Kathryn M. McCarthy's Insider Trades & SAST Disclosures
Kathryn M. McCarthy's most recent trade in SEI Investments Co. was a trade of 2,175 Common Stock done . Disclosure was reported to the exchange on Dec. 12, 2024.
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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. | Kathryn M. McCarthy | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Dec 2024 | 2,175 | 75,641 (0%) | 0% | - | Common Stock | |
| SEI Investments Co. | Kathryn McCarthy M. | 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. | M. Kathryn McCarthy | 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. | McCarthy M. Kathryn | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Dec 2023 | 1,000 | 73,466 (0%) | 0% | - | Common Stock | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Sale of securities on an exchange or to another person at price $ 59.25 per share. | 21 Dec 2022 | 10,000 | 71,700 (0%) | 0% | 59.3 | 592,500 | Common Stock |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 21 Dec 2022 | 10,000 | 0 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 33.76 per share. | 21 Dec 2022 | 10,000 | 81,700 (0%) | 0% | 33.8 | 337,600 | Common Stock |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2022 | 3,750 | 3,750 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2022 | 3,750 | 3,750 | - | - | Option to Purchase Common Stock | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Dec 2022 | 766 | 72,466 (0%) | 0% | - | Common Stock | |
| SEI Investments Co. | Kathryn M. McCarthy | 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. | Kathryn M. McCarthy | 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) | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Sale of securities on an exchange or to another person at price $ 56.35 per share. | 08 Dec 2020 | 9,500 | 71,700 (0%) | 0% | 56.4 | 535,325 | COMMON STOCK |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2020 | 5,000 | 0 | - | - | STOCK OPTION (RIGHT TO PURCHASE) | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Dec 2020 | 5,000 | 5,000 | - | - | STOCK OPTION (RIGHT TO PURCHASE) | |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.77 per share. | 08 Dec 2020 | 5,000 | 76,200 (0%) | 0% | 15.8 | 78,850 | STOCK OPTION (RIGHT TO PURCHASE) |
| SEI Investments Co. | Kathryn M. McCarthy | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 15.77 per share. | 08 Dec 2020 | 5,000 | 81,200 (0%) | 0% | 15.8 | 78,850 | 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