Insider · CIK 0001101310
Kathryn McCarthy
Files at SEIC (SEI INVESTMENTS CO). First filing Sep 29, 2025, latest Aug 4, 2026.
In brief
Kathryn McCarthy files SEC Form 4 as director at SEIC (SEI INVESTMENTS CO). Since Sep 29, 2025, Kathryn McCarthy has reported 0 open-market buys worth $0 and 3 open-market sells worth $2.8M, the latest filed on Aug 4, 2026.
A track record needs three past buys with six months of prices behind them; Kathryn McCarthy has 0, so none is measured yet.
The newest scored trade: sold $1.0M of SEIC on Aug 3, 2026, filed Aug 4, 2026, scored 45 (moderate). In the last 12 months: 0 buys worth $0 and 2 sells worth $1.9M.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
SEIC: SEI INVESTMENTS CO
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 45Moderate | SEI INVESTMENTS CO | $1.0M 10,000 shares | -11% | +39% from low0% from high | |
| 44Moderate | SEI INVESTMENTS CO | $911k 10,000 shares | -11% | +21% from low-2% from high | |
| 36Weak | SEI INVESTMENTS CO | $857k 10,000 shares | -12% | +29% from low-9% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | 10,000 0.01% of outstanding | $1.0M | Aug 3, 2026 | none |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | 10,000 0.01% of outstanding | $911k | May 4, 2026 | none |
| Sep 29, 2025 | SEIC SEI INVESTMENTS CO | 10,000 0.01% of outstanding | $857k | Sep 29, 2025 | none |
Transactions
Every row this insider has filed, 17 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Common Stock | +5,000 | $71.12 | $356k | 82,883 | Aug 4, 2026 |
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Common Stock | +5,000 | $71.12 | $356k | 87,883 | Aug 4, 2026 |
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | SOpen-market sale Common Stock | -10,000 | $103.54 | $1.0M | 77,883 | Aug 4, 2026 |
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Option to Purchase Common Stockderivative | -5,000 | - | - | 0 | Aug 4, 2026 |
| Aug 3, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Option to Purchase Common Stockderivative | -5,000 | - | - | 0 | Aug 4, 2026 |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Common Stock | +5,000 | $49.63 | $248k | 82,883 | May 5, 2026 |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise Common Stock | +5,000 | $49.63 | $248k | 87,883 | May 5, 2026 |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | SOpen-market sale Common Stock | -10,000 | $91.07 | $911k | 77,883 | May 5, 2026 |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise STOCK OPTION (RIGHT TO PURCHASE)derivative | -5,000 | - | - | 0 | May 5, 2026 |
| May 4, 2026 | SEIC SEI INVESTMENTS CO | MOption exercise STOCK OPTION (RIGHT TO PURCHASE)derivative | -5,000 | - | - | 0 | May 5, 2026 |
| Dec 5, 2025 | SEIC SEI INVESTMENTS CO | FTax withholding Common Stock | -24 | $81.25 | $1,950 | 77,883 | Dec 29, 2025 |
| Dec 12, 2025 | SEIC SEI INVESTMENTS CO | AGrant or award Common Stock | +2,266 | - | - | 77,907 | Dec 16, 2025 |
| Sep 29, 2025 | SEIC SEI INVESTMENTS CO | MOption exercise Common Stock | +10,000 | $53.34 | $533k | 85,641 | Sep 29, 2025 |
| Sep 29, 2025 | SEIC SEI INVESTMENTS CO | SOpen-market sale Common Stock | -10,000 | $85.66 | $857k | 75,641 | Sep 29, 2025 |
| Sep 29, 2025 | SEIC SEI INVESTMENTS CO | MOption exercise Option to Purchase Common Stockderivative | -5,000 | - | - | 0 | Sep 29, 2025 |
| Sep 29, 2025 | SEIC SEI INVESTMENTS CO | MOption exercise Option to Purchase Common Stockderivative | -5,000 | - | - | 0 | Sep 29, 2025 |
| Dec 12, 2024 | SEIC SEI INVESTMENTS CO | AGrant or award Common Stock | +2,175 | - | - | 75,641 | Dec 16, 2024 |
Questions about Kathryn McCarthy
Answered from the filings on this page, as of the latest one.
Is Kathryn McCarthy buying or selling?
In the last 12 months Kathryn McCarthy reported 0 open-market buys worth $0 and 2 open-market sells worth $1.9M on SEC Form 4; the latest was sold $1.0M of SEIC on Aug 3, 2026. Grants, option exercises and tax withholding are not counted.
How did Kathryn McCarthy's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kathryn McCarthy has 0.
Where does Kathryn McCarthy file Form 4?
Kathryn McCarthy has filed Form 4 at SEIC (SEI INVESTMENTS CO). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.