Company Donnelley Financial Solutions, Inc.

Equities

DFIN

US25787G1004

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Market Closed - Nyse Other stock markets 04:00:02 2024-05-10 pm EDT			5-day change	1st Jan Change
61.68 ^USD	-0.98%		-3.16%	-1.11%

May. 09	Donnelley Financial Solutions Insider Sold Shares Worth $35,699,634, According to a Recent SEC Filing	MT
May. 06	Donnelley Financial Solutions Insider Sold Shares Worth $1,213,390, According to a Recent SEC Filing	MT

Donnelley Financial Solutions, Inc. is a provider of software and technology-enabled financial regulatory and compliance solutions. The Company provides regulatory filing and deal solutions through its software, technology-enabled services and print and distribution solutions. Its segments include 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). CM-SS segment provides software solutions to public and private companies. CM-CCM segment provides technology-enabled services and print and distribution solutions to public and private companies. The IC-SS segment provides software solutions that enable clients to store and manage compliance and regulatory information. IC-CCM segment provides clients with tech-enabled solutions for creating, filing and distributing regulatory communications.

Number of employees: 1,900

USD in Million	2022	Weight	2023	Weight	Delta
Capital Markets - Compliance and Communications Management 44.6 %	410	49.2 %	355	44.6 %	-13.38%
Capital Markets - Software Solutions 23.3 %	180	21.6 %	186	23.3 %	+3.16%
Investment Companies - Compliance and Communications Management 18.7 %	144	17.2 %	149	18.7 %	+3.76%
Investment Companies - Software Solutions 13.4 %	99	11.9 %	107	13.4 %	+7.44%

USD in Million	2022	Weight	2023	Weight	Delta
United States 87.6 %	719	86.2 %	698	87.6 %	-2.84%
Asia 4.6 %	48	5.8 %	37	4.6 %	-24.07%
Europe 3.9 %	31	3.8 %	31	3.9 %	-1.27%
Canada 3.7 %	34	4.0 %	30	3.7 %	-12.17%
Other 0.2 %	2	0.2 %	2	0.2 %	+5.56%

Managers	Title	Age	Since
Daniel Leib CEO	Chief Executive Officer	57	16-02-21
David Gardella DFI	Director of Finance/CFO	54	16-09-30
Leah Trzcinski CMP	Compliance Officer	41	23-08-06
Jons Besch COO	Chief Operating Officer	-	16-09-30
Robert Williams ADM	Chief Administrative Officer	48	18-06-30
Eric Foster CTO	Chief Tech/Sci/R&D Officer	52	19-12-31
Michael J. Zhao IRC	Investor Relations Contact	-	21-06-30
Amy Braun LAW	General Counsel	-	16-09-30
Stephen Schnaufer AUD	Comptroller/Controller/Auditor	-	19-12-31
LaTonya Caldwell AUD	Comptroller/Controller/Auditor	-	-

Members of the board	Title	Age	Since
Charles Drucker BRD	Director/Board Member	60	16-09-30
Gary Greenfield BRD	Director/Board Member	69	16-09-30
Lois M. Martin BRD	Director/Board Member	61	16-09-30
Juliet Ellis BRD	Director/Board Member	65	18-10-10
Jeffrey Jacobowitz BRD	Director/Board Member	54	19-05-29
Richard Crandall CHM	Chairman	80	16-02-21
Daniel Leib CEO	Chief Executive Officer	57	16-02-21
Chandar Pattabhiram BRD	Director/Board Member	54	22-07-13
Luis Aguilar BRD	Director/Board Member	70	16-09-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	38,715,874	28,012,388 ( 72.35 %)	9,400,000 ( 24.28 %)	72.35 %

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Donnelley Financial Solutions, Inc.

35 West Wacker Drive

60601, Chicago

+800 823 5304

http://www.dfinsolutions.com

address Donnelley Financial Solutions, Inc.(DFIN)

Name	Category and Sector
Donnelley Financial LLC Donnelley Financial LLC Miscellaneous Commercial ServicesCommercial Services Part of Donnelley Financial Solutions, Inc., Donnelley Financial LLC produces, distributes and translates documents and electronic communications to support the capital, compliance and investment markets. The private company is based in San Francisco, CA.	Miscellaneous Commercial Services

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ESG Refinitiv

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Mean consensus

BUY

Number of Analysts

Last Close Price

61.68 USD

Average target price

70.5 USD

Spread / Average Target

+14.30%

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	1st Jan change	Capi.
DONNELLEY FINANCIAL SOLUTIONS, INC.	-1.11%	1.81B
MORNINGSTAR, INC.	+4.24%	12.75B
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OPEN LENDING CORPORATION	-30.67%	703M
MINKABU THE INFONOID, INC.	-5.84%	136M
FNGUIDE INC.	+6.06%	58.01M

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