{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-25-000092","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2025-07-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.059128+00:00","generated_at":"2026-05-18T05:52:00.248828+00:00","sec_items":["7.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"SEI to invest ~$527M for 57.5% of Stratos Wealth Holdings","bullets":["Total cash consideration of approximately $527.0 million for 57.5% equity stake in newly formed entity.","U.S. Stratos business (~80% of value) expected to close H2 2025; Mexico-based NSC in H1 2026.","Legacy equity holders retain 42.5%; three put/call options at 36, 54, 72 months could lead to 100% ownership.","Transaction subject to regulatory approvals and other customary closing conditions.","Company states the investment is not a significant acquisition or material to operations or financial results."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-25-000092","json":"https://secwatch.observer/filing/0000350894-25-000092.json","markdown":"https://secwatch.observer/filing/0000350894-25-000092.md","text":"https://secwatch.observer/filing/0000350894-25-000092.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089425000092/0000350894-25-000092-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089425000092/seic-20250717.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T05:52:00.248828+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}