Donnelley Financial Solutions, Inc. DFIN
We take great care to ensure that the data presented and summarized in this overview for Donnelley Financial Solutions, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding DFIN
View all-
Black Rock Inc. New York, NY4.2MShares$258 Million0.01% of portfolio
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Mawer Investment Management Ltd. Calgary, A02.02MShares$124 Million0.62% of portfolio
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Vanguard Group Inc Valley Forge, PA1.87MShares$115 Million0.0% of portfolio
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American Century Companies Inc Kansas City, MO1.16MShares$71 Million0.05% of portfolio
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Invesco Ltd. Atlanta, GA1.14MShares$70.3 Million0.02% of portfolio
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State Street Corp Boston, MA1.06MShares$65.1 Million0.0% of portfolio
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Simcoe Capital Management, LLC New York, NY1.01MShares$61.9 Million11.11% of portfolio
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Rice Hall James & Associates, LLC900KShares$55.3 Million3.5% of portfolio
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Dimensional Fund Advisors LP Austin, TX896KShares$55.1 Million0.01% of portfolio
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Morgan Stanley New York, NY834KShares$51.2 Million0.0% of portfolio
Latest Institutional Activity in DFIN
Top Purchases
Top Sells
About DFIN
Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ? Software Solutions (CM-SS), Capital Markets ? Compliance and Communications Management (CM-CCM), Investment Companies ? Software Solutions (IC-SS), and Investment Companies ? Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.
Insider Transactions at DFIN
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 17
2024
|
David A Gardella Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
3,000
-1.5%
|
$186,000
$62.68 P/Share
|
Dec 13
2024
|
Charles Drucker |
SELL
Bona fide gift
|
Direct |
26,427
-67.02%
|
-
|
Nov 13
2024
|
Gary G Greenfield |
SELL
Other acquisition or disposition
|
Direct |
29,123
-40.87%
|
-
|
Nov 07
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
5,000
-0.48%
|
$305,000
$61.16 P/Share
|
Nov 07
2024
|
Daniel Leib Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+0.95%
|
$85,000
$17.65 P/Share
|
Nov 06
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
60,000
-2.16%
|
$3,600,000
$60.12 P/Share
|
Nov 06
2024
|
Daniel Leib Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
60,000
+9.45%
|
$1,020,000
$17.65 P/Share
|
Nov 06
2024
|
Jeffrey Jacobowitz Director |
SELL
Open market or private sale
|
Indirect |
234,041
-6.04%
|
$13,808,419
$59.68 P/Share
|
Sep 20
2024
|
Jeffrey Jacobowitz Director |
SELL
Open market or private sale
|
Indirect |
114,655
-3.47%
|
$7,796,540
$68.24 P/Share
|
Sep 19
2024
|
Jeffrey Jacobowitz Director |
SELL
Open market or private sale
|
Indirect |
80,590
-2.27%
|
$5,560,710
$69.57 P/Share
|
Sep 19
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,619
-0.51%
|
$183,330
$70.03 P/Share
|
Sep 18
2024
|
Jeffrey Jacobowitz Director |
SELL
Open market or private sale
|
Indirect |
73,354
-1.93%
|
$5,061,426
$69.43 P/Share
|
Sep 18
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,881
-0.55%
|
$201,670
$70.03 P/Share
|
Sep 17
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
4,100
-0.78%
|
$287,000
$70.19 P/Share
|
Sep 16
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
400
-0.08%
|
$28,000
$70.01 P/Share
|
Aug 15
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
20,000
-1.85%
|
$1,300,000
$65.01 P/Share
|
Aug 13
2024
|
Luis A Aguilar |
SELL
Open market or private sale
|
Direct |
4,871
-7.94%
|
$302,002
$62.75 P/Share
|
Aug 08
2024
|
Eric J Johnson President, GIC |
SELL
Open market or private sale
|
Direct |
8,823
-6.63%
|
$547,026
$62.77 P/Share
|
Jul 22
2024
|
Craig Clay President, GCM |
SELL
Open market or private sale
|
Direct |
13,231
-8.93%
|
$873,246
$66.33 P/Share
|
Jul 19
2024
|
Craig Clay President, GCM |
SELL
Open market or private sale
|
Direct |
152
-0.1%
|
$10,032
$66.01 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 349K shares |
---|---|
Exercise of conversion of derivative security | 65K shares |
Payment of exercise price or tax liability | 188K shares |
---|---|
Open market or private sale | 1.96M shares |
Bona fide gift | 26.8K shares |
Other acquisition or disposition | 29.1K shares |