Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Donnelley Financial Solutions, Inc.DFIN · Entity 2289 | Director | November 06, 2024 | November 08, 2024 |
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 November 06, 2024 · Filed November 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 774,165 |
Last balance in matching sequence
After 2024-11-06 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2024-11-06 · Sale · Disposed 195,492 · Balance 812,714 F2: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $58.00 to $58.995 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. F1: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Row 2 · 2024-11-06 · Sale · Disposed 28,802 · Balance 783,912 F3: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $59.00 to $59.99 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. F1: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Row 3 · 2024-11-06 · Sale · Disposed 9,047 · Balance 774,865 F4: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $60.00 to $60.99 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. F1: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Row 4 · 2024-11-06 · Sale · Disposed 700 · Balance 774,165 F1: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 49,092 |
Reported balance
Holding disclosure · report date 2024-11-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 49,092 F5: Includes 36,088 shares held directly and 13,004 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
F2: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $58.00 to $58.995 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: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $59.00 to $59.99 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.
F4: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $60.00 to $60.99 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.
F5: Includes 36,088 shares held directly and 13,004 restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EXAR CORP
Report date May 12, 2017 · Filed May 16, 2017
Section 16 reporting ended · disclosed 2017-05-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2017-05-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-05-12 · Other · Disposed 2,577,901 · Balance 0 F1: Tendered into and disposed of upon the closing of the tender offer initiated by Eagle Acquisition Corp. ("Purchaser") pursuant to the Agreement and Plan of Merger by and among MaxLinear, Inc. ("MaxLinear"), Purchaser (a wholly owned subsidiary of MaxLinear), and Issuer, dated as of March 28, 2017 (the "Merger Agreement"), whereby Purchaser offered to purchase each outstanding share of common stock of the Issuer ("Issuer Common Stock") for a cash payment of $13.00 per share (the "Offer Price"). F2: The reported securities are directly owned by either Simcoe Partners, L.P., SDR Partners, LLC or Simcoe Capital Management, LLC (together with Simcoe Partners, L.P., "Simcoe". The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Partner of Simcoe. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-05-12 transaction · row 2
1 source rowRow 2 · 2017-05-12 · Disposition to issuer · Disposed 25,667 · Balance 0 F3: Disposed of pursuant to the Merger Agreement, whereby each vested restricted stock unit of Issuer Common Stock ("RSU") was cancelled in exchange for the right to receive a cash payment equal to the product of the Offer Price multiplied by the total number of shares subject to the vested RSU. Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.79 · Expires 2023-10-01 | Direct | 0 |
Reported balance
After 2017-05-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-12 · Disposition to issuer · Disposed 40,000 · Balance 0 F4: Disposed of pursuant to the Merger Agreement, whereby each vested option to acquire Issuer Common Stock with an exercise price less than the Offer Price was cancelled in exchange for the right to receive a cash payment equal to the product of the total number of shares subject to the vested option multiplied by the amount by which the Offer Price exceeds the exercise price per share of such vested option ($2.21). Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Tendered into and disposed of upon the closing of the tender offer initiated by Eagle Acquisition Corp. ("Purchaser") pursuant to the Agreement and Plan of Merger by and among MaxLinear, Inc. ("MaxLinear"), Purchaser (a wholly owned subsidiary of MaxLinear), and Issuer, dated as of March 28, 2017 (the "Merger Agreement"), whereby Purchaser offered to purchase each outstanding share of common stock of the Issuer ("Issuer Common Stock") for a cash payment of $13.00 per share (the "Offer Price").
F2: The reported securities are directly owned by either Simcoe Partners, L.P., SDR Partners, LLC or Simcoe Capital Management, LLC (together with Simcoe Partners, L.P., "Simcoe". The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Partner of Simcoe. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
F3: Disposed of pursuant to the Merger Agreement, whereby each vested restricted stock unit of Issuer Common Stock ("RSU") was cancelled in exchange for the right to receive a cash payment equal to the product of the Offer Price multiplied by the total number of shares subject to the vested RSU. Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions.
F4: Disposed of pursuant to the Merger Agreement, whereby each vested option to acquire Issuer Common Stock with an exercise price less than the Offer Price was cancelled in exchange for the right to receive a cash payment equal to the product of the total number of shares subject to the vested option multiplied by the amount by which the Offer Price exceeds the exercise price per share of such vested option ($2.21). Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions.
