Donnelley Financial Solutions, Inc.

New capabilities enable deal teams to accelerate document review and improve cross-border collaboration while keeping sensitive information secure within the data room NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the expansion of its Active Intelligence™ suite of AI capabilities with the introduction of AI Document Translation and AI Document Summaries within its virtual data room, Venue®. The new capabilities are designed to help deal teams understand critical documents faster, streamline multilingual collaboration and maintain governance throughout the due diligence process. As transactions involve more stakeholders, more data and greater cross-border collaboration, AI Document Translation and AI Document Summaries enable users to quickly extract insights and overcome language barriers without moving sensitive information outside of the secure Venue environment. The new capabilities further strengthen DFIN's vision for Active Intelligence: embedding practical, workflow-native AI directly into the processes that power high-stakes transactions. "Today's transactions involve larger volumes of information and increasingly global deal teams," said Floyd Strimling, Chief Product Officer, DFIN. "By making it easier to understand documents, regardless of language, and quickly identify what's most relevant, we're helping our clients streamline due diligence, uncover insights faster and keep deals moving forward. These capabilities reflect our commitment to building AI tools that solve practical challenges for our clients." Accelerate Document Understanding Across Languages The new AI Document Translation capability enables users to understand foreign-language content directly within Venue through secure, permission-aware workflows. Supporting translation across more than 130 languages, this new capability helps deal teams review multilingual content faster by reducing reliance on external translation tools and manual workarounds that can create operational and security risks. Administrators maintain control through project-level language settings, approval requirements, configurable translation outputs, and comprehensive audit capabilities. Faster Insights with AI Document Summaries AI Document Summaries help users quickly assess document relevance without opening and reviewing every file individually. The capability generates concise, AI-powered summaries for supported PDF and Microsoft Office documents, creating a reusable source of document intelligence that can be shared across authorized users. Summary translations further enable deal participants to consume key information in their preferred language, improving collaboration across geographically dispersed and multilingual teams. Built for Governance and Control The introduction of AI Document Translation and AI Document Summaries builds on DFIN's continued investment in Active Intelligence, its growing portfolio of AI-powered capabilities designed for capital markets and transaction professionals. By combining advanced AI with the security, governance

New edition highlights emerging disclosure trends, investor priorities and best practices for creating more effective proxy communicationsNEW YORK, Sept. 8, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the release of its 14th Annual Guide to Effective Proxies, an in-depth resource designed to help public companies strengthen shareholder communications while meeting evolving regulatory and governance expectations. Drawing insights from over 1,500 proxy statements and showcasing examples from over 300 leading public companies that DFIN supports in the creation of their proxies, the 2026 guide provides practical insights on enhancing proxy disclosures, improving design and readability, and effectively communicating governance, compensation and long-term value creation strategies to investors. The guide builds on DFIN's annual analysis of proxy statement trends and emerging best practices across the public company landscape."Amid the swirl of informal communications and proliferating information channels, the proxy is a reliable source for clear, comparable and strategic company data," said Leah Trzcinski, Chief Legal and Compliance Officer at DFIN. "The Guide to Effective Proxies helps organizations move beyond compliance and create disclosure documents that foster trust, support shareholder engagement and tell a compelling corporate story."Key Topics Featured in the 14th EditionThe latest edition explores several areas shaping the future of proxy communication, including:Artificial Intelligence and Emerging Risks – Examples of how organizations are addressing AI governance, technology oversight and related disclosure considerations.Board Oversight and Governance Transparency – Strategies for clearly communicating board composition, leadership structure and risk oversight responsibilities.Executive Compensation Disclosure – Approaches for simplifying compensation discussions and strengthening pay-for-performance narratives.Cybersecurity and Enterprise Risk Management – Evolving practices for communicating cyber preparedness and board oversight of the highest priority risks.Human Capital and Workforce Strategy – Techniques for highlighting talent initiatives, employee development and organizational culture.Proxy Design and Shareholder Engagement – Best practices for improving readability, accessibility and overall shareholder experience."Proxy statements have become one of the most important opportunities companies have to communicate directly with investors," said Ron Schneider, Director of Corporate Governance Services at DFIN. "This year's guide highlights innovative ways organizations are increasing transparency, improving engagement, linking complex governance disclosures to the company's business strategy, making them easier to understand and support."Supporting Better Proxy Creation Through DFIN ActiveDisclosure</

