Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Chief Legal Officer | August 17, 2026 | August 18, 2026 |
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 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,529 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Tax withholding · Disposed 1,234 · Balance 19,529 F1: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F2: Includes 6,364 shares held directly, 12,215 restricted stock units, and 950 earned performance share units with additional service-based vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3.
F2: Includes 6,364 shares held directly, 12,215 restricted stock units, and 950 earned performance share units with additional service-based vesting.
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 17, 2026 Filed Aug 18, 2026 21:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,234 | $47.72 | $58,886.48 |
DisclosureSEC source: 0001193125-26-355660 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,529 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 6,364 shares held directly, 12,215 restricted stock units, and 950 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 406 | $52.97 | $21,505.82 |
DisclosureSEC source: 0001990162-26-000002 · ownership.xml · nonDerivative · entry 4 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,763 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. F4 · balance_after: Includes 4,813 shares held directly, 15,000 restricted stock unit, and 950 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 8,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001990162-26-000002 · ownership.xml · nonDerivative · entry 3 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,169 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 3, 2027. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001990162-26-000002 · ownership.xml · nonDerivative · entry 2 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,068 F2 · price: Represents earned portions of the Company granted PSUs issued in 2024 and 2025 pursuant to a Rule 16b-3 plan for which performance has been determined. For the 2024 PSUs, 10% is subject to performance goals related to 2025 performance, which was determined by the Compensation Committee not to be achieved on March 3, 2026 and resulted in 0 earned stock units related to that performance goal. For the 2025 PSUs, 10% is subject to goals related to 2025 performance, which was determined by the Compensation Committee to be achieved on March 3, 2026 and resulted in 600 earned stock units, subject to additional modification based on the Company's relative total shareholder return at the end of 2027. Earned stock units for the 2024 and 2025 PSUs remain subject to service-based vesting until each of the performance periods related to that PSU's goals is complete, at the close of 2026 and 2027 respectively, and final performance and payout is determined. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 805 | $51.77 | $41,674.85 |
DisclosureSEC source: 0001990162-26-000002 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,468 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 |
| August 17, 2025 Filed Aug 19, 2025 21:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,234 | $54.25 | $66,944.50 |
DisclosureSEC source: 0000950170-25-110194 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,273 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 3,536 shares held directly, 9,387 restricted stock unit, and 350 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 22:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 429 | $46.10 | $19,776.90 |
DisclosureSEC source: 0000950170-25-033902 · ownership.xml · nonDerivative · entry 3 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,507 F3 · kind: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F4 · balance_after: Includes 1,986 shares held directly, 12,171 restricted stock unit, and 350 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,871 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033902 · ownership.xml · nonDerivative · entry 2 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,936 F2 · 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, 2026. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033902 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,065 F1 · price: Represents earned portions of the Company granted PSUs issued in 2024 pursuant to a Rule 16b-3 plan for which performance has been determined. For the 2024 PSUs, 10% is subject to performance goals related to 2024 performance, which was determined by the Compensation Committee to be achieved on March 3, 2025 and resulted in 350 earned stock units, subject to additional modification based on the Company's relative total shareholder return at the end of 2026. Earned stock units for the 2024 PSUs remain subject to service-based vesting until each of the performance periods related to that PSU's goals is complete, at the close of 2026, and final performance and payout is determined. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027415 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,949 F1 · 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 4, 2025. F2 · balance_after: Includes 10,949 restricted stock units. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 21:03 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 8,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-043715 · ownership.xml · nonDerivative · entry 1 Trzcinski Leah Marie · CIK 0001990162 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,323 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs vest in three equal annual installments beginning on August 17, 2024. 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.