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WLY

JOHN WILEY & SONS, INC.

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SEC CIK
0000107140
Parsed reports
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
May 02, 2022 Filed May 4, 2022 18:38 UTC
Leavy MatthewEVP, Education Publishing
Exercise / conversionClass A Common 263 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 4

Leavy Matthew · CIK 0001793222 · EVP, Education Publishing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,499

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
May 02, 2022 Filed May 4, 2022 18:38 UTC
Leavy MatthewEVP, Education Publishing
Exercise / conversionClass A Common 961 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 3

Leavy Matthew · CIK 0001793222 · EVP, Education Publishing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,236

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
May 02, 2022 Filed May 4, 2022 18:38 UTC
Leavy MatthewEVP, Education Publishing
Exercise / conversionClass A Common 1,308 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 2

Leavy Matthew · CIK 0001793222 · EVP, Education Publishing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,275

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
May 02, 2022 Filed May 4, 2022 18:38 UTC
Leavy MatthewEVP, Education Publishing
Exercise / conversionClass A Common 1,580 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 1

Leavy Matthew · CIK 0001793222 · EVP, Education Publishing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,967

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
April 20, 2022 Filed Apr 21, 2022 20:42 UTC GrantPhantom Stock Units · Derivative 107.49 $54.91 Strike: $0.00 $5,902.28
Disclosure

SEC source: 0001225208-22-005997 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,214.68

Underlying: Class A Common · 107.49 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
April 20, 2022 Filed Apr 21, 2022 20:40 UTC GrantPhantom Stock Units · Derivative 42.22 $54.91 Strike: $0.00 $2,318.30
Disclosure

SEC source: 0001225208-22-005996 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,761.56

Underlying: Class A Common · 42.22 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
April 20, 2022 Filed Apr 21, 2022 20:39 UTC GrantPhantom Stock Units · Derivative 96.86 $54.91 Strike: $0.00 $5,318.58
Disclosure

SEC source: 0001225208-22-005995 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,512.85

Underlying: Class A Common · 96.86 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
April 20, 2022 Filed Apr 21, 2022 20:38 UTC GrantPhantom Stock Units · Derivative 267.42 $54.91 Strike: $0.00 $14,684.03
Disclosure

SEC source: 0001225208-22-005994 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,830.1201

Underlying: Class A Common · 267.42 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
April 20, 2022 Filed Apr 21, 2022 20:33 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 124.9 $54.91 Strike: $0.00 $6,858.26
Disclosure

SEC source: 0001225208-22-005991 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,004.21

Underlying: Class A Common · 124.9 shares

Expires not disclosed

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

Read SEC document
April 20, 2022 Filed Apr 21, 2022 20:36 UTC GrantPhantom Stock Units · Derivative 67.49 $54.91 Strike: $0.00 $3,705.88
Disclosure

SEC source: 0001225208-22-005993 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,808.17

Underlying: Class A Common · 67.49 shares

Expires not disclosed

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

Read SEC document
April 20, 2022 Filed Apr 21, 2022 20:33 UTC GrantPhantom Stock Units · Derivative 156.23 $54.91 Strike: $0.00 $8,578.59
Disclosure

SEC source: 0001225208-22-005992 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,021.31

Underlying: Class A Common · 156.23 shares

Expires not disclosed

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

Read SEC document
April 18, 2022 Filed Apr 20, 2022 13:21 UTC
McMahan DanielleEVP, Chief People and Bus Ops
SaleClass A Common 1,000 $53.73 $53,730.00
Disclosure

SEC source: 0001225208-22-005921 · 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: 1,028

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.71 to $53.75 per share, inclusive.

Read SEC document
April 18, 2022 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 128 $53.77 $6,882.56
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 11

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 20,043

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
March 24, 2022 Filed Mar 28, 2022 19:54 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 280 $53.60 Strike: $0.00 $15,008.00
Disclosure

SEC source: 0001225208-22-005097 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,879.31

Underlying: Class A Common · 280 shares

Expires not disclosed

F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Common Shares.

F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Common Shares.

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:43 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 122.11 $55.03 Strike: $0.00 $6,719.71
Disclosure

SEC source: 0001225208-22-000771 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,599.31

Underlying: Class A Common · 122.11 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:48 UTC GrantPhantom Stock Units · Derivative 106.58 $55.03 Strike: $0.00 $5,865.10
Disclosure

SEC source: 0001225208-22-000777 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,107.19

Underlying: Class A Common · 106.58 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:47 UTC GrantPhantom Stock Units · Derivative 41.87 $55.03 Strike: $0.00 $2,304.11
Disclosure

SEC source: 0001225208-22-000776 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,719.34

Underlying: Class A Common · 41.87 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:45 UTC GrantPhantom Stock Units · Derivative 265.18 $55.03 Strike: $0.00 $14,592.86
Disclosure

SEC source: 0001225208-22-000774 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,562.7001

Underlying: Class A Common · 265.18 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:46 UTC GrantPhantom Stock Units · Derivative 96.05 $55.03 Strike: $0.00 $5,285.63
Disclosure

