Skip to main content

Barr Kevin's Form 4 filing

SEI Investments Co (SEIC) · filed Dec 12, 2022

Accession no.
0001567619-22-021506
Filed
Dec 12, 2022
Trade date
Feb 28, 2020-Dec 9, 2022
Filing delay
1,018 daysLate
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 3 non-derivative transactions and 2 derivative transactions. Open-market sales total $620.0K. It was filed 1018 days after the trade, past the 2-business-day deadline.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Barr KevinCIK 0001436013Officer (Executive Vice President)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Feb 28, 2020Common StockMOption exerciseAcquired+40,000$23.86+$954,400184,741Direct
Dec 6, 2022Common StockSSaleDisposed−10,000$62.00−$620,000174,741Direct
Dec 9, 2022Common StockMOption exerciseAcquired+30,000$22.45+$673,500204,741Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Feb 28, 2020Common StockMOption exerciseAcquired+40,000–F2–0Direct
Dec 9, 2022Common StockMOption exerciseAcquired+30,000–F2–0Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

Received as employment compensation.

Referenced by the price of 2 transactions in Table II.

Read the full filing on SEC EDGAR (opens in a new tab)