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WLY

JOHN WILEY & SONS, INC.

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4304
SEC CIK
0000107140
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832

Last 12 months

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 11, 2023 Filed Jan 13, 2023 19:02 UTC GrantPhantom Stock Units · Derivative 371 $43.73 $16,223.83
Disclosure

SEC source: 0000107140-23-000019 · wf-form4_167363652115561.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,046

Underlying: Class A Common · 371 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:58 UTC GrantPhantom Stock Units · Derivative 164 $43.73 $7,171.72
Disclosure

SEC source: 0000107140-23-000017 · wf-form4_167363626948956.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,818

Underlying: Class A Common · 164 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:55 UTC GrantPhantom Stock Units · Derivative 31 $43.73 $1,355.63
Disclosure

SEC source: 0000107140-23-000015 · wf-form4_167363612711402.xml · derivative · entry 1

Hemphill Brian O · CIK 0001934887 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,919

Underlying: Class A Common · 31 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:53 UTC GrantPhantom Stock Units · Derivative 150 $43.73 $6,559.50
Disclosure

SEC source: 0000107140-23-000013 · wf-form4_167363600702526.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,075

Underlying: Class A Common · 150 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:51 UTC GrantPhantom Stock Units · Derivative 112 $43.73 $4,897.76
Disclosure

SEC source: 0000107140-23-000011 · wf-form4_167363584808188.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,259

Underlying: Class A Common · 112 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:47 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 195 $43.73 $8,527.35
Disclosure

SEC source: 0000107140-23-000009 · wf-form4_167363566160058.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,782

Underlying: Class A Common · 195 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 11, 2023 Filed Jan 13, 2023 18:45 UTC GrantPhantom Stock Units · Derivative 227 $43.73 $9,926.71
Disclosure

SEC source: 0000107140-23-000007 · wf-form4_167363552025744.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,811

Underlying: Class A Common · 227 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
January 09, 2023 Filed Jan 10, 2023 22:14 UTC
Flynn JayEVP and GM, Research
Exercise / conversionRestricted Stock Units · Derivative 10,338 $0.00 $0.00
Disclosure

SEC source: 0000107140-23-000004 · wf-form4_167338888275466.xml · derivative · entry 3

Flynn Jay · CIK 0001884184 · EVP and GM, Research

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 10,338 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 1-for-1

F3 · date: Vesting date was on a Sunday, therefore, transaction was processed on the following Monday, January 9, 2023.

F4 · derivative.exercise_date: On January 8, 2020, reporting person was granted 10,338 restricted stock units scheduled to vest on January 8, 2023. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.

F4 · derivative.expiration_date: On January 8, 2020, reporting person was granted 10,338 restricted stock units scheduled to vest on January 8, 2023. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.

F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. As a result of this transaction, all restricted stock units for the January 8, 2020 grant have vested.

Read SEC document
January 09, 2023 Filed Jan 10, 2023 22:14 UTC
Flynn JayEVP and GM, Research
Tax withholdingClass A Common 4,358 $42.60 $185,650.80
Disclosure

SEC source: 0000107140-23-000004 · wf-form4_167338888275466.xml · nonDerivative · entry 2

Flynn Jay · CIK 0001884184 · EVP and GM, Research

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,935

F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.

Read SEC document
January 09, 2023 Filed Jan 10, 2023 22:14 UTC
Flynn JayEVP and GM, Research
Exercise / conversionClass A Common 10,338 $0.00 $0.00
Disclosure

SEC source: 0000107140-23-000004 · wf-form4_167338888275466.xml · nonDerivative · entry 1

Flynn Jay · CIK 0001884184 · EVP and GM, Research

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,293

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 15, 2022 Filed Dec 16, 2022 21:04 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 371.84 $40.37 $15,011.18
Disclosure

SEC source: 0000107140-22-000102 · wf-form4_167122466850265.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,586.84

Underlying: Class A Common · 371.84 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan. Settled upon reporting person's retirement in 100% Company Class A Common Shares on a one-for-one basis.

F2 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan. Settled upon reporting person's retirement in 100% Company Class A Common Shares on a one-for-one basis.

Read SEC document
December 14, 2022 Filed Dec 15, 2022 21:04 UTC
McMahan DanielleEVP, Chief People and Bus Ops
SaleClass A Common 1,599 $42.36 $67,733.64
Disclosure

SEC source: 0000107140-22-000100 · wf-form4_167113823871615.xml · nonDerivative · entry 1

McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,600

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.34 to $42.40 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.

Read SEC document
November 22, 2022 Filed Nov 23, 2022 21:04 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 11,964 $0.00 $0.00
Disclosure

SEC source: 0000107140-22-000082 · wf-form4_166923743120106.xml · derivative · entry 3

Van Tassell Christina · CIK 0001894986 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,777

Underlying: Class A Common · 11,964 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F3 · derivative.exercise_date: On November 22, 2021, the reporting person was granted 23,928 restricted stock units, vesting in two equal annual installments, beginning on November 22nd of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.

