07/23/2026 | Press release | Distributed by Public on 07/23/2026 13:37
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FORM 3
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 |
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| Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. | SEC 1473 (7-02) | ||
| Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. | |||
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1. Title of Derivative Security (Instr. 4) |
2. Date Exercisable and Expiration Date (Month/Day/Year) |
3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) |
4. Conversion or Exercise Price of Derivative Security |
5. Ownership Form of Derivative Security: Direct (D) or Indirect (I) (Instr. 5) |
6. Nature of Indirect Beneficial Ownership (Instr. 5) |
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| Date Exercisable | Expiration Date | Title | Amount or Number of Shares | ||||
| Option to Purchase Common Stock(2) | 12/31/2024 | 07/24/2033 | Common Stock | 7,500 | $64.08 | D | |
| Option to Purchase Common Stock(2) | (3) | 07/24/2033 | Common Stock | 7,500 | $64.08 | D | |
| Option to Purchase Common Stock(2) | 12/31/2025 | 12/15/2033 | Common Stock | 10,000 | $62 | D | |
| Option to Purchase Common Stock(2) | (4) | 12/15/2033 | Common Stock | 10,000 | $62 | D | |
| Option to Purchase Common Stock(2) | (5) | 12/12/2034 | Common Stock | 22,500 | $86.58 | D | |
| Option to Purchase Common Stock(2) | (6) | 12/12/2035 | Common Stock | 24,500 | $83 | D | |
| Reporting Owner Name / Address | Relationships | |||
| Director | 10% Owner | Officer | Other | |
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Shah Sneha S. 1 FREEDOM VALLEY DRIVE OAKS, PA 19456 |
EVP &Head-New Bus Ventures SEI | |||
| /s/ Sneha S. Shah, by Diane Gallagher, attorney-in-fact | 07/23/2026 | |
| **Signature of Reporting Person | Date |
| * | If the form is filed by more than one reporting person, see Instruction 5(b)(v). |
| ** | Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). |
| (1) | Securities reported herein were acquired pursuant to awards granted prior to the reporting person becoming a Section 16 filer and thus were not previously reported. |
| (2) | Received as employment compensation. |
| (3) | Vest on December 31 of the year in which the Issuer attains an adjusted pre-tax earnings per share of $6.25 or more, but not earlier than the fourth anniversary of the date of grant, in each case based upon audited financial statements of the Issuer for the applicable year and subject to certain adjustments. |
| (4) | Vest on December 31 of the year in which the Issuer attains an adjusted pre-tax earnings per share of $7.10 or more, but not earlier than the fourth anniversary of the date of grant, in each case based upon audited financial statements of the Issuer for the applicable year and subject to certain adjustments. |
| (5) | Vest on the later of (a) December 12, 2026, and (b) the date on which the Issuer achieves adjusted full-year earnings per share that are equal to or greater than an amount that is 25% more than the Issuer's adjusted earnings per share for the year ended December 31, 2024, based upon the financial statements of the Issuer for the applicable year and subject to certain adjustments. |
| (6) | Vest on the later of (a) December 12, 2027, and (b) the date on which the Issuer achieves adjusted full-year earnings per share that are equal to or greater than an amount that is 25% more than the Issuer's adjusted earnings per share for the year ended December 31, 2025, based upon the financial statements of the Issuer for the applicable year and subject to certain adjustments. |