Donnelley Financial Solutions, Inc. engages in the provision of innovative software and technology-enabled financial regulatory and compliance solutions. It operates through the following segments: Capital Markets-Software Solutions (CM-SS), Capital Markets-Compliance and Communications Management (CM-CCM), Investment Companies-Software Solutions (IC-SS), Investment Companies-Compliance and Communications Management (IC-CCM), and Corporate. The CM-SS segment provides Venue and ActiveDisclosure to public and private companies to help manage public and private transactional and compliance processes, 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 focuses on clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory as well as services that enable storage and management of compliance and regulatory information. The IC-CCM segment is involved in turnkey proxy services including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The Corporate segment includes unallocated selling, general, and administrative activities and associated expenses including executive, legal, finance, and certain facility costs. The company was founded on February 22, 2016 and is headquartered in Chicago, IL. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Jacobowitz Jeffrey | Director | May 08 '24 | Sale | 62.36 | 106,093 | 6,616,191 | 1,667,475 | May 08 08:26 PM | Jacobowitz Jeffrey | Director | May 07 '24 | Sale | 63.28 | 326,863 | 20,682,582 | 1,773,568 | May 08 08:26 PM | Jacobowitz Jeffrey | Director | May 06 '24 | Sale | 63.62 | 132,056 | 8,400,862 | 2,100,431 | May 08 08:26 PM | Williams Robert Kirk | Chief People & Admin Officer | May 03 '24 | Sale | 63.58 | 19,084 | 1,213,390 | 58,983 | May 06 05:12 PM | Clay Craig | President, GCM | Apr 24 '24 | Sale | 66.02 | 5,698 | 376,203 | 148,748 | Apr 26 04:59 PM | Jacobowitz Jeffrey | Director | Mar 07 '24 | Sale | 62.60 | 94,169 | 5,894,868 | 2,232,487 | Mar 08 04:42 PM | Jacobowitz Jeffrey | Director | Mar 06 '24 | Sale | 64.70 | 159,607 | 10,327,195 | 2,326,656 | Mar 08 04:42 PM | Leib Daniel | Chief Executive Officer | Mar 01 '24 | Sale | 64.63 | 6,878 | 444,535 | 517,474 | Mar 04 05:36 PM | Leib Daniel | Chief Executive Officer | Feb 29 '24 | Sale | 64.37 | 33,122 | 2,132,121 | 524,352 | Mar 04 05:36 PM | Aguilar Luis A | Director | Feb 23 '24 | Sale | 63.84 | 3,047 | 194,533 | 58,594 | Feb 27 04:45 PM | Jacobowitz Jeffrey | Director | Dec 04 '23 | Sale | 58.93 | 102,064 | 6,014,924 | 2,486,263 | Dec 05 05:21 PM | Jacobowitz Jeffrey | Director | Dec 01 '23 | Sale | 58.13 | 106,725 | 6,203,423 | 2,588,327 | Dec 05 05:21 PM | Turner Kami | Chief Accounting Officer | Nov 29 '23 | Sale | 58.26 | 8,202 | 477,825 | 41,112 | Nov 30 08:47 PM | Johnson Eric J | President, GIC | Nov 15 '23 | Option Exercise | 14.70 | 7,662 | 112,659 | 146,475 | Nov 16 06:19 PM | Johnson Eric J | President, GIC | Nov 15 '23 | Sale | 56.00 | 7,662 | 429,062 | 138,813 | Nov 16 06:19 PM | Johnson Eric J | President, GIC | Nov 14 '23 | Option Exercise | 19.98 | 7,663 | 153,112 | 146,476 | Nov 16 06:19 PM | Johnson Eric J | President, GIC | Nov 14 '23 | Sale | 56.67 | 7,663 | 434,246 | 138,813 | Nov 16 06:19 PM | Leib Daniel | Chief Executive Officer | Nov 13 '23 | Sale | 54.74 | 5,685 | 311,218 | 567,474 | Nov 13 05:34 PM | Leib Daniel | Chief Executive Officer | Nov 10 '23 | Sale | 53.96 | 10,075 | 543,626 | 573,159 | Nov 13 05:34 PM | Leib Daniel | Chief Executive Officer | Nov 09 '23 | Sale | 53.04 | 24,240 | 1,285,698 | 583,234 | Nov 13 05:34 PM | Simcoe Capital Management, LLC | No longer a 10% owner. | Nov 03 '23 | Sale | 55.53 | 211,246 | 11,730,152 | 65,940 | Nov 06 07:27 PM | Jacobowitz Jeffrey | Director | Nov 03 '23 | Sale | 55.53 | 211,246 | 11,730,152 | 2,695,052 | Nov 06 07:22 PM | Jacobowitz Jeffrey | Director | Nov 02 '23 | Sale | 55.59 | 131,960 | 7,335,879 | 2,906,298 | Nov 06 07:22 PM | Simcoe Capital Management, LLC | No longer a 10% owner. | Nov 02 '23 | Sale | 55.59 | 131,960 | 7,335,879 | 73,071 | Nov 06 07:27 PM | Johnson Eric J | President, GIC | Sep 06 '23 | Option Exercise | 22.35 | 300 | 6,705 | 139,113 | Sep 07 04:47 PM | Johnson Eric J | President, GIC | Sep 06 '23 | Sale | 49.00 | 300 | 14,700 | 138,813 | Sep 07 04:47 PM | Johnson Eric J | President, GIC | Sep 05 '23 | Option Exercise | 22.35 | 7,500 | 167,625 | 146,313 | Sep 07 04:47 PM | Johnson Eric J | President, GIC | Sep 05 '23 | Sale | 49.24 | 7,500 | 369,271 | 138,813 | Sep 07 04:47 PM | Clay Craig | President, GCM | Sep 01 '23 | Option Exercise | 17.65 | 1,575 | 27,799 | 136,780 | Sep 01 04:23 PM | Clay Craig | President, GCM | Sep 01 '23 | Sale | 49.60 | 1,575 | 78,120 | 135,205 | Sep 01 04:23 PM | Clay Craig | President, GCM | Aug 31 '23 | Option Exercise | 17.65 | 13,449 | 237,375 | 148,654 | Aug 31 05:55 PM | Clay Craig | President, GCM | Aug 31 '23 | Sale | 49.65 | 13,449 | 667,716 | 135,205 | Aug 31 05:55 PM | Clay Craig | President, GCM | Aug 30 '23 | Option Exercise | 17.65 | 3,664 | 64,670 | 138,869 | Aug 31 05:55 PM | Clay Craig | President, GCM | Aug 30 '23 | Sale | 49.53 | 3,664 | 181,474 | 135,205 | Aug 31 05:55 PM | Clay Craig | President, GCM | Aug 29 '23 | Option Exercise | 17.65 | 1,212 | 21,392 | 136,417 | Aug 31 05:55 PM | Clay Craig | President, GCM | Aug 29 '23 | Sale | 49.51 | 1,212 | 60,005 | 135,205 | Aug 31 05:55 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 28 '23 | Sale | 47.33 | 95,352 | 4,512,705 | 77,445 | Aug 28 09:32 PM | Jacobowitz Jeffrey | Director | Aug 28 '23 | Sale | 47.33 | 95,352 | 4,512,705 | 3,038,258 | Aug 28 09:31 PM | Jacobowitz Jeffrey | Director | Aug 25 '23 | Sale | 46.92 | 72,896 | 3,420,069 | 3,133,610 | Aug 28 09:31 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 25 '23 | Sale | 46.92 | 72,896 | 3,420,069 | 92,189 | Aug 28 09:32 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 24 '23 | Sale | 47.06 | 48,361 | 2,276,109 | 99,663 | Aug 28 09:32 PM | Jacobowitz Jeffrey | Director | Aug 24 '23 | Sale | 47.06 | 48,361 | 2,276,109 | 3,206,506 | Aug 28 09:31 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 14 '23 | Sale | 47.22 | 98,656 | 4,658,951 | 104,622 | Aug 14 08:02 PM | Jacobowitz Jeffrey | Director | Aug 14 '23 | Sale | 47.22 | 98,656 | 4,658,951 | 3,254,867 | Aug 14 08:01 PM | Jacobowitz Jeffrey | Director | Aug 11 '23 | Sale | 48.24 | 26,380 | 1,272,598 | 3,353,523 | Aug 14 08:01 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 11 '23 | Sale | 48.24 | 26,380 | 1,272,598 | 110,584 | Aug 14 08:02 PM | Simcoe Capital Management, LLC | 10% Owner | Aug 10 '23 | Sale | 48.66 | 53,890 | 2,622,266 | 112,178 | Aug 14 08:02 PM | Jacobowitz Jeffrey | Director | Aug 10 '23 | Sale | 48.66 | 53,890 | 2,622,266 | 3,379,903 | Aug 14 08:01 PM | Reiners Jennifer B | General Counsel | Aug 03 '23 | Option Exercise | 22.35 | 1,030 | 23,020 | 48,723 | Aug 03 04:27 PM | Reiners Jennifer B | General Counsel | Aug 03 '23 | Sale | 49.05 | 1,030 | 50,522 | 47,693 | Aug 03 04:27 PM | Clay Craig | President, GCM | Aug 02 '23 | Option Exercise | 17.65 | 400 | 7,060 | 135,605 | Aug 03 04:25 PM | Clay Craig | President, GCM | Aug 02 '23 | Sale | 49.50 | 400 | 19,800 | 135,205 | Aug 03 04:25 PM | Reiners Jennifer B | General Counsel | Jul 03 '23 | Option Exercise | 22.35 | 1,030 | 23,020 | 48,723 | Jul 06 04:10 PM | Reiners Jennifer B | General Counsel | Jul 03 '23 | Sale | 45.15 | 1,030 | 46,504 | 47,693 | Jul 06 04:10 PM | Reiners Jennifer B | General Counsel | Jun 05 '23 | Option Exercise | 22.35 | 1,030 | 23,020 | 48,723 | Jun 06 04:35 PM | Reiners Jennifer B | General Counsel | Jun 05 '23 | Sale | 44.86 | 1,030 | 46,206 | 47,693 | Jun 06 04:35 PM |
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