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SEIC SEI INVESTMENTS CO Company Mergers 8-K Filing

S NV

SC

SEI INVESTMENTS CO

(SEIC)

2025 8-K

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Summary

Credit Facility Agreement

Financial Statements

Asset Acquisitions

Investor Meetings

Financial Statements

Stock Buyback Increase

Business Acquisition

Management Change

Earnings Announcement

Clerical Corrections

Investor Overview

Dividend Declaration

Financial Results

Corporate Responsibility Re...

Annual Meeting of Shareholders

Business Segment Restructuring

Appointment of CFO

Investment in TIFIN

Appointment of CFO

Retirement Agreement

Acquisition of Altigo

Regulation FD Information

Appointment of Director

Departure of Directors

Earnings Reports

Annual Meeting of Shareholders

Credit Agreement Amendment ...

Appointment of Mark A. Warner

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On July 18, 2025, SEI Investments Company announced a strategic investment of approximately $527 million for a 57.5% stake in Stratos Wealth Holdings, with the expectation of closing in stages across 2025 and 2026. This investment is not deemed significant to SEI's overall operations or financial results.

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SEI INVESTMENTS CO

2025

8 K

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