CHICAGO, July 30, 2026 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the second quarter of 2026. Second-Quarter 2026Second-Quarter 2025$ Change% ChangeNet Sales$224.2 million$218.1 million$6.1 million2.8 %Net Earnings$36.4 million$36.1 million$0.3 million0.8 %Adjusted EBITDA(a)$82.3 million$76.3 million$6.0 million7.9 %Operating Cash Flow(b)$74.7 million$68.4 million$6.3 million9.2 %Free Cash Flow(a)<td class="prngen3" colspa

CHICAGO, July 16, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Thursday, July 30, 2026, at 9:00 a.m. Eastern time to discuss its second-quarter fiscal year 2026 financial results, provide a general business update and respond to analyst questions. A live webcast of the call will also be available on the Company's investor relations website. Please visit investor.dfinsolutions.com at least fifteen minutes prior to the start of the event to register, download and install any necessary audio software.If you are unable to participate live, a replay of the webcast will be available following the conference call on the Company's investor relations website, along with the earnings press release, and related financial tables.DFIN's financial report for the second quarter will be released before the market opens on Thursday, July 30, 2026, via a filing with the SEC on Form 8-K and will also be posted on the Company's investor relations website.About DFINDFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets transactions, and essential financial reporting at every stage of the corporate lifecycle. Our mission is simple: to empower clients with the software and support they need to stay ahead of public company filings, investment company filings, private reporting, and beneficial owner reporting, while enhancing workflow efficiency. We bring deep expertise to every engagement, driving transparency and collaboration built on confidence and reliability. Learn more at DFINsolutions.com or follow us on LinkedIn.  View original content to download multimedia:https://www.p

NEW YORK, June 17, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, has been named the #1 Most Loved Workplace on the 2026 Global 100 Most Loved Workplaces®, published today in The Economist. The list recognizes 100 organizations across more than 40 industries and six continents where employees report the highest levels of belonging, career advancement, and values alignment. DFIN earned its recognition through the Love of Workplace Index (LOWI), a proprietary employee sentiment assessment developed by Best Practice Institute (BPI). Unlike self-reported recognition programs, the LOWI measures what employees actually experience across five core dimensions: belonging and collaboration, values alignment, career achievement, positive future, and company respect. Every company on the 2026 Global 100 earned its place through validated employee data — not a form or a self-nomination.DFIN's achievement also reflects the principles that underpins how it supports clients every day. "Our teams have built a culture grounded in collaboration, accountability, and excellence," said Dan Leib, Chief Executive Officer of DFIN. "That foundation directly shapes how we serve our clients – delivering trusted solutions, high-quality service, and consistent results in complex, high-stakes environments.""This recognition is especially meaningful because it echoes the voices and experiences of our employees," said Kirk Williams, Chief People and International Officer of DFIN. "We are committed to fostering a culture where our people feel valued, supported, and empowered to do their best work. Being named the #1 Most Loved Workplace is a testament to the strength of our team and the atmosphere we've built together.""The companies recognized on the 2026 Top 100 Global Most Loved Workplaces® list understand that people want to be respected, heard, and valued from the CEO to the front line," said Louis Carter, Founder and CEO of Best Practice Institute and creator of the Most Loved Workplace® certification and rankings. "When people know their contributions matter and see their efforts making a real difference, they are more committed, perform at a higher level, and help drive stronger business results."The 2026 Global 100 Most Loved Workplaces® spans Financial Services, Information Technology, Biopharmaceuticals, Logistics, Professional Services, Renewable Energy, Home Services, and more. Published in The Economist, the list marks the first time the Global 100 has appeared in a major global business publication.The full list and company profiles are available at:https://mostlovedworkplace.com/top-100-global-most-loved-workplaces-2026/About Most Loved Workplace®Most Loved Workplace® is a global certification and recognition platform powered by Best Practice Institute. Organizations certified as Most Loved Workplaces® outperform peers in retention, productivity, and customer satisfaction. Based on the Love of Workplace Index®, the model is featured in the bestselling book In Great Company (McGraw-Hil

