Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | President, GIC | March 06, 2026 | March 10, 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 March 06, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 116,814 |
Reported balance
After 2026-03-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-06 · Sale · Disposed 20,280 · Balance 116,814 F1: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $50.00 to $50.58 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. F2: Includes 87,473 shares held directly, 26,584 restricted stock unit, and 2,757 earned performance share units with additional service-based vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $50.00 to $50.58 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.
F2: Includes 87,473 shares held directly, 26,584 restricted stock unit, and 2,757 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 |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 10, 2026 20:58 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 20,280 | $50.16 | $1,017,325.92 |
DisclosureSEC source: 0001847839-26-000005 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,814 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $50.00 to $50.58 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. F2 · balance_after: Includes 87,473 shares held directly, 26,584 restricted stock unit, and 2,757 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 | 1,393 | $52.97 | $73,787.21 |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,094 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 107,753 shares held directly, 26,584 restricted stock unit, and 2,757 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 | 15,466 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,487 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, 2027. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 1,463 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,021 F4 · 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 1,463 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 | 12,071 | $51.77 | $624,915.67 |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,558 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, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 14,919 | $51.77 | $772,356.63 |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,629 F2 · kind: Represents earned portions of Company granted PSUs issued in 2023 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 3, 2026, the Compensation Committee determined the achievement of the performance goals for 2025 and 2023-2025, resulting in 7,700 and 7,219 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 7,678 and 5,157 earned stock units. The total earned stock units of 27,754 were delivered on March 3, 2026. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,382 | $51.77 | $175,086.14 |
DisclosureSEC source: 0001847839-26-000003 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,710 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 |
| May 21, 2025 Filed May 22, 2025 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 14,475 | $54.63 | $790,763.46 |
DisclosureSEC source: 0000950170-25-076373 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,092 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $54.27 to $54.77 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 86,095 shares held directly, 21,868 restricted stock unit, and 14,129 earned performance share units with additional service-based vesting. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 5,000 | $54.63 | $273,130.50 |
DisclosureSEC source: 0000950170-25-076373 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,567 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $54.39 to $54.8507 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 04, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,393 | $46.10 | $64,217.30 |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,567 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 105,570 shares held directly, 21,868 restricted stock unit, and 14,129 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 11,873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,960 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, 2026. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 6,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,087 F4 · price: Represents earned portions of the Company granted PSUs issued in 2023 and 2024 pursuant to a Rule 16b-3 plan for which performance has been determined. For the 2023 PSUs, 25% 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 5,157 earned stock units. 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 1,294 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 2023 and 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 2025 and 2026 respectively, and final performance and payout is determined. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 10,703 | $47.54 | $508,820.62 |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,636 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, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 14,218 | $47.54 | $675,923.72 |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,339 F2 · kind: Represents earned portions of Company granted PSUs issued in 2022 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 3, 2025, the Compensation Committee determined the achievement of the performance goals for 2024 and 2022-2024, resulting in 7,589 and 6,629 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2022 and 2023, resulting in 6,875 and 3,516 earned stock units. The total earned stock units of 24,609 were delivered on March 3, 2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,065 | $47.54 | $145,710.10 |
DisclosureSEC source: 0000950170-25-033900 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,121 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 08, 2024 Filed Aug 12, 2024 22:25 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 8,823 | $62.77 | $553,845.30 |
DisclosureSEC source: 0000950170-24-095600 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,186 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $62.75 to $63.025 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. F2 · balance_after: Includes 86,095 shares held directly, 20,022 restricted stock units, and 18,069 earned performance share units with additional service-based vesting. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 21:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 5,329 | $59.25 | $315,720.34 |
DisclosureSEC source: 0000950170-24-073156 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,009 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $59.00 to $59.54 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 94,918 shares held directly, 20,022 restricted stock units, and 18,069 earned performance share units with additional service-based vesting. Read SEC document |
| June 11, 2024 Filed Jun 13, 2024 21:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 16,757 | $58.34 | $977,630.19 |
DisclosureSEC source: 0000950170-24-073156 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,338 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $58.25 to $58.72 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 |
| June 07, 2024 Filed Jun 11, 2024 21:13 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 930 | $59.01 | $54,879.21 |
DisclosureSEC source: 0000950170-24-072051 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,095 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $59.00 to $59.03 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. F2 · balance_after: Includes 117,004 shares held directly, 20,022 restricted stock units, and 18,069 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 9,604 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027413 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,025 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 4, 2025. F5 · balance_after: Includes 117,934 shares held directly, 20,022 restricted stock units, and 18,069 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 11,194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027413 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,421 F3 · price: Represents earned portions of Company granted PSUs issued in 2022 and 2023 pursuant to a Rule 16b-3 plan for which performance has been determined. 25% of each of the 2022 and 2023 PSUs are subject to performance goals for 2023. On March 4, 2024, the Compensation Committee determined the achievement of the performance goals for 2023, resulting in 3,516 and 7,678 earned stock units, for the 2022 and 2023 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 2024 and 2025 performance year, as applicable. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 15,970 | $65.53 | $1,046,514.10 |
DisclosureSEC source: 0000950170-24-027413 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,227 F2 · 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 04, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 17,348 | $65.53 | $1,136,814.44 |
