WEST ALFRED P JR

CEO West sells 62,447 shares (~$5.0M) across 5 transactions; retains 6.88M shares in $9.7B firm.

Alfred P West Jr. (CEO) executed 5 separate sales totaling 62,447 shares for $5,003,141.58 at a blended average of $80.12, reducing holdings by 0.9% to 6,875,783 shares. The sales occurred at prices within the 52-week range ($66.45–$93.80), near recent levels, while the stock has declined 3.8% over 30 days and 4.6% over 90 days from the transaction dates. His cross-ticker track record shows a 40.00% well-timed rate across 20 prior sells (average 90d return: -1.0%), but at SEI specifically, 0 of 5 prior sales preceded gains, with the most recent sale (December 2025) followed by a +2.2% 90-day return. The company remains fundamentally solid: $578.5M quarterly revenue, $164.2M net income, +8.1% annual growth, and an 11.62 P/E, supporting the modest sale magnitude within the context of retained substantial holdings.

Executive Chairman West sold 24,770 shares of SEIC at $80.87; remains largest shareholder with 6.94M shares post-sale.

West Alfred P Jr, as Executive Chairman, sold 24.8K shares at $80.87, reducing his holding by only -0.4% to 6.94M shares—he remains a dominant shareholder. At the time of sale, the stock was -13.5% from its 52-week high and down -1.6% over the prior month. His cross-ticker track record shows 20 prior sells with an average 90d return of -0.7% and a 40% well-timed rate, indicating modest but above-random predictive power. However, his same-ticker history at SEIC across 5 prior trades reveals a very different picture: all prior sells resulted in positive subsequent returns (ranging from +4.4% to +7.4% over 90 days), meaning 0 of 5 were well-timed by the sell-timing standard (well-timed sells should precede declines). The current sale, executed at a price -13.5% below the 52-week high, occurs after the stock has already declined materially from its peak. Fundamentally, SEIC reported $578.5M in latest-quarter revenue, +10.7% year-over-year growth, net income of $164.2M, and a P/E of 14.20 across a $9.9B market cap—metrics consistent with a mature, profitable business. The sale is modest in scale relative to his total holdings, and without a documented trading plan or scheduled disposition, represents a discretionary open-market transaction.

Executive Chairman West sells 141,126 shares over 2 days for $12.0M at $85.08 avg; retains 6.94M shares.

Alfred P West Jr sold 141,126 shares across 3 separate transactions (75,000 shares at $85.78 on 2025-05-28; 64,498 shares at $84.26 and 1,628 shares at $85.21 on 2025-05-29) for a combined $12,006,823.36, resulting in a blended average price of $85.08. This represents a -2.0% reduction of his pre-transaction holdings of 7,078,708 shares, leaving him with 6,937,582 shares post-sale. His prior trades at SEIC show negative 30-day returns across all 5 measurable sales (ranging from -1.6% to -4.8%), though 90-day outcomes remain immeasurable for those earlier March 2025 trades. Against his cross-ticker track record of 20 prior sells with a 57.14% well-timed rate and -1.9% average 30-day return, this sale occurs at prices near the 52-week high of $86.58 (within -1.5%) and during a period of recent strength (+8.9% over 30 days). The company's fundamentals remain solid with $551.3M quarterly revenue, +10.7% annual growth, and a P/E of 17.65.

Executive Chairman West sells 152,842 shares for $11.9M across two days; stock down 10.4% in 30 days post-filing.

WEST ALFRED P JR, Executive Chairman of SEI INVESTMENTS CO, executed 6 separate sales totaling 152,842 shares for $11,903,333.38 at blended average price $77.88 on March 3–4, 2025. The sale represents a 2.1% reduction in his 7.23M-share pre-transaction position, leaving 7.08M shares. The timing context is material: the stock has fallen 10.4% over 30 days and 8.2% over 90 days from the transaction date, and is currently at $76.93—11.2% below its 52-week high of $86.58. His cross-ticker track record shows a 46.15% well-timed rate on prior sells (90-day negative returns), but his same-ticker history at SEIC is more recent and less favorable: five prior sells from December 2024 all showed negative 30-day returns (ranging -3.4% to -9.5%), with 90-day outcomes not yet measurable. The multi-transaction structure and timing relative to recent price weakness warrant monitoring of whether this signals broader operational concerns or reflects market conditions rather than discretionary conviction."

Executive Chairman West sold 146,200 shares of SEIC for $12,507,479.80 across 6 transactions; stock near 52-week high.

