Company Description
Donnelley Financial Solutions, Inc. provides innovative software and technology-enabled financial regulatory and compliance solutions in the United States, Asia, Europe, Canada, and internationally.
It operates through four segments: Capital Markets " Software Solutions (CM-SS); Capital Markets " Compliance and Communications Management (CM-CCM); Investment Companies " Software Solutions (IC-SS); and Investment Companies " Compliance and Communications Management (IC-CCM).
The CM-SS segment provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; collaborate; and tag, validate, and file SEC documents.
The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements.
The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators and investors.
The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as XBRL and iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system.
This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support.
Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.
| Country | United States |
| Founded | 1983 |
| Industry | Capital Markets |
| Sector | Financials |
| Employees | 1,900 |
| CEO | Daniel N. Leib |
Contact Details
Address: 35 West Wacker Drive Chicago, Illinois 60601 United States | |
| Phone | 800-823-5304 |
| Website | dfinsolutions.com |
Stock Details
| Ticker Symbol | DFIN |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001669811 |
| CUSIP Number | 25787G100 |
| ISIN Number | US25787G1004 |
| Employer ID | 34-4829638 |
| SIC Code | 7380 |
Key Executives
| Name | Position |
|---|---|
| Daniel N. Leib | President, Chief Executive Officer and Director |
| David A. Gardella | Executive Vice President and Chief Financial Officer |
| Robert Kirk Williams BA, J.D. | Chief People and Administrative Officer |
| Craig D. Clay | President of Global Capital Markets |
| Eric J. Johnson | President of Global Investment Companies |
| Jons Besch | Chief Operations and Production Officer |
| Kami S. Turner | Senior Vice President, Chief Accounting Officer and Controller |
| Eric W. Foster | Chief Information Officer |
| Michael Zhao | Head of Investor Relations |
| Leah Trzcinski | Chief Legal and Compliance Officer and General Counsel |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 24, 2024 | 144 | Filing |
| Apr 3, 2024 | ARS | Filing |
| Apr 3, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 3, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 8, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Feb 29, 2024 | 144 | Filing |
| Feb 23, 2024 | 144 | Filing |
| Feb 20, 2024 | 10-K | Annual Report |
| Feb 20, 2024 | 8-K | Current Report |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |