Donnelley Financial Solutions Inc is a risk and compliance software solutions and related services provider. The company provides regulatory filing and deal solutions via its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. It operates in four reportable segments: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management (its key revenue-generating segment), Investment Companies - Software Solutions, and Investment Companies - Compliance and Communications Management. Its geographical segments are the United States (USA), Europe, Asia, Canada, and Others, of which the USA accounts for the vast majority of its total revenue.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 2 | 10,000 | $500K |
| Grant or award | 1 | 3,924 | |
| Tax withholding / forfeiture | 1 | 1,234 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
30 Form 4 filings on record, the earliest from Nov 7, 2024, newest first.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Daniel Leib - Officer | Open-market sale | Common Stock | 9,787 | $50.00 | $489K | |
| Leah Marie Trzcinski - Officer | Tax withholding / forfeiture | Common Stock | 1,234 | $47.72 | $59K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 213 | $50.00 | $11K | |
| Joseph Leo Binz | Grant or award | Common Stock | 3,924 | - | - | |
| Grant or award | Common Stock | 4,265 | - | - | ||
| Richard L. Crandall | Grant or award | Common Stock | 5,864 | - | - | |
| Lois M. Martin | Grant or award | Common Stock | 4,265 | - | - | |
| Luis A. Aguilar | Grant or award | Common Stock | 4,265 | - | - | |
| Chandar Pattabhiram | Grant or award | Common Stock | 4,265 | - | - | |
| Grant or award | Common Stock | 4,265 | - | - | ||
| Gary G. Greenfield | Grant or award | Common Stock | 4,265 | - | - | |
| Open-market sale | Common Stock | 20,280 | $50.16 | $1.02M | ||
| Tax withholding / forfeiture | Common Stock | 753 | $51.77 | $39K | ||
| Grant or award | Common Stock | 3,344 | $51.77 | $173K | ||
| Tax withholding / forfeiture | Common Stock | 2,795 | $51.77 | $145K | ||
| Grant or award | Common Stock | 262 | - | - | ||
| Grant or award | Common Stock | 2,578 | - | - | ||
| Tax withholding / forfeiture | Common Stock | 269 | $52.97 | $14K | ||
| Robert Kirk Williams - Officer | Grant or award | Common Stock | 13,256 | - | - | |
| Robert Kirk Williams - Officer | Tax withholding / forfeiture | Common Stock | 954 | $52.97 | $51K | |
| Robert Kirk Williams - Officer | Open-market sale | Common Stock | 7,684 | $52.03 | $400K | |
| Robert Kirk Williams - Officer | Open-market sale | Common Stock | 4,237 | $52.29 | $222K | |
| Robert Kirk Williams - Officer | Tax withholding / forfeiture | Common Stock | 2,352 | $51.77 | $122K | |
| Robert Kirk Williams - Officer | Grant or award | Common Stock | 10,292 | $51.77 | $533K | |
| Robert Kirk Williams - Officer | Tax withholding / forfeiture | Common Stock | 7,533 | $51.77 | $390K | |
| Robert Kirk Williams - Officer | Grant or award | Common Stock | 1,200 | - | - | |
| Grant or award | Common Stock | 15,466 | - | - | ||
| Tax withholding / forfeiture | Common Stock | 1,393 | $52.97 | $74K | ||
| Tax withholding / forfeiture | Common Stock | 3,382 | $51.77 | $175K | ||
| Grant or award | Common Stock | 14,919 | $51.77 | $772K | ||
| Tax withholding / forfeiture | Common Stock | 12,071 | $51.77 | $625K | ||
| Grant or award | Common Stock | 1,463 | - | - | ||
| Leah Marie Trzcinski - Officer | Tax withholding / forfeiture | Common Stock | 805 | $51.77 | $42K | |
| Leah Marie Trzcinski - Officer | Grant or award | Common Stock | 600 | - | - | |
| Leah Marie Trzcinski - Officer | Grant or award | Common Stock | 8,101 | - | - | |
| Leah Marie Trzcinski - Officer | Tax withholding / forfeiture | Common Stock | 406 | $52.97 | $22K | |
| David A. Gardella - Officer | Grant or award | Common Stock | 24,303 | - | - | |
| David A. Gardella - Officer | Tax withholding / forfeiture | Common Stock | 1,840 | $52.97 | $97K | |
| David A. Gardella - Officer | Tax withholding / forfeiture | Common Stock | 4,827 | $51.77 | $250K | |
| David A. Gardella - Officer | Grant or award | Common Stock | 21,609 | $51.77 | $1.12M | |
| David A. Gardella - Officer | Tax withholding / forfeiture | Common Stock | 17,808 | $51.77 | $922K | |
