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WLY

JOHN WILEY & SONS, INC.

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4304
SEC CIK
0000107140
Parsed reports
832

Last 12 months

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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
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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 18, 2018 Filed Apr 19, 2018 15:58 UTC GrantPhantom Stock Units · Derivative 27.14 $67.00 Strike: $0.00 $1,818.38
Disclosure

SEC source: 0001225208-18-007866 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,710.18

Underlying: Class A Common · 27.14 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, 2018 Filed Apr 19, 2018 15:57 UTC GrantPhantom Stock Units · Derivative 163.3 $67.00 Strike: $0.00 $10,941.10
Disclosure

SEC source: 0001225208-18-007865 · doc4.xml · derivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,353.1271

Underlying: Class A Common · 163.3 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, 2018 Filed Apr 19, 2018 15:57 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 37.77 $67.00 $2,530.59
Disclosure

SEC source: 0001225208-18-007864 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,945.4

Underlying: Class A Common · 37.77 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 18, 2018 Filed Apr 19, 2018 15:57 UTC GrantPhantom Stock Units · Derivative 60.22 $67.00 Strike: $0.00 $4,034.74
Disclosure

SEC source: 0001225208-18-007863 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,668.34

Underlying: Class A Common · 60.22 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, 2018 Filed Apr 16, 2018 17:37 UTC
Singh ArchanaEVP, Human Resources
SaleClass A Common 356 $65.65 $23,372.97
Disclosure

SEC source: 0001225208-18-007741 · doc4.xml · nonDerivative · entry 1

Singh Archana · CIK 0001678680 · EVP, Human Resources

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,021

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.65 to $66.655 per share, inclusive.

Read SEC document
March 26, 2018 Filed Mar 27, 2018 20:53 UTC
Caridi ChristopherSVP, Corporate Controller
SaleClass A Common 1,379 $64.43 $88,844.70
Disclosure

SEC source: 0001225208-18-006735 · doc4.xml · nonDerivative · entry 2

Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,386

F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.30 and $64.55 per share, inclusive.

Read SEC document
March 21, 2018 Filed Mar 21, 2018 21:15 UTC GrantPhantom Stock Units · Derivative 770 $64.95 Strike: $0.00 $50,011.50
Disclosure

SEC source: 0001225208-18-006545 · doc4.xml · derivative · entry 1

PLUMMER WILLIAM B · CIK 0001254896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,303.49

Underlying: Class A Common · 770 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock.

F1 · derivative.expiration_date: Annual director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company stock.

Read SEC document
March 20, 2018 Filed Mar 27, 2018 20:53 UTC
Caridi ChristopherSVP, Corporate Controller
Tax withholdingClass A Common 781 $64.80 $50,608.80
Disclosure

SEC source: 0001225208-18-006735 · doc4.xml · nonDerivative · entry 1

Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,765

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

Read SEC document
January 19, 2018 Filed Jan 19, 2018 17:02 UTC
Marzano VincentVP, Treasurer
SaleClass A Common 989 $66.00 $65,274.00
Disclosure

SEC source: 0001225208-18-001288 · doc4.xml · nonDerivative · entry 1

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 749

Read SEC document
January 10, 2018 Filed Jan 12, 2018 21:25 UTC GrantPhantom Stock Units · Derivative 233.22 $64.90 Strike: $0.00 $15,135.98
Disclosure

SEC source: 0001225208-18-000979 · doc4.xml · derivative · entry 1

PLUMMER WILLIAM B · CIK 0001254896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,533.49

Underlying: Class A Common · 233.22 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, 2018 Filed Jan 12, 2018 21:23 UTC GrantPhantom Stock Units · Derivative 139.37 $64.90 Strike: $0.00 $9,045.11
Disclosure

SEC source: 0001225208-18-000978 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,405.8301

Underlying: Class A Common · 139.37 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
January 10, 2018 Filed Jan 12, 2018 21:23 UTC GrantPhantom Stock Units · Derivative 27.88 $64.90 Strike: $0.00 $1,809.41
Disclosure

SEC source: 0001225208-18-000977 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,683.04

Underlying: Class A Common · 27.88 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, 2018 Filed Jan 12, 2018 21:22 UTC GrantPhantom Stock Units · Derivative 167.75 $64.90 Strike: $0.00 $10,886.98
Disclosure

SEC source: 0001225208-18-000976 · doc4.xml · derivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,189.8271

Underlying: Class A Common · 167.75 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.