F3 · derivative.expiration_date: On November 22, 2021, the reporting person was granted 23,928 restricted stock units, vesting in two equal annual installments, beginning on November 22nd of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.

Read SEC document
November 22, 2022 Filed Nov 23, 2022 21:04 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
Tax withholdingClass A Common 6,617 $47.51 $314,373.67
Disclosure

SEC source: 0000107140-22-000082 · wf-form4_166923743120106.xml · nonDerivative · entry 2

Van Tassell Christina · CIK 0001894986 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,700

F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.

Read SEC document
November 22, 2022 Filed Nov 23, 2022 21:04 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
Exercise / conversionClass A Common 11,964 $0.00 $0.00
Disclosure

SEC source: 0000107140-22-000082 · wf-form4_166923743120106.xml · nonDerivative · entry 1

Van Tassell Christina · CIK 0001894986 · EVP, Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,317

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 15:02 UTC GrantPhantom Stock Units · Derivative 42 $41.00 $1,722.00
Disclosure

SEC source: 0000107140-22-000080 · wf-form4_166696932942641.xml · derivative · entry 1

Singh Inder M · CIK 0001670723 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,954

Underlying: Class A Common · 42 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:59 UTC GrantPhantom Stock Units · Derivative 392 $41.00 $16,072.00
Disclosure

SEC source: 0000107140-22-000078 · wf-form4_166696912808384.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,675

Underlying: Class A Common · 392 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:54 UTC GrantPhantom Stock Units · Derivative 174 $41.00 $7,134.00
Disclosure

SEC source: 0000107140-22-000076 · wf-form4_166696888259080.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,654

Underlying: Class A Common · 174 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:51 UTC GrantPhantom Stock Units · Derivative 33 $41.00 $1,353.00
Disclosure

SEC source: 0000107140-22-000074 · wf-form4_166696867562088.xml · derivative · entry 1

Hemphill Brian O · CIK 0001934887 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,889

Underlying: Class A Common · 33 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:47 UTC GrantPhantom Stock Units · Derivative 159 $41.00 $6,519.00
Disclosure

SEC source: 0000107140-22-000072 · wf-form4_166696843305252.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,925

Underlying: Class A Common · 159 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:43 UTC GrantPhantom Stock Units · Derivative 119 $41.00 $4,879.00
Disclosure

SEC source: 0000107140-22-000070 · wf-form4_166696818944948.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,146

Underlying: Class A Common · 119 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:32 UTC GrantPhantom Stock Units · Derivative 240 $41.00 $9,840.00
Disclosure

SEC source: 0000107140-22-000066 · wf-form4_166696755377663.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,584

Underlying: Class A Common · 240 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 26, 2022 Filed Oct 28, 2022 14:38 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 204 $41.00 $8,364.00
Disclosure

SEC source: 0000107140-22-000068 · wf-form4_166696791160295.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,215

Underlying: Class A Common · 204 shares

Expires not disclosed

F1 · derivative.exercise_price: 1-for-1.

F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock.

Read SEC document
October 24, 2022 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 170 $41.27 $7,015.90
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 13

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 20,356

F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:58 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000061 · wf-form4_166482331199283.xml · derivative · entry 2

Singh Inder M · CIK 0001670723 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,912

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F3 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:58 UTC GrantPhantom Stock Units · Derivative 1,772 $54.50 $96,574.00
Disclosure

SEC source: 0000107140-22-000061 · wf-form4_166482331199283.xml · derivative · entry 1

Singh Inder M · CIK 0001670723 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,772

Underlying: Class A Common · 1,772 shares

Expires not disclosed

F1 · security: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:48 UTC GrantClass A Common 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000059 · wf-form4_166482289137722.xml · nonDerivative · entry 1

PESCE WILLIAM J · CIK 0001201959 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,132

F1 · shares: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such shares will vest on the earlier of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:44 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000057 · wf-form4_166482266602371.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,283

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:38 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000055 · wf-form4_166482228755788.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,480

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:33 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000053 · wf-form4_166482192815937.xml · derivative · entry 2

Hemphill Brian O · CIK 0001934887 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,856

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F3 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:33 UTC GrantPhantom Stock Units · Derivative 711 $46.26 $32,890.86
Disclosure

SEC source: 0000107140-22-000053 · wf-form4_166482192815937.xml · derivative · entry 1

Hemphill Brian O · CIK 0001934887 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 716

Underlying: Class A Common · 711 shares

Expires not disclosed

F1 · security: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:27 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000051 · wf-form4_166482165897551.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,766

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:21 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000049 · wf-form4_166482128728718.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,027

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:15 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000047 · wf-form4_166482074469403.xml · derivative · entry 2

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,011

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F3 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:15 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 392 $38.22 $14,982.24
Disclosure

