{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-23-000022","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2023-04-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:41.802121+00:00","generated_at":"2026-06-17T05:27:38.873031+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"SEI Investments appoints Mark A. Warner as VP, Controller and Chief Accounting Officer","bullets":["Mark A. Warner appointed as VP, Controller and Chief Accounting Officer effective March 31, 2023.","He replaces Kathy C. Heilig, who is retiring effective July 3, 2023.","Warner has been with SEI since May 1990, most recently as Director of Financial Accounting and Reporting.","He reports directly to CFO Dennis J. McGonigle."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-23-000022","json":"https://secwatch.observer/filing/0000350894-23-000022.json","markdown":"https://secwatch.observer/filing/0000350894-23-000022.md","text":"https://secwatch.observer/filing/0000350894-23-000022.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/seic-20230331.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T05:27:38.873031+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bdcf3826c9","claim":"Kathy C. Heilig departed as Principal Accounting Officer at SEI INVESTMENTS CO.","evidence_excerpt":"Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retiring"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"c06b036eb2","claim":"Mark A. Warner was appointed as Vice President, Controller and Chief Accounting Officer at SEI INVESTMENTS CO.","evidence_excerpt":"On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000022/0000350894-23-000022-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Vice President, Controller and Chief Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}