Tapewire

NYSE · USD

WLY

JOHN WILEY & SONS, INC.

Export transactions ↓
Tapewire entity
4304
SEC CIK
0000107140
Parsed reports
832

Last 12 months

Inside the activity.

0 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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
April 30, 2021 Filed May 4, 2021 17:43 UTC Exercise / conversionClass A Common 2,288 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007441 · doc4.xml · nonDerivative · entry 3

KRITZMACHER JOHN A · CIK 0001194009 · CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,088

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 30, 2021 Filed May 4, 2021 17:43 UTC Exercise / conversionClass A Common 2,752 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007441 · doc4.xml · nonDerivative · entry 2

KRITZMACHER JOHN A · CIK 0001194009 · CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,800

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 30, 2021 Filed May 4, 2021 17:43 UTC Exercise / conversionClass A Common 3,050 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007441 · doc4.xml · nonDerivative · entry 1

KRITZMACHER JOHN A · CIK 0001194009 · CFO and EVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,048

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 30, 2021 Filed May 4, 2021 17:43 UTC
Caridi ChristopherSVP, Global Corp Controller
Exercise / conversionRestricted Stock Units · Derivative 1,609 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007440 · doc4.xml · derivative · entry 3

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,594

Underlying: Class A Common · 1,609 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 October 26, 2020, the reporting person was granted 4,203 restricted stock units to vest: 1609 shares on April 30, 2021, 1216 shares on April 30, 2022, 927 shares on April 30, 2023, and 451 shares on April 30, 2024.

F3 · derivative.expiration_date: On October 26, 2020, the reporting person was granted 4,203 restricted stock units to vest: 1609 shares on April 30, 2021, 1216 shares on April 30, 2022, 927 shares on April 30, 2023, and 451 shares on April 30, 2024.

Read SEC document
April 30, 2021 Filed May 4, 2021 17:43 UTC
Caridi ChristopherSVP, Global Corp Controller
Tax withholdingClass A Common 592 $56.94 $33,708.48
Disclosure

SEC source: 0001225208-21-007440 · doc4.xml · nonDerivative · entry 2

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,017

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

Read SEC document
April 30, 2021 Filed May 4, 2021 17:43 UTC
Caridi ChristopherSVP, Global Corp Controller
Exercise / conversionClass A Common 1,609 $0.00 $0.00
Disclosure

SEC source: 0001225208-21-007440 · doc4.xml · nonDerivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,609

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 21, 2021 Filed Apr 22, 2021 20:37 UTC GrantPhantom Stock Units · Derivative 68.41 $57.04 Strike: $0.00 $3,902.11
Disclosure

SEC source: 0001225208-21-006926 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,461.07

Underlying: Class A Common · 68.41 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 21, 2021 Filed Apr 22, 2021 20:37 UTC GrantPhantom Stock Units · Derivative 86.57 $57.04 Strike: $0.00 $4,937.95
Disclosure

SEC source: 0001225208-21-006928 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,504.31

Underlying: Class A Common · 86.57 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 21, 2021 Filed Apr 22, 2021 20:37 UTC GrantPhantom Stock Units · Derivative 25.73 $57.04 Strike: $0.00 $1,467.64
Disclosure

SEC source: 0001225208-21-006927 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,310.05

Underlying: Class A Common · 25.73 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
April 21, 2021 Filed Apr 22, 2021 20:37 UTC GrantPhantom Stock Units · Derivative 235.68 $57.04 Strike: $0.00 $13,443.19
Disclosure

SEC source: 0001225208-21-006925 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,485.4201

Underlying: Class A Common · 235.68 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 21, 2021 Filed Apr 22, 2021 20:36 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 101.17 $57.04 $5,770.74
Disclosure

SEC source: 0001225208-21-006924 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,949.99

Underlying: Class A Common · 101.17 shares

Expires not disclosed

F1 · derivative.exercise_price: 0.00

F2 · 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.

F2 · 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 21, 2021 Filed Apr 22, 2021 20:35 UTC GrantPhantom Stock Units · Derivative 132.01 $57.04 Strike: $0.00 $7,529.85
Disclosure

SEC source: 0001225208-21-006923 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,117.62

Underlying: Class A Common · 132.01 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 21, 2021 Filed Apr 22, 2021 20:35 UTC GrantPhantom Stock Units · Derivative 49.28 $57.04 Strike: $0.00 $2,810.93
Disclosure

SEC source: 0001225208-21-006922 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,256.45

Underlying: Class A Common · 49.28 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.

F2 · 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 19, 2021 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 116 $57.43 $6,661.88
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 7

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 19,558

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
April 14, 2021 Filed Apr 14, 2021 22:58 UTC
Kissner MatthewEVP, Group Executive
SaleClass A Common 16,500 $55.80 $920,716.50
Disclosure

SEC source: 0001225208-21-006764 · doc4.xml · nonDerivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · EVP, Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,892.9471

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.1100 to $56.0250 per share, inclusive.