| David A. Gardella - Officer | Grant or award | Common Stock | 2,026 | - | - | |
| Craig Clay - Officer | Tax withholding / forfeiture | Common Stock | 2,097 | $52.97 | $111K | |
| Craig Clay - Officer | Tax withholding / forfeiture | Common Stock | 5,348 | $51.77 | $277K | |
| Craig Clay - Officer | Grant or award | Common Stock | 21,609 | $51.77 | $1.12M | |
| Craig Clay - Officer | Tax withholding / forfeiture | Common Stock | 20,544 | $51.77 | $1.06M | |
| Craig Clay - Officer | Grant or award | Common Stock | 1,876 | - | - | |
| Craig Clay - Officer | Grant or award | Common Stock | 19,516 | - | - | |
| Daniel Leib - Officer | Tax withholding / forfeiture | Common Stock | 42,399 | $51.77 | $2.19M | |
| Daniel Leib - Officer | Grant or award | Common Stock | 5,252 | - | - | |
| Daniel Leib - Officer | Grant or award | Common Stock | 55,234 | - | - | |
| Daniel Leib - Officer | Tax withholding / forfeiture | Common Stock | 4,600 | $52.97 | $244K | |
| Daniel Leib - Officer | Tax withholding / forfeiture | Common Stock | 11,800 | $51.77 | $611K | |
| Daniel Leib - Officer | Grant or award | Common Stock | 51,447 | $51.77 | $2.66M | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 10,000 | $50.36 | $504K | |
| Luis A. Aguilar | Open-market sale | Common Stock | 7,421 | $56.71 | $421K | |
| Leah Marie Trzcinski - Officer | Tax withholding / forfeiture | Common Stock | 1,234 | $54.25 | $67K | |
| Daniel Leib - Officer | Option exercise | Common Stock | 20,000 | $19.42 | $388K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 12,867 | $55.20 | $710K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 6,333 | $56.07 | $355K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 800 | $56.91 | $46K | |
| Daniel Leib - Officer | Option exercise | Employee Stock Option (right to buy) | 20,000 | $0.00 | - | |
| Gary G. Greenfield | Grant or award | Common Stock | 4,251 | - | - | |
| Lois M. Martin | Grant or award | Common Stock | 4,251 | - | - | |
| David A. Gardella - Officer | Open-market sale | Common Stock | 3,000 | $62.68 | $188K | |
| Charles Drucker | Gift | Common Stock | 26,427 | $0.00 | - | |
| Gary G. Greenfield | Other | Common Stock | 29,124 | $0.00 | - | |
| Daniel Leib - Officer | Option exercise | Common Stock | 60,000 | $17.65 | $1.06M | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 25,686 | $58.08 | $1.49M | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 13,081 | $59.17 | $774K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 20,109 | $60.21 | $1.21M | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 984 | $61.08 | $60K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 140 | $62.06 | $9K | |
| Daniel Leib - Officer | Option exercise | Common Stock | 5,000 | $17.65 | $88K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 734 | $60.77 | $45K | |
| Daniel Leib - Officer | Open-market sale | Common Stock | 4,266 | $61.54 | $263K | |
| Daniel Leib - Officer | Option exercise | Employee Stock Option (right to buy) | 60,000 | $0.00 | - | |
| Daniel Leib - Officer | Option exercise | Employee Stock Option (right to buy) | 5,000 | $0.00 | - | |
| Jeffrey Jacobowitz - Director | Open-market sale | Common Stock | 195,492 | $58.27 | $11.39M | |
| Jeffrey Jacobowitz - Director | Open-market sale | Common Stock | 28,802 | $59.28 | $1.71M | |
| Jeffrey Jacobowitz - Director | Open-market sale | Common Stock | 9,047 | $60.01 | $543K | |
| Jeffrey Jacobowitz - Director | Open-market sale | Common Stock | 700 | $61.16 | $43K |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| DANIEL LEIB | Officer | 9,787 | $489K | View on EDGAR | |
| DANIEL LEIB | Officer | 213 | $11K | View on EDGAR |
Donnelley Financial Solutions, Inc. (DFIN) had 4 insider filings in the last 90 days, with the most recent on 2026-08-21. The full record for DFIN runs to 30 Form 4 filings, the earliest from 2024-11-07. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of DFIN were filed in the last 90 days.
2 insider sales of DFIN were filed in the last 90 days, totaling $500K.
This page tracks DFIN Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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