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WLY

JOHN WILEY & SONS, INC.

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SEC CIK
0000107140
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832

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Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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Jan 202600
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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
April 30, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 95 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 9

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96

Underlying: Class A Common · 95 shares

Expires 2027-06-21

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: On June 21, 2017, the reporting person was granted 382 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant.

F4 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 382 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant.

Read SEC document
April 30, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 87 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 8

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175

Underlying: Class A Common · 87 shares

Expires 2028-06-20

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: On June 20, 2018, the reporting person was granted 349 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant.

F3 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 349 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant.

Read SEC document
April 30, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionRestricted Stock Units · Derivative 278 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 7

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 278 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 a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 30, 2019, and April 30, 2020.

F2 · derivative.expiration_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 30, 2019, and April 30, 2020.

Read SEC document
April 30, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Tax withholdingClass A Common 254 $37.55 $9,537.70
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 6

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,450

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

Read SEC document
April 30, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionClass A Common 87 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 5

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,704

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, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionClass A Common 95 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 4

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,617

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, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionClass A Common 117 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 3

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,522

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, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionClass A Common 118 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 2

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,405

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, 2020 Filed May 4, 2020 20:22 UTC
Silver Deirdre P.EVP, General Counsel
Exercise / conversionClass A Common 278 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-007003 · doc4.xml · nonDerivative · entry 1

Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,287

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 15, 2020 Filed Apr 17, 2020 16:24 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 128.22 $33.81 $4,335.12
Disclosure

SEC source: 0001225208-20-006543 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,879.01

Underlying: Class A Common · 128.22 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 15, 2020 Filed Apr 17, 2020 16:28 UTC GrantPhantom Stock Units · Derivative 104.68 $33.81 Strike: $0.00 $3,539.23
Disclosure

SEC source: 0001225208-20-006549 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,514.13

Underlying: Class A Common · 104.68 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 15, 2020 Filed Apr 17, 2020 16:24 UTC GrantPhantom Stock Units · Derivative 177.97 $33.81 Strike: $0.00 $6,017.17
Disclosure

SEC source: 0001225208-20-006544 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,875.91

Underlying: Class A Common · 177.97 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 15, 2020 Filed Apr 17, 2020 16:28 UTC GrantPhantom Stock Units · Derivative 25.57 $33.81 Strike: $0.00 $864.52
Disclosure

SEC source: 0001225208-20-006548 · doc4.xml · derivative · entry 1

Pence William Edward IV · CIK 0001417365 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,568.06

Underlying: Class A Common · 25.57 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 15, 2020 Filed Apr 17, 2020 16:26 UTC GrantPhantom Stock Units · Derivative 101.62 $33.81 Strike: $0.00 $3,435.77
Disclosure

SEC source: 0001225208-20-006547 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,588.31

Underlying: Class A Common · 101.62 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 15, 2020 Filed Apr 17, 2020 16:25 UTC GrantPhantom Stock Units · Derivative 345.18 $33.81 Strike: $0.00 $11,670.54
Disclosure

SEC source: 0001225208-20-006546 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,669.8701

Underlying: Class A Common · 345.18 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
April 15, 2020 Filed Apr 17, 2020 16:25 UTC GrantPhantom Stock Units · Derivative 44.53 $33.81 Strike: $0.00 $1,505.56
Disclosure

SEC source: 0001225208-20-006545 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,472.7

Underlying: Class A Common · 44.53 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 13, 2020 Filed Jul 14, 2023 21:04 UTC PurchaseClass B Common Stock 167 $38.26 $6,389.42
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 3

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 18,935

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 20, 2020 Filed Apr 6, 2020 15:57 UTC
Caridi ChristopherSVP, Corporate Controller
Tax withholdingClass A Common 840 $32.83 $27,577.20
Disclosure

SEC source: 0001225208-20-006104 · doc4.xml · nonDerivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,386

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

Read SEC document
March 19, 2020 Filed Mar 23, 2020 18:50 UTC GrantPhantom Stock Units · Derivative 722 $34.63 Strike: $0.00 $25,002.86
Disclosure

SEC source: 0001225208-20-005468 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,486.69

Underlying: Class A Common · 722 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
March 13, 2020 Filed Jul 14, 2023 21:04 UTC SaleClass B Common Stock 11,000 $35.25 $387,750.00
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 2

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
March 12, 2020 Filed Jul 14, 2023 21:04 UTC SaleClass B Common Stock 4,537 $32.41 $147,044.17
Disclosure

SEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 1

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,000

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:39 UTC
Kissner MatthewGroup Executive
Exercise / conversionPhantom Stock Units · Derivative 38,808.9471 $46.30 Strike: $0.00 $1,796,854.25
Disclosure

SEC source: 0001225208-20-001291 · doc4.xml · derivative · entry 2

KISSNER MATTHEW S · CIK 0001204532 · Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 38,808.9471 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_date: Upon retirement from the Board of Directors, the Phantom Stock Units convert at a 1-for-1 basis to Company Class A Common stock in accordance with the Director's Stock Plan.