DisclosureSEC source: 0000950170-24-027413 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,197 F1 · kind: Represents earned portions of Company granted PSUs issued in 2021 pursuant to a Rule 16b-3 plan for which performance has been determined. On March 4, 2024, the Compensation Committee determined the achievement of the performance goals for 2023 and 2021-2023, resulting in 6,507 and 10,841 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2021 and 2022, resulting in 13,500 and 5,873 earned stock units. The total earned stock units of 36,721 were delivered on March 4, 2024. Read SEC document |
| March 03, 2024 Filed Mar 6, 2024 01:46 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,964 | $64.58 | $320,575.12 |
DisclosureSEC source: 0000950170-24-026721 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,849 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 97,183 shares held directly, 10,418 restricted stock unit, and 26,248 earned performance share units with additional service-based vesting. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,450 | $0.00 Strike: $14.15 | $0.00 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · derivative · entry 10 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,450 shares Expires 2029-03-04 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 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 5, 2020. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,212 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · derivative · entry 9 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,212 shares Expires 2028-03-01 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. F5 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2019. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 7,662 | $56.00 | $429,062.04 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,813 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $55.73 to $56.16 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 90,889 shares held directly, 21,676 restricted stock unit, and 26,248 earned performance share units with additional service-based vesting. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 6,450 | $14.15 | $91,267.50 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,475 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. Read SEC document |
| November 15, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 1,212 | $17.65 | $21,391.80 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,025 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. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,863 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · derivative · entry 8 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,212 Underlying: Common Stock · 3,836 shares Expires 2028-03-01 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. F5 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2019. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,800 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · derivative · entry 7 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,800 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. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 7,663 | $56.67 | $434,246.12 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,813 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $56.54 to $56.87 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 |
| November 14, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 3,863 | $17.65 | $68,181.95 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,476 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. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 23:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 3,800 | $22.35 | $84,930.00 |
DisclosureSEC source: 0000950170-23-064598 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,613 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. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 300 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · derivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,800 Underlying: Common Stock · 300 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. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 300 | $49.00 | $14,700.00 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,813 F2 · price: The reported price represents a weighted average sale price. All reported common stock was sold at $49.00 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 90,889 shares held directly, 21,676 restricted stock unit, and 26,248 earned performance share units with additional service-based vesting. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 300 | $22.35 | $6,705.00 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,113 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. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $22.35 | $0.00 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · derivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,100 Underlying: Common Stock · 7,500 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. F4 · derivative.exercise_date: The option vests/ vested in four equal annual installments beginning on March 2, 2018. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 7,500 | $49.24 | $369,270.75 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,813 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $49.03 to $49.40 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 |
| September 05, 2023 Filed Sep 7, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 7,500 | $22.35 | $167,625.00 |
DisclosureSEC source: 0000950170-23-047046 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,313 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. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 10,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,813 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. F6 · balance_after: Includes 90,889 shares held directly, 21,676 restricted stock unit, and 26,248 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 12,748 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,038 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 5,873 and 6,875 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 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 15,608 | $41.85 | $653,194.80 |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,290 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 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 13,924 | $41.85 | $582,719.40 |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 3 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,898 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 4,466 and 9,458 earned stock units, respectively. The Compensaiton Committee had previously determined the achievement of the performance goals for 2020 and 2021, resulting in 8,964 and 13,000 earned stock units. The total earned stock units of 35,888 were delivered on March 3, 2023. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,407 | $41.85 | $58,882.95 |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 2 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,974 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 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,928 | $41.85 | $80,686.80 |
DisclosureSEC source: 0000950170-23-006519 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,381 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 22:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,866 | $41.31 | $159,704.46 |
DisclosureSEC source: 0000950170-23-006300 · ownership.xml · nonDerivative · entry 1 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,309 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 66,278 shares held directly, 18,567 restricted stock units, and 35,464 earned performance share units with additional service-based vesting. Read SEC document |
| March 05, 2022 Filed Mar 7, 2022 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,465 | $30.10 | $74,196.50 |
DisclosureSEC source: 0001209191-22-016777 · doc4.xml · nonDerivative · entry 6 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,175 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 61,477 shares held directly, 27,234 restricted stock units, and 35,464 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 9,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016777 · doc4.xml · nonDerivative · entry 5 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,640 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 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 35,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016777 · doc4.xml · nonDerivative · entry 4 Johnson Eric J · CIK 0001847839 · President, GIC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,940 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 21,964 and 13,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.