 15.17% | ↗ |
| 50 | 2018 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 550.0K | — | — | 319.4K | 850.0K | 31.1K | 1.75M | 18.25% | ↗ |
| 51 | 2018 | Ryan P. Hicke Executive Vice President > Technology | 500.0K | — | — | 447.1K | 700.0K | 29.3K | 1.68M | 26.67% | ↗ |
| 52 | 2017 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 600.0K | — | — | 341.6K | 1.05M | 35.4K | 2.03M | 16.85% | ↗ |
| 53 | 2017 | Stephen G. Meyer Executive Vice President > Investment Managers | 525.0K | — | — | 427.0K | 1.04M | 29.6K | 2.02M | 21.12% | ↗ |
| 54 | 2017 | Kevin P. Barr Executive Vice President > Investment Management | 500.0K | 840.0K | — | 341.6K | — | 22.2K | 1.70M | 20.05% | ↗ |
| 55 | 2017 | Wayne M. Withrow Executive Vice President > Investment Advisors | 500.0K | 813.8K | — | 341.6K | — | 31.9K | 1.69M | 20.25% | ↗ |
| 56 | 2017 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 475.0K | — | — | 427.0K | 750.0K | 30.6K | 1.68M | 25.38% | ↗ |
| 57 | 2016 | Stephen G. Meyer Executive Vice President > Investment Managers | 475.0K | — | — | 932.6K | 975.0K | 27.8K | 2.41M | 38.69% | ↗ |
| 58 | 2016 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 550.0K | — | — | 435.2K | 1.00M | 33.9K | 2.02M | 21.55% | ↗ |
| 59 | 2016 | Kevin P. Barr Executive Vice President > Investment Management | 475.0K | 775.0K | — | 373.1K | — | 23.5K | 1.65M | 22.66% | ↗ |
| 60 | 2016 | Wayne M. Withrow Executive Vice President > Investment Advisors | 475.0K | 815.0K | — | 310.9K | — | 30.1K | 1.63M | 19.06% | ↗ |
| 61 | 2016 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 450.0K | — | — | 310.9K | 735.0K | 46.5K | 1.54M | 20.16% | ↗ |
| 62 | 2015 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 500.0K | 800.0K | — | 364.7K | — | 34.0K | 1.70M | 21.47% | ↗ |
| 63 | 2015 | Wayne M. Withrow Executive Vice President > Investment Advisors | 400.0K | 761.3K | — | 364.7K | — | 30.1K | 1.56M | 23.44% | ↗ |
| 64 | 2015 | Kevin P. Barr Executive Vice President > Investment Management | 400.0K | 630.0K | — | 364.7K | — | 20.8K | 1.42M | 25.76% | ↗ |
| 65 | 2015 | Stephen G. Meyer Executive Vice President > Investment Managers | 425.0K | 652.5K | — | 291.7K | — | 27.8K | 1.40M | 20.88% | ↗ |
| 66 | 2015 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 400.0K | 600.0K | — | 291.7K | — | 28.9K | 1.32M | 22.09% | ↗ |
| 67 | 2014 | Kevin P. Barr Executive Vice President > Investment Management | 400.0K | 750.0K | — | 1.32M | — | 17.5K | 2.49M | 53.14% | ↗ |
| 68 | 2014 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 500.0K | 850.0K | — | 382.9K | — | 30.7K | 1.76M | 21.71% | ↗ |
| 69 | 2014 | Stephen G. Meyer Executive Vice President > Investment Managers | 425.0K | 750.0K | — | 328.2K | — | 23.8K | 1.53M | 21.49% | ↗ |
| 70 | 2014 | Edward D. Loughlin Executive Vice President > Institutional Investors | 425.0K | 750.0K | — | 300.9K | — | 23.1K | 1.50M | 20.07% | ↗ |
| 71 | 2014 | Wayne M. Withrow Executive Vice President > Investment Advisors | 400.0K | 750.0K | — | 300.9K | — | 25.3K | 1.48M | 20.38% | ↗ |
| 72 | 2014 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 400.0K | 650.0K | — | 300.9K | — | 24.2K | 1.38M | 21.88% | ↗ |
