Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Chief People & Intl Officer | September 03, 2026 | September 08, 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 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,353 |
Reported balance
After 2026-09-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-03 · Sale · Disposed 16,450 · Balance 44,353 F1: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.75 to $48.87 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. F2: Includes 20,000 shares held directly, 22,174 restricted stock units, and 2,179 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 $48.75 to $48.87 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.
F2: Includes 20,000 shares held directly, 22,174 restricted stock units, and 2,179 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 |
|---|---|---|---|---|---|---|
| September 03, 2026 Filed Sep 8, 2026 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 16,450 | $48.77 | $802,190.83 |
DisclosureSEC source: 0001193125-26-385251 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Intl Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,353 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.75 to $48.87 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. F2 · balance_after: Includes 20,000 shares held directly, 22,174 restricted stock units, and 2,179 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 | SaleCommon Stock | 7,684 | $52.03 | $399,786.23 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 8 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,803 F7 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $52.025 to $52.033 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 36,450 shares held directly, 22,174 restricted stock unit, and 2,179 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 | 954 | $52.97 | $50,533.38 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 7 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,487 F2 · 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, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 13,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 6 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,441 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, 2027. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 1,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 5 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,185 F5 · 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 1,200 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 | 7,533 | $51.77 | $389,983.41 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 4 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,985 F4 · 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 | 10,292 | $51.77 | $532,816.84 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 3 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,518 F3 · 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 5,310 and 4,982 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 5,294 and 3,556 earned stock units. The total earned stock units of 19,142 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 | 2,352 | $51.77 | $121,763.04 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 2 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,226 F2 · 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, 2026 Filed Mar 5, 2026 23:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,237 | $52.29 | $221,555.70 |
DisclosureSEC source: 0001990064-26-000002 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,578 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $52.26 to $52.485 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 10, 2025 Filed Jun 12, 2025 00:17 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 10,000 | $56.54 | $565,376.00 |
DisclosureSEC source: 0000950170-25-085038 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,815 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $56.51 to $56.755 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 31,921 shares held directly, 17,065 restricted stock unit, and 9.829 earned performance share units with additional service-based vesting. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,703 | $52.09 | $244,978.80 |
DisclosureSEC source: 0000950170-25-068085 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,815 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $52.03 to $52.50 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. F2 · balance_after: Includes 41,921 shares held directly, 17,065 restricted stock unit, and 9.829 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 22:56 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 954 | $46.10 | $43,979.40 |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 6 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,518 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 46,624 shares held directly, 17,065 restricted stock unit, and 9,829 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 | 9,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 5 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,472 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 | 4,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 4 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,730 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 3,556 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 979 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 | 6,784 | $47.54 | $322,511.36 |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 3 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,195 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 | 9,960 | $47.54 | $473,498.40 |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 2 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,979 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 5,316 and 4,644 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2022 and 2023, resulting in 4,816 and 2,463 earned stock units. The total earned stock units of 17,239 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 | 1,964 | $47.54 | $93,368.56 |
DisclosureSEC source: 0000950170-25-033901 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,019 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 03, 2024 Filed May 6, 2024 21:12 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 18,229 | $63.57 | $1,158,813.88 |
DisclosureSEC source: 0000950170-24-053687 · ownership.xml · nonDerivative · entry 2 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,983 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $63.50 to $63.66 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 31,921 shares held directly, 14,489 restricted stock units, and 12,573 earned performance share units with additional service-based vesting. Read SEC document |
| May 03, 2024 Filed May 6, 2024 21:12 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 855 | $63.83 | $54,576.53 |
DisclosureSEC source: 0000950170-24-053687 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,212 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $63.76 to $63.92 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, 2024 Filed Mar 6, 2024 23:22 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 7,268 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027414 · ownership.xml · nonDerivative · entry 4 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,067 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 51,005 shares held directly, 14,489 restricted stock units, and 12,573 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 | 7,757 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027414 · ownership.xml · nonDerivative · entry 3 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,799 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 2,463 and 5,294 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 | 9,419 | $65.53 | $617,227.07 |
DisclosureSEC source: 0000950170-24-027414 · ownership.xml · nonDerivative · entry 2 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,042 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 | 11,308 | $65.53 | $741,013.24 |
DisclosureSEC source: 0000950170-24-027414 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,461 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 4,242 and 7,066 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2021 and 2022, resulting in 8,800 and 3,828 earned stock units. The total earned stock units of 23,936 were delivered on March 4, 2024. Read SEC document |
| March 03, 2024 Filed Mar 6, 2024 01:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,077 | $64.58 | $198,712.66 |
DisclosureSEC source: 0000950170-24-026722 · ownership.xml · nonDerivative · entry 1 Williams Robert Kirk · CIK 0001990064 · Chief People & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,153 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 36,488 shares held directly, 7,221 restricted stock unit, and 17,444 earned performance share units with additional service-based vesting. 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.