{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/DFIN",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Donnelley Financial Solutions, Inc. (NYSE: DFIN) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Donnelley Financial Solutions, Inc., listed on the NYSE under ticker DFIN, ISIN US25787G1004, LEI 549300O1NPY4J56QCU04. The security type is Corporate. The segment is not on the record. The sector is 7380 Services-Miscellaneous Business Services, and the jurisdiction is United States, Delaware. The issuer is listed and not halted.\n\n## The disclosure read\n\nThe record holds 57 filings in the twelve months to 2026-11-08, across 32 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-11-06, two days before the record date, and is of type regulatory_filing. The NYSE median cadence gap is 6.0 days across 3,256 issuers, and the NYSE median latency is 4.0 days. The sector median cadence gap is 4.5 days across 9 issuers, and the sector median latency is 9 days. The issuer's 57 filings are above the NYSE median of 64.0 filings. Its 57 filings are below the sector median of 63. The filings by type are 27 directors_dealings, 18 regulatory_filing, 8 results, 2 agm_egm, 1 corporate_news, and 1 director_change.\n\n## Auditor\n\nThe auditor of record is Deloitte & Touche LLP, located in Chicago, Illinois. The record holds no auditor changes for the issuer.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines for the issuer. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe record names three research houses on the issuer's investor-relations page: CJS Securities, Inc., D.A. Davidson & Co., and Needham & Company, LLC.\n\n## Open research\n\nNo openly published research notes were found for the issuer.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for the issuer. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://mapping.gleif.org/api/v2/isin-lei/latest (identity.isin)\n- https://data.sec.gov/submissions/CIK0001669811.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/DFIN (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1669811/000119312526054586/dfin-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx (coverage)\n- https://mcp.us-cm-kg.ai/record/NYSE/DFIN (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526054586/dfin-20251231.htm",
    "state": "sourced",
    "value": "Deloitte & Touche LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526054586/dfin-20251231.htm",
    "state": "sourced",
    "value": "34"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526054586/dfin-20251231.htm",
    "state": "sourced",
    "value": "Chicago, Illinois"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/DFIN",
  "coverage": {
   "count": 3,
   "houses": [
    {
     "analyst": "Charles Strauzer",
     "house": "CJS Securities, Inc.",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "Peter Heckmann",
     "house": "D.A. Davidson & Co.",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx",
     "state": "sourced"
    },
    {
     "analyst": "Kyle Peterson",
     "house": "Needham & Company, LLC",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx",
     "result": "read: 3 of 6 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 9,
     "median_cadence_gap_days": 4.5,
     "median_filings": 63,
     "median_latency_days": 9,
     "name": "7380 Services-Miscellaneous Business Services"
    }
   },
   "by_type": {
    "agm_egm": 2,
    "corporate_news": 1,
    "director_change": 1,
    "directors_dealings": 27,
    "regulatory_filing": 18,
    "results": 8
   },
   "cadence_median_gap_days": 4,
   "filing_days": 32,
   "filings": 57,
   "latency_days": 2,
   "latest": [
    {
     "category": "144",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1669811/000195917326007811/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    },
    {
     "category": "4",
     "date": "2026-11-05",
     "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526450080/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526447566/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-11-04",
     "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526447558/xslF345X06/ownership.xml",
     "title": "4 — 4",
     "type": "directors_dealings"
    },
    {
     "category": "144",
     "date": "2026-11-03",
     "source": "https://www.sec.gov/Archives/edgar/data/1669811/000195004726010634/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/DFIN",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (ISINs mapped to the LEI)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest",
    "state": "sourced",
    "value": "US25787G1004"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001669811.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US25787G1004)",
    "state": "sourced",
    "value": "549300O1NPY4J56QCU04"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001669811.json",
    "state": "sourced",
    "value": "Donnelley Financial Solutions, Inc."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001669811.json",
    "state": "sourced",
    "value": "7380 Services-Miscellaneous Business Services"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001669811.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "DFIN"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:2fe72bfcc7bc91a6b462a87c14c254a542da10f9abb2b01ba79b8e8722bb0543",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/DFIN",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:2fe72bfcc7bc91a6b462a87c14c254a542da10f9abb2b01ba79b8e8722bb0543",
 "path": "/us/NYSE/DFIN",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Donnelley Financial Solutions, Inc., listed on the NYSE under ticker DFIN, ISIN US25787G1004, LEI 549300O1NPY4J56QCU04. The security type is Corporate. The segment is not on the record. The sector is 7380 Services-Miscellaneous Business Services, and the jurisdiction is United States, Delaware. The issuer is listed and not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 57 filings in the twelve months to 2026-11-08, across 32 filing days. The median gap between filing days is 4 days. The latest filing is dated 2026-11-06, two days before the record date, and is of type regulatory_filing. The NYSE median cadence gap is 6.0 days across 3,256 issuers, and the NYSE median latency is 4.0 days. The sector median cadence gap is 4.5 days across 9 issuers, and the sector median latency is 9 days. The issuer's 57 filings are above the NYSE median of 64.0 filings. Its 57 filings are below the sector median of 63. The filings by type are 27 directors_dealings, 18 regulatory_filing, 8 results, 2 agm_egm, 1 corporate_news, and 1 director_change.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Deloitte & Touche LLP, located in Chicago, Illinois. The record holds no auditor changes for the issuer.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines for the issuer. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The record names three research houses on the issuer's investor-relations page: CJS Securities, Inc., D.A. Davidson & Co., and Needham & Company, LLC.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found for the issuer.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The record holds sealed years 2021, 2022, 2023, 2024, 2025 and 2026 for the issuer. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001669811.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/DFIN"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1669811/000119312526054586/dfin-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://investor.dfinsolutions.com/stock-information/analyst-coverage/default.aspx"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/DFIN"
  }
 ],
 "title": "Donnelley Financial Solutions, Inc. (DFIN) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}