SEC source: 0001225208-22-000775 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,415.99

Underlying: Class A Common · 96.05 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:45 UTC GrantPhantom Stock Units · Derivative 154.92 $55.03 Strike: $0.00 $8,525.25
Disclosure

SEC source: 0001225208-22-000773 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,865.08

Underlying: Class A Common · 154.92 shares

Expires not disclosed

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

Read SEC document
January 12, 2022 Filed Jan 15, 2022 00:42 UTC GrantPhantom Stock Units · Derivative 66.92 $55.03 Strike: $0.00 $3,682.61
Disclosure

SEC source: 0001225208-22-000770 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,740.68

Underlying: Class A Common · 66.92 shares

Expires not disclosed

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

Read SEC document
January 10, 2022 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 117 $58.25 $6,815.25
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 10

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 19,915

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
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionRestricted Stock Units · Derivative 9,151 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · derivative · entry 9

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,456

Underlying: Class A Common · 9,151 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.

F5 · derivative.exercise_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 26, 2020, reporting person was granted restristed stock units totaling 12,201, which was scheduled to vest in four annual installments on April 30th of each year.

F5 · derivative.expiration_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 26, 2020, reporting person was granted restristed stock units totaling 12,201, which was scheduled to vest in four annual installments on April 30th of each year.

Read SEC document
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionRestricted Stock Units · Derivative 8,093 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · derivative · entry 8

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,607

Underlying: Class A Common · 8,093 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.

F4 · derivative.exercise_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 24, 2021, reporting person was granted restristed stock units totaling 8,093, which was scheduled to vest in four annual installments on April 30th of each year.

F4 · derivative.expiration_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 24, 2021, reporting person was granted restristed stock units totaling 8,093, which was scheduled to vest in four annual installments on April 30th of each year.

Read SEC document
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionRestricted Stock Units · Derivative 5,504 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · derivative · entry 7

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,700

Underlying: Class A Common · 5,504 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.

F3 · derivative.exercise_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 27, 2019, reporting person was granted restristed stock units totaling 11,007, which was scheduled to vest in four annual installments on April 30th of each year.

F3 · derivative.expiration_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 27, 2019, reporting person was granted restristed stock units totaling 11,007, which was scheduled to vest in four annual installments on April 30th of each year.

Read SEC document
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionRestricted Stock Units · Derivative 1,789 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · derivative · entry 6

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,204

Underlying: Class A Common · 1,789 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: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 20, 2018, reporting person was granted restristed stock units totaling 7,154, which was scheduled to vest in four annual installments on April 30th of each year.

F2 · derivative.expiration_date: Represents an accelerated vesting due to separation from the company (see 8k filed on 10/28/2021). On June 20, 2018, reporting person was granted restristed stock units totaling 7,154, which was scheduled to vest in four annual installments on April 30th of each year.

Read SEC document
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Tax withholdingClass A Common 12,553 $57.27 $718,910.31
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · nonDerivative · entry 5

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,004

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

Read SEC document
December 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionClass A Common 1,789 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · nonDerivative · entry 4

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,557

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 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionClass A Common 5,504 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · nonDerivative · entry 3

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,768

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 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionClass A Common 8,093 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · nonDerivative · entry 2

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,264

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 31, 2021 Filed Jan 6, 2022 23:35 UTC
KRITZMACHER JOHN AFormer CFO and EVP
Exercise / conversionClass A Common 9,151 $0.00 $0.00
Disclosure

SEC source: 0001225208-22-000550 · doc4.xml · nonDerivative · entry 1

KRITZMACHER JOHN A · CIK 0001194009 · Former CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,171

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 16, 2021 Filed Dec 20, 2021 22:31 UTC GrantPhantom Stock Units · Derivative 476 $52.55 Strike: $0.00 $25,013.80
Disclosure

SEC source: 0001225208-21-015162 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,319.94

Underlying: Class A Common · 476 shares

Expires not disclosed

F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares.

F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares.

Read SEC document
November 22, 2021 Filed Nov 24, 2021 18:41 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
GrantRestricted Stock Units · Derivative 9,571 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-21-014145 · doc4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,499

Underlying: Class A Common · 9,571 shares

Expires not disclosed

F3 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested.

F5 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2022, and are subject to forfeiture under the terms and conditions of the grant.

Read SEC document
November 22, 2021 Filed Nov 24, 2021 18:41 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
GrantRestricted Stock Units · Derivative 23,928 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-21-014145 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,928

Underlying: Class A Common · 23,928 shares

Expires not disclosed

F3 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested.

F4 · derivative.expiration_date: Restricted stock units vest in two equal annual installments on November 22, 2022 and November 22, 2023, and are subject to forfeiture under the terms and conditions of the grant.

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November 22, 2021 Filed Nov 24, 2021 18:41 UTC
Van Tassell ChristinaEVP, Chief Financial Officer
GrantNon-Qualified Stock Options · Derivative 20,000 $0.00 Strike: $63.07 $0.00
Disclosure

SEC source: 0001225208-21-014145 · doc4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common · 20,000 shares

Expires 2031-11-21

F1 · derivative.exercise_price: Non-Qualified stock options granted at a premium price of $63.07.

