Donnelley Financial Solutions, Inc. engages in the provision of 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, tag, validate, and file Securities and Exchange Commission (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 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 Lancaster, PA. |  |
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Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Williams Robert Kirk | Chief People & Admin Officer | Jun 10 '25 | Sale | 56.54 | 10,000 | 565,376 | 58,815 | Jun 11 08:17 PM | Clay Craig | President, GCM | May 23 '25 | Sale | 54.03 | 11,022 | 595,541 | 143,448 | May 28 04:30 PM | CRAIG D CLAY | Officer | May 23 '25 | Proposed Sale | 54.03 | 11,022 | 595,541 | | May 23 04:05 PM | Johnson Eric J | President, GIC | May 21 '25 | Sale | 54.63 | 14,475 | 790,763 | 122,092 | May 22 04:30 PM | Johnson Eric J | President, GIC | May 20 '25 | Sale | 54.63 | 5,000 | 273,130 | 136,567 | May 22 04:30 PM | ERIC JOHNSON | Officer | May 21 '25 | Proposed Sale | 54.63 | 14,475 | 790,763 | | May 21 04:04 PM | ERIC JOHNSON | Officer | May 20 '25 | Proposed Sale | 54.63 | 5,000 | 273,130 | | May 20 04:05 PM | Leib Daniel | Chief Executive Officer | May 15 '25 | Option Exercise | 20.44 | 35,000 | 715,510 | 613,181 | May 19 04:19 PM | Leib Daniel | Chief Executive Officer | May 16 '25 | Option Exercise | 17.65 | 13,700 | 241,805 | 591,881 | May 19 04:19 PM | Leib Daniel | Chief Executive Officer | May 15 '25 | Sale | 54.87 | 35,000 | 1,920,336 | 578,181 | May 19 04:19 PM | Leib Daniel | Chief Executive Officer | May 16 '25 | Sale | 55.11 | 13,700 | 754,955 | 578,181 | May 19 04:19 PM | DANIEL LEIB | Director | May 16 '25 | Proposed Sale | 55.24 | 13,700 | 756,788 | | May 16 04:16 PM | DANIEL LEIB | Director | May 15 '25 | Proposed Sale | 54.43 | 35,000 | 1,905,050 | | May 15 04:19 PM | Williams Robert Kirk | Chief People & Admin Officer | May 07 '25 | Sale | 52.09 | 4,703 | 244,979 | 68,815 | May 09 04:30 PM | ROBERT KIRK WILLIAMS | Officer | May 07 '25 | Proposed Sale | 16.66 | 14,703 | 244,979 | | May 07 04:36 PM | Leib Daniel | Chief Executive Officer | Feb 24 '25 | Option Exercise | 22.35 | 25,000 | 558,750 | 540,191 | Feb 26 08:45 PM | Leib Daniel | Chief Executive Officer | Feb 24 '25 | Sale | 50.14 | 25,000 | 1,253,495 | 515,191 | Feb 26 08:45 PM | GREENFIELD GARY G | Director | Feb 21 '25 | Buy | 48.89 | 1,000 | 48,890 | 43,128 | Feb 25 09:17 PM | DANIEL LEIB | Director | Feb 24 '25 | Proposed Sale | 48.51 | 25,000 | 1,212,750 | | Feb 24 04:26 PM | Gardella David A | Chief Financial Officer | Dec 17 '24 | Sale | 62.68 | 3,000 | 188,045 | 197,406 | Dec 19 04:14 PM | DAVID GARDELLA | Officer | Dec 17 '24 | Proposed Sale | 62.68 | 3,000 | 188,045 | | Dec 17 04:10 PM | Leib Daniel | Chief Executive Officer | Nov 06 '24 | Option Exercise | 17.65 | 60,000 | 1,059,000 | 575,191 | Nov 08 04:56 PM | Leib Daniel | Chief Executive Officer | Nov 07 '24 | Option Exercise | 17.65 | 5,000 | 88,250 | 520,191 | Nov 08 04:56 PM | Leib Daniel | Chief Executive Officer | Nov 06 '24 | Sale | 59.09 | 60,000 | 3,545,413 | 515,191 | Nov 08 04:56 PM | Leib Daniel | Chief Executive Officer | Nov 07 '24 | Sale | 61.42 | 5,000 | 307,119 | 515,191 | Nov 08 04:56 PM | Jacobowitz Jeffrey | Director | Nov 06 '24 | Sale | 58.47 | 234,041 | 13,684,418 | 774,165 | Nov 07 07:54 PM | DANIEL LEIB | Director | Nov 06 '24 | Proposed Sale | 57.79 | 65,000 | 3,756,350 | | Nov 06 04:57 PM | Jacobowitz Jeffrey | Director | Sep 20 '24 | Sale | 67.42 | 114,655 | 7,729,678 | 1,008,206 | Sep 20 07:00 PM | Jacobowitz Jeffrey | Director | Sep 19 '24 | Sale | 69.44 | 80,590 | 5,596,497 | 1,122,861 | Sep 20 07:00 PM | Jacobowitz Jeffrey | Director | Sep 18 '24 | Sale | 69.45 | 73,354 | 5,094,684 | 1,203,451 | Sep 20 07:00 PM | Leib Daniel | Chief Executive Officer | Sep 19 '24 | Sale | 70.03 | 2,619 | 183,398 | 515,191 | Sep 20 04:20 PM | Leib Daniel | Chief Executive Officer | Sep 17 '24 | Sale | 70.19 | 4,100 | 287,788 | 520,691 | Sep 18 05:00 PM | Leib Daniel | Chief Executive Officer | Sep 18 '24 | Sale | 70.03 | 2,881 | 201,743 | 517,810 | Sep 18 05:00 PM | Leib Daniel | Chief Executive Officer | Sep 16 '24 | Sale | 70.01 | 400 | 28,005 | 524,791 | Sep 18 05:00 PM | DANIEL LEIB | Director | Sep 16 '24 | Proposed Sale | 69.03 | 10,000 | 690,300 | | Sep 16 04:46 PM | Leib Daniel | Chief Executive Officer | Aug 15 '24 | Sale | 65.14 | 20,000 | 1,302,775 | 525,191 | Aug 16 04:26 PM | DANIEL LEIB | Director | Aug 15 '24 | Proposed Sale | 64.04 | 20,000 | 1,280,800 | | Aug 15 04:28 PM | Aguilar Luis A | Director | Aug 13 '24 | Sale | 62.75 | 4,871 | 305,656 | 56,513 | Aug 15 04:21 PM | Aguilar Luis A | Director | Aug 13 '24 | Proposed Sale | 62.84 | 4,871 | 306,093 | | Aug 13 04:49 PM | Johnson Eric J | President, GIC | Aug 08 '24 | Sale | 62.77 | 8,823 | 553,845 | 124,186 | Aug 12 06:25 PM | Johnson Eric J | Officer | Aug 01 '24 | Proposed Sale | 67.48 | 8,823 | 595,376 | | Aug 01 05:02 PM | Clay Craig | President, GCM | Jul 22 '24 | Sale | 66.33 | 13,231 | 877,666 | 134,965 | Jul 22 04:33 PM | Clay Craig | President, GCM | Jul 18 '24 | Sale | 66.10 | 400 | 26,439 | 148,348 | Jul 22 04:33 PM | Clay Craig | President, GCM | Jul 19 '24 | Sale | 66.01 | 152 | 10,034 | 148,196 | Jul 22 04:33 PM |
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