Read SEC document
March 25, 2021 Filed Mar 29, 2021 16:23 UTC GrantPhantom Stock Units · Derivative 469 $53.27 Strike: $0.00 $24,983.63
Disclosure

SEC source: 0001225208-21-005979 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,392.66

Underlying: Class A Common · 469 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
January 21, 2021 Filed Jan 21, 2021 22:47 UTC
Leavy MatthewEVP, Education Publishing
SaleClass A Common 500 $47.31 $23,655.00
Disclosure

SEC source: 0001225208-21-001026 · doc4.xml · nonDerivative · entry 1

Leavy Matthew · CIK 0001793222 · EVP, Education Publishing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 526

Read SEC document
January 15, 2021 Filed Jan 15, 2021 20:22 UTC
Caridi ChristopherSVP, Global Corp Controller
SaleClass A Common 1,126 $47.37 $53,339.18
Disclosure

SEC source: 0001225208-21-000848 · doc4.xml · nonDerivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.36 to $47.39 per share, inclusive.

Read SEC document
January 13, 2021 Filed Jan 15, 2021 19:55 UTC GrantPhantom Stock Units · Derivative 103.19 $47.51 Strike: $0.00 $4,902.56
Disclosure

SEC source: 0001225208-21-000846 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,417.74

Underlying: Class A Common · 103.19 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 13, 2021 Filed Jan 15, 2021 19:54 UTC GrantPhantom Stock Units · Derivative 30.34 $47.51 Strike: $0.00 $1,441.45
Disclosure

SEC source: 0001225208-21-000845 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,284.32

Underlying: Class A Common · 30.34 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 13, 2021 Filed Jan 15, 2021 19:53 UTC GrantPhantom Stock Units · Derivative 280.93 $47.51 Strike: $0.00 $13,346.98
Disclosure

SEC source: 0001225208-21-000843 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,249.7401

Underlying: Class A Common · 280.93 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 13, 2021 Filed Jan 15, 2021 19:54 UTC GrantPhantom Stock Units · Derivative 78.19 $47.51 Strike: $0.00 $3,714.81
Disclosure

SEC source: 0001225208-21-000844 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,923.66

Underlying: Class A Common · 78.19 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 13, 2021 Filed Jan 15, 2021 19:53 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 120.59 $47.51 $5,729.23
Disclosure

SEC source: 0001225208-21-000842 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,848.82

Underlying: Class A Common · 120.59 shares

Expires not disclosed

F1 · derivative.exercise_price: 0.00

F2 · 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.

F2 · 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 13, 2021 Filed Jan 15, 2021 19:53 UTC GrantPhantom Stock Units · Derivative 157.36 $47.51 Strike: $0.00 $7,476.17
Disclosure

SEC source: 0001225208-21-000841 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,985.61

Underlying: Class A Common · 157.36 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 13, 2021 Filed Jan 15, 2021 19:53 UTC GrantPhantom Stock Units · Derivative 58.74 $47.51 Strike: $0.00 $2,790.74
Disclosure

SEC source: 0001225208-21-000840 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,207.17

Underlying: Class A Common · 58.74 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 11, 2021 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 135 $49.00 $6,615.00
Disclosure

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

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 19,442

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
January 05, 2021 Filed Jan 7, 2021 01:42 UTC
Kissner MatthewEVP, Group Executive
SaleClass A Common 8,000 $46.65 $373,200.00
Disclosure

SEC source: 0001225208-21-000607 · doc4.xml · nonDerivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · EVP, Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,392.9471

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.64 to $46.72 per share, inclusive.

Read SEC document
December 17, 2020 Filed Dec 21, 2020 22:30 UTC GrantPhantom Stock Units · Derivative 289.35 $45.96 Strike: $0.00 $13,298.53
Disclosure

SEC source: 0001225208-20-014948 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,846.02

Underlying: Class A Common · 289.35 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
October 31, 2020 Filed Nov 2, 2020 22:20 UTC
Caridi ChristopherSVP, Global Corp Controller
Exercise / conversionRestricted Stock Units · Derivative 1,706 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-012910 · doc4.xml · derivative · entry 3

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 1,706 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.

F1 · derivative.exercise_price: $0.00

F3 · derivative.exercise_date: Restricted stock units convert into Class A common stock on a one-for-one basis.

F4 · derivative.expiration_date: On October 26, 2020, the reporting person was granted 1,706 restricted stock units, representing a settlement of performance stock units, vesting on October 31, 2020.

Read SEC document
October 31, 2020 Filed Nov 2, 2020 22:20 UTC
Caridi ChristopherSVP, Global Corp Controller
Tax withholdingClass A Common 580 $30.96 $17,956.80
Disclosure

SEC source: 0001225208-20-012910 · doc4.xml · nonDerivative · entry 2

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,126

F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.

Read SEC document
October 31, 2020 Filed Nov 2, 2020 22:20 UTC
Caridi ChristopherSVP, Global Corp Controller
Exercise / conversionClass A Common 1,706 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-012910 · doc4.xml · nonDerivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,706

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.

