SEI CFO McGonigle to retire Apr 30; consulting deal $25k/mo; new CFO Denham starts Mar 18

SEI INVESTMENTS CO

Dennis McGonigle's employment ends April 30, 2024; he becomes consultant May 1 for $25k/month.
Sean Denham to join March 18 as CFO, effective upon Q1 10-Q filing.
Consulting term one year with auto-renew; McGonigle gets healthcare, pro-rated 2024 incentive.
Outstanding equity continues vesting; non-compete and client non-solicit restrictions apply.
McGonigle to assist with CFO transition and serve on subsidiary/fund boards as agreed.

item 5.02 item 9.01

Executive movements

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Appointed

Sean Denham

Chief Financial Officer

SEIC · SEI INVESTMENTS CO

Effective: 2024-04-30
Filed: March 1, 2024, 6:59 PM ET

to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective on or about April 30, 2024

Departed

Dennis McGonigle

Chief Financial Officer

SEIC · SEI INVESTMENTS CO

Effective: 2024-04-30
Successor: Sean Denham
Filed: March 1, 2024, 6:59 PM ET

Mr. McGonigle’s employment with the Company will end on April 30, 2024.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sean Denham was appointed as Chief Financial Officer at SEI INVESTMENTS CO.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective on or about April 30, 2024

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Dennis McGonigle resigned as Chief Financial Officer at SEI INVESTMENTS CO.

Action: resigned
Role: Chief Financial Officer

Exact text from the filing

Mr. McGonigle’s employment with the Company will end on April 30, 2024.

View on SEC.gov

SEI INVESTMENTS CO filing history →

Source: SEC EDGAR

accession 0000350894-24-000037

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