Read SEC document
January 10, 2018 Filed Jan 12, 2018 21:22 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 38.8 $64.90 $2,518.12
Disclosure

SEC source: 0001225208-18-000975 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,907.63

Underlying: Class A Common · 38.8 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 10, 2018 Filed Jan 12, 2018 21:22 UTC GrantPhantom Stock Units · Derivative 61.86 $64.90 Strike: $0.00 $4,014.71
Disclosure

SEC source: 0001225208-18-000973 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,608.12

Underlying: Class A Common · 61.86 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 02, 2018 Filed Jan 4, 2018 20:56 UTC
Marzano VincentVP, Treasurer
Exercise / conversionNon-Qualified Stock Options · Derivative 1,450 $0.00 Strike: $39.53 $0.00
Disclosure

SEC source: 0001225208-18-000636 · doc4.xml · derivative · entry 3

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,450

Underlying: Class A Common · 1,450 shares

Expires 2023-06-24

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: Options were granted on June 25, 2013 and vest in equal increments on April 30th of the fourth and fifth anniversary year of the grant.

Read SEC document
January 02, 2018 Filed Jan 4, 2018 20:56 UTC
Marzano VincentVP, Treasurer
SaleClass A Common 1,450 $66.35 $96,213.01
Disclosure

SEC source: 0001225208-18-000636 · doc4.xml · nonDerivative · entry 2

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,738

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.30 to $66.375 per share, inclusive.

Read SEC document
January 02, 2018 Filed Jan 4, 2018 20:56 UTC
Marzano VincentVP, Treasurer
Exercise / conversionClass A Common 1,450 $39.53 $57,318.50
Disclosure

SEC source: 0001225208-18-000636 · doc4.xml · nonDerivative · entry 1

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,188

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 12, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 20,000 $0.00 Strike: $35.04 $0.00
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · derivative · entry 6

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 20,000 shares

Expires 2019-06-24

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 12, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 20,000 $64.03 $1,280,500.00
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 4

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,422

F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.05 per share, inclusive.

Read SEC document
December 12, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 20,000 $35.04 $700,800.00
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 3

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,422

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 12, 2017 Filed Dec 12, 2017 16:23 UTC
Marzano VincentVP, Treasurer
Exercise / conversionNon-Qualified Stock Options · Derivative 4,100 $0.00 Strike: $48.06 $0.00
Disclosure

SEC source: 0001225208-17-018505 · doc4.xml · derivative · entry 3

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 4,100 shares

Expires 2022-06-25

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 12, 2017 Filed Dec 12, 2017 16:23 UTC
Marzano VincentVP, Treasurer
SaleClass A Common 4,100 $63.50 $260,350.00
Disclosure

SEC source: 0001225208-17-018505 · doc4.xml · nonDerivative · entry 2

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,738

Read SEC document
December 12, 2017 Filed Dec 12, 2017 16:23 UTC
Marzano VincentVP, Treasurer
Exercise / conversionClass A Common 4,100 $48.06 $197,046.00
Disclosure

SEC source: 0001225208-17-018505 · doc4.xml · nonDerivative · entry 1

Marzano Vincent · CIK 0001376507 · VP, Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,838

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 11, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 4,512 $0.00 Strike: $35.04 $0.00
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · derivative · entry 5

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,000

Underlying: Class A Common · 4,512 shares

Expires 2019-06-24

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 11, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 4,512 $63.50 $286,512.00
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 2

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,422

Read SEC document
December 11, 2017 Filed Dec 12, 2017 22:55 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 4,512 $35.04 $158,100.48
Disclosure

SEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 1

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,934

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 08, 2017 Filed Dec 8, 2017 22:44 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 5,488 $0.00 Strike: $35.04 $0.00
Disclosure

SEC source: 0001225208-17-018411 · doc4.xml · derivative · entry 3

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,512

Underlying: Class A Common · 5,488 shares

Expires 2019-06-24

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 08, 2017 Filed Dec 8, 2017 22:44 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 5,488 $63.50 $348,488.00
Disclosure

