Source-grounded facts extracted from SEI INVESTMENTS CO's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
SEI INVESTMENTS CO shareholders approved Ratification of appointment of KPMG LLP as independent registered public accountants for 2026 at the 2026-05-27 meeting.
“The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2026 was ratified by 99.4% of the votes cast based on the votes set forth below: For Against Abstain 100,232,168 627,561 86,953”
SEI INVESTMENTS CO shareholders approved Advisory vote to approve compensation of named executive officers at the 2026-05-27 meeting.
“A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 97.5% of the votes cast based on the votes set forth below: For Against Abstain 92,371,903 2,401,823 97,833 There were a total of 6,075,123 broker non-votes on this matter.”
SEI INVESTMENTS CO shareholders approved Election of Directors for terms expiring in 2029 at the 2026-05-27 meeting.
“The following nominees were elected as directors of the Company for terms expiring in the year 2029 and received the votes set forth opposite their names below: Name of Nominee For Against Abstain Ryan P. Hicke 92,788,771 1,993,774 89,014 Kathryn M. McCarthy 78,056,142 16,743,175 72,242 Thomas C. Naratil 92,377,997 2,410,526 83,036 There were a total of 6,075,123 broker non-votes for the election of directors.”
SEI INVESTMENTS CO reported first quarter ended March 31, 2026 results: revenue $622,183, net income $174,487, EPS $1.40.
“operating margin increasing to 32%. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2026 2025 % U.S. GAAP Basis Revenues $622,183 $551,344 13% Income from operations 189,486 157,097 21% Operating margin 30 % 28 % 7% Net income attributable to SEI Investments 174,487 151,517 15% Diluted earnings per share”
SEI INVESTMENTS CO incurred revolving credit of an aggregate principal amount of $500 million with U.S. Bank National Association, as administrative agent; Wells Fargo Bank, National Association, as syndication agent; Bank of America, N.A., JP Morgan Chase Bank, N.A., CIBC Bank USA and Citizens Bank, N.A., each as documentation agent, and other lenders at Base Rate plus a premium that can range from 25 basis points to 125 basis points maturing five-year senior unsecured revolving credit facility; expires in August 2030.
“On Monday, August 18, 2025, SEI Investments Company (the "Company") entered into a Credit Agreement, dated as of such date, among the Company, U.S. Bank National Association, as administrative agent, Wells Fargo Bank, National Association, as syndication agent, Bank of America, N.A., JP Morgan Chase Bank, N.A., CIBC Bank USA and Citizens Bank, N.A., each as documentation agent, and other lenders named therein (the "Credit Agreement"), under which it established a five-year senior unsecured revolving credit facility (the "Facility") in an aggregate principal amount of $500 million.”
SEI INVESTMENTS CO reported first quarter ended March 31, 2024 results: revenue $511,579, net income 131,400, EPS $0.99.
“2024 compared to $0.79 in first-quarter 2023. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2024 2023 % Revenues $511,579 $469,119 9% Net income 131,400 107,015 23% Diluted earnings per share $0.99 $0.79 25% “We entered 2024 with continued momentum, reflecting our strategic focus on increasing sales”
Sean Denham was appointed as Chief Financial Officer at SEI INVESTMENTS CO.
“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”
Dennis McGonigle resigned as Chief Financial Officer at SEI INVESTMENTS CO.
“Mr. McGonigle’s employment with the Company will end on April 30, 2024.”
Sean Denham was appointed as Chief Financial Officer at SEI INVESTMENTS CO.
“On January 16, 2024, SEI Investments Company (the “Company”) entered into an agreement with Sean Denham, 51, to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective upon the date following the current Chief Financial Officer Dennis McGonigle’s resignation in connection with his previously announced retirement.”
Dennis McGonigle resigned as Chief Financial Officer at SEI INVESTMENTS CO.
“On January 16, 2024, SEI Investments Company (the “Company”) entered into an agreement with Sean Denham, 51, to begin employment with the Company on March 18, 2024 and serve as the Company’s Chief Financial Officer effective upon the date following the current Chief Financial Officer Dennis McGonigle’s resignation in connection with his previously announced retirement.”
SEI INVESTMENTS CO reported fourth-quarter 2023 results: revenue $484,858, net income $120,731, EPS $0.91.
“Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2023 2022 % 2023 2022 % Revenues $484,858 $456,590 6% $1,919,793 $1,991,037 (4)% Net income 120,731 112,224 8% 462,258 475,467 (3)% Diluted earnings per share $0.91 $0.83 10% $3.46 $3.46 —% “Despite variable market”
Wayne Withrow retired as Executive Vice President, Head of Global Asset Management at SEI INVESTMENTS CO.
“On December 19, 2023, SEI Investments Company (the “Company”) and Wayne Withrow, the Company’s Executive Vice President, Head of Global Asset Management of the Company, entered into a Confidential Separation and General Release of Claims Agreement (the “Separation Agreement”) in connection with Mr. Withrow’s retirement, which will become effective on February 28, 2024 (the “Separation Date”).”
SEI INVESTMENTS CO reported the third quarter ended September 30, 2023 results: EPS $0.87.
“SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2023. Diluted earnings per share were $0.87 in third-quarter 2023 compared to $0.45 in third-quarter 2022.”
