Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | SEIC | Common Stock | Tax liability | -$335K | -4.35K | -2.52% | $77.11 | 168K | Mar 31, 2025 | Direct | |
holding | SEIC | Common Stock | 14.6K | Mar 31, 2025 | By 401(k) plan |