SEI Investments Files 8-K: Regulation FD & Exhibits
Ticker: SEIC · Form: 8-K · Filed: Dec 11, 2024 · CIK: 350894
Sentiment: neutral
Topics: disclosure, filing, exhibits
Related Tickers: SEIC
TL;DR
SEI filed an 8-K for Reg FD and exhibits. Nothing major disclosed yet.
AI Summary
On December 10, 2024, SEI Investments Company filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and Financial Statements and Exhibits. No specific financial figures or material events were detailed in the provided text snippet.
Why It Matters
This filing indicates SEI Investments is providing required disclosures and financial information to the SEC, which is standard practice for publicly traded companies.
Risk Assessment
Risk Level: low — The filing is a routine 8-K for disclosures and exhibits, not indicating any immediate negative events.
Key Players & Entities
- SEI INVESTMENTS CO (company) — Registrant
- SEI INVESTMENTS COMPANY (company) — Registrant
- Pennsylvania (location) — State of Incorporation
- Oaks (location) — Principal Executive Offices City
FAQ
What is the primary purpose of this 8-K filing for SEI Investments Company?
The filing is for Regulation FD Disclosure and Financial Statements and Exhibits.
What is the exact name of the registrant as specified in its charter?
The exact name of the registrant is SEI INVESTMENTS COMPANY.
In which state was SEI Investments Company incorporated?
SEI Investments Company was incorporated in Pennsylvania.
What is the address of SEI Investments Company's Principal Executive Offices?
The address of the Principal Executive Offices is 1 Freedom Valley Drive, Oaks, Pennsylvania 19456.
What is the Commission File Number for SEI Investments Company?
The Commission File Number for SEI Investments Company is 0-10200.
Filing Stats: 704 words · 3 min read · ~2 pages · Grade level 11.5 · Accepted 2024-12-11 09:06:39
Key Financial Figures
- $0.01 — ich registered Common Stock, par value $0.01 per share SEIC The NASDAQ Stock Market
Filing Documents
- seic-20241210.htm (8-K) — 28KB
- sei121124rls.htm (EX-99.1) — 9KB
- sei121124rls001.jpg (GRAPHIC) — 167KB
- sei121124rls002.jpg (GRAPHIC) — 256KB
- sei121124rls003.jpg (GRAPHIC) — 156KB
- seic-20241210_g1.jpg (GRAPHIC) — 25KB
- 0000350894-24-000150.txt ( ) — 1018KB
- seic-20241210.xsd (EX-101.SCH) — 2KB
- seic-20241210_lab.xml (EX-101.LAB) — 21KB
- seic-20241210_pre.xml (EX-101.PRE) — 12KB
- seic-20241210_htm.xml (XML) — 3KB
01. Regulation FD Information
Item 7.01. Regulation FD Information. On Wednesday, December 11, 2024, SEI Investments Company (the "Company") announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. The acquisition is not a significant acquisition of assets or otherwise material to the operations or financial results of the Company. A copy of the press release is furnished as Exhibit 99.1 and incorporated into this Item 7.01 by reference. As provided in General Instruction B.2 to Form 8-K, the information furnished pursuant to Item 7.01 and Exhibit 99.1 hereof shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing with the Securities and Exchange Commission, except as shall be expressly provided by specific reference in such filing. This Current Report on Form 8-K and the Exhibit hereto may contain forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe" and "continue" or "appear." Our forward-looking statements include our current expectations as to: the dynamics and drivers of the asset management and wealth advice industries, the value that investors and advisors place on tax-optimization strategies, and the value that SEI will derive from the acquisition. You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our management and subject to significant risks and uncertainties, many of which are beyond our control or are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking stateme
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. Exhibit No. Description 99.1 Press Release of SEI Investments Company 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. SEI INVESTMENTS COMPANY Date: December 11, 2024 By: /s/ Sean J. Denham Sean J. Denham Chief Financial Officer