Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Chief Accounting Officer | March 03, 2026 | March 05, 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 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,194 |
Reported balance
After 2026-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-03 · Tax withholding · Disposed 753 · Balance 47,194 F1: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Direct | 50,538 |
Reported balance
After 2026-03-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-03 · Grant · Acquired 3,344 · Balance 50,538 F2: 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 1,726 and 1,618 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 1,721 and 1,156 earned stock units. The total earned stock units of 6,221 were delivered on March 3, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 47,743 |
Reported balance
After 2026-03-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-03 · Tax withholding · Disposed 2,795 · Balance 47,743 F3: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3. |
| Common StockSEC Table I · non-derivative | Direct | 48,005 |
Reported balance
After 2026-03-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-03-03 · Grant · Acquired 262 · Balance 48,005 F4: 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 262 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. |
| Common StockSEC Table I · non-derivative | Direct | 50,583 |
Reported balance
After 2026-03-03 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-03-03 · Grant · Acquired 2,578 · Balance 50,583 F5: 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. |
| Common StockSEC Table I · non-derivative | Direct | 50,314 |
Reported balance
After 2026-03-04 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2026-03-04 · Tax withholding · Disposed 269 · Balance 50,314 F1: Shares were withheld as payment of a tax liability incident to vesting of restricted stock units issued in accordance with Rule 16b-3. F6: Includes 45,203 shares held directly, 4,605 restricted stock unit, and 506 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: 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 1,726 and 1,618 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 1,721 and 1,156 earned stock units. The total earned stock units of 6,221 were delivered on March 3, 2026.
F3: Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3.
F4: 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 262 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.
F5: 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.
F6: Includes 45,203 shares held directly, 4,605 restricted stock unit, and 506 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 04, 2026 Filed Mar 5, 2026 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 269 | $52.97 | $14,248.93 |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 6 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,314 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 45,203 shares held directly, 4,605 restricted stock unit, and 506 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 5 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,583 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 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,005 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 262 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 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,795 | $51.77 | $144,697.15 |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,743 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 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 3,344 | $51.77 | $173,118.88 |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,538 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 1,726 and 1,618 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2023 and 2024, resulting in 1,721 and 1,156 earned stock units. The total earned stock units of 6,221 were delivered on March 3, 2026. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 18:00 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 753 | $51.77 | $38,982.81 |
DisclosureSEC source: 0001685401-26-000002 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,194 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 04, 2025 Filed Mar 5, 2025 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 269 | $46.10 | $12,400.90 |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 6 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,947 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. F6 · balance_after: Includes 40,678 shares held directly, 4,148 restricted stock unit, and 3,856 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,131 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 5 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,216 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 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 1,400 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,085 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 1,156 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 244 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 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,564 | $47.54 | $169,432.56 |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,685 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 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,620 | $47.54 | $219,634.80 |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,249 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 2,466 and 2,154 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2022 and 2023, resulting in 2,234 and 1,142 earned stock units. The total earned stock units of 7,996 were delivered on March 3, 2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 17:57 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 930 | $47.54 | $44,212.20 |
DisclosureSEC source: 0000950170-25-033903 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,629 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 04, 2024 Filed Mar 6, 2024 18:23 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 1,817 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027416 · ownership.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,559 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 34,968 shares held directly, 4,494 restricted stock units, and 5,097 earned performance share units with additional service-based vesting. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 18:23 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,863 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-027416 · ownership.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,742 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 1,142 and 1,721 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 18:23 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 5,664 | $65.53 | $371,161.92 |
DisclosureSEC source: 0000950170-24-027416 · ownership.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,879 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 18:23 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 6,039 | $65.53 | $395,735.67 |
DisclosureSEC source: 0000950170-24-027416 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,543 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 2,265 and 3,774 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2021 and 2022, resulting in 4,700 and 2,045 earned stock units. The total earned stock units of 12,784 were delivered on March 4, 2024. Read SEC document |
| March 03, 2024 Filed Mar 5, 2024 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,608 | $64.58 | $103,844.64 |
DisclosureSEC source: 0000950170-24-026723 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,504 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 27,848 shares held directly, 2,677 restricted stock unit, and 8,979 earned performance share units with additional service-based vesting. Read SEC document |
| November 29, 2023 Filed Nov 30, 2023 20:47 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 8,202 | $58.26 | $477,824.73 |
DisclosureSEC source: 0000950170-23-067125 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,112 F1 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $58.00 to $58.71 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 26,0179 shares held directly, 6,116 restricted stock unit, and 8,979 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 2,415 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 6 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,314 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 34,219 shares held directly, 6,116 restricted stock unit, and 8,979 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 5 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,899 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 2,045 and 2,234 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 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 6,849 | $41.85 | $286,630.65 |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,620 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 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,998 | $41.85 | $251,016.30 |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,469 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 1,924 and 4,074 earned stock units, respectively. The Compensaiton Committee had previously determined the achievement of the performance goals for 2020 and 2021, resulting in 3,861 and 5,600 earned stock units. The total earned stock units of 15,459 were delivered on March 3, 2023. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 473 | $41.85 | $19,795.05 |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,471 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 18:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 695 | $41.85 | $29,085.75 |