| 73 | 2013 | Joseph P. Ujobai Executive Vice President > Private Banks | 300.0K | 650.0K | — | 314.0K | — | 527.9K | 1.79M | 17.52% | ↗ |
| 74 | 2013 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 400.0K | 800.0K | — | 470.9K | — | 18.6K | 1.69M | 27.87% | ↗ |
| 75 | 2013 | Stephen G. Meyer Executive Vice President > Investment Managers | 300.0K | 725.0K | — | 418.6K | — | 8.3K | 1.45M | 28.83% | ↗ |
| 76 | 2013 | Wayne M. Withrow Executive Vice President > Investment Advisors | 300.0K | 750.0K | — | 314.0K | — | 9.8K | 1.37M | 22.85% | ↗ |
| 77 | 2013 | Kevin P. Barr Executive Vice President > Investment Management | 300.0K | 650.0K | — | 366.3K | — | 8.3K | 1.32M | 27.65% | ↗ |
| 78 | 2013 | Edward D. Loughlin Executive Vice President > Institutional Investors | 300.0K | 675.0K | — | 314.0K | — | 11.1K | 1.30M | 24.15% | ↗ |
| 79 | 2013 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 300.0K | 650.0K | — | 314.0K | — | 8.7K | 1.27M | 24.67% | ↗ |
| 80 | 2012 | Joseph P. Ujobai Executive Vice President Private Banks | 300.0K | 525.0K | — | 269.8K | — | 539.7K | 1.63M | 16.51% | ↗ |
| 81 | 2012 | Joseph P. Ujobai Executive Vice President > Private Banks | 300.0K | 525.0K | — | 269.8K | — | 539.7K | 1.63M | 16.51% | ↗ |
| 82 | 2012 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 400.0K | 700.0K | — | 337.3K | — | 18.6K | 1.46M | 23.16% | ↗ |
| 83 | 2012 | Stephen G. Meyer Executive Vice President Investment Managers | 300.0K | 715.0K | — | 337.3K | — | 8.3K | 1.36M | 24.79% | ↗ |
| 84 | 2012 | Stephen G. Meyer Executive Vice President > Investment Managers | 300.0K | 715.0K | — | 337.3K | — | 8.3K | 1.36M | 24.79% | ↗ |
| 85 | 2012 | Kevin M. Barr Executive Vice President Investment Management | 300.0K | 600.0K | — | 269.8K | — | 8.3K | 1.18M | 22.90% | ↗ |
| 86 | 2012 | Kevin P. Barr Executive Vice President > Investment Management | 300.0K | 600.0K | — | 269.8K | — | 8.3K | 1.18M | 22.90% | ↗ |
| 87 | 2012 | Edward D. Loughlin Executive Vice President > Institutional Investors | 300.0K | 650.0K | — | 202.4K | — | 11.1K | 1.16M | 17.39% | ↗ |
| 88 | 2012 | Wayne M. Withrow Executive Vice President > Investment Advisors | 300.0K | 625.0K | — | 202.4K | — | 9.8K | 1.14M | 17.79% | ↗ |
| 89 | 2012 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 300.0K | 535.0K | — | 236.1K | — | 8.7K | 1.08M | 21.86% | ↗ |
| 90 | 2011 | Joseph P. Ujobai Executive Vice President — Private Banks | 300.0K | 400.0K | — | 228.0K | — | 1.64M | 2.57M | 8.87% | ↗ |
| 91 | 2011 | Joseph P. Ujobai Executive Vice President > Private Banks | 300.0K | 400.0K | — | 228.0K | — | 1.64M | 2.57M | 8.87% | ↗ |
| 92 | 2011 | Joseph P. Ujobai Executive Vice President Private Banks | 300.0K | 400.0K | — | 228.0K | — | 1.64M | 2.57M | 8.87% | ↗ |
| 93 | 2011 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 400.0K | 565.0K | — | 285.0K | — | 14.2K | 1.26M | 22.54% | ↗ |
| 94 | 2011 | Stephen G. Meyer Executive Vice President — Investment Managers | 300.0K | 585.0K | — | 256.5K | — | 8.2K | 1.15M | 22.31% | ↗ |
