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KH

Kathy Heilig

Trésorier
SEI Investments Co
Total declarations
40
Company
1
▲ Purchases (0 ops.)
—
▼ Sales (24 ops.)
€9.6M

Latest filing published 21 Nov 2022 for SEI Investments Co, €5,854.

Filing timeline

BuySale
Kathy Heilig

Insider track record

Disclosed buys
0
Disclosed sells
24
Signal history

Kathy Heilig: trading record in brief

All filings by Kathy Heilig on record concern SEI Investments Co, in the capacity of finance chief. Over a trading history stretching from 21 August 2006 to 18 November 2022, the count stands at 40 filings.

Every open-market trade on record is a sale: 24 sales worth €9.6M. Besides market trades, the filings include 16 option exercises. Since January 2022: no purchases and 2 sales on the market.

On 21 November 2022 came the latest disclosure, an open-market sale for €5,854 in SEI Investments Co. Typically, a trade is published a median of 4 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.

Companies and markets linked to Kathy Heilig

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations38 total
  • ▼
    TreasurerExecutivesSEI Investments Co
    6,085 USD31SEC
    100 shares@ US$60.850.1% of flowCommon StockSEC:0001567619-22-020726:1
  • ◇
    TreasurerExecutivesSEI Investments Co
    503,936 USD20SEC
    12,400 shares@ US$40.646.0% of flowCommon StockSEC:0001567619-22-020726:2
  • ▼
    TreasurerExecutivesSEI Investments Co
    756,400 USD32SEC
    12,400 shares@ US$61.009.0% of flowCommon StockSEC:0001567619-22-020726:3
  • ◇
    TreasurerExecutivesSEI Investments Co
    4,064 USD19SEC
    100 shares@ US$40.641.1% of flowCommon StockSEC:0001567619-22-020726:0
  • ▼
    TREASURERExecutivesSEI Investments Co
    820,690 USD35SEC
    13,000 shares@ US$63.139.9% of flowCOMMON STOCKSEC:0000350894-21-000028:1
  • ◇
    TREASURERExecutivesSEI Investments Co
    438,880 USD27SEC
    13,000 shares@ US$33.7698.9% of flowCOMMON STOCK ( RIGHT TO PURCHASE)SEC:0000350894-21-000028:0
  • ▼
    TREASURERExecutivesSEI Investments Co
    801,150 USD42SEC
    14,700 shares@ US$54.5050.4% of flowCOMMON STOCKSEC:0000350894-20-000055:1
  • ▼
    TREASURERExecutivesSEI Investments Co
    16,812 USD37SEC
    300 shares@ US$56.041.1% of flowCOMMON STOCKSEC:0000350894-20-000055:2
  • ◇
    TREASURERExecutivesSEI Investments Co
    336,750 USD0SEC
    15,000 shares@ US$22.4521.2% of flowSTOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-20-000055:0
  • ▼
    VICE PRESIDENTExecutivesSEI Investments Co
    824,000 USD32SEC
    16,000 shares@ US$51.5031.7% of flowCOMMON STOCKSEC:0000350894-19-000018:1
  • ◇
    VICE PRESIDENTExecutivesSEI Investments Co
    252,320 USD0SEC
    16,000 shares@ US$15.779.7% of flowSTOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-19-000018:0
  • ◇
    VICE PRESIDENT & CONTROLLERExecutivesSEI Investments Co
    393,690 USD0SEC
    16,500 shares@ US$23.865.1% of flowSTOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-18-000022:0
  • ▼
    VICE PRESIDENT & CONTROLLERExecutivesSEI Investments Co
    1M USD39SEC
    16,500 shares@ US$74.8016.1% of flowCOMMON STOCKSEC:0000350894-18-000022:1
  • ▼
    VICE PRESIDENT/CONTROLLERExecutivesSEI Investments Co
    1M USD39SEC
    22,500 shares@ US$51.3017.8% of flowCOMMON STOCKSEC:0000350894-17-000014:2
  • ◇
    VICE PRESIDENT/CONTROLLERExecutivesSEI Investments Co
    198,563 USD0SEC
    11,250 shares@ US$17.653.1% of flowSTOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-17-000014:0
  • ▼
    Chief Accounting OfficerExecutivesSEI Investments Co
    1M USD39SEC
    25,000 shares@ US$50.2518.2% of flowCOMMON STOCKSEC:0000350894-16-000122:2
  • ◇
    Chief Accounting OfficerExecutivesSEI Investments Co
    182,750 USD0SEC
    12,500 shares@ US$14.622.7% of flowSTOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-16-000122:0
  • ◇
    CONTROLLER, CHIEF ACCOUNTINGExecutivesSEI Investments Co
    266,490 USD0SEC
    9,000 shares@ US$29.61STOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-15-000020:0
  • ▼
    CONTROLLER, CHIEF ACCOUNTINGExecutivesSEI Investments Co
    382,950 USD0SEC
    9,000 shares@ US$42.55COMMON STSOCKSEC:0000350894-15-000020:1
  • ◇
    CONTROLLER, CHIEF ACCOUNTINGExecutivesSEI Investments Co
    203,063 USD0SEC
    6,250 shares@ US$32.49STOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-15-000020:2
  • ▼
    CONTROLLER, CHIEF ACCOUNTINGExecutivesSEI Investments Co
    265,938 USD0SEC
    6,250 shares@ US$42.55COMMON STSOCKSEC:0000350894-15-000020:3
  • ◇
    Controller and Vice PresidentExecutivesSEI Investments Co
    825,365 USD0SEC
    38,300 shares@ US$21.55STOCK OPTION (RIGHT TO PURCHASE)SEC:0000350894-14-000025:0
  • ▼
    Controller and Vice PresidentExecutivesSEI Investments Co
    436,252 USD0SEC
    12,884 shares@ US$33.86COMMON STOCKSEC:0000350894-14-000025:1
  • ▼
    Controller and Vice PresidentExecutivesSEI Investments Co
    475,734 USD0SEC
    14,201 shares@ US$33.50COMMON STOCKSEC:0000350894-14-000025:2
  • ▼
    Controller and Vice PresidentExecutivesSEI Investments Co
    145,383 USD0SEC
    4,300 shares@ US$33.81COMMON STOCKSEC:0000350894-14-000025:3

25 of 38 declarations