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Kathy Heilig Biography and Net Worth

Treasurer of SEI Investments

Kathy C. Heilig serves as Chief Accounting Officer, Controller of the Company. She has been an employee of the Company since November 1987. Ms. Heilig was Treasurer from May 1997 to May 2005.

What is Kathy Heilig's net worth?: The estimated net worth of Kathy Heilig is at least $151,109.81 as of November 17th, 2022. Ms. Heilig owns 1,891 shares of SEI Investments stock worth more than $151,110 as of November 21st. This net worth evaluation does not reflect any other investments that Ms. Heilig may own. Learn More about Kathy Heilig's net worth.
How do I contact Kathy Heilig?: The corporate mailing address for Ms. Heilig and other SEI Investments executives is 1 FREEDOM VALLEY DRIVE, OAKS PA, 19456. SEI Investments can also be reached via phone at (610) 676-1000 and via email at [email protected]. Learn More on Kathy Heilig's contact information.
Has Kathy Heilig been buying or selling shares of SEI Investments?: Kathy Heilig has not been actively trading shares of SEI Investments over the course of the past ninety days. Most recently, Kathy Heilig sold 100 shares of the business's stock in a transaction on Thursday, November 17th. The shares were sold at an average price of $60.85, for a transaction totalling $6,085.00. Following the completion of the sale, the treasurer now directly owns 1,891 shares of the company's stock, valued at $115,067.35. Learn More on Kathy Heilig's trading history.
Who are SEI Investments' active insiders?: SEI Investments' insider roster includes Kevin Barr (EVP), William Doran (Director), Carl Guarino (Director), Kathy Heilig (Treasurer), Ryan Hicke (EVP), Paul Klauder (EVP, Head of SEI’s Advisor business), Philip McCabe (EVP), Kathryn McCarthy (Director), Dennis McGonigle (EVP), Stephen Meyer (EVP), Michael Peterson (EVP), Sanjay Sharma (EVP), Alfred West, Jr. (Major Shareholder), and Wayne Withrow (EVP). Learn More on SEI Investments' active insiders.
Are insiders buying or selling shares of SEI Investments?: During the last year, insiders at the asset manager sold shares 21 times. They sold a total of 572,946 shares worth more than $39,558,041.61. The most recent insider tranaction occured on November, 6th when Director Carmen Romeo sold 5,000 shares worth more than $398,200.00. Insiders at SEI Investments own 14.3% of the company. Learn More about insider trades at SEI Investments.
Information on this page was last updated on 11/6/2024.

Kathy Heilig Insider Trading History at SEI Investments

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/17/2022	Sell	100	$60.85	$6,085.00	1,891
11/23/2020	Sell	300	$56.04	$16,812.00	16,891
11/20/2020	Sell	14,700	$54.50	$801,150.00	16,891
3/14/2019	Sell	16,000	$51.50	$824,000.00	17,891
3/3/2017	Sell	22,500	$51.30	$1,154,250.00	13,141
6/3/2016	Sell	25,000	$50.25	$1,256,250.00	14,391
3/13/2015	Sell	15,250	$42.55	$648,887.50

Kathy Heilig Buying and Selling Activity at SEI Investments

SEI Investments Company Overview

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients. It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries. Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries. Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.

Today's Range

Now: $79.91

$78.70

$79.99

50 Day Range

MA: $73.17

$66.58

$81.52

2 Week Range

Now: $79.91

$57.43

$81.97

Volume

531,378 shs

Average Volume

776,164 shs

Market Capitalization

$10.30 billion

P/E Ratio

19.30

Dividend Yield

1.16%

Beta

0.97

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