| 95 | 2011 | Stephen G. Meyer Executive Vice President > Investment Managers | 300.0K | 585.0K | — | 256.5K | — | 8.2K | 1.15M | 22.31% | ↗ |
| 96 | 2011 | Stephen G. Meyer Executive Vice President Investment Managers | 300.0K | 585.0K | — | 256.5K | — | 8.2K | 1.15M | 22.31% | ↗ |
| 97 | 2011 | Edward D. Loughlin Executive Vice President — Institutional Investors | 300.0K | 510.0K | — | 171.0K | — | 10.9K | 991.9K | 17.24% | ↗ |
| 98 | 2011 | Kevin M. Barr Executive Vice President Investment Management | 300.0K | 450.0K | — | 228.0K | — | 8.2K | 986.2K | 23.12% | ↗ |
| 99 | 2011 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 300.0K | 430.0K | — | 199.5K | — | 8.6K | 938.1K | 21.27% | ↗ |
| 100 | 2011 | Wayne M. Withrow Executive Vice President > Investment Advisors | 300.0K | 450.0K | — | 171.0K | — | 9.7K | 930.7K | 18.37% | ↗ |
| 101 | 2010 | Joseph P. Ujobai Executive Vice President Private Banks | 300.0K | 390.0K | — | 432.5K | — | 502.0K | 1.62M | 26.62% | ↗ |
| 102 | 2010 | Joseph P. Ujobai Executive Vice President — Private Banks | 300.0K | 390.0K | — | 432.5K | — | 502.0K | 1.62M | 26.62% | ↗ |
| 103 | 2010 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 400.0K | 455.0K | — | 480.5K | — | 14.2K | 1.35M | 35.60% | ↗ |
| 104 | 2010 | Stephen G. Meyer Executive Vice President Investment Managers | 300.0K | 450.0K | — | 432.5K | — | 8.2K | 1.19M | 36.32% | ↗ |
| 105 | 2010 | Stephen G. Meyer Executive Vice President — Investment Managers | 300.0K | 450.0K | — | 432.5K | — | 8.2K | 1.19M | 36.32% | ↗ |
| 106 | 2010 | Edward D. Loughlin Executive Vice President — Institutional Investors | 300.0K | 420.0K | — | 336.4K | — | 9.7K | 1.07M | 31.55% | ↗ |
| 107 | 2010 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 300.0K | 357.5K | — | 384.4K | — | 8.6K | 1.05M | 36.59% | ↗ |
| 108 | 2010 | Kevin M. Barr Executive Vice President Investment Management | 300.0K | 350.0K | — | 384.4K | — | 7.9K | 1.04M | 36.88% | ↗ |
| 109 | 2009 | Joseph P. Ujobai Executive Vice President — Private Banks | 259.6K | 300.0K | — | 434.4K | — | 802.3K | 1.80M | 24.18% | ↗ |
| 110 | 2009 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 415.4K | 390.0K | — | 543.0K | — | 12.1K | 1.36M | 39.91% | ↗ |
| 111 | 2009 | Stephen G. Meyer Executive Vice President — Investment Managers | 259.6K | 415.0K | — | 470.6K | — | 7.9K | 1.15M | 40.81% | ↗ |
| 112 | 2009 | N. Jeffrey Klauder Executive Vice President — Legal & Compliance | 259.6K | 325.0K | — | 434.4K | — | 9.6K | 1.03M | 42.23% | ↗ |
| 113 | 2009 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 259.6K | 325.0K | — | 434.4K | — | 8.4K | 1.03M | 42.28% | ↗ |
| 114 | 2009 | Edward D. Loughlin Executive Vice President — Institutional Investors | 259.6K | 380.0K | — | 362.0K | — | 9.5K | 1.01M | 35.80% | ↗ |
| 115 | 2008 | Joseph P. Ujobai Executive Vice President — Private Banks | 250.0K | 118.3K | — | 439.5K | — | 1.14M | 1.95M | 22.56% | ↗ |
| 116 | 2008 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 397.9K | — | — | 732.5K | — | 11.1K | 1.14M | 64.17% | ↗ |
| 117 | 2008 | Stephen G. Meyer Executive Vice President — Investment Managers | 250.0K | 147.5K | — | 439.5K | — | 7.4K | 844.4K | 52.05% | ↗ |
