SEI INVESTMENTS CO Files Definitive Proxy Statement

Ticker: SEIC · Form: DEF 14A · Filed: Apr 15, 2024 · CIK: 350894

Sentiment: neutral

Topics: Proxy Statement, DEF 14A, SEI Investments, Shareholder Voting, Corporate Governance

TL;DR

<b>SEI INVESTMENTS CO files its Definitive Proxy Statement for the reporting period ending May 29, 2024.</b>

AI Summary

SEI INVESTMENTS CO (SEIC) filed a Proxy Statement (DEF 14A) with the SEC on April 15, 2024. Filing Type: DEF 14A. Reporting Period: 2024-05-29. Filed As Of Date: 2024-04-15. Company Name: SEI INVESTMENTS CO. IRS Number: 231707341.

Why It Matters

For investors and stakeholders tracking SEI INVESTMENTS CO, this filing contains several important signals. This filing is a standard DEF 14A, indicating it's a definitive proxy statement, which is crucial for shareholders to understand upcoming voting matters. The filing provides details on the company's fiscal year end (December 31) and its incorporation state (PA), offering basic corporate structure information.

Risk Assessment

Risk Level: low — SEI INVESTMENTS CO shows low risk based on this filing. The filing is a routine proxy statement and does not contain new financial performance data or forward-looking statements that would indicate significant risk.

Analyst Insight

Shareholders should review the proxy statement for details on upcoming proposals and director elections to make informed voting decisions.

Key Numbers

Key Players & Entities

FAQ

When did SEI INVESTMENTS CO file this DEF 14A?

SEI INVESTMENTS CO filed this Proxy Statement (DEF 14A) with the SEC on April 15, 2024.

What is a DEF 14A filing?

A DEF 14A is a definitive proxy statement sent to shareholders before annual meetings, covering executive compensation, board nominations, and shareholder votes. This particular DEF 14A was filed by SEI INVESTMENTS CO (SEIC).

Where can I read the original DEF 14A filing from SEI INVESTMENTS CO?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by SEI INVESTMENTS CO.

What are the key takeaways from SEI INVESTMENTS CO's DEF 14A?

SEI INVESTMENTS CO filed this DEF 14A on April 15, 2024. Key takeaways: Filing Type: DEF 14A. Reporting Period: 2024-05-29. Filed As Of Date: 2024-04-15.

Is SEI INVESTMENTS CO a risky investment based on this filing?

Based on this DEF 14A, SEI INVESTMENTS CO presents a relatively low-risk profile. The filing is a routine proxy statement and does not contain new financial performance data or forward-looking statements that would indicate significant risk.

What should investors do after reading SEI INVESTMENTS CO's DEF 14A?

Shareholders should review the proxy statement for details on upcoming proposals and director elections to make informed voting decisions. The overall sentiment from this filing is neutral.

How does SEI INVESTMENTS CO compare to its industry peers?

SEI INVESTMENTS CO operates in the financial services sector, specifically as a broker-dealer and flotation company.

Are there regulatory concerns for SEI INVESTMENTS CO?

This filing is a DEF 14A, a standard document required by the SEC for public companies to solicit proxies from shareholders.

Industry Context

SEI INVESTMENTS CO operates in the financial services sector, specifically as a broker-dealer and flotation company.

Regulatory Implications

This filing is a DEF 14A, a standard document required by the SEC for public companies to solicit proxies from shareholders.

What Investors Should Do

  1. Review the full DEF 14A filing for details on shareholder proposals and director nominations.
  2. Note the filing date of April 15, 2024, and the reporting period end of May 29, 2024.
  3. Confirm SEI INVESTMENTS CO's fiscal year ends on December 31.

Key Dates

Year-Over-Year Comparison

This is a DEF 14A filing, which is a routine disclosure. No prior filing data for comparison is available in this extract.

Filing Stats: 4,785 words · 19 min read · ~16 pages · Grade level 13.1 · Accepted 2024-04-15 16:01:59

Filing Documents

Executive compensation

Executive compensation 48 Audit Committee report 50 Proposal 2 Advisory vote on executive compensation 52 Proposal 3 Approval of adoption of 2024 Omnibus Equity Compensation Plan 66 Proposal 4 Ratification of appointment of independent registered public accountants 69 Other important information 2024 Proxy Statement 3 Proxy This Proxy Statement is furnished in connection with the solicitation by the Board of Directors (the "Board") of SEI Investments Company ("SEI," "the Company," "we," or "our") of proxies for use at our 2024 Annual Meeting of Shareholders to be held on May 29, 2024, and at any adjournments thereof (our "2024 Annual Meeting"). 2024 Annual Meeting of Shareholders Action will be taken at our 2024 Annual Meeting to elect three directors with a term expiring at our 2027 Annual Meeting of Shareholders; to approve on an advisory basis the compensation of our named executive officers; to approve the adoption of the 2024 Omnibus Equity Compensation Plan; to ratify the appointment of KPMG LLP as independent registered public accountants to examine our consolidated financial statements for 2024; and to consider such other business as may properly come before our 2024 Annual Meeting and any adjournments thereof. This Proxy Statement, the accompanying proxy card or voting instruction form and our Annual Report for 2023 will be sent to our shareholders on or about April 15, 2024. Our 2024 Annual Meeting will be held in a virtual-only format. Shareholders will not be able to attend our 2024 Annual Meeting in person. Shareholders may attend our 2024 Annual Meeting virtually at www.virtualshareholdermeeting.com/SEIC2024 by entering the 16-digit voting control number found on your proxy card or your voting instruction form. Shareholders whose shares are held in the name of a broker, bank or other nominee and who need their 16-digit control number should contact their bank, broker or other nominee, and to ensure receipt of

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