Newest capability within DFIN's Active IntelligenceTM suite automates Inline XBRL tag generation and validation, reducing manual effort while maintaining compliance-grade precision.NEW YORK, June 10, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the launch of its AI-powered iXBRL tagging capability, a first-of-its-kind advancement designed to transform how organizations prepare and submit SEC financial filings. The new solution combines advanced AI with expert human oversight to automate the tagging of regulatory filings, helping organizations improve speed, reduce manual effort, and maintain the control required in highly regulated reporting environments. DFIN is initially rolling out AI-powered tagging for Tailored Shareholder Reports (TSR) and N-CSR filings within its Arc Suite® software and for filings completed with DFIN's tech-enabled managed services offering for investment companies. The company plans to expand the capability to ActiveDisclosureSM, with other disclosure filings to follow."Tagging touches nearly every regulatory filing, and the time required to properly complete it is significant," said Floyd Strimling, Chief Product Officer, DFIN. "With AI-powered iXBRL tagging, we're applying automation where it matters most: helping teams move faster, reducing manual effort, improving consistency, and shortening customer cycle times while maintaining the oversight required for confidence in compliance."iXBRL tagging is a mandatory step in SEC filing preparation, requiring every data element in a financial document to be mapped to the appropriate taxonomy before submission through the SEC's EDGAR system. Historically, this process has required specialized expertise, significant time, and thorough quality checks.DFIN's AI-powered tagging capability fundamentally changes this model. By combining large language models with deep SEC taxonomy knowledge and experience, captured within a client-specific knowledge base built on historical filing intelligence, the solution automates initial tag generation while enabling subject matter experts to focus on validation and refinement. The result is a hybrid human-in-the-loop model that delivers both efficiency and precision, with a clear path toward increasingly autonomous, end-to-end AI-driven workflows.Enterprise-Grade Security Built for Sensitive DataRecognizing that pre-submission regulatory filings contain highly sensitive, material non-public information, DFIN has built its AI tagging capabilities on a secure, enterprise-grade infrastructure designed to protect client data at every stage.Key safeguards include:Never using client data to train third-party LLMs, contractually enforced.Data remains within DFIN's private cloud, with strict isolation.Comprehensive audit logging for full traceability of AI activity.Alignment with SOC 2 and ISO 27001 standards.AvailabilityThe AI-powered iXBRL tagging capability is currently in a controlled production pilot for select clients, with broader availability planned for the second half of 2026.AI tagging is a key pillar of DFIN's broader Active Intelligence strategy, which applies AI across the company's sof

CHICAGO, May 14, 2026 /PRNewswire/ -- DFIN (NYSE: DFIN), a leading provider of software and tech-enabled solutions for financial reporting and capital markets transactions, is pleased to announce the appointment of Ken Napolitano as Chief Revenue Officer. "We are pleased to welcome Ken to DFIN as our first Chief Revenue Officer," said Daniel Leib, President and Chief Executive Officer. "As we enter the next phase of our growth strategy, Ken's deep experience scaling revenue organizations and driving commercial transformation in the financial data and technology sector makes him the right leader for this moment. I look forward to the positive impact he will have on our business and our clients."Ken brings more than 25 years of experience scaling commercial organizations within the financial data and technology sector. Most recently, he served as Chief Revenue Officer of Preqin, where he led a global sales team and was a central figure in the executive committee prior to the company's acquisition. Before that, he served as EVP and Chief Sales Officer at Wheels Up, where he grew the business from $200 million to $1.5 billion in revenue and helped lead the company through its IPO. His earlier career includes nearly two decades at Bloomberg LP, where he rose to lead an enterprise sales organization responsible for almost $1 billion in annual revenue. Ken holds an MBA with Distinction from Cornell University's S.C. Johnson Graduate School of Management and a Bachelor of Business Administration from Adelphi University. Ken will start on June 1, 2026.In connection with this appointment, Eric Johnson, who currently oversees our Global Investment Companies business, will transition to a newly created role President, Key Accounts, bringing our full breadth of DFIN's solutions and expertise to bear on customers' most critical needs. Craig Clay, President of Global Capital Markets, will be departing the Company. We thank him for his dedication and the value he has brought to DFIN over his many years of service.About DFINDFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets transactions, and essential financial reporting at every stage of the corporate lifecycle. Our mission is simple: to empower clients with the software and support they need to stay ahead of public company filings, investment company filings, private reporting, and beneficial owner reporting, while enhancing workflow efficiency. We bring deep expertise to every engagement, driving transparency and collaboration built on confidence and reliability. Learn more at DFINsolutions.com or follow us on LinkedIn.Forward-Looking StatementsThis news release includes certain "forward-looking statements

