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$190 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA1.85MShares$83.9 Million0.0% of portfolio
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Mawer Investment Management Ltd. Calgary, A01.74MShares$78.7 Million0.51% of portfolio
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State Street Corp Boston, MA1.16MShares$52.8 Million0.0% of portfolio
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Invesco Ltd. Atlanta, GA1.03MShares$46.5 Million0.01% of portfolio
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American Century Companies Inc Kansas City, MO994KShares$45 Million0.04% of portfolio
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Dimensional Fund Advisors LP Austin, TX879KShares$39.9 Million0.01% of portfolio
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Rice Hall James & Associates, LLC844KShares$38.2 Million3.2% of portfolio
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Morgan Stanley New York, NY789KShares$35.8 Million0.0% of portfolio
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Simcoe Capital Management, LLC New York, NY774KShares$35.1 Million7.69% 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 |
---|---|---|---|---|---|
Mar 04
2025
|
Daniel Leib Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,599
-0.79%
|
$211,554
$46.1 P/Share
|
Mar 04
2025
|
David A Gardella Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,840
-0.82%
|
$84,640
$46.1 P/Share
|
Mar 04
2025
|
Craig Clay President, GCM |
SELL
Payment of exercise price or tax liability
|
Direct |
2,093
-1.34%
|
$96,278
$46.1 P/Share
|
Mar 04
2025
|
Eric J Johnson President, GIC |
SELL
Payment of exercise price or tax liability
|
Direct |
1,393
-0.97%
|
$64,078
$46.1 P/Share
|
Mar 04
2025
|
Robert Kirk Williams Chief People & Admin Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
954
-1.28%
|
$43,884
$46.1 P/Share
|
Mar 04
2025
|
Leah Marie Trzcinski Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
429
-2.87%
|
$19,734
$46.1 P/Share
|
Mar 04
2025
|
Kami Turner Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
269
-0.56%
|
$12,374
$46.1 P/Share
|
Mar 03
2025
|
Daniel Leib Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
128,548
+6.95%
|
$6,041,756
$47.54 P/Share
|
Mar 03
2025
|
Daniel Leib Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
60,959
-5.48%
|
$2,865,073
$47.54 P/Share
|
Mar 03
2025
|
David A Gardella Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
46,951
+6.72%
|
$2,206,697
$47.54 P/Share
|
Mar 03
2025
|
David A Gardella Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
20,934
-4.98%
|
$983,898
$47.54 P/Share
|
Mar 03
2025
|
Craig Clay President, GCM |
BUY
Grant, award, or other acquisition
|
Direct |
45,733
+9.11%
|
$2,149,451
$47.54 P/Share
|
Mar 03
2025
|
Craig Clay President, GCM |
SELL
Payment of exercise price or tax liability
|
Direct |
24,135
-8.19%
|
$1,134,345
$47.54 P/Share
|
Mar 03
2025
|
Eric J Johnson President, GIC |
BUY
Grant, award, or other acquisition
|
Direct |
32,542
+7.29%
|
$1,529,474
$47.54 P/Share
|
Mar 03
2025
|
Eric J Johnson President, GIC |
SELL
Payment of exercise price or tax liability
|
Direct |
13,768
-5.19%
|
$647,096
$47.54 P/Share
|
Mar 03
2025
|
Robert Kirk Williams Chief People & Admin Officer |
BUY
Grant, award, or other acquisition
|
Direct |
24,237
+10.35%
|
$1,139,139
$47.54 P/Share
|
Mar 03
2025
|
Robert Kirk Williams Chief People & Admin Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
8,748
-6.73%
|
$411,156
$47.54 P/Share
|
Mar 03
2025
|
Leah Marie Trzcinski Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
5,221
+13.98%
|
-
|
Mar 03
2025
|
Kami Turner Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
8,151
+5.31%
|
$383,097
$47.54 P/Share
|
Mar 03
2025
|
Kami Turner Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,494
-4.74%
|
$211,218
$47.54 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 315K shares |
---|---|
Exercise of conversion of derivative security | 90K shares |
Open market or private purchase | 1K shares |
Payment of exercise price or tax liability | 145K shares |
---|---|
Open market or private sale | 1.69M shares |
Other acquisition or disposition | 29.1K shares |
Bona fide gift | 26.4K shares |