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 Chicago, IL. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
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 | Johnson Eric J | President, GIC | Jun 11 '24 | Sale | 58.34 | 16,757 | 977,630 | 138,338 | Jun 13 05:31 PM | Johnson Eric J | President, GIC | Jun 12 '24 | Sale | 59.25 | 5,329 | 315,720 | 133,009 | Jun 13 05:31 PM | Johnson Eric J | President, GIC | Jun 07 '24 | Sale | 59.01 | 930 | 54,879 | 155,095 | Jun 11 05:13 PM | Jacobowitz Jeffrey | Director | Jun 06 '24 | Sale | 59.93 | 54,835 | 3,286,392 | 1,338,150 | Jun 10 09:56 PM | Jacobowitz Jeffrey | Director | Jun 10 '24 | Sale | 57.60 | 45,468 | 2,618,857 | 1,276,805 | Jun 10 09:56 PM | Jacobowitz Jeffrey | Director | Jun 07 '24 | Sale | 58.58 | 15,877 | 930,116 | 1,322,273 | Jun 10 09:56 PM | Leib Daniel | Chief Executive Officer | May 16 '24 | Sale | 62.67 | 30,000 | 1,880,175 | 545,191 | May 17 06:08 PM | Jacobowitz Jeffrey | Director | May 14 '24 | Sale | 61.21 | 86,807 | 5,313,639 | 1,392,985 | May 16 07:35 PM | Jacobowitz Jeffrey | Director | May 13 '24 | Sale | 61.84 | 106,166 | 6,565,305 | 1,479,792 | May 13 08:01 PM | Jacobowitz Jeffrey | Director | May 10 '24 | Sale | 61.94 | 53,812 | 3,333,156 | 1,585,958 | May 13 08:01 PM | Jacobowitz Jeffrey | Director | May 09 '24 | Sale | 62.38 | 27,705 | 1,728,232 | 1,639,770 | May 13 08:01 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 | Jacobowitz Jeffrey | Director | May 08 '24 | Sale | 62.36 | 106,093 | 6,616,191 | 1,667,475 | 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 06 '24 | Sale | 64.70 | 159,607 | 10,327,195 | 2,326,656 | Mar 08 04:42 PM | Jacobowitz Jeffrey | Director | Mar 07 '24 | Sale | 62.60 | 94,169 | 5,894,868 | 2,232,487 | Mar 08 04:42 PM | Leib Daniel | Chief Executive Officer | Feb 29 '24 | Sale | 64.37 | 33,122 | 2,132,121 | 524,352 | Mar 04 05:36 PM | Leib Daniel | Chief Executive Officer | Mar 01 '24 | Sale | 64.63 | 6,878 | 444,535 | 517,474 | 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 01 '23 | Sale | 58.13 | 106,725 | 6,203,423 | 2,588,327 | Dec 05 05:21 PM | Jacobowitz Jeffrey | Director | Dec 04 '23 | Sale | 58.93 | 102,064 | 6,014,924 | 2,486,263 | 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 14 '23 | Option Exercise | 19.98 | 7,663 | 153,112 | 146,476 | Nov 16 06:19 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 14 '23 | Sale | 56.67 | 7,663 | 434,246 | 138,813 | 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 | Leib Daniel | Chief Executive Officer | Nov 09 '23 | Sale | 53.04 | 24,240 | 1,285,698 | 583,234 | 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 13 '23 | Sale | 54.74 | 5,685 | 311,218 | 567,474 | 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 | 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 | 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 |
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