Key facts
- This page summarizes Daniel Leib's Form 4 filing for Donnelley Financial Solutions, Inc. (DFIN).
- 4 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 06 Mar 2024, 18:21.
Daniel Leib - 04 Mar 2024 Form 4 Insider Report for Donnelley Financial Solutions, Inc. (DFIN)
- Reporting relationship
- Chief Executive Officer, Director
- Issuer ticker
- DFIN
- Reported as of
- 04 Mar 2024
- Net transaction value
- +$304,190
- SEC form
- 4
- Accepted by SEC
- 06 Mar 2024, 18:21:36 UTC
- Prior SEC filing
- 05 Mar 2024
- Next SEC filing
- 17 May 2024
- Source filing
- View source filing
- Reporting owner signature
- William Zola, pursuant to power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel Leib filed Form 4 for Donnelley Financial Solutions, Inc. (DFIN) on 06 Mar 2024.
Change
- Previous filing in this sequence was filed on 05 Mar 2024.
- Current net transaction value: +$304,190.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
DFIN
transaction
Common Stock
Award
- Transaction value
- $4,883,951
- Shares
- +74,530
- Change %
- +15%
- Price
- $65.53
- Shares after
- 571,640
- Date
- 04 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
DFIN
transaction
Common Stock
Tax liability
- Transaction value
- $4,579,761
- Shares
- -69,888
- Change %
- -12%
- Price
- $65.53
- Shares after
- 501,752
- Date
- 04 Mar 2024
- Ownership
- Direct
- Footnotes
- F2
DFIN
transaction
Common Stock
Award
- Transaction value
- Shares
- +42,292
- Change %
- +8.4%
- Price
- Shares after
- 544,044
- Date
- 04 Mar 2024
- Ownership
- Direct
- Footnotes
- F3
DFIN
transaction
Common Stock
Award
- Transaction value
- Shares
- +31,147
- Change %
- +5.7%
- Price
- Shares after
- 575,191
- Date
- 04 Mar 2024
- Ownership
- Direct
- Footnotes
- F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
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 27,956 and 46,574 earned stock units, respectively. The Compensation Committee had previously determined the achievement of the performance goals for 2021 and 2022, resulting in 58,000 and 25,230 earned stock units. The total earned stock units of 157,760 were delivered on March 4, 2024.
Footnote F2
Shares were withheld as payment of a tax liability incident to vesting of performance stock units issued in accordance with Rule 16b-3.
Footnote F3
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 15,815 and 26,477 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.
Footnote F4
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.
Footnote F5
Includes 431,527 shares held directly, 70,451 restricted stock units, and 73,213 earned performance share units with additional service-based vesting.