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Kathy Heilig Insider Profile

4 Followers
Kathy Heilig, Treasurer at SEI Investments Company, holds 1.89K shares in SEI Investments Company (Ticker: SEIC). Most recently, Kathy Heilig Sold $12,500 shares of SEI Investments Company on Nov 21, 2022 for an estimated value of 762.49K.
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Kathy Heilig

Kathy Heilig
SEI Investments Company (SEIC)
Treasurer

Ranked #30,868 out of 98,624 Corporate Insiders

Profitable Transactions

29%
5 out of 17 Profitable Transactions

Average Return

+2.00%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$126K
100.00%
A breakdown of Kathy Heilig's holdings

Insider Roles

SEI Investments Company
(SEIC)
Treasurer
Roles that Kathy Heilig holds in companies

Most Profitable Insider Trade

Stock:
SEI Investments Company
(SEIC)
Rating:Informative Buy
Date:Mar 07, 2017 - Mar 07, 2018
Return:+48.40%
The most profitable trade made by Kathy Heilig

Kathy Heilig's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
SEI Investments Company
Nov 21, 2022
Treasurer
Informative Sell
762.49K
$125.88K
Success Rate for
SEIC
5 out of 17 profitable transactions on
SEIC
29%
Average Return for
SEIC
Average return per transaction on
SEIC
+2.02%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Mar 31, 2014
Informative Buy
$825.37K
-
$21.55
0.00%
Mar 01, 2013
Informative Buy
$591.20K
-
$14.78
Mar 15, 2015
Informative Buy
$469.55K
-
$30.79
-5.30%
Mar 31, 2014
Informative Sell
$1.29M
-
$33.67
-29.70%
Mar 01, 2013
Informative Sell
$1.13M
-
$28.18
List of latest transactions for each holding click on a transaction to see Kathy Heilig's performance on stock

Kathy Heilig insider profile FAQ

What is the percentage of profitable transactions made by Kathy Heilig?
The percentage of profitable transactions made by Kathy Heilig is 29%.
    What is the average return per transaction made by Kathy Heilig?
    The average return per transaction made by Kathy Heilig is 2.00%.
      What stocks does Kathy Heilig hold?
      Kathy Heilig holds: SEIC stocks.
        What was Kathy Heilig’s latest transaction?
        Kathy Heilig latest transaction was an Informative Sell of $762.49K.
          What was Kathy Heilig's most profitable transaction?
          Kathy Heilig’s most profitable transaction was an Informative Buy of SEIC stock on March 7, 2017. The return on the trade was 48.40%.
            What is Kathy Heilig's role in SEI Investments Company?
            Kathy Heilig's role in SEI Investments Company is Treasurer.
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