F1 · derivative.expiration_date: Upon retirement from the Board of Directors, the Phantom Stock Units convert at a 1-for-1 basis to Company Class A Common stock in accordance with the Director's Stock Plan.

Read SEC document
January 27, 2020 Filed Jan 29, 2020 22:39 UTC
Kissner MatthewGroup Executive
Exercise / conversionClass A Common 38,808.9471 $0.00 $0.00
Disclosure

SEC source: 0001225208-20-001291 · doc4.xml · nonDerivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,808.9471

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
January 17, 2020 Filed Jan 21, 2020 21:51 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 10,000 $40.02 Strike: $40.02 $400,200.00
Disclosure

SEC source: 0001225208-20-000994 · doc4.xml · derivative · entry 3

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Class A Common · 10,000 shares

Expires 2020-06-23

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
January 17, 2020 Filed Jan 21, 2020 21:51 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 10,000 $49.24 $492,353.00
Disclosure

SEC source: 0001225208-20-000994 · doc4.xml · nonDerivative · entry 2

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,136

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.07 to $49.54 per share, inclusive.

Read SEC document
January 17, 2020 Filed Jan 21, 2020 21:51 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 10,000 $40.02 $400,200.00
Disclosure

SEC source: 0001225208-20-000994 · doc4.xml · nonDerivative · entry 1

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,136

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
January 16, 2020 Filed Jan 21, 2020 21:49 UTC
Kissner MatthewGroup Executive
GrantPhantom Stock Units · Derivative 264.48 $49.55 Strike: $0.00 $13,104.98
Disclosure

SEC source: 0001225208-20-000993 · doc4.xml · derivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,808.9471

Underlying: Class A Common · 264.48 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 in accordance with the Director's Stock Plan.

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 in accordance with the Director's Stock Plan.

Read SEC document
January 16, 2020 Filed Jan 21, 2020 21:49 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 86.9 $49.55 $4,305.90
Disclosure

SEC source: 0001225208-20-000992 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,750.79

Underlying: Class A Common · 86.9 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 16, 2020 Filed Jan 21, 2020 21:49 UTC GrantPhantom Stock Units · Derivative 120.61 $49.55 Strike: $0.00 $5,976.23
Disclosure

SEC source: 0001225208-20-000991 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,697.94

Underlying: Class A Common · 120.61 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
January 16, 2020 Filed Jan 21, 2020 21:49 UTC GrantPhantom Stock Units · Derivative 30.18 $49.55 Strike: $0.00 $1,495.42
Disclosure

SEC source: 0001225208-20-000990 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,428.17

Underlying: Class A Common · 30.18 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 16, 2020 Filed Jan 21, 2020 21:48 UTC GrantPhantom Stock Units · Derivative 233.92 $49.55 Strike: $0.00 $11,590.74
Disclosure

SEC source: 0001225208-20-000989 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,324.6901

Underlying: Class A Common · 233.92 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 16, 2020 Filed Jan 21, 2020 21:48 UTC GrantPhantom Stock Units · Derivative 32.47 $49.55 Strike: $0.00 $1,608.89
Disclosure

SEC source: 0001225208-20-000988 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,764.69

Underlying: Class A Common · 32.47 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 16, 2020 Filed Jan 21, 2020 21:46 UTC GrantPhantom Stock Units · Derivative 17.33 $49.55 Strike: $0.00 $858.70
Disclosure

SEC source: 0001225208-20-000987 · doc4.xml · derivative · entry 1

Pence William Edward IV · CIK 0001417365 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,542.49

Underlying: Class A Common · 17.33 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 16, 2020 Filed Jan 21, 2020 21:46 UTC GrantPhantom Stock Units · Derivative 70.94 $49.55 Strike: $0.00 $3,515.08
Disclosure

SEC source: 0001225208-20-000986 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,409.45

Underlying: Class A Common · 70.94 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 14, 2020 Filed Jul 14, 2023 21:03 UTC PurchaseClass B Common Stock 128 $49.41 $6,324.48
Disclosure

SEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 13

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 18,768

F6 · 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 19, 2019 Filed Dec 23, 2019 20:58 UTC GrantPhantom Stock Units · Derivative 518 $43.80 Strike: $0.00 $22,688.40
Disclosure

SEC source: 0001225208-19-016040 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,732.22

Underlying: Class A Common · 518 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
December 04, 2019 Filed Dec 6, 2019 21:07 UTC
Napack Brian A.Director · President & CEO
Exercise / conversionRestricted Stock Units · Derivative 33,813 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-015380 · doc4.xml · derivative · entry 3

Napack Brian A. · CIK 0001561631 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,258

Underlying: Class A Common · 33,813 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_price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F4 · derivative.exercise_date: On December 4, 2017, the reporting person was granted 67,625 restricted stock units, vesting in two equal annual installments beginning on December 4, 2018.

