| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
No Longer A 10% Owner. | 10% Owner
1 company
Simcoe Capital Management, LLC last filed a Form 4 in November 2023, as No Longer A 10% Owner. at DFIN.
Historically, Simcoe Capital Management, LLC's trades have earned a below-average insider score of 48/100 across 13 rated trades. Over a 12-month horizon, 23.1% of those trades were profitable, with an average 12-month return of -8.7%.
At the last filing, the largest reported position was 177,267 shares of DFIN. The DFIN filings lean toward selling, a net 604,948 shares.
Simcoe Capital Management, LLC has 5 Form 4 filings on record from May 2022 to November 2023, all as No Longer A 10% Owner. at Donnelley Financial Solutions (DFIN), 2022–2023.
The 36 reported transactions were 30 open-market sales and 6 open-market purchases.
Counted by filing, the open-market trades come to 1 purchase worth about $13.2M and 4 sales worth about $53.2M.
The only open-market purchase was 494,725 shares of DFIN at an average $26.61 on May 11, 2022, about $13.2M. Twelve months later DFIN was up 71%.
The largest open-market sale was 343,206 shares of DFIN at an average $55.55 on November 3, 2023, about $19.1M. Twelve months later DFIN was up 3%.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from November 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2023 | DFIN Donnelley Financial Solutions, Inc. | No Longer A 10% Owner. | Sell | 343,206 | $55.55 | $19,066,030.70 | -65.9% | +15.5% | +2.8% | |
| Aug 28, 2023 | DFIN Donnelley Financial Solutions, Inc. | 10% Owner | Sell | 216,609 | $47.13 | $10,208,882.70 | -73.7% | +24.3% | +38.9% | |
| Aug 14, 2023 | DFIN Donnelley Financial Solutions, Inc. | 10% Owner | Sell | 178,926 | $47.81 | $8,553,814.10 | -63.1% | +17.3% | +35.5% | |
| May 8, 2023 | DFIN Donnelley Financial Solutions, Inc. | 10% Owner | Sell | 360,932 | $42.65 | $15,394,842.97 | -75.8% | +13.2% | +48.0% | |
| May 11, 2022 | DFIN Donnelley Financial Solutions, Inc. | 10% Owner | Buy | 494,725 | $26.61 | $13,165,509.38 | -164.6% | +66.2% | +71.2% |