{"schema_version":"secwatch.filing_event.v1","accession":"0000350894-25-000123","form_type":"8-K","ticker":"SEIC","cik":"0000350894","company_name":"SEI INVESTMENTS CO","filed_at":"2025-12-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.733282+00:00","generated_at":"2026-05-16T15:32:27.633571+00:00","sec_items":["7.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"SEI completes $440.8M first-stage acquisition of Stratos Wealth Holdings' U.S. business","bullets":["SEI-Eclipse Holding Company bought Stratos' U.S. operations for approximately $440.8 million, ~81% of total deal value.","Second stage to acquire Mexico-based NSC business expected to close in 2026, pending regulatory approvals.","Definitive agreement for the overall transaction was previously announced on July 18, 2025.","Strategic investment expands SEI's presence in the wealth management advisor-support market."],"urls":{"canonical":"https://secwatch.observer/filing/0000350894-25-000123","json":"https://secwatch.observer/filing/0000350894-25-000123.json","markdown":"https://secwatch.observer/filing/0000350894-25-000123.md","text":"https://secwatch.observer/filing/0000350894-25-000123.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/350894/000035089425000123/0000350894-25-000123-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/350894/000035089425000123/seic-20251203.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T15:32:27.633571+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"}