F2 · derivative.exercise_date: Non-qualified stock options to vest as follows: 10% on 4/30/2022; 20% on 4/30/2023, 30% on 4/30/2024 and 40% on 4/30/2025.

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October 27, 2021 Filed Oct 29, 2021 20:41 UTC GrantPhantom Stock Units · Derivative 68.04 $53.10 Strike: $0.00 $3,612.92
Disclosure

SEC source: 0001225208-21-013346 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,843.94

Underlying: Class A Common · 68.04 shares

Expires not disclosed

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

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October 27, 2021 Filed Oct 29, 2021 18:54 UTC GrantPhantom Stock Units · Derivative 109.75 $53.10 Strike: $0.00 $5,827.73
Disclosure

SEC source: 0001225208-21-013338 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,000.61

Underlying: Class A Common · 109.75 shares

Expires not disclosed

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

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October 27, 2021 Filed Oct 29, 2021 20:39 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 125.73 $53.10 Strike: $0.00 $6,676.26
Disclosure

SEC source: 0001225208-21-013345 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,477.2

Underlying: Class A Common · 125.73 shares

Expires not disclosed

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

Read SEC document
October 27, 2021 Filed Oct 29, 2021 18:38 UTC GrantPhantom Stock Units · Derivative 68.9 $53.10 Strike: $0.00 $3,658.59
Disclosure

SEC source: 0001225208-21-013335 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,673.76

Underlying: Class A Common · 68.9 shares

Expires not disclosed

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

Read SEC document
October 27, 2021 Filed Oct 29, 2021 18:51 UTC GrantPhantom Stock Units · Derivative 43.11 $53.10 Strike: $0.00 $2,289.14
Disclosure

SEC source: 0001225208-21-013337 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,677.47

Underlying: Class A Common · 43.11 shares

Expires not disclosed

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

Read SEC document
October 27, 2021 Filed Oct 29, 2021 18:36 UTC GrantPhantom Stock Units · Derivative 159.51 $53.10 Strike: $0.00 $8,469.98
Disclosure

SEC source: 0001225208-21-013334 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,710.16

Underlying: Class A Common · 159.51 shares

Expires not disclosed

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

Read SEC document
October 27, 2021 Filed Oct 29, 2021 18:41 UTC GrantPhantom Stock Units · Derivative 273.04 $53.10 Strike: $0.00 $14,498.42
Disclosure

SEC source: 0001225208-21-013336 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,297.5201

Underlying: Class A Common · 273.04 shares

Expires not disclosed

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

Read SEC document
October 25, 2021 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 119 $56.86 $6,766.34
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 9

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 19,798

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.

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September 30, 2021 Filed Oct 4, 2021 20:57 UTC GrantClass A Common 2,298 $52.21 $119,978.58
Disclosure

SEC source: 0001225208-21-012780 · doc4.xml · nonDerivative · entry 1

PESCE WILLIAM J · CIK 0001201959 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,992

F1 · price: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

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September 30, 2021 Filed Oct 4, 2021 20:54 UTC GrantPhantom Stock Units · Derivative 2,298 $52.21 Strike: $0.00 $119,978.58
Disclosure

SEC source: 0001225208-21-012779 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,024.4801

Underlying: Class A Common · 2,298 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

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September 30, 2021 Filed Oct 4, 2021 20:50 UTC GrantPhantom Stock Units · Derivative 2,298 $52.21 Strike: $0.00 $119,978.58
Disclosure

SEC source: 0001225208-21-012773 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,634.36

Underlying: Class A Common · 2,298 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

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September 30, 2021 Filed Oct 4, 2021 20:34 UTC GrantPhantom Stock Units · Derivative 2,298 $52.21 Strike: $0.00 $119,978.58
Disclosure

SEC source: 0001225208-21-012772 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,890.86

Underlying: Class A Common · 2,298 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

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September 30, 2021 Filed Oct 4, 2021 20:26 UTC GrantPhantom Stock Units · Derivative 479 $52.21 Strike: $0.00 $25,008.59
Disclosure

SEC source: 0001225208-21-012770 · doc4.xml · derivative · entry 2

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,775.9

Underlying: Class A Common · 479 shares

Expires not disclosed

F2 · derivative.exercise_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares.

F2 · derivative.expiration_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 20:26 UTC GrantPhantom Stock Units · Derivative 2,298 $52.21 Strike: $0.00 $119,978.58
Disclosure

SEC source: 0001225208-21-012770 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,296.9

Underlying: Class A Common · 2,298 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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.

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September 30, 2021 Filed Oct 4, 2021 20:03 UTC GrantPhantom Stock Units · Derivative 2,298 $52.21 Strike: $0.00 $119,978.58
Disclosure

SEC source: 0001225208-21-012736 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,604.86

Underlying: Class A Common · 2,298 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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.

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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.