{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-24-000037","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2024-03-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.573630+00:00","generated_at":"2026-06-05T05:50:05.401917+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"SEI CFO McGonigle to retire Apr 30; consulting deal $25k/mo; new CFO Denham starts Mar 18","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-24-000037","json":"https://secwatch.observer/filing/0000350894-24-000037.json","markdown":"https://secwatch.observer/filing/0000350894-24-000037.md","text":"https://secwatch.observer/filing/0000350894-24-000037.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000037/0000350894-24-000037-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000037/seic-20240229.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T05:50:05.401917+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":"b71fe72945","claim":"Sean Denham was appointed as Chief Financial Officer at SEI INVESTMENTS CO.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000037/0000350894-24-000037-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"d10c3d11c1","claim":"Dennis McGonigle resigned as Chief Financial Officer at SEI INVESTMENTS CO.","evidence_excerpt":"Mr. McGonigle’s employment with the Company will end on April 30, 2024.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/350894/000035089424000037/0000350894-24-000037-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}