0001921094-26-000421.txt : 20260428 0001921094-26-000421.hdr.sgml : 20260428 20260428163714 ACCESSION NUMBER: 0001921094-26-000421 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20260428 DATE AS OF CHANGE: 20260428 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: SEI INVESTMENTS CO CENTRAL INDEX KEY: 0000350894 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 09 Crypto Assets EIN: 231707341 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 000-10200 FILM NUMBER: 26908551 BUSINESS ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456-1100 BUSINESS PHONE: 6106761000 MAIL ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456-1100 FORMER COMPANY: FORMER CONFORMED NAME: SEI INVESTMENT CO DATE OF NAME CHANGE: 20040806 FORMER COMPANY: FORMER CONFORMED NAME: SEI CORP DATE OF NAME CHANGE: 19920703 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: Warner Mark Andrew CENTRAL INDEX KEY: 0001972425 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456 144 1 primary_doc.xml 144 0001972425 XXXXXXXX LIVE 0000350894 SEI INVESTMENTS CO 000-10200 1 FREEDOM VALLEY DRIVE OAKS PA 19456-1100 6106761000 Warner Mark Andrew Officer Common Charles Schwab & Co., Inc.

3000 Schwab Way Westlake TX 76262

4000 364640.00 120272976 04/28/2026 NASDAQ Common 04/28/2026 Employee Stock Option Exercise SEI INVESTMENTS CO N 4000 04/28/2026 Broker Payment for Cashless Exercise N Mark Andrew Warner

1 FREEDOM VALLEY DRIVE OAKS PA 19456-1100

SEI INVESTMENTS CO 02/25/2026 4000 326964.00 04/28/2026 Mark Andrew Warner