Peterson Michael

Executive VP Peterson sells 10,000 SEIC shares at $90.00 for $900,000; stock now $91.05

Peterson Michael, Executive Vice President at SEI Investments, sold 10,000 shares (10.0K shares) at $90.00 on 2026-04-23 for $900,000, reducing his holdings by 33.2% from 30,148 to 20,148 shares. The sale occurred near the 52-week high ($93.80), with the stock currently at $91.05 and up 16.2% over the past 30 days. His cross-ticker track record shows 8 prior sells averaging +0.7% return at 30 days and +2.1% at 90 days, with a 90-day well-timed rate of 37.50%. At SEIC specifically, Peterson's 5 prior sales show mixed outcomes: 2 of 5 were well-timed at 90 days, with the most recent two sales (2025-11-12 and 2025-08-07) both negative at 90 days. The company's fundamentals remain solid, with $578.5M quarterly revenue, $164.2M net income, and a P/E of 13.37, suggesting the sale reflects position sizing rather than fundamental concern.

EVP Peterson sold 25,000 shares of SEIC at $84.21, reducing holdings 64.9%; stock now -12.3% from 52-week high.

Peterson Michael, Executive Vice President of SEI Investments Co., sold 25,000 shares (25.0K shares) at $84.21 on 2025-11-12, reducing his holdings from 38,500 shares (38.5K shares) to 13,500 shares (13.5K shares)—a substantial 64.9% reduction. The stock has declined -12.3% from its 52-week high of $93.80 and is trading below the transaction price. His cross-ticker track record shows a 28.57% well-timed rate across 7 prior sells, with positive 90-day average returns of 2.7%; however, his same-ticker history at SEIC tells a different story—only 1 of 5 prior sells at this ticker were well-timed at the 90-day mark, and recent trades in August 2025 and May 2025 both resulted in negative 90-day returns (-7.0% and -5.1% respectively). The magnitude of this reduction and the recent pattern of poorly-timed exits at SEIC merit observation, though the company's fundamentals remain sound (revenue growth of 10.7%, P/E of 14.41, and $164.2M net income).

Peterson (EVP) sold 7,089 shares of SEIC at $88.55, reducing holdings 34.4% to 13.5K shares; stock now -6.7% from 52-week high.

Michael Peterson, Executive Vice President, sold 7,089 shares for $627,730.95, reducing his holdings by 34.4% from 20,589 shares to 13.5K shares. The sale occurred at $88.55 per share when the stock was already -6.7% from its 52-week high of $93.80, and the stock has declined a further -5.5% over the past 30 days. His prior sales at SEIC show mixed timing outcomes: of 4 measurable prior sales at this ticker, 0 were well-timed at the 90-day mark, with returns ranging from -9.3% to +13.1% at the 90-day horizon. The sale size and percentage reduction represent a meaningful portfolio action by an EVP at a company with $559.6M quarterly revenue and a 15.68 P/E.

EVP Peterson Michael sold 50,000 SEIC shares ($4.2M) at $84.27; holdings cut 78.7% to 13,500 shares

Peterson Michael, EVP at SEI Investments, executed a substantial reduction in his shareholding, selling 50,000 shares (78.7% of pre-transaction holdings) for $4,213,500.00 at $84.27 on 2025-05-15. The sale occurred near the 52-week high of $86.58, with the stock currently at $85.38, positioning this trade within 1.4% of the year's peak valuation. At his prior five sales at SEIC, Peterson achieved positive 90-day returns on four occasions (ranging from 6.2% to 13.1%), though his cross-ticker track record shows only 20.00% well-timed sell rate across all holdings. The company's fundamentals remain solid with $551.3M quarterly revenue, $151.5M net income, and 10.7% annual growth, yet the magnitude of this single-transaction sell-down—leaving him with 13,500 shares—coupled with the 19.5% 30-day price rise preceding the sale, suggests a substantial reduction in executive equity exposure at near-peak pricing.

EVP Peterson Michael sold 10,000 SEIC shares at $79.14, reducing holdings 60.6% amid strong 90-day price run (+23.1%).

Peterson Michael, EVP at SEI Investments, sold 10,000 shares on 2024-11-06 at $79.14, reducing his holdings from 16,500 to 6,500 shares—a 60.6% reduction in position. The sale occurred near the 52-week high of $80.17 (−0.1%) and follows a sharp 90-day appreciation of +23.1% in the stock. His cross-ticker track record shows 4 prior sells with a 50.00% well-timed rate and an average 90-day return of −6.6%, indicating modest predictive success. At SEIC specifically, prior measurable outcomes are mixed: a 2023 sale followed by −9.3% at 30 days and a 2023 sale followed by −16.3% at 90 days, though one sale returned +3.0% at 90 days. The company maintains reasonable fundamentals (P/E 18.89, $537.4M quarterly revenue, $154.9M net income) but faces annual revenue headwinds of −3.6%, creating context for a significant reduction in insider holdings at an elevated price level.

EVP and General Counsel Peterson sold 25,000 shares (79.4% of holdings) for $1,864,759.10 at SEIC on 2024-10-25

Peterson executed 2 separate sales totaling 25,000 shares for $1,864,759.10, reducing his holdings from 31,500 shares to 6,500 shares—a 79.4% reduction. The blended sale price of $74.59 occurred when the stock was trading near its 52-week high of $76.20, and the current price remains at the high end of the range. His prior 2 sales at this ticker showed mixed timing: one achieved -9.3% 30-day and +3.0% 90-day returns, while the other saw -3.0% 30-day and -16.3% 90-day returns. His cross-ticker track record across 2 prior sells shows an average 90-day return of -6.6%, with a 50% well-timed rate. The scale of this reduction—liquidating nearly 80% of his position—warrants monitoring for any underlying shift in confidence or planned changes in role, though the near-peak pricing and recent stock momentum (+10% over 30 days, +12.3% over 90 days) provide context for the timing.