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Insider · CIK 0001191727

Carmen Romeo

director

Files at SEIC (SEI INVESTMENTS CO). First filing Dec 4, 2023, latest Sep 3, 2026.

In brief

Carmen Romeo files SEC Form 4 as director at SEIC (SEI INVESTMENTS CO). Since Dec 4, 2023, Carmen Romeo has reported 0 open-market buys worth $0 and 4 open-market sells worth $1.7M, the latest filed on Sep 3, 2026.

A track record needs three past buys with six months of prices behind them; Carmen Romeo has 0, so none is measured yet.

The newest scored trade: sold $549k of SEIC on Sep 1, 2026, filed Sep 3, 2026, scored 34 (weak). In the last 12 months: 0 buys worth $0 and 2 sells worth $969k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 4
$0 bought, $1.7M sold

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

SEICOct 12, 2026 · close 105.00

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.

ScoreCompanyValueHoldingsPrice contextFiled
34Weak
SEICsell 3
SEI INVESTMENTS CO
$549k
5,000 shares
-0%+47% from low-2% from high
24Weak
SEICsell 2
SEI INVESTMENTS CO
$420k
5,000 shares
-0%+26% from low-11% from high
31Weak
SEICsell 6
SEI INVESTMENTS CO
$398k
5,000 shares
-0%-
29Weak
SEICsell 3
SEI INVESTMENTS CO
$295k
5,000 shares
-0%+13% from low-7% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Sep 1, 2026 SEIC
SEI INVESTMENTS CO
5,000
0.00% of outstanding
$549kSep 1, 2026none
Nov 12, 2025 SEIC
SEI INVESTMENTS CO
5,000
0.00% of outstanding
$420kNov 11, 2025none
Nov 6, 2024 SEIC
SEI INVESTMENTS CO
5,000
0.00% of outstanding
$398kNov 6, 2024none
Dec 1, 2023 SEIC
SEI INVESTMENTS COMPANY
5,000
0.00% of outstanding
$295kDec 1, 2023none

Transactions

Every row this insider has filed, 19 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Sep 1, 2026SEIC
SEI INVESTMENTS CO
MOption exercise
Common Stock
+5,000$49.63$248k1,565,29341 d ago
Sep 1, 2026SEIC
SEI INVESTMENTS CO
SOpen-market sale
Common Stock
-5,000$109.70$549k1,560,29341 d ago
Sep 1, 2026SEIC
SEI INVESTMENTS CO
MOption exercise
Option to Purchase Common Stockderivative
-5,000--041 d ago
Dec 30, 2025SEIC
SEI INVESTMENTS CO
GGift
COMMON STOCK
-15,500$0.00$01,560,293Dec 30, 2025
Dec 12, 2025SEIC
SEI INVESTMENTS CO
AGrant or award
COMMON STOCK
+2,266--1,575,793Dec 16, 2025
Nov 11, 2025SEIC
SEI INVESTMENTS CO
MOption exercise
COMMON STOCK
+5,000$53.34$267k1,578,527Nov 12, 2025
Nov 11, 2025SEIC
SEI INVESTMENTS CO
SOpen-market sale
COMMON STOCK
-5,000$84.01$420k1,573,527Nov 12, 2025
Nov 11, 2025SEIC
SEI INVESTMENTS CO
MOption exercise
Option to Purchase Common Stockderivative
-5,000--0Nov 12, 2025
Dec 12, 2024SEIC
SEI INVESTMENTS CO
AGrant or award
Common Stock
+2,175--1,579,827Dec 16, 2024
Nov 6, 2024SEIC
SEI INVESTMENTS CO
MOption exercise
COMMON STOCK
+5,000$40.64$203k1,582,652Nov 8, 2024
Nov 6, 2024SEIC
SEI INVESTMENTS CO
SOpen-market sale
COMMON STOCK
-5,000$79.64$398k1,577,652Nov 8, 2024
Nov 6, 2024SEIC
SEI INVESTMENTS CO
MOption exercise
Option to Purchase Common Stockderivative
-5,000--0Nov 8, 2024
Dec 29, 2023SEIC
SEI INVESTMENTS CO
GGift
COMMON STOCK
-12,700$0.00$01,577,652Jan 2, 2024
Dec 15, 2023SEIC
SEI INVESTMENTS CO
AGrant or award
Common Stock
+1,000--1,590,352Dec 19, 2023
Dec 15, 2023SEIC
SEI INVESTMENTS CO
AGrant or award
Option to Purchase Common Stockderivative
+4,000--4,000Dec 19, 2023
Dec 15, 2023SEIC
SEI INVESTMENTS CO
AGrant or award
Option to Purchase Common Stockderivative
+4,000--4,000Dec 19, 2023
Dec 1, 2023SEIC
SEI INVESTMENTS CO
MOption exercise
COMMON STOCK
+5,000$33.76$169k1,594,352Dec 4, 2023
Dec 1, 2023SEIC
SEI INVESTMENTS CO
SOpen-market sale
COMMON STOCK
-5,000$59.00$295k1,589,352Dec 4, 2023
Dec 1, 2023SEIC
SEI INVESTMENTS CO
MOption exercise
STOCK OPTION (RIGHT TO PURCHASE)derivative
-5,000--0Dec 4, 2023

Questions about Carmen Romeo

Answered from the filings on this page, as of the latest one.

Is Carmen Romeo buying or selling?

In the last 12 months Carmen Romeo reported 0 open-market buys worth $0 and 2 open-market sells worth $969k on SEC Form 4; the latest was sold $549k of SEIC on Sep 1, 2026. Grants, option exercises and tax withholding are not counted.

How did Carmen Romeo's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Carmen Romeo has 0.

Where does Carmen Romeo file Form 4?

Carmen Romeo 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.

Carmen Romeo: insider trades and track record | InsiderTell