Company Broadridge Financial Solutions, Inc.

Equities

BR

US11133T1034

Professional Information Services

Real-time Estimate Cboe BZX Other stock markets 11:11:27 2024-04-24 am EDT			5-day change	1st Jan Change
194.2 ^USD	-0.89%		+0.53%	-5.48%

Apr. 16	Broadridge Financial Solutions, Inc. Executive Changes	CI
Apr. 15	SBI SECURITIES Selects Broadridge's Post-Trade Solution for its Equities Brokerage Services in the UK	CI

Business Summary

Broadridge Financial Solutions, Inc. is one of the world's leading financial communication groups. Net sales break down by activity as follows:

- provision of financial communication services (74.8%): for investors, banks, securities brokers, fund managers, etc.;

- provision of information technology services (25.2%): analysis of specific and complex economic environments, regular monitoring of listed securities on financial markets, financial investment advisory services, etc.

Net sales are distributed geographically as follows: the United States (86.8%), Europe (6.5%), Canada (6%), and other (0.7%).

Number of employees: 14,700

Sales per Business

USD in Million	2022	Weight	2023	Weight	Delta
Investor Communication Solutions 74.8 %	4,262	74.7 %	4,536	74.8 %	+6.42%
Global Technology and Operations 25.2 %	1,474	25.8 %	1,525	25.2 %	+3.45%

Sales per region

USD in Million	2022	Weight	2023	Weight	Delta
United States 86.8 %	4,880	85.5 %	5,260	86.8 %	+7.78%
Europe 6.5 %	386	6.8 %	392	6.5 %	+1.61%
Canada 6.1 %	398	7.0 %	367	6.1 %	-7.71%
Other 0.7 %	45	0.8 %	41	0.7 %	-7.81%

Managers

Managers	Title	Age	Since
Tim Gokey CEO	Chief Executive Officer	63	10-04-04
Rich Daly CHM	Chairman	71	07-02-28
Edmund Reese DFI	Director of Finance/CFO	49	20-11-29
Chris Perry PSD	President	62	14-08-31
Jason Birmingham CTO	Chief Tech/Sci/R&D Officer	-	19-05-31
Matthew Connor COO	Chief Operating Officer	57	06-12-31
Thomas Carey CTO	Chief Tech/Sci/R&D Officer	53	09-06-30
Tyler Derr CTO	Chief Tech/Sci/R&D Officer	-	11-12-31
Laura Matlin CMP	Compliance Officer	65	06-12-31
W. Thibault IRC	Investor Relations Contact	-	16-06-21

Members of the board

Members of the board	Title	Age	Since
Leslie Brun BRD	Director/Board Member	72	06-12-31
Brett Keller BRD	Director/Board Member	56	15-05-04
Tim Gokey CEO	Chief Executive Officer	63	10-04-04
Rich Daly CHM	Chairman	71	07-02-28
Eileen Murray BRD	Director/Board Member	66	22-08-31
Pamela Carter BRD	Director/Board Member	74	17-11-15
Annette Nazareth BRD	Director/Board Member	68	21-08-09
Robert Duelks BRD	Director/Board Member	69	09-10-18
Maura Markus BRD	Director/Board Member	66	13-02-28
Amit Zavery BRD	Director/Board Member	53	19-06-20

Share class

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	154,472,219	117,016,571 ( 75.75 %)	36,700,000 ( 23.76 %)	75.75 %

Shareholders

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 11.85 %	13,951,669	11.85 %	2 858 M $
BlackRock Advisors LLC 6.420 %	7,560,912	6.420 %	1 549 M $
Eaton Vance Management 5.253 %	6,186,537	5.253 %	1 267 M $
STATE STREET CORPORATION 4.088 %	4,814,385	4.088 %	986 M $
T. Rowe Price International Ltd. 3.515 %	4,140,017	3.515 %	848 M $
APG Asset Management NV 3.298 %	3,884,488	3.298 %	796 M $
Janus Henderson Investors US LLC 2.941 %	3,463,114	2.941 %	709 M $
Capital Research & Management Co. (International Investors) 2.593 %	3,054,013	2.593 %	626 M $
Baillie Gifford & Co. 2.380 %	2,803,441	2.380 %	574 M $
T. Rowe Price Investment Management, Inc. 2.250 %	2,649,779	2.250 %	543 M $

Company contact information

Broadridge Financial Solutions, Inc.

5 Dakota Drive Suite 300

11042, Lake Success

+516 472 5400

http://www.broadridge.com

address Broadridge Financial Solutions, Inc.(BR)

Group companies

Name	Category and Sector
Broadridge Financial Solutions (Canada) Corp. Broadridge Financial Solutions (Canada) Corp. Data Processing ServicesTechnology Services Broadridge Financial Solutions (Canada), Inc. provides financial solutions. The company is headquartered in Toronto, Canada.	Data Processing Services
Broadridge Investor Communications Corp. Broadridge Investor Communications Corp. Investment ManagersFinance Part of Broadridge Financial Solutions, Inc., Broadridge Investor Communications Corp. provides investor communication solutions. The private company is located in Canada.	Investment Managers
Itiviti Group AB Itiviti Group AB Packaged SoftwareTechnology Services Itiviti Group AB develops application software for trading. The firm offers solutions for automation, performance analysis, monitoring, on-site support, onboarding and certification, site reviews, specific management, and training. The company was founded in 2016 and is headquartered in Stockholm, Sweden.	Packaged Software