Selling by month
Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.
Pattern
What the filings show, past 12 months. Nothing here rates or predicts.
- Sold in 2 of the 13 calendar months from Oct 2025 to Oct 2026: Apr 2026 and Jul 2026.
- Largest single sale: $2.1M (23,441 shares) of Sei Investments Co on Apr 23, 2026. Filing
- Last sale before this period: May 14, 2025.
Roles from filings
Every company we track where this person has filed, newest filing first.
| Company | Title | First filing | Latest filing |
|---|---|---|---|
| Sei Investments Co (SEIC) | Executive Vice President, CEO of SEI International, and Global Head of SEI's Private Banking business | Feb 10, 2023 | Jul 28, 2026 |
Recent filings
The last 3 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.
- Jul 24, 2026, Sei Investments Co: sold 20,000 shares for $2.0M, no plan disclosed; 20,000 shares vested or acquired by exercising options. 1 filing: 1
- Apr 23, 2026, Sei Investments Co: sold 25,000 shares for $2.3M, no plan disclosed; 25,000 shares vested or acquired by exercising options. 1 filing: 1
- Dec 12, 2025, Sei Investments Co: 15,934 shares awarded. 1 filing: 1
This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.