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, NY4.06MShares$262 Million0.01% of portfolio
-
Simcoe Capital Management, LLC New York, NY2.23MShares$144 Million18.78% of portfolio
-
Mawer Investment Management Ltd. Calgary, A02.04MShares$132 Million0.6% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.71MShares$111 Million0.0% of portfolio
-
State Street Corp Boston, MA1.03MShares$66.3 Million0.0% of portfolio
-
American Century Companies Inc Kansas City, MO1MShares$64.5 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX929KShares$59.9 Million0.02% of portfolio
-
Rice Hall James & Associates, LLC917KShares$59.2 Million3.48% of portfolio
-
Boston Trust Walden Corp809KShares$52.2 Million0.36% of portfolio
-
Invesco Ltd. Atlanta, GA773KShares$49.8 Million0.01% 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 |
---|---|---|---|---|---|
May 16
2024
|
Daniel Leib Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
30,000
-2.64%
|
$1,860,000
$62.67 P/Share
|
May 15
2024
|
Charles Drucker |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+6.61%
|
-
|
May 15
2024
|
Juliet S Ellis |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+4.73%
|
-
|
May 15
2024
|
Lois M Martin |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+3.86%
|
-
|
May 15
2024
|
Richard L Crandall |
BUY
Grant, award, or other acquisition
|
Direct |
3,587
+3.35%
|
-
|
May 15
2024
|
Jeffrey Jacobowitz |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+5.38%
|
-
|
May 15
2024
|
Chandar Pattabhiram |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+18.97%
|
-
|
May 15
2024
|
Luis A Aguilar |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+4.35%
|
-
|
May 15
2024
|
Gary G Greenfield |
BUY
Grant, award, or other acquisition
|
Direct |
2,790
+3.77%
|
-
|
May 14
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
86,807
-5.87%
|
$5,295,227
$61.21 P/Share
|
May 13
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
106,166
-6.69%
|
$6,476,126
$61.84 P/Share
|
May 10
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
53,812
-1.64%
|
$3,336,344
$62.3 P/Share
|
May 09
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
27,705
-1.66%
|
$1,717,710
$62.38 P/Share
|
May 08
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
106,093
-3.03%
|
$6,577,766
$62.49 P/Share
|
May 07
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
326,863
-7.85%
|
$20,592,369
$63.57 P/Share
|
May 06
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
132,056
-2.98%
|
$8,319,528
$63.9 P/Share
|
May 03
2024
|
Robert Kirk Williams Chief People & Admin Officer |
SELL
Open market or private sale
|
Direct |
19,084
-12.35%
|
$1,202,292
$63.7 P/Share
|
Apr 24
2024
|
Craig Clay President, GCM |
SELL
Open market or private sale
|
Direct |
5,698
-3.69%
|
$376,068
$66.02 P/Share
|
Mar 07
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
94,169
-1.36%
|
$5,932,647
$63.02 P/Share
|
Mar 06
2024
|
Jeffrey Jacobowitz |
SELL
Open market or private sale
|
Indirect |
159,607
-3.21%
|
$10,374,455
$65.1 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 357K shares |
---|---|
Exercise of conversion of derivative security | 46.5K shares |
Open market or private sale | 2.97M shares |
---|---|
Payment of exercise price or tax liability | 188K shares |
Bona fide gift | 10.4K shares |