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 |
|---|---|---|---|---|---|---|
| August 28, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 14,744 | $47.33 | $697,786.34 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 8 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,038,258 F5 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $47.08 to $47.79 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 28, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 80,608 | $47.33 | $3,814,918.69 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 7 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,053,002 F5 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $47.08 to $47.79 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 7,474 | $46.92 | $350,658.41 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 6 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,133,610 F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.50 to $47.31 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 65,422 | $46.92 | $3,069,410.52 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 5 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,141,084 F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.50 to $47.31 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 24, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 21 | $47.83 | $1,004.37 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 4 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,206,506 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $47.81 to $47.88 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 24, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 4,938 | $47.06 | $232,391.17 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 3 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,206,527 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.75 to $47.74 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 24, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 179 | $47.83 | $8,561.03 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,211,465 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $47.81 to $47.88 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 24, 2023 Filed Aug 29, 2023 01:31 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 43,223 | $47.06 | $2,034,152.18 |
DisclosureSEC source: 0001193805-23-001226 · e618902_4-jacobwitz.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,211,644 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.75 to $47.74 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 5,962 | $47.22 | $281,550.68 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 6 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,254,867 F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.86 to $47.73 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 92,694 | $47.22 | $4,377,399.99 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 5 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,260,829 F4 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $46.86 to $47.73 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 1,594 | $48.24 | $76,896.15 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 4 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,353,523 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.00 to $48.71 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 24,786 | $48.24 | $1,195,701.43 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 3 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,355,117 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.00 to $48.71 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 3,257 | $48.66 | $158,484.32 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,379,903 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.55 to $49.28 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:01 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 50,633 | $48.66 | $2,463,781.53 |
DisclosureSEC source: 0000921895-23-001971 · form407902006jac_08142023.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,383,160 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $48.55 to $49.28 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:11 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 4,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-023247 · ownership.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,302 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 36,088 shares held directly and 10,214 restricted stock units. Read SEC document |
| May 08, 2023 Filed May 10, 2023 00:38 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 28,270 | $42.66 | $1,205,986.89 |
DisclosureSEC source: 0000921895-23-001100 · form407902006jac_05092023.xml · nonDerivative · entry 4 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,433,793 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.25 to $43.26 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 08, 2023 Filed May 10, 2023 00:38 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 184,426 | $42.66 | $7,867,539.39 |
DisclosureSEC source: 0000921895-23-001100 · form407902006jac_05092023.xml · nonDerivative · entry 3 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,462,063 F3 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.25 to $43.26 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:38 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 19,702 | $42.64 | $840,164.21 |
DisclosureSEC source: 0000921895-23-001100 · form407902006jac_05092023.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,646,489 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.45 to $43.13 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 05, 2023 Filed May 10, 2023 00:38 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | SaleCommon Stock | 128,534 | $42.64 | $5,481,152.48 |
DisclosureSEC source: 0000921895-23-001100 · form407902006jac_05092023.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,666,191 F2 · price: The reported price represents a weighted average sale price. The range of prices at which common stock was sold was $42.45 to $43.13 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. F1 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 18, 2022 Filed May 19, 2022 22:21 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 6,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030727 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,266 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Additionally, the reporting person may defer payment of any vesting of shares until the date such person ceases to be a director. F2 · balance_after: Includes 36,088 shares held directly and 6,178 restricted stock units. Read SEC document |
| May 11, 2022 Filed May 11, 2022 23:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 1,398 | $27.51 | $38,455.76 |
DisclosureSEC source: 0001209191-22-028399 · doc4.xml · nonDerivative · entry 5 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,794,725 F6 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $27.47 to $27.62 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 11, 2022 Filed May 11, 2022 23:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 232,759 | $26.83 | $6,243,946.38 |
DisclosureSEC source: 0001209191-22-028399 · doc4.xml · nonDerivative · entry 4 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,793,327 F5 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $26.46 to $27.46 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 10, 2022 Filed May 11, 2022 23:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 24,697 | $27.08 | $668,831.81 |
DisclosureSEC source: 0001209191-22-028399 · doc4.xml · nonDerivative · entry 3 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,560,568 F4 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $27.01 to $27.215 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 10, 2022 Filed May 11, 2022 23:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 160,664 | $26.73 | $4,294,339.86 |
DisclosureSEC source: 0001209191-22-028399 · doc4.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,535,871 F3 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $26.00 to $27.00 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 09, 2022 Filed May 11, 2022 23:06 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 75,207 | $25.43 | $1,912,378.64 |