F4 · derivative.expiration_date: On December 4, 2017, the reporting person was granted 67,625 restricted stock units, vesting in two equal annual installments beginning on December 4, 2018.

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December 04, 2019 Filed Dec 6, 2019 21:07 UTC
Napack Brian A.Director · President & CEO
Tax withholdingClass A Common 16,559 $48.23 $798,640.57
Disclosure

SEC source: 0001225208-19-015380 · doc4.xml · nonDerivative · entry 2

Napack Brian A. · CIK 0001561631 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,188

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

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December 04, 2019 Filed Dec 6, 2019 21:07 UTC
Napack Brian A.Director · President & CEO
Exercise / conversionClass A Common 33,813 $0.00 $0.00
Disclosure

SEC source: 0001225208-19-015380 · doc4.xml · nonDerivative · entry 1

Napack Brian A. · CIK 0001561631 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,747

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

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November 11, 2019 Filed Nov 13, 2019 14:25 UTC
McMahan DanielleEVP, Chief People Officer
GrantRestricted Stock Units · Derivative 3,811 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001225208-19-014421 · doc4.xml · derivative · entry 1

McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,811

Underlying: Class A Common · 3,811 shares

Expires not disclosed

F1 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant.

F1 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant.

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October 23, 2019 Filed Oct 25, 2019 19:27 UTC GrantPhantom Stock Units · Derivative 19.16 $44.46 Strike: $0.00 $851.85
Disclosure

SEC source: 0001225208-19-013815 · doc4.xml · derivative · entry 1

Pence William Edward IV · CIK 0001417365 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,525.16

Underlying: Class A Common · 19.16 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 23, 2019 Filed Oct 25, 2019 19:29 UTC GrantPhantom Stock Units · Derivative 258.72 $44.46 Strike: $0.00 $11,502.69
Disclosure

SEC source: 0001225208-19-013818 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,090.7701

Underlying: Class A Common · 258.72 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 23, 2019 Filed Oct 25, 2019 19:27 UTC GrantPhantom Stock Units · Derivative 31.98 $44.46 Strike: $0.00 $1,421.83
Disclosure

SEC source: 0001225208-19-013816 · doc4.xml · derivative · entry 1

Dobson David C · CIK 0001437906 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,214.22

Underlying: Class A Common · 31.98 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 23, 2019 Filed Oct 25, 2019 19:28 UTC
Kissner MatthewGroup Executive
GrantPhantom Stock Units · Derivative 292.53 $44.46 Strike: $0.00 $13,005.88
Disclosure

SEC source: 0001225208-19-013817 · doc4.xml · derivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Group Executive

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,544.4671

Underlying: Class A Common · 292.53 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 in accordance with the Director's Stock Plan.

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 in accordance with the Director's Stock Plan.

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October 23, 2019 Filed Oct 25, 2019 19:25 UTC GrantPhantom Stock Units · Derivative 78.46 $44.46 Strike: $0.00 $3,488.33
Disclosure

SEC source: 0001225208-19-013814 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,338.51

Underlying: Class A Common · 78.46 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 23, 2019 Filed Oct 25, 2019 19:25 UTC GrantPhantom Stock Units · Derivative 33.38 $44.46 Strike: $0.00 $1,484.07
Disclosure

SEC source: 0001225208-19-013813 · doc4.xml · derivative · entry 1

Birnbaum Beth A · CIK 0001754374 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,397.99

Underlying: Class A Common · 33.38 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 23, 2019 Filed Oct 25, 2019 19:25 UTC GrantPhantom Stock Units · Derivative 133.4 $44.46 Strike: $0.00 $5,930.96
Disclosure

SEC source: 0001225208-19-013812 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,577.33

Underlying: Class A Common · 133.4 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 23, 2019 Filed Oct 25, 2019 19:24 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 96.11 $44.46 $4,273.05
Disclosure

SEC source: 0001225208-19-013811 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,663.89

Underlying: Class A Common · 96.11 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.

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October 21, 2019 Filed Jul 14, 2023 21:03 UTC PurchaseClass B Common Stock 143 $44.00 $6,292.00
Disclosure

SEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 12

WILEY DEBORAH E · CIK 0001200353 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · Custodian

Disclosed balance after: 18,640

F6 · 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 26, 2019 Filed Sep 30, 2019 22:24 UTC GrantPhantom Stock Units · Derivative 2,506 $43.90 Strike: $0.00 $110,013.40
Disclosure

SEC source: 0001225208-19-012834 · doc4.xml · derivative · entry 1

Pence William Edward IV · CIK 0001417365 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,506

Underlying: Class A Common · 2,506 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.