F1 · price: $0.00

Read SEC document
October 26, 2020 Filed Oct 28, 2020 22:50 UTC
Caridi ChristopherSVP, Global Corp Controller
GrantRestricted Stock Units · Derivative 1,706 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-012796 · doc4.xml · derivative · entry 2

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,706

Underlying: Class A Common · 1,706 shares

Expires not disclosed

F3 · derivative.exercise_price: $0.00

F4 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on October 31, 2020.

F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested.

Read SEC document
October 26, 2020 Filed Oct 28, 2020 22:50 UTC
Caridi ChristopherSVP, Global Corp Controller
GrantRestricted Stock Units · Derivative 4,203 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-20-012796 · doc4.xml · derivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Global Corp Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,203

Underlying: Class A Common · 4,203 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted stock units to vest: 1609 shares on April 30, 2021, 1216 shares on April 30, 2022, 927 shares on April 30, 2023, and 451 shares on April 30, 2024.

F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested.

Read SEC document
October 21, 2020 Filed Oct 23, 2020 22:30 UTC GrantPhantom Stock Units · Derivative 153.49 $31.60 Strike: $0.00 $4,850.28
Disclosure

SEC source: 0001225208-20-012725 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,314.55

Underlying: Class A Common · 153.49 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
October 21, 2020 Filed Oct 23, 2020 22:30 UTC GrantPhantom Stock Units · Derivative 45.61 $31.60 Strike: $0.00 $1,441.28
Disclosure

SEC source: 0001225208-20-012724 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,253.98

Underlying: Class A Common · 45.61 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 21, 2020 Filed Oct 23, 2020 22:29 UTC GrantPhantom Stock Units · Derivative 113.2 $31.60 Strike: $0.00 $3,577.12
Disclosure

SEC source: 0001225208-20-012723 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,556.67

Underlying: Class A Common · 113.2 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 21, 2020 Filed Oct 23, 2020 22:02 UTC GrantPhantom Stock Units · Derivative 417.84 $31.60 Strike: $0.00 $13,203.74
Disclosure

SEC source: 0001225208-20-012718 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,968.8101

Underlying: Class A Common · 417.84 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 21, 2020 Filed Oct 23, 2020 22:03 UTC GrantPhantom Stock Units · Derivative 234.05 $31.60 Strike: $0.00 $7,395.98
Disclosure

SEC source: 0001225208-20-012719 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,828.25

Underlying: Class A Common · 234.05 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
October 21, 2020 Filed Oct 23, 2020 22:01 UTC GrantPhantom Stock Units · Derivative 87.37 $31.60 Strike: $0.00 $2,760.89
Disclosure

SEC source: 0001225208-20-012717 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,148.43

Underlying: Class A Common · 87.37 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 21, 2020 Filed Oct 23, 2020 22:01 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 179.37 $31.60 $5,668.09
Disclosure

SEC source: 0001225208-20-012716 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,728.23

Underlying: Class A Common · 179.37 shares

Expires not disclosed

F1 · derivative.exercise_price: 0.00

F2 · 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.

F2 · 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 19, 2020 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 192 $34.00 $6,528.00
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 5

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 19,307

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 24, 2020 Filed Sep 28, 2020 20:50 UTC GrantClass A Common 3,545 $31.03 $110,001.35
Disclosure

SEC source: 0001225208-20-011850 · doc4.xml · nonDerivative · entry 1

PESCE WILLIAM J · CIK 0001201959 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,694

F1 · shares: 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:50 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011849 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,161.06

Underlying: Class A Common · 3,545 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:50 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011848 · doc4.xml · derivative · entry 1

Garavaglia Mariana · CIK 0001816415 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,208.37

Underlying: Class A Common · 3,545 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:48 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011846 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,550.9701

Underlying: Class A Common · 3,545 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:48 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011845 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,594.2

Underlying: Class A Common · 3,545 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:48 UTC GrantPhantom Stock Units · Derivative 564 $31.03 Strike: $0.00 $17,500.92
Disclosure

SEC source: 0001225208-20-011847 · doc4.xml · derivative · entry 2

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,443.47

Underlying: Class A Common · 564 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 24, 2020 Filed Sep 28, 2020 20:48 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011847 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,879.47

Underlying: Class A Common · 3,545 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:48 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 3,545 $31.03 $110,001.35
Disclosure

SEC source: 0001225208-20-011844 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,548.86

Underlying: Class A Common · 3,545 shares

Expires not disclosed

F1 · derivative.exercise_price: $0.00

F2 · 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.

F2 · 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.

Read SEC document
September 24, 2020 Filed Sep 28, 2020 20:48 UTC GrantPhantom Stock Units · Derivative 3,545 $31.03 Strike: $0.00 $110,001.35
Disclosure

SEC source: 0001225208-20-011843 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,061.06

Underlying: Class A Common · 3,545 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.

Read SEC document

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