Carmen V. Romeo's Insider Trades & SAST Disclosures
Carmen V. Romeo's most recent trade in SEI Investments Co. was a trade of 6,300 COMMON STOCK done . Disclosure was reported to the exchange on Dec. 31, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| SEI Investments Co. | Romeo V. Carmen | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 31 Dec 2024 | 6,300 | 1,573,527 (1%) | 0% | 0 | COMMON STOCK | |
| SEI Investments Co. | Carmen V. Romeo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Dec 2024 | 2,175 | 1,579,827 (1%) | 0% | - | Common Stock | |
| SEI Investments Co. | Carmen V. Romeo | Director | Sale of securities on an exchange or to another person at price $ 79.64 per share. | 06 Nov 2024 | 5,000 | 1,577,652 (1%) | 0% | 79.6 | 398,200 | COMMON STOCK |
| SEI Investments Co. | Carmen V. Romeo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 06 Nov 2024 | 5,000 | 0 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | Carmen V. Romeo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 40.64 per share. | 06 Nov 2024 | 5,000 | 1,582,652 (1%) | 0% | 40.6 | 203,200 | COMMON STOCK |
| SEI Investments Co. | Romeo V. Carmen | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 29 Dec 2023 | 12,700 | 1,577,652 (1%) | 0% | 0 | COMMON STOCK | |
| SEI Investments Co. | V. Carmen Romeo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 4,000 | 4,000 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | Carmen Romeo V. | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 4,000 | 4,000 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | V. Romeo Carmen | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 1,000 | 1,590,352 (1%) | 0% | - | Common Stock | |
| SEI Investments Co. | V. Romeo Carmen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 33.76 per share. | 01 Dec 2023 | 5,000 | 1,594,352 (1%) | 0% | 33.8 | 168,800 | COMMON STOCK |
| SEI Investments Co. | Romeo V. Carmen | Director | Sale of securities on an exchange or to another person at price $ 59.00 per share. | 01 Dec 2023 | 5,000 | 1,589,352 (1%) | 0% | 59 | 295,000 | COMMON STOCK |
| SEI Investments Co. | Romeo V. Carmen | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Dec 2023 | 5,000 | 0 | - | - | STOCK OPTION (RIGHT TO PURCHASE) | |
| SEI Investments Co. | Carmen V. Romeo | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 23 Dec 2022 | 6,600 | 1,589,352 (1%) | 0% | 0 | Common Stock | |
| SEI Investments Co. | Carmen V. Romeo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Dec 2021 | 10,000 | 10,000 | - | - | COMMON STOCK ( RIGHT TO PURCHASE) | |
| SEI Investments Co. | Carmen V. Romeo | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2020 | 10,000 | 10,000 | - | - | STOCK OPTION (RIGHT TO PURCHASE) |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges