SEI INVESTMENTS CO. 2023-2024 Proxy Voting Records

Description as filed by funds: Election of Directors: Carl A. Guarino

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Carl A. Guarino”): 81,986,346 for, 21,187,686 against, per its Form 8-K filed May 30, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Company's Annual Meeting, the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year 2027 and received the votes set forth opposite their names below:”
Support: 79% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 100 asset managers below reported 36,005,082 for, 6,298,131 against, 47,045 abstained.

Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.

Description as filed by funds: Election of Directors: Carmen V. Romeo

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Carmen V. Romeo”): 89,148,188 for, 14,205,236 against, per its Form 8-K filed May 30, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Company's Annual Meeting, the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year 2027 and received the votes set forth opposite their names below:”
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 100 asset managers below reported 39,534,821 for, 2,768,392 against, 47,045 abstained.

Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.

Description as filed by funds: Election of Directors: Stephanie D. Miller

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Stephanie D. Miller”): 102,878,356 for, 464,437 against, per its Form 8-K filed May 30, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “At the Company's Annual Meeting, the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year 2027 and received the votes set forth opposite their names below:”
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 100 asset managers below reported 42,303,213 for, 47,045 abstained.

Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.

Description as filed by funds: TO APPROVE THE ADOPTION OF THE 2024 OMNIBUS EQUITY COMPENSATION PLAN.

SEI INVESTMENTS CO.’s own tally for this item (“A resolution to approve the adoption of the 2024 Omnibus Equity Compensation Plan received the votes set forth below:”): 84,926,107 for, 18,392,780 against, per its Form 8-K filed May 30, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 82% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 111 asset managers below reported 38,600,616 for, 3,833,686 against, 30,373 abstained.

Showing the 25 largest of 111 asset managers. See all 111 in the interactive database.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports, all 98 managers: 28,062,645 for, 14,194,068 against, 47,045 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 384 managers: 17,885,503 for, 25,679,919 against, 20,564 abstained, 7,040 not voted, 1,472 unknown. Showing the 25 largest; see all in the interactive database.

Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2024.

SEI INVESTMENTS CO.’s own tally for this item (“(4) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2024 was ratified by 99.5% of the votes cast based on the votes set forth be”): 108,298,873 for, 583,047 against — passed, per its Form 8-K filed May 30, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “(4) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2024 was ratified by 99.5% of the votes cast based on the votes set forth below:”
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the votes cast (“99.5% of the votes cast”).

The 100 asset managers below reported 42,265,940 for, 37,273 against, 47,045 abstained.

Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.