The estimated Net Worth of Kathryn Mccarthy is at least $5.71 Million dollars as of 8 September 2023. Ms. Mccarthy owns over 10,000 units of SEI Investments Co stock worth over $5,465,846 and over the last 21 years she sold SEIC stock worth over $0. In addition, she makes $247,150 as Lead Independent Director at SEI Investments Co.
Kathryn has made over 9 trades of the SEI Investments Co stock since 2013, according to the Form 4 filled with the SEC. Most recently she exercised 10,000 units of SEIC stock worth $406,400 on 8 September 2023.
The largest trade she's ever made was exercising 12,000 units of SEI Investments Co stock on 23 March 2015 worth over $272,640. On average, Kathryn trades about 2,236 units every 105 days since 2003. As of 8 September 2023 she still owns at least 82,466 units of SEI Investments Co stock.
You can see the complete history of Ms. Mccarthy stock trades at the bottom of the page.
Kathryn M. McCarthy serves as Lead Independent Director of the Company. Since March 2015, she has also been a member of the Nominating Committee of our Board. Ms. McCarthy is also our Lead Independent Director and chairs periodic meetings of the Board’s independent directors. She is also an independent consultant and financial advisor to families and family offices. Ms. McCarthy is a director and a member of the Audit Committee of the Rockefeller Trust Company, NA. She serves on several family office boards as well as investment committees and private trust company boards. From February 2000 to May 2003, Ms. McCarthy was a Managing Director at Rockefeller & Co., Inc. Ms. McCarthy was the President of Marujupu, LLC (a New York-based family office) from November 1996 to June 1999 and subsequently an advisor to Marujupu, LLC on investment and wealth transfer matters. From June 1992 to October 1996, Ms. McCarthy was a Senior Financial Counselor and portfolio manager with Rockefeller & Co., Inc., a family office and investment manager. Ms. McCarthy’s experience as a consultant and financial advisor to investors, family offices and her wealth management experience has given her insight into the various issues faced by the investment and our wealth management business and our clients.
As the Lead Independent Director of SEI Investments Co, the total compensation of Kathryn McCarthy at SEI Investments Co is $247,150. There are 16 executives at SEI Investments Co getting paid more, with Stephen Meyer having the highest compensation of $3,955,580.
Kathryn McCarthy is 71, she's been the Lead Independent Director of SEI Investments Co since 1998. There are 6 older and 15 younger executives at SEI Investments Co. The oldest executive at SEI Investments Co. is William M. Doran, 80, who is the Sec. & Director.
Kathryn's mailing address filed with the SEC is ONE FREEDOM VALLEY DRIVE, , OAKS, PA, 19456.
Over the last 21 years, insiders at SEI Investments Co have traded over $431,193,565 worth of SEI Investments Co stock and bought 221,589 units worth $6,465,489 . The most active insiders traders include Alfred P Jr West, Thomas W Smith, and Howard D Ross. On average, SEI Investments Co executives and independent directors trade stock every 15 days with the average trade being worth of $2,106,975. The most recent stock trade was executed by Alfred P Jr West on 29 August 2024, trading 5,670 units of SEIC stock currently worth $382,725.
sei (nasdaq:seic) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. for more information, visit seic.com.
SEI Investments Co executives and other stock owners filed with the SEC include: