Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | General Counsel | August 03, 2023 | August 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Donnelley Financial Solutions, Inc.
Report date August 03, 2023 · Filed August 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,723 |
Reported balance
After 2023-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-03 · Exercise / conversion · Acquired 1,030 · Balance 48,723 F1: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 47,693 |
Reported balance
After 2023-08-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-08-03 · Sale · Disposed 1,030 · Balance 47,693 F1: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2: The reported price represents a weighted average sale price. All reported common stock was sold at $49.05 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.35 · Expires 2027-03-01 | Direct | 4,120 |
Reported balance
After 2023-08-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-08-03 · Exercise / conversion · Disposed 1,030 · Balance 4,120 F1: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4: The option vests/ vested in four equal annual installments beginning on March 2, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022.
F2: The reported price represents a weighted average sale price. All reported common stock was sold at $49.05 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price.
F3: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting.
F4: The option vests/ vested in four equal annual installments beginning on March 2, 2018.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 03, 2023 Filed Aug 3, 2023 16:27 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-038068 · ownership.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,120 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| August 03, 2023 Filed Aug 3, 2023 16:27 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $49.05 | $50,521.50 |
DisclosureSEC source: 0000950170-23-038068 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,693 F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $49.05 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| August 03, 2023 Filed Aug 3, 2023 16:27 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-038068 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 16:10 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-032010 · ownership.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,150 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 16:10 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $45.15 | $46,504.50 |
DisclosureSEC source: 0000950170-23-032010 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,693 F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $45.15 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 16:10 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-032010 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-026650 · ownership.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,180 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $44.86 | $46,205.80 |
DisclosureSEC source: 0000950170-23-026650 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,693 F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $44.86 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · ownership.direct: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| June 05, 2023 Filed Jun 6, 2023 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-026650 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-018324 · ownership.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,210 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $41.78 | $43,033.40 |
DisclosureSEC source: 0000950170-23-018324 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,693 F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $41.78 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · ownership.direct: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| May 03, 2023 Filed May 5, 2023 16:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-018324 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 17:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-011810 · ownership.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,240 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 17:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $40.58 | $41,797.40 |
DisclosureSEC source: 0000950170-23-011810 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,693 F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $40.58 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F3 · ownership.direct: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 17:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-011810 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 48,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| March 10, 2023 Filed Mar 10, 2023 17:08 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 14,299 | $37.96 | $542,784.32 |
DisclosureSEC source: 0000950170-23-007349 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,693 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $37.52 to $38.51 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F4 · balance_after: Includes 17,613 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| March 09, 2023 Filed Mar 10, 2023 17:08 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 6,257 | $40.34 | $252,421.77 |
DisclosureSEC source: 0000950170-23-007349 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,992 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2023. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $39.89 to $40.67 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,030 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · derivative · entry 9 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,270 Underlying: Common Stock · 1,030 shares Expires 2027-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F9 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,030 | $41.50 | $42,745.00 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 8 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,249 F6 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. F7 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $41.50 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F8 · balance_after: Includes 38,169 shares held directly, 12,636 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,030 | $22.35 | $23,020.50 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 7 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,279 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · kind: The exercises and sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 5, 2022. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 6 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,249 F5 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 3, 2024. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 8,644 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 5 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,047 F4 · price: Represents earned portions of Company granted PSUs issued in 2021 and 2022 pursuant to a Rule 16b-3 plan for which performance has been determined. 25% of each of the 2021 and 2022 PSUs are subject to performance goals for 2022. On March 3, 2023, the Compensation Committee determined the achievement of the performance goals for 2022, resulting in 3,828 and 4,816 earned stock units, for the 2021 and 2022 PSUs respectively, all of which remain subject to service-based vesting until cumulative performance of the PSU goals is determined after the close of the 2023 and 2024 performance year, as applicable Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 11,374 | $41.85 | $476,001.90 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 4 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,403 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 9,961 | $41.85 | $416,867.85 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,777 F2 · kind: Represents earned portions of Company granted PSUs issued in 2020 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 3, 2023, the Compensation Committee determined the achievement of the performance goals for 2022 and 2020-2022, resulting in 3,195 and 6,766 earned stock units, respectively. The Compensaiton Committee had previously determined the achievement of the performance goals for 2020 and 2021, resulting in 6,412 and 9,300 earned stock units. The total earned stock units of 25,673 were delivered on March 3, 2023. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,004 | $41.85 | $42,017.40 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,816 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,285 | $41.85 | $53,777.25 |
DisclosureSEC source: 0000950170-23-006522 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,820 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 17:28 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,820 | $41.31 | $116,494.20 |
DisclosureSEC source: 0000950170-23-006295 · ownership.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,105 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 20,993 shares held directly, 12,600 restricted stock units, and 24,512 earned performance share units with additional service-based vesting. Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 16:21 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GiftCommon Stock | 8,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060153 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,925 F1 · shares: The transaction reported involved a gift by the reporting person of 8,959 shares of common stock to a charitable donor advised fund. F2 · balance_after: Includes 17,613 shares held directly, 18,800 restricted stock units, and 24,512 earned performance share units with additional service-based vesting. Read SEC document |
| August 09, 2022 Filed Aug 10, 2022 17:18 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 6,355 | $42.78 | $271,846.56 |
DisclosureSEC source: 0001209191-22-045253 · doc4.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,884 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.56 to $43.08 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. F4 · balance_after: Includes 26,572 shares held directly, 18,800 restricted stock units, and 24,512 earned performance share units with additional service-based vesting. Read SEC document |
| August 09, 2022 Filed Aug 10, 2022 17:18 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 13,694 | $42.38 | $580,366.78 |
DisclosureSEC source: 0001209191-22-045253 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,239 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 8, 2022. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.05 to $42.55 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares sold at each separate price. Read SEC document |
| March 05, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,098 | $30.10 | $63,149.80 |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 6 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,933 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F6 · balance_after: Includes 46,621 shares held directly, 18,800 restricted stock units, and 24,512 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 6,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 5 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,031 F5 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 3, 2023. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 24,512 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 4 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,231 F4 · price: Represents earned portions of Company granted PSUs issued in 2020 and 2021 pursuant to a Rule 16b-3 plan for which performance has been determined. 25% of the 2020 PSUs were subject to performance goals for 2020 and 25% of each of the 2020 and 2021 PSUs are subject to performance goals for 2021. On March 3, 2022, the Compensation Committee determined the achievement of the performance goals for 2020 and 2021, resulting in 15,712 and 8,800 earned stock units, for the 2020 and 2021 PSUs respectively, all of which remain subject to service-based vesting until cumulative performance of the PSU goals is determined after the close of the 2022 and 2023 performance year, as applicable. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 9,904 | $31.04 | $307,420.16 |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,719 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 22,355 | $31.04 | $693,899.20 |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,623 F2 · kind: Common stock issued in payout of performance stock units awarded on March 5, 2019. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:40 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,285 | $31.04 | $39,886.40 |
DisclosureSEC source: 0001209191-22-016773 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,268 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 16:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,853 | $32.15 | $91,723.95 |
DisclosureSEC source: 0001209191-22-016299 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,553 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 29,919 shares held directly and 19,634 restricted stock units. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GiftCommon Stock | 8,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065574 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,406 F1 · shares: The transaction reported involved a gift by the reporting person of 8,616 shares of common stock to a charitable donor advised fund. F2 · balance_after: Includes 26,572 shares held directly and 25,834 restricted stock units. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 17:26 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,097 | $28.06 | $58,841.82 |
DisclosureSEC source: 0001209191-21-019141 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,022 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 35,188 shares held directly and 25,834 restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 16:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 8,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-017813 · doc4.xml · nonDerivative · entry 4 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,119 F4 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 3, 2022. F5 · balance_after: Includes 32,552 shares held directly and 30,567 restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 16:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 6,189 | $28.61 | $177,067.29 |
DisclosureSEC source: 0001209191-21-017813 · doc4.xml · nonDerivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,419 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 16:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 13,970 | $28.61 | $399,681.70 |
DisclosureSEC source: 0001209191-21-017813 · doc4.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,608 F2 · kind: Common stock issued in payout of performance stock units awarded on March 2, 2018. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 16:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,990 | $28.23 | $112,637.70 |
DisclosureSEC source: 0001209191-21-017813 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,638 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 17:07 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GiftCommon Stock | 4,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064867 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,628 F1 · shares: The transaction reported involved a gift by the reporting person of 4,319 shares of common stock to a charitable donor advised fund. F2 · balance_after: Includes 20,027 shares held directly and 30,601 restricted stock units. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 17:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,843 | $8.11 | $14,946.73 |
DisclosureSEC source: 0001209191-20-017012 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,947 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2 · balance_after: Includes 24,346 shares held directly and 30,601 restricted stock units. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 18,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-016108 · doc4.xml · nonDerivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,790 F3 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest three equal annual installments beginning on March 2, 2021. F4 · balance_after: Includes 21,456 shares held directly and 35,334 restricted stock units. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,936 | $8.98 | $44,325.28 |
DisclosureSEC source: 0001209191-20-016108 · doc4.xml · nonDerivative · entry 2 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,190 F2 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock awards and restricted stock units issued in accordance with Rule 16b-3. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:35 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Disposition to issuerCommon Stock | 4,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016108 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,126 F1 · kind: Forfeiture of shares of common stock previously granted on March 2, 2017 pursuant to restricted stock award as a result of actual performance achievement below maximum. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 16:38 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,413 | $11.32 | $38,635.16 |
DisclosureSEC source: 0001209191-19-052247 · doc4.xml · nonDerivative · entry 1 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,099 F1 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock award issued in accordance with Rule 16b-3. F2 · balance_after: Includes 15,730 shares held directly, 10,700 shares of restricted stock awards subject to performance vesting and 21,669 restricted stock units. Read SEC document |
| March 05, 2019 Filed Mar 5, 2019 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,800 | Not disclosed Strike: $14.15 | Not disclosed |
DisclosureSEC source: 0001209191-19-017172 · doc4.xml · derivative · entry 3 Reiners Jennifer B · CIK 0001685328 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,800 Underlying: Common Stock · 10,800 shares Expires 2029-03-04 F5 · price: Company granted option issued pursuant to Rule 16b-3 Plan. F4 · derivative.exercise_date: The option vests in four equal annual installments beginning on March 5, 2020. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.