{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-23-000076","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2023-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.312718+00:00","generated_at":"2026-06-12T22:25:02.518921+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"SEI Investments CFO Dennis McGonigle to retire at end of 2023; successor search underway","bullets":["Dennis McGonigle, CFO and Principal Financial Officer, announced retirement effective end of 2023 during July 26 earnings call.","Company is actively recruiting a successor; no replacement named yet.","McGonigle signed the 8-K, indicating he remains in role for now."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-23-000076","json":"https://secwatch.observer/filing/0000350894-23-000076.json","markdown":"https://secwatch.observer/filing/0000350894-23-000076.md","text":"https://secwatch.observer/filing/0000350894-23-000076.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000076/0000350894-23-000076-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000076/seic-20230726.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T22:25:02.518921+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":"7a65e77fd8","claim":"Dennis McGonigle departed as Chief Financial Officer and Principal Financial Officer at SEI INVESTMENTS CO.","evidence_excerpt":"On July 26, 2023, SEI Investments Company (the “Company”) announced during its quarterly earnings call that Dennis McGonigle, the Company’s Chief Financial Officer and Principal Financial Officer, intends to retire at the end of 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089423000076/0000350894-23-000076-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"intends to retire"},{"label":"Role","value":"Chief Financial Officer and Principal Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}