SEC source: 0000107140-22-000047 · wf-form4_166482074469403.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,871

Underlying: Class A Common · 392 shares

Expires not disclosed

F1 · security: Quarterly deferral of annual cash retainer into stock units under the Deferred Compensation Plan. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Quarterly deferral of annual cash retainer into stock units under the Deferred Compensation Plan. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Quarterly deferral of annual cash retainer into stock units under the Deferred Compensation Plan. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 29, 2022 Filed Oct 3, 2022 18:08 UTC GrantPhantom Stock Units · Derivative 3,140 $38.22 $120,010.80
Disclosure

SEC source: 0000107140-22-000045 · wf-form4_166482050016047.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,344

Underlying: Class A Common · 3,140 shares

Expires not disclosed

F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F2 · derivative.exercise_price: 1-for-1.

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.

Read SEC document
September 15, 2022 Filed Sep 19, 2022 14:40 UTC
Flynn JayEVP and GM, Research
SaleClass A Common 1,954 $43.65 $85,284.28
Disclosure

SEC source: 0000107140-22-000040 · wf-form4_166359844317742.xml · nonDerivative · entry 1

Flynn Jay · CIK 0001884184 · EVP and GM, Research

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,955

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:30 UTC GrantPhantom Stock Units · Derivative 182.82 $47.56 Strike: $0.00 $8,694.92
Disclosure

SEC source: 0001225208-22-008900 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,204.13

Underlying: Class A Common · 182.82 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:28 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 148.55 $47.56 Strike: $0.00 $7,065.04
Disclosure

SEC source: 0001225208-22-008899 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,478.92

Underlying: Class A Common · 148.55 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:27 UTC GrantPhantom Stock Units · Derivative 78.97 $47.56 Strike: $0.00 $3,755.81
Disclosure

SEC source: 0001225208-22-008898 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,887.14

Underlying: Class A Common · 78.97 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:27 UTC GrantPhantom Stock Units · Derivative 312.94 $47.56 Strike: $0.00 $14,883.43
Disclosure

SEC source: 0001225208-22-008897 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,143.0601

Underlying: Class A Common · 312.94 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:26 UTC GrantPhantom Stock Units · Derivative 125.78 $47.56 Strike: $0.00 $5,982.10
Disclosure

SEC source: 0001225208-22-008896 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,340.46

Underlying: Class A Common · 125.78 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:26 UTC GrantPhantom Stock Units · Derivative 113.35 $47.56 Strike: $0.00 $5,390.93
Disclosure

SEC source: 0001225208-22-008895 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,626.2

Underlying: Class A Common · 113.35 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 20, 2022 Filed Jul 22, 2022 16:26 UTC
Garavaglia MarianaFormer Director
GrantPhantom Stock Units · Derivative 49.41 $47.56 Strike: $0.00 $2,349.94
Disclosure

SEC source: 0001225208-22-008894 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Former Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,810.97

Underlying: Class A Common · 49.41 shares

Expires not disclosed

F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.

Read SEC document
July 18, 2022 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 143 $48.78 $6,975.54
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 12

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 20,186

F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan.

Read SEC document
July 15, 2022 Filed Jul 19, 2022 16:57 UTC
McMahan DanielleEVP, Chief People and Bus Ops
SaleClass A Common 3,200 $45.94 $147,008.00
Disclosure

SEC source: 0001225208-22-008848 · doc4.xml · nonDerivative · entry 1

McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,199

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.87 to $45.97 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 18:44 UTC
Hofer ShariEVP & Chief Marketing Officer
Exercise / conversionRestricted Stock Units · Derivative 1,426 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-008372 · doc4.xml · derivative · entry 3

Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,918

Underlying: Class A Common · 1,426 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: On June 1, 2022, the reporting person was granted 1,426 restricted stock units, which vested on June 30, 2022.

F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 1,426 restricted stock units, which vested on June 30, 2022.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 18:44 UTC
Hofer ShariEVP & Chief Marketing Officer
Tax withholdingClass A Common 348 $47.76 $16,620.48
Disclosure

SEC source: 0001225208-22-008372 · doc4.xml · nonDerivative · entry 2

Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,913

F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 18:44 UTC
Hofer ShariEVP & Chief Marketing Officer
Exercise / conversionClass A Common 1,426 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-008372 · doc4.xml · nonDerivative · entry 1

Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,261

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 30, 2022 Filed Jul 1, 2022 18:45 UTC
Leavy MatthewEVP & GM, APL
Exercise / conversionRestricted Stock Units · Derivative 4,787 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-008373 · doc4.xml · derivative · entry 3

Leavy Matthew · CIK 0001793222 · EVP & GM, APL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,212

Underlying: Class A Common · 4,787 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: On June 1, 2022, the reporting person was granted 4,787 restricted stock units, which vested on June 30, 2022.

F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,787 restricted stock units, which vested on June 30, 2022.

F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 30, 2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.