Stephen Meyer

SEIC

EXECUTIVE VICE PRESIDENT · SEI INVESTMENTS CO · CIK 0001348337

FILING MIX · LIFETIME94%/6%

BUYS

SELLS

TOTAL VALUE

$10.65M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

25,000

AVG SELL PX

$56.33

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Stephen Meyer, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	1	+0.00%	+0.37%	+1.22%	-0.85%	-0.85%	—
14d	1	+0.00%	+0.99%	+1.17%	-0.17%	-0.17%	—
30d	1	+0.00%	+9.34%	+3.82%	+5.52%	+5.52%	—
60d	1	+0.00%	+0.48%	+6.99%	-6.51%	-6.51%	—
90d	1	+0.00%	+6.37%	+7.89%	-1.52%	-1.52%	—
180d	1	+0.00%	+12.92%	+15.98%	-3.06%	-3.06%	—
1y	1	+0.00%	+8.70%	+30.32%	-21.62%	-21.62%	—
2y	1	+0.00%	+11.26%	+12.13%	-0.86%	-0.86%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

SEIC · 25,000 shares · as of Dec 10, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 16 buys / 1 sellsCOVERAGE · 8 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	25,000	$60.46	$1.51M	25,000	Dec 10, 2021	Dec 14, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	186,224	Nov 26, 2021	Nov 29, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	0	Nov 26, 2021	Nov 29, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	10,000	Nov 19, 2021	Nov 22, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	176,224	Nov 19, 2021	Nov 22, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	15,000	$15.77	$236.6K	166,224	Sep 7, 2021	Sep 8, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	15,000	$15.77	$236.6K	0	Sep 7, 2021	Sep 8, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	0	Aug 4, 2021	Aug 5, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE EXECUTIVE VICE PRESIDENT	10,000	$15.77	$157.7K	151,224	Aug 4, 2021	Aug 5, 2021 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	15,000	$23.86	$357.9K	148,224	Dec 11, 2020	Dec 14, 2020 ↗
SEIC SEI INVESTMENTS CO	SALE Executive Vice President	7,000	$56.33	$394.3K	141,224	Dec 11, 2020	Dec 14, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	15,000	$23.86	$357.9K	0	Dec 11, 2020	Dec 14, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	100,000	$56.54	$5.65M	100,000	Dec 8, 2020	Dec 10, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	10,000	$23.86	$238.6K	0	Oct 27, 2020	Nov 2, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	10,000	$23.86	$238.6K	133,224	Oct 27, 2020	Nov 2, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	10,000	$23.86	$238.6K	123,224	Feb 28, 2020	Mar 3, 2020 ↗
SEIC SEI INVESTMENTS CO	PURCHASE Executive Vice President	10,000	$23.86	$238.6K	2,500	Feb 28, 2020	Mar 3, 2020 ↗

Other insiders · SEIC

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About this filer

CIK 0001348337

ROLE

Executive Vice President

PRIMARY

SEIC

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001348337DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Stephen Meyer

The morning brief, before the bell.