West Alfred P Jr, Executive Chairman of SEI Investments Co, executed 6 separate sales totaling 146,200 shares (146.2K shares) for $12,507,479.80 ($12.5M) at blended average price of $85.55 on December 13 and 16, 2024. The shares sold represent 2.0% of his pre-transaction holdings of 7,379,122 shares (7.38M shares), leaving him with 7,232,922 shares (7.23M shares) post-transaction. The stock closed at $85.12, just 1.7% below its 52-week high of $86.58, and has gained 6.1% over 30 days and 25.1% over 90 days. His prior sales at SEIC show a 30-day win rate: the five most recent trades at this ticker (November 7–December 6) each showed positive 30-day returns of 4.8% to 6.1%, with measurable outcomes available. His broader cross-ticker track record of 20 prior sells shows an average 90-day return of 7.4% with a 40% well-timed rate, indicating his open-market sales have historically underperformed subsequent price appreciation more often than they have timed market declines. The company's fundamentals show revenue of $537,396,000.00 ($537.4M) in the latest quarter, net income of $154,900,000.00 ($154.9M), and annual revenue growth of -3.6% year-over-year, with a P/E of 20.08 and market cap of $10,972,704,117.76 ($11.0B).

Executive Chairman West sold 24,994 shares (25.0K) for $2,072,167.22 in two Dec 2024 tranches at $82.91 blended average.

West Alfred P Jr (Executive Chairman) executed two separate sales totaling 24,994 shares for $2,072,167.22 on 2024-12-04 and 2024-12-06, reducing holdings by 0.3% to 7,371,522 shares. The stock was trading at a 52-week high of $84.09 at the time of filing, with positive 30-day and 90-day momentum (+5.1% and +28.6% respectively). His prior SEIC trades show a pattern of poorly-timed sales at the 90-day mark: two recent August 2024 sales were followed by +22.4% and +21.9% stock appreciation, indicating the sales preceded significant upside. His cross-ticker track record shows only a 35.29% well-timed rate across 20 prior sells, with positive average 90-day returns of +8.2% after his sales, further suggesting the timing of his recent sales may not align with subsequent price weakness.

Executive Chairman West sells 137,099 shares for $11.0M at blended $80.28, retains 7.36M shares post-transaction.

Alfred P West Jr., Executive Chairman of SEI Investments, executed 3 separate sales totaling 137,099 shares for $11,006,870.19 between November 7–11, 2024, at prices ranging from $80.24 to $80.81, representing a 1.8% reduction in his 7.50M-share holding. The stock is currently trading at $80.81, just 0.6% below its 52-week high of $81.34, and has surged 15.3% over the past 30 days and 23.3% over 90 days—a materially elevated backdrop for insider selling by the company's top officer. His prior sales at this same ticker show mixed outcomes: 4 recent sales (August–May) exhibited modest 30-day positive returns (0.9%–2.9%), while a May 2024 sale posted a 90-day return of -5.3%, representing the only measurable 90-day outcome. This filing occurs while the company reports $537.4M in latest-quarter revenue (down 3.6% year-over-year) and 19.06 P/E valuation; the combination of peak-proximity pricing, near-term stock momentum, a modest revenue decline, and heavy insider liquidation warrant investor attention to whether this reflects operational confidence levels or market-timing dynamics at inflated valuations.

Executive Chairman WEST sells 101,129 shares (101.1K) at $67.18 avg in 2 transactions for $6.8M

WEST ALFRED P JR, Executive Chairman of SEI Investments, executed two separate sales totaling 101,129 shares for $6,793,590.10 on 2024-08-27 and 2024-08-28 at a blended average price of $67.18, reducing his holdings by 1.3% to 7,504,285 shares. His prior three sales at SEIC (on 2024-05-10, 2024-05-13, and 2024-05-14) each generated negative 90-day returns of -5.0%, -4.4%, and -5.3% respectively, establishing a 100% well-timed rate for same-ticker sales. This recurring pattern of early sales before subsequent price declines suggests systematic timing acuity at this specific ticker, contrasting with his cross-ticker track record where 50% of sales were well-timed. The current stock price of $67.30 sits near the transaction prices ($66.90–$67.36), positioning the shares at -6.6% from the 52-week high of $72.02, while the company reports revenue of $519.0M against declining annual growth of -3.6% and a P/E of 17.26.

Executive Chairman West sells 71,582 shares for $4.8M at $67.52; all 4 prior SEIC sells were well-timed at 90-day mark

WEST ALFRED P JR sold 71,582 shares (71.6K shares) in two separate transactions for $4,833,444.77 ($4.8M) at blended average price $67.52, reducing his holdings from 7,676,996 shares (7.68M shares) to 7,605,414 shares (7.61M shares). His prior four sales at SEIC were all well-timed at the 90-day mark, with negative 90-day returns of -4.3%, -5.3%, -4.9%, and -6.9% respectively, indicating he has consistently sold ahead of price declines at this ticker. The current price of $66.93 is -7.1% from the 52-week high of $72.02, and the company's annual revenue growth is declining at -3.6% despite a solid P/E of 17.16 and market cap of $8.7B. This sale represents a continuation of his documented pattern of well-timed exits at this particular security.