DisclosureSEC source: 0001209191-22-028399 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,375,207 F1 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $24.65 to $25.60 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:29 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 5,890 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-033226 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,088 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 9,508 shares held directly and 26,580 restricted stock units. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 20,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-030960 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,198 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. F2 · balance_after: Includes 30,198 restricted stock units. Read SEC document |
| November 27, 2019 Filed Dec 2, 2019 21:14 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 284,300 | $9.93 | $2,824,008.76 |
DisclosureSEC source: 0001209191-19-058527 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,300,000 F1 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $9.82 to $10.01 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 22, 2019 Filed Aug 23, 2019 20:12 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 206,929 | $11.46 | $2,370,640.70 |
DisclosureSEC source: 0001209191-19-047286 · doc4.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,015,700 F3 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $11.335 to $11.55 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 20:12 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | PurchaseCommon Stock | 107,128 | $11.36 | $1,216,588.42 |
DisclosureSEC source: 0001209191-19-047286 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,808,771 F1 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was purchased was $11.29 to $11.40 per share. The Reporting Person undertakes to provide to the staff, the issuer or a security holder full information regarding the number of shares purchased at each separate price. F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P. ("Simcoe Partners"), Simcoe Select, L.P. ("Simcoe Select") or SDR Partners, LLC ("SDR Partners"). The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Managing Member of Simcoe Management Company, LLC, which serves as general partner of Simcoe Partners and Simcoe Select, and Simcoe Capital Management, LLC, which serves as investment manager to each of Simcoe Partners, Simcoe Select and SDR Partners. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 20:23 UTC | Donnelley Financial Solutions, Inc. DFIN · Entity 2289 | GrantCommon Stock | 9,508 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-033916 · doc4.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,508 F1 · price: Company granted restricted stock units ("RSUs") issued pursuant to a Rule 16b-3 plan. The RSUs are payable in shares of common stock on the first anniversary of the grant date or when the reporting person ceases to be a director, if earlier. Read SEC document |
| May 12, 2017 Filed May 16, 2017 06:12 UTC | EXAR CORP EXAR · Entity 176133 | Disposition to issuerStock Option (right to buy) · Derivative | 40,000 | Not disclosed Strike: $10.79 | Not disclosed |
DisclosureSEC source: 0001437749-17-009323 · rdgdoc.xml · derivative · entry 3 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2023-10-01 F4 · shares: Disposed of pursuant to the Merger Agreement, whereby each vested option to acquire Issuer Common Stock with an exercise price less than the Offer Price was cancelled in exchange for the right to receive a cash payment equal to the product of the total number of shares subject to the vested option multiplied by the amount by which the Offer Price exceeds the exercise price per share of such vested option ($2.21). Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. F4 · price: Disposed of pursuant to the Merger Agreement, whereby each vested option to acquire Issuer Common Stock with an exercise price less than the Offer Price was cancelled in exchange for the right to receive a cash payment equal to the product of the total number of shares subject to the vested option multiplied by the amount by which the Offer Price exceeds the exercise price per share of such vested option ($2.21). Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. F4 · derivative.exercise_date: Disposed of pursuant to the Merger Agreement, whereby each vested option to acquire Issuer Common Stock with an exercise price less than the Offer Price was cancelled in exchange for the right to receive a cash payment equal to the product of the total number of shares subject to the vested option multiplied by the amount by which the Offer Price exceeds the exercise price per share of such vested option ($2.21). Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. Read SEC document |
| May 12, 2017 Filed May 16, 2017 06:12 UTC | EXAR CORP EXAR · Entity 176133 | Disposition to issuerCommon Stock | 25,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-009323 · rdgdoc.xml · nonDerivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Disposed of pursuant to the Merger Agreement, whereby each vested restricted stock unit of Issuer Common Stock ("RSU") was cancelled in exchange for the right to receive a cash payment equal to the product of the Offer Price multiplied by the total number of shares subject to the vested RSU. Pursuant to the terms of the applicable RSU award agreement the Reporting Person's RSU award granted March 1, 2017 became 100% vested upon the change in control of the Issuer effected by the Merger Agreement transactions. Read SEC document |
| May 12, 2017 Filed May 16, 2017 06:12 UTC | EXAR CORP EXAR · Entity 176133 | OtherCommon Stock | 2,577,901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-17-009323 · rdgdoc.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: Tendered into and disposed of upon the closing of the tender offer initiated by Eagle Acquisition Corp. ("Purchaser") pursuant to the Agreement and Plan of Merger by and among MaxLinear, Inc. ("MaxLinear"), Purchaser (a wholly owned subsidiary of MaxLinear), and Issuer, dated as of March 28, 2017 (the "Merger Agreement"), whereby Purchaser offered to purchase each outstanding share of common stock of the Issuer ("Issuer Common Stock") for a cash payment of $13.00 per share (the "Offer Price"). F2 · ownership.nature: The reported securities are directly owned by either Simcoe Partners, L.P., SDR Partners, LLC or Simcoe Capital Management, LLC (together with Simcoe Partners, L.P., "Simcoe". The reported securities may be deemed indirectly beneficially owned by Jeffrey Jacobowitz as Partner of Simcoe. Mr. Jacobowitz disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that Mr. Jacobowitz is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:29 UTC | EXAR CORP EXAR · Entity 176133 | GrantStock Options · Derivative | 40,000 | $0.00 Strike: $10.79 | $0.00 |
DisclosureSEC source: 0001190725-17-000070 · primary_doc.xml · derivative · entry 2 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2023-10-01 F2 · kind: Options granted to non-employee Director which vest in four annual installments of 10,000 units, options vest 25% per year on the anniversary date of the grant. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 19:29 UTC | EXAR CORP EXAR · Entity 176133 | GrantCommon Stock | 25,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001190725-17-000070 · primary_doc.xml · nonDerivative · entry 1 Jacobowitz Jeffrey · CIK 0001450714 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,667 F1 · kind: RSU's granted to non-employee Director which vest in four annual installments of 7,000 units each on, with respect to each year, the earlier to occur of the anniversary of the grant date or the annual meeting of the stockholders that occurs in such year (with the first such installment, in the case of a prorated award, consisting of the prorated portion of the first 7,000 units). 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.