DisclosureSEC source: 0000950170-23-006525 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,944 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 17:36 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,774 | $41.31 | $73,283.94 |
DisclosureSEC source: 0000950170-23-006303 · ownership.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,639 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 24,144 shares held directly, 6,334 restricted stock units, and 14,161 earned performance share units with additional service-based vesting. Read SEC document |
| March 05, 2022 Filed Mar 7, 2022 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,049 | $30.10 | $31,574.90 |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 6 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,413 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 22,184 shares held directly, 10,068 restricted stock units, and 14,161 earned performance share units with additional service-based vesting. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 3,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 5 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,462 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 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 14,161 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,262 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 9,461 and 4,700 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 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 4,980 | $31.04 | $154,579.20 |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,101 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 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 11,241 | $31.04 | $348,920.64 |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,081 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 17:42 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 688 | $31.04 | $21,355.52 |
DisclosureSEC source: 0001209191-22-016779 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,840 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 16:43 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,792 | $32.15 | $57,612.80 |
DisclosureSEC source: 0001209191-22-016303 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,528 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 13,727 shares held directly and 10,801 restricted stock units. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 17:27 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 1,049 | $28.06 | $29,434.94 |
DisclosureSEC source: 0001209191-21-019142 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,320 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 11,786 shares held directly and 14,534 restricted stock units. Read SEC document |
| March 04, 2021 Filed Mar 4, 2021 16:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 6,000 | $27.10 | $162,577.20 |
DisclosureSEC source: 0001209191-21-017819 · doc4.xml · nonDerivative · entry 5 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,369 F5 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $27.07 to $27.22 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. F6 · balance_after: Includes 10,468 shares held directly and 16,901 restricted stock units. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 16:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-017819 · doc4.xml · nonDerivative · entry 4 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,369 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. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 16:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 3,118 | $28.61 | $89,205.98 |
DisclosureSEC source: 0001209191-21-017819 · doc4.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,669 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 16:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 7,040 | $28.61 | $201,414.40 |
DisclosureSEC source: 0001209191-21-017819 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,787 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 16:32 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,362 | $28.23 | $66,679.26 |
DisclosureSEC source: 0001209191-21-017819 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,747 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 05, 2020 Filed Mar 6, 2020 17:54 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 868 | $8.11 | $7,039.48 |
DisclosureSEC source: 0001209191-20-017009 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,109 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 9,908 shares held directly and 17,201 restricted stock units. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:34 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 11,200 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-016103 · doc4.xml · nonDerivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,977 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 8,410 shares held directly and 19,567 restricted stock units. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 16:34 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 2,078 | $8.98 | $18,660.44 |
DisclosureSEC source: 0001209191-20-016103 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,777 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 16:34 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Disposition to issuerCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016103 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,855 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 | 1,170 | $11.32 | $13,244.40 |
DisclosureSEC source: 0001209191-19-052243 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,089 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 5,721 shares held directly, 4,700 shares of restricted stock awards subject to performance vesting and 10,668 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 | 5,400 | Not disclosed Strike: $14.15 | Not disclosed |
DisclosureSEC source: 0001209191-19-017171 · doc4.xml · derivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 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 |
| March 05, 2019 Filed Mar 5, 2019 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 7,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-017171 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,259 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 5, 2020. F3 · balance_after: Includes 4,129 shares held directly, 4,700 shares of restricted stock awards subject to performance vesting, 2,762 shares of restricted stock awards subject to time vesting and 10,668 RSUs. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 20:30 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 797 | $14.65 | $11,676.05 |
DisclosureSEC source: 0001209191-19-017171 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,159 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 |
| October 01, 2018 Filed Oct 3, 2018 16:52 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 809 | $17.41 | $14,084.69 |
DisclosureSEC source: 0001209191-18-053881 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,956 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 2,627 shares held directly, 4,700 shares of restricted stock awards subject to performance vesting, 2,762 shares of restricted stock awards subject to time vesting and 5,867 RSUs. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:29 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,600 | Not disclosed Strike: $17.65 | Not disclosed |
DisclosureSEC source: 0001209191-18-017384 · doc4.xml · derivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 Underlying: Common Stock · 7,600 shares Expires 2028-03-01 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 2, 2019. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:29 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 3,800 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-017384 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,765 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 2, 2019. F3 · balance_after: Includes 675 shares held directly, 4,700 shares of restricted stock awards subject to performance vesting, 5,523 shares of restricted stock awards subject to time vesting and 5,867 RSUs. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 17:29 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | Tax withholdingCommon Stock | 358 | $17.65 | $6,318.70 |
DisclosureSEC source: 0001209191-18-017384 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,965 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.