| 118 | 2008 | Edward D. Loughlin Executive Vice President — Institutional Investors | 250.0K | 137.5K | — | 439.5K | — | 8.8K | 835.8K | 52.59% | ↗ |
| 119 | 2008 | N. Jeffrey Klauder Executive Vice President — Legal & Compliance | 250.0K | 132.5K | — | 439.5K | — | 8.8K | 830.8K | 52.90% | ↗ |
| 120 | 2008 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 250.0K | 132.5K | — | 439.5K | — | 7.7K | 829.7K | 52.97% | ↗ |
| 121 | 2007 | Joseph P. Ujobai Executive Vice President — Private Banks | 250.0K | 522.5K | — | 1.34M | — | 1.13M | 3.24M | 41.40% | ↗ |
| 122 | 2007 | Joseph P. Ujobai Executive Vice President – Private Banks | 250.0K | 522.5K | — | 682.7K | — | 1.13M | 2.58M | 26.45% | ↗ |
| 123 | 2007 | N. Jeffrey Klauder Executive Vice President – Legal & Compliance | 250.0K | 500.0K | — | 684.9K | — | 8.4K | 1.44M | 47.46% | ↗ |
| 124 | 2007 | Stephen G. Meyer Executive Vice President — Investment Managers | 249.0K | 525.0K | — | 445.8K | — | 7.3K | 1.23M | 36.33% | ↗ |
| 125 | 2007 | Stephen G. Meyer Executive Vice President – Investment Managers | 249.0K | 525.0K | — | 423.6K | — | 7.3K | 1.20M | 35.16% | ↗ |
| 126 | 2007 | N. Jeffrey Klauder Executive Vice President — Legal & Compliance | 250.0K | 500.0K | — | 445.8K | — | 8.4K | 1.20M | 37.02% | ↗ |
| 127 | 2007 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 250.0K | 500.0K | — | 445.8K | — | 7.5K | 1.20M | 37.05% | ↗ |
| 128 | 2007 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 310.0K | 570.0K | — | — | — | 10.2K | 890.2K | 0.00% | ↗ |
| 129 | 2006 | Joseph P. Ujobai President – Global Executive Vice | 250.0K | 500.0K | — | 378.2K | — | 1.27M | 2.40M | 15.78% | ↗ |
| 130 | 2006 | N. Jeffrey Klauder Executive Vice President – Legal & Compliance | 250.0K | 500.0K | — | 1.42M | — | 7.8K | 2.18M | 65.16% | ↗ |
| 131 | 2006 | N. Jeffrey Klauder Compliance | 250.0K | 500.0K | — | 1.42M | — | 7.8K | 2.18M | 65.16% | ↗ |
| 132 | 2006 | Joseph P. Ujobai Executive Vice President – Private Banks | 250.0K | 500.0K | — | 378.2K | — | 888.3K | 2.02M | 18.76% | ↗ |
| 133 | 2006 | Robert F. Crudup Banking & Trust Executive Vice President – Legal & | 250.0K | 500.0K | — | 279.3K | — | 113.4K | 1.14M | 24.44% | ↗ |
| 134 | 2006 | Wayne M. Withrow Advisors Executive Vice President – Private | 250.0K | 505.0K | — | 358.9K | — | 7.7K | 1.12M | 32.00% | ↗ |
| 135 | 2006 | Edward D. Loughlin Institutional Executive Vice President – Investment | 250.0K | 505.0K | — | 266.4K | — | 8.2K | 1.03M | 25.88% | ↗ |
| 136 | 2006 | Dennis J. McGonigle Officer Executive Vice | 250.0K | 500.0K | — | 266.4K | — | 7.3K | 1.02M | 26.03% | ↗ |
| 137 | 2006 | Dennis J. McGonigle Executive Vice President and Chief Financial Officer | 250.0K | 500.0K | — | 266.4K | — | 7.3K | 1.02M | 26.03% | ↗ |
| 138 | 2006 | Stephen G. Meyer Executive Vice President – Investment Managers | 200.0K | 450.0K | — | 336.7K | — | 7.1K | 993.8K | 33.88% | ↗ |
| 139 | 2006 | Position Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer Executive Vice President and Chief Financial | 310.0K | 550.0K | — | — | — | 10.0K | 870.0K | 0.00% | ↗ |
