| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Donnelley Financial Solutions, Inc. | Director | Common Stock | 56.5K | $3.55M | $62.75 | Aug 13, 2024 | Direct |
| ENVESTNET, INC. | Director | Common Stock | 23.2K | $1.18M | $50.98 | Feb 29, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| DFIN | Donnelley Financial Solutions, Inc. | Aug 13, 2024 | 1 | -$306K | 4 | Aug 15, 2024 | Director |
| DFIN | Donnelley Financial Solutions, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| ENV | ENVESTNET, INC. | Feb 29, 2024 | 1 | $0 | 4 | Mar 4, 2024 | Director |
| DFIN | Donnelley Financial Solutions, Inc. | Feb 23, 2024 | 1 | -$195K | 4 | Feb 27, 2024 | Director |
| DFIN | Donnelley Financial Solutions, Inc. | May 17, 2023 | 1 | $0 | 4 | May 19, 2023 | Director |
| ENV | ENVESTNET, INC. | Feb 28, 2023 | 1 | $0 | 4 | Mar 2, 2023 | Director |
| DFIN | Donnelley Financial Solutions, Inc. | May 18, 2022 | 1 | $0 | 4 | May 19, 2022 | Director |
| ENV | ENVESTNET, INC. | Feb 28, 2022 | 1 | $0 | 4 | Mar 2, 2022 | Director |
| DFIN | Donnelley Financial Solutions, Inc. | May 13, 2021 | 1 | $0 | 4 | May 17, 2021 | Director |