NEW YORK, May 6, 2026 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions, today addressed the Securities and Exchange Commission's proposed amendments that would permit public companies to elect semiannual reporting on new Form 10-S in lieu of quarterly reporting on Form 10-Q. DFIN views the proposal as an important step in the broader conversation around reducing the cost, complexity and burden of being a public company, while maintaining the transparency and investor confidence that are essential to healthy capital markets."Any thoughtful effort to modernize public company reporting should be evaluated through the lens of both issuer burden and investor confidence," said Craig Clay, President of Global Capital Markets at DFIN. "Whether companies ultimately report quarterly or semiannually, the need for accurate, timely, well-controlled and decision-grade disclosure does not go away. In fact, as reporting models evolve, integrated disclosure platforms like ActiveDisclosure become even more important."The SEC's proposal would allow eligible public companies to determine the interim reporting cadence that best serves their business and investors. While the final rule remains subject to public comment and future SEC action, the proposal raises several important implementation questions for issuers, including the scope of disclosure required in a semiannual filing, XBRL tagging requirements, the potential role of quarterly earnings 8-Ks, treatment of public debt obligations, and whether companies may choose to continue quarterly reporting.DFIN believes that flexibility in reporting frequency could be constructive for the IPO market and broader capital formation. Recent comments from SEC leadership suggest the focus is not only on the expense of going public, but increasingly on the ongoing expense and complexity of being public. Reducing that burden could improve attractiveness among companies considering a public listing and support healthier capital markets activity over time.At the same time, DFIN expects many public companies may continue to provide quarterly information to investors, whether through voluntary earnings calls, current reports on Form 8-K or other communications. Experience in other markets, including Europe, suggests that even when semiannual reporting is permissible, many companies continue quarterly reporting practices because of investor expectations, capital markets needs and internal governance discipline.DFIN is well positioned to support clients under either reporting model. The vast majority of 10-Qs filed by DFIN clients are prepared through ActiveDisclosureSM, DFIN's cloud-based financial disclosure and SEC reporting platform. ActiveDisclosure is generally delivered as an annual SaaS subscription supported by long-term client relationships, which provides flexibility to clients and enables them to rely on ActiveDisclosure as a comprehensive auditable repository available for both regularly scheduled and ad-hoc disclosures. ActiveDisclosure will fully support companies whether they choose to remain on a quarterly filing cadence or opt for

CHICAGO, May 5, 2026 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN)&nbsp;(the "Company" or "DFIN") today reported financial results for the first quarter of 2026. First-Quarter 2026 First-Quarter 2025 $ Change % Change Net Sales $205.5 million $201.1 million $4.4 million 2.2&nbsp;% Net Earnings $33.5 million $31.0 million $2.5 million 8.1&nbsp;% Adjusted EBITDA(a) $70.6 million

CHICAGO, April 21, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Tuesday, May 5, 2026, at 9:00 a.m. Eastern time to discuss its first-quarter fiscal year 2026 financial results, provide a general business update and respond to analyst questions. A live webcast of the call will also be available on the Company's investor relations website. Please visit investor.dfinsolutions.com at least fifteen minutes prior to the start of the event to register, download and install any necessary audio software.If you are unable to participate live, a replay of the webcast will be available following the conference call on the Company's investor relations website, along with the earnings press release, and related financial tables.DFIN's financial report for the first quarter will be released before the market opens on Tuesday, May 5, 2026, via a filing with the SEC on Form 8-K and will also be posted on the Company's investor relations website.About DFIN DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets transactions, and essential financial reporting at every stage of the corporate lifecycle. Our mission is simple: to empower clients with the software and support they need to stay ahead of public company filings, investment company filings, private reporting, and beneficial owner reporting, while enhancing workflow efficiency. We bring deep expertise to every engagement, driving transparency and collaboration built on confidence and reliability. Learn more at DFINsolutions.com or follow us on LinkedIn.  View original con