Kathryn McCarthy

Track

Insider profile

Currently holds a position at SEI Investments Co

Performance

Overall performance
2.9
Performance over holding periods
2.9
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 58% 68% 82%
Transactions
7 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Lead Independent Director SEI Investments Co Oct. 1, 1998 -
Kathryn McCarthy's trades of SEI Investments Co's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
262.43
Quantity 72,317 +16.8%
Value US$691,022
Transaction date
Proposed sale
Price
476.74
Quantity 70,756
Value US$1,385,423
Transaction date
Sale
Price
189.32
Quantity 50,423 +38.4%
Value US$4,608,580
Transaction date
Proposed sale
Price
91.07
Quantity 10,000
Value US$910,747
Transaction date
Proposed sale
Price
85.66
Quantity 10,000
Value US$856,555
Transaction date
Sale
Price
85.66
Quantity 10,000 -11.7%
Value US$856,600
Transaction date
Sale
Price
60.58
Quantity 10,000 -12.1%
Value US$605,766
Transaction date
Proposed sale
Price
60.58
Quantity 10,000
Value US$605,766
Transaction date
Sale
Price
59.25
Quantity 10,000 -12.2%
Value US$592,500
Transaction date
Sale
Price
56.35
Quantity 9,500 -11.7%
Value US$535,325
Transaction date
Sale
Price
60.90
Quantity 9,500 -11.8%
Value US$578,550
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-04 2026-08-03
S Sale
72,317 +16.8%
262.43
US$691,022 		72,317 +16.8% 262.43 US$691,022
2026-08-03 2026-08-03
PrS Proposed sale
70,756
476.74
US$1,385,423 		70,756 476.74 US$1,385,423
2026-05-05 2026-05-04
S Sale
50,423 +38.4%
189.32
US$4,608,580 		50,423 +38.4% 189.32 US$4,608,580
2026-05-04 2026-05-04
PrS Proposed sale
10,000
91.07
US$910,747 		10,000 91.07 US$910,747
2025-09-29 2025-09-29
PrS Proposed sale
10,000
85.66
US$856,555 		10,000 85.66 US$856,555
2025-09-29 2025-09-29
S Sale
10,000 -11.7%
85.66
US$856,600 		10,000 -11.7% 85.66 US$856,600
2023-09-11 2023-09-08
S Sale
10,000 -12.1%
60.58
US$605,766 		10,000 -12.1% 60.58 US$605,766
2023-09-08 2023-09-08
PrS Proposed sale
10,000
60.58
US$605,766 		10,000 60.58 US$605,766
2022-12-22 2022-12-21
S Sale
10,000 -12.2%
59.25
US$592,500 		10,000 -12.2% 59.25 US$592,500
2020-12-10 2020-12-09
S Sale
9,500 -11.7%
56.35
US$535,325 		9,500 -11.7% 56.35 US$535,325
2019-07-30 2019-07-26
S Sale
9,500 -11.8%
60.90
US$578,550 		9,500 -11.8% 60.90 US$578,550