Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Senior Advisor | September 15, 2026 | September 17, 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 September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 154,096 |
Reported balance
After 2026-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-15 · Gift · Disposed 4,364 · Balance 154,096 F1: The transaction reported involved a gift by the reporting person of 4,364 shares of common stock to a charitable donor advised fund. F2: Includes 116,724 shares held directly, 33,817 restricted stock unit, and 3,555 earned performance share units with additional service-based vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported involved a gift by the reporting person of 4,364 shares of common stock to a charitable donor advised fund.
F2: Includes 116,724 shares held directly, 33,817 restricted stock unit, and 3,555 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 |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 28, 2023 00:53 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 6,680 | $41.88 | $279,789.80 |
DisclosureSEC source: 0001209191-23-013426 · doc4.xml · nonDerivative · entry 3 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,899 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 27, 2022. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $41.34 to $42.33 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 |
| February 23, 2023 Filed Feb 28, 2023 00:53 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 9,675 | $14.15 | $136,901.25 |
DisclosureSEC source: 0001209191-23-013426 · doc4.xml · nonDerivative · entry 2 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,579 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 27, 2022. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:53 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Exercise / conversionCommon Stock | 11,600 | $22.35 | $259,260.00 |
DisclosureSEC source: 0001209191-23-013426 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,904 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 27, 2022. Read SEC document |
| June 14, 2022 Filed Jun 14, 2022 21:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,435 | $28.20 | $125,069.66 |
DisclosureSEC source: 0001209191-22-036768 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,304 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $28.18 to $28.21 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 45,518 shares held directly, 33,567 restricted stock units, and 38,219 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 | 2,851 | $30.10 | $85,815.10 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 8 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,739 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. F7 · balance_after: Includes 49,953 shares held directly, 33,567 restricted stock units, and 38,219 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 | 14,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 7 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,590 F6 · 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 | 38,219 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 6 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,990 F5 · 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 23,569 and 14,650 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 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,573 | $31.04 | $110,905.92 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 5 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,771 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 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 7,000 | $31.04 | $217,280.00 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 4 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,344 F4 · kind: Common stock issued in payout of performance stock units awarded on March 3, 2021. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 13,728 | $31.04 | $426,117.12 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 3 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,344 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 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 26,902 | $31.04 | $835,038.08 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 2 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,072 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 22:41 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,467 | $31.04 | $76,575.68 |
DisclosureSEC source: 0001209191-22-016775 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,170 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 21:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,614 | $32.15 | $148,340.10 |
DisclosureSEC source: 0001209191-22-016300 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,637 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 28,170 shares held directly and 29,467 restricted stock units. Read SEC document |
| December 28, 2021 Filed Dec 29, 2021 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GiftCommon Stock | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-071518 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,223 F1 · shares: The transaction reported involved a gift by the reporting person of 1,580 shares of common stock to a charitable donor advised fund. F2 · balance_after: Includes 23,456 shares held directly and 38,767 restricted stock units. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 23:07 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 19,073 | $47.44 | $904,901.32 |
DisclosureSEC source: 0001209191-21-063697 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,803 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 September 27, 2021. F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.19 to $48.89 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 25,036 shares held directly and 38,767 restricted stock units. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 22:27 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,847 | $28.06 | $79,886.82 |
DisclosureSEC source: 0001209191-21-019143 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,876 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 44,109 shares held directly and 38,767 restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:33 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 14,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-017821 · doc4.xml · nonDerivative · entry 4 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,723 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 41,289 shares held directly and 44,434 restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:33 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 9,210 | $28.61 | $263,498.10 |
DisclosureSEC source: 0001209191-21-017821 · doc4.xml · nonDerivative · entry 3 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,223 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 21:33 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 18,700 | $28.61 | $535,007.00 |
DisclosureSEC source: 0001209191-21-017821 · doc4.xml · nonDerivative · entry 2 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,433 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 21:33 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 6,358 | $28.23 | $179,486.34 |
DisclosureSEC source: 0001209191-21-017821 · doc4.xml · nonDerivative · entry 1 Clay Craig · CIK 0001847703 · President, GCM 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,733 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.