Sarah W. Blumenstein departed as Director at SEI INVESTMENTS CO.
“thereby filling the vacancy on the Board that resulted from Sarah W. Blumenstein not standing for re-election at the 2023 Annual Meeting of the Company’s Shareholders.”
Stephanie D. Miller was appointed as Director at SEI INVESTMENTS CO.
“On October 24, 2023, the Company’s Board of Directors (the “Board) appointed Stephanie D. Miller to the Board, effective immediately, thereby filling the vacancy on the Board that resulted from Sarah W. Blumenstein not standing for re-election at the 2023 Annual Meeting of the Company’s Shareholders.”
Dennis McGonigle departed as Chief Financial Officer and Principal Financial Officer at SEI INVESTMENTS CO.
“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.”
SEI INVESTMENTS CO reported second quarter ended June 30, 2023 results: revenue $489,057, net income $118,851, EPS $0.89.
“2022. Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended June 30, For the Six Months Ended June 30, 2023 2022 % 2023 2022 % Revenues $489,057 $481,670 2% $958,176 $1,063,113 (10)% Net income 118,851 111,276 7% 225,866 301,584 (25)% Diluted earnings per share $0.89 $0.81 10% $1.68 $2.17 (23)% “Our second-quarter”
SEI INVESTMENTS CO shareholders approved Ratification of appointment of KPMG LLP as independent auditors at the 2023-05-31 meeting.
“(4) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2023 was ratified by 99.1% of the votes cast based on the votes set forth below: For Against Abstain 106,155,582 959,061 69,404”
SEI INVESTMENTS CO shareholders voted on Advisory vote on frequency of future say-on-pay votes at the 2023-05-31 meeting.
“(3) A resolution to approve, on an advisory basis, the frequency of future advisory shareholder votes on the compensation paid to named executive officers, received the votes set forth below: One Year Two Years Three Years Abstain 98,871,294 36,703 2,609,594 74,470 There were a total of 5,591,986 broker non-votes on this matter.”
SEI INVESTMENTS CO shareholders approved Advisory resolution to approve executive compensation at the 2023-05-31 meeting.
“(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 74.5% of the votes cast based on the votes set forth below: For Against Abstain 75,540,543 25,879,970 171,548 There were a total of 5,591,986 broker non-votes on this matter.”
SEI INVESTMENTS CO shareholders approved Election of Directors at the 2023-05-31 meeting.
“(1) The following nominees were elected as directors of the Company for terms expiring in the year 2026 and received the votes set forth opposite their names below: Name of Nominee For Against Abstain Ryan P. Hicke 98,314,782 3,172,146 105,133 Kathryn M. McCarthy 80,908,599 20,577,502 105,960 There were a total of 5,591,986 broker non-votes for the election of directors.”
SEI INVESTMENTS CO reported first quarter ended March 31, 2023 results: revenue $469,119, net income $107,015, EPS $0.79.
“Consolidated Overview (In thousands, except earnings per share) For the Three Months Ended March 31, 2023 2022 Revenues $469,119 $581,443 Net income 107,015 190,308 Diluted earnings per share $0.79 $1.36”
Kathy C. Heilig departed as Principal Accounting Officer at SEI INVESTMENTS CO.
“Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.”
Mark A. Warner was appointed as Vice President, Controller and Chief Accounting Officer at SEI INVESTMENTS CO.
“On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer”
SEI INVESTMENTS CO reported the twelve months ended December 31, 2022 results: revenue $1,991,037, net income 475,467, EPS $3.46.
“For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2022 2021 % 2022 2021 % Revenues $456,590 $501,650 (9)% $1,991,037 $1,918,309 4% Net income 112,224 145,300 (23)% 475,467 546,593 (13)% Diluted earnings per share $0.83 $1.03 (19)% $3.46 $3.81 (9)%”
SEI INVESTMENTS CO reported the three months ended December 31, 2022 results: revenue $456,590, net income 112,224, EPS $0.83.
“For the Three Months Ended December 31, For the Twelve Months Ended December 31, 2022 2021 % 2022 2021 % Revenues $456,590 $501,650 (9)% $1,991,037 $1,918,309 4% Net income 112,224 145,300 (23)% 475,467 546,593 (13)% Diluted earnings per share $0.83 $1.03 (19)% $3.46 $3.81 (9)%”
Jonathan Brassington was elected as Director at SEI INVESTMENTS CO.
“elected Jonathan Brassington to the Board, effective immediately, to serve in the class of directors whose term expires at the Company’s Annual Meeting of Shareholders to be held in 2022.”
Ryan Hicke was elected as Director at SEI INVESTMENTS CO.
“elected Mr. Hicke to the Board, effective June 1, 2022”
Ryan Hicke was appointed as Chief Executive Officer at SEI INVESTMENTS CO.
“the Company appointed Ryan Hicke to serve as the Company’s Chief Executive Officer effective June 1, 2022”
Stephen G. Meyer resigned as Executive Vice President, Head of Global Wealth Management Services at SEI INVESTMENTS CO.
“On December 26, 2021, Stephen G. Meyer, Executive Vice President, Head of Global Wealth Management Services of SEI Investments Company (the “Company”), delivered his resignation, effective immediately, from all positions he held with the Company and its affiliates.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.