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 02, 2017 Filed Mar 6, 2017 19:44 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,500 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-018511 · doc4.xml · derivative · entry 3 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 4,500 shares Expires 2027-03-01 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, 2018. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 19:44 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 3,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018511 · doc4.xml · nonDerivative · entry 2 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,323 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, 2018. F3 · balance_after: Includes 10,223 shares of RSAs subject to performance vesting and 3,100 RSUs. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 19:44 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018511 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,223 F1 · price: Company granted restricted stock awards ("RSAs") issued pursuant to a Rule 16b-3 plan. RSAs are subject to a three year free cash flow performance target with respect to 70% of the award and a three year net sales performance target with respect to 30% of the award, and if such performance targets are met, the RSAs will vest in full upon certification of performance. Stock granted pursuant to the RSAs could range from 50% if the threshold target is met to 150% if performance meets specified levels. The amount reported above reflects 150% and will be cut back based upon performance levels accordingly. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:55 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-030934 · doc4.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Kami S. Turner has been awarded restricted stock with a value of $125,000 by Donnelley Financial Solutions, Inc. ("DFS"). The number of shares of common stock owned does not reflect the award of such restricted stock because the number of restricted shares awarded will be based on a ten trading day value weighted average price of DFS common stock following the date of grant. The Reporting Person will amend this Form 4 when such information is available. F1 · balance_after: Kami S. Turner has been awarded restricted stock with a value of $125,000 by Donnelley Financial Solutions, Inc. ("DFS"). The number of shares of common stock owned does not reflect the award of such restricted stock because the number of restricted shares awarded will be based on a ten trading day value weighted average price of DFS common stock following the date of grant. The Reporting Person will amend this Form 4 when such information is available. Read SEC document |
| October 01, 2016 Filed Oct 18, 2016 19:40 UTC Amendment | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-031899 · doc4a.xml · nonDerivative · entry 1 Turner Kami · CIK 0001685401 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,523 F1 · shares: Reporting Person is filing an amendment to her Form 4, which was filed on October 4, 2016, in order to update the number of securities acquired and the amount of securities beneficially owned following the Reported Transaction. On October 1, 2016, Kami S. Turner was awarded restricted stock with a value of $125,000 by Donnelley Financial Solutions, Inc. ("DFS"). Such grant represents 5,523 shares of restricted stock calculated based on the ten trading day volume weighted average price of DFS common stock following the date of grant. F1 · balance_after: Reporting Person is filing an amendment to her Form 4, which was filed on October 4, 2016, in order to update the number of securities acquired and the amount of securities beneficially owned following the Reported Transaction. On October 1, 2016, Kami S. Turner was awarded restricted stock with a value of $125,000 by Donnelley Financial Solutions, Inc. ("DFS"). Such grant represents 5,523 shares of restricted stock calculated based on the ten trading day volume weighted average price of DFS common stock following the date of grant. 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.