| 140 | 2006 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 310.0K | 550.0K | — | — | — | 10.0K | 870.0K | 0.00% | ↗ |
| 141 | 2005 | Joseph P. Ujobai Executive Vice President | 250.0K | 460.0K | — | 25.0K | — | 333.3K | 1.07M | 2.34% | ↗ |
| 142 | 2005 | Robert F. Crudup Executive Vice President | 250.0K | 460.0K | — | 15.0K | — | 87.9K | 812.9K | 1.85% | ↗ |
| 143 | 2005 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 310.0K | 495.0K | — | — | — | 6.3K | 811.3K | 0.00% | ↗ |
| 144 | 2005 | Edward D. Loughlin Executive Vice President | 250.0K | 460.0K | — | 15.0K | — | 6.3K | 731.3K | 2.05% | ↗ |
| 145 | 2005 | Carl A. Guarino Executive Vice President | 250.0K | 460.0K | — | — | — | 6.3K | 716.3K | 0.00% | ↗ |
| 146 | 2004 | Joseph P. Ujobai Executive Vice President | 200.0K | 400.0K | — | 40.0K | — | 318.3K | 958.3K | 4.17% | ↗ |
| 147 | 2004 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 310.0K | 440.0K | — | — | — | 6.2K | 756.2K | 0.00% | ↗ |
| 148 | 2004 | Robert F. Crudup Executive Vice President | 200.0K | 405.0K | — | 25.0K | — | 101.7K | 731.7K | 3.42% | ↗ |
| 149 | 2004 | Edward D. Loughlin Executive Vice President | 250.0K | 400.0K | — | 20.0K | — | 6.2K | 676.2K | 2.96% | ↗ |
| 150 | 2004 | Carl A. Guarino Executive Vice President | 200.0K | 405.0K | — | 20.0K | — | 6.2K | 631.2K | 3.17% | ↗ |
| 151 | 2003 | Joseph P. Ujobai Executive Vice President | 200.0K | 295.0K | — | 30.0K | — | 319.6K | 844.6K | 3.55% | ↗ |
| 152 | 2003 | Alfred P. West, Jr. Chairman of the Board and Chief Executive Officer | 310.0K | 275.0K | — | — | — | 6.0K | 591.0K | 0.00% | ↗ |
| 153 | 2003 | Edward D. Loughlin Executive Vice President | 250.0K | 300.0K | — | 25.0K | — | 6.0K | 581.0K | 4.30% | ↗ |
| 154 | 2003 | Robert F. Crudup Executive Vice President | 200.0K | 247.5K | — | 25.0K | — | 107.9K | 580.4K | 4.31% | ↗ |
| 155 | 2003 | Carl A. Guarino Executive Vice President | 200.0K | 245.0K | — | 25.0K | — | 6.0K | 476.0K | 5.25% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ryan Hicke | Chief Executive Officer & Director | 3M | male |
| Sean Denham | Executive Vice President, Chief Financial Officer & Chief Operating Officer | 3M | male |
| Michael F. Lane | Executive Vice President & Head of Asset Management | 2M | male |
| Philip McCabe | Executive VP & Global Head of SEI's Investment Managers Business | 2M | male |
| Michael Peterson | Executive VP & General Counsel | 2M | male |
| Sanjay K. Sharma | Executive VP, CEO of SEI International & Global Head of Private Banking | 2M | male |
| Jason Collins | Global Head of Equity Portfolio Management | — | male |
| Jonathan Waite | Director of Advisory Team & Chief Actuary of Institutional Group | — | male |
| Alfred Pierce | Managing Director | — | male |
| Mark Andrew Warner | Vice President, Chief Accounting Officer & Controller | — | male |
| Sandra Ewing | Executive VP & Head of Strategic Corporate Programs | — | female |
| Leslie A. Wojcik | Head of Global Communications | — | female |
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Community Opinion for SEIC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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