SEC source: 0001225208-17-018411 · doc4.xml · nonDerivative · entry 2

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,422

Read SEC document
December 08, 2017 Filed Dec 8, 2017 22:44 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 5,488 $35.04 $192,299.52
Disclosure

SEC source: 0001225208-17-018411 · doc4.xml · nonDerivative · entry 1

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,910

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 04, 2017 Filed Dec 6, 2017 22:21 UTC
Napack Brian A.President & CEO
GrantRestricted Stock Units · Derivative 20,611 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-018327 · doc4.xml · derivative · entry 2

Napack Brian A. · CIK 0001561631 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,236

Underlying: Class A Common · 20,611 shares

Expires not disclosed

F1 · 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 20,611 restricted stock units, vesting in four equal annual installments beginning on April 30, 2018.

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

Read SEC document
December 04, 2017 Filed Dec 6, 2017 22:21 UTC
Napack Brian A.President & CEO
GrantRestricted Stock Units · Derivative 67,625 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-018327 · doc4.xml · derivative · entry 1

Napack Brian A. · CIK 0001561631 · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,625

Underlying: Class A Common · 67,625 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis.

F2 · 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.

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

Read SEC document
October 25, 2017 Filed Oct 27, 2017 20:27 UTC GrantPhantom Stock Units · Derivative 94.25 $54.05 Strike: $0.00 $5,094.21
Disclosure

SEC source: 0001225208-17-016621 · doc4.xml · derivative · entry 1

RAINA KALPANA · CIK 0001229271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,013.2951

Underlying: Class A Common · 94.25 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, 2017 Filed Oct 27, 2017 20:26 UTC GrantPhantom Stock Units · Derivative 166.37 $54.05 Strike: $0.00 $8,992.30
Disclosure

SEC source: 0001225208-17-016619 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,266.4601

Underlying: Class A Common · 166.37 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 25, 2017 Filed Oct 27, 2017 20:27 UTC GrantPhantom Stock Units · Derivative 278.39 $54.05 Strike: $0.00 $15,046.98
Disclosure

SEC source: 0001225208-17-016620 · doc4.xml · derivative · entry 1

PLUMMER WILLIAM B · CIK 0001254896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,300.27

Underlying: Class A Common · 278.39 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, 2017 Filed Oct 27, 2017 20:26 UTC GrantPhantom Stock Units · Derivative 33.28 $54.05 Strike: $0.00 $1,798.78
Disclosure

SEC source: 0001225208-17-016618 · doc4.xml · derivative · entry 1

Leshin Laurie A · CIK 0001658477 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,655.16

Underlying: Class A Common · 33.28 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.

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, 2017 Filed Oct 27, 2017 20:26 UTC
Kissner MatthewDirector · Interim CEO
GrantPhantom Stock Units · Derivative 200.24 $54.05 Strike: $0.00 $10,822.97
Disclosure

SEC source: 0001225208-17-016617 · doc4.xml · derivative · entry 1

KISSNER MATTHEW S · CIK 0001204532 · Director · Interim CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,022.0771

Underlying: Class A Common · 200.24 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, 2017 Filed Oct 27, 2017 20:26 UTC
Bell GeorgeDirector
GrantPhantom Stock Units · Derivative 46.31 $54.05 $2,503.06
Disclosure

SEC source: 0001225208-17-016616 · doc4.xml · derivative · entry 1

BELL GEORGE · CIK 0001274466 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,868.83

Underlying: Class A Common · 46.31 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 25, 2017 Filed Oct 27, 2017 20:26 UTC GrantPhantom Stock Units · Derivative 73.84 $54.05 Strike: $0.00 $3,991.05
Disclosure

SEC source: 0001225208-17-016615 · doc4.xml · derivative · entry 1

Baker Mari Jean · CIK 0001529999 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,546.26

Underlying: Class A Common · 73.84 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.

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October 20, 2017 Filed Oct 23, 2017 20:44 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 26,032 $0.00 Strike: $47.55 $0.00
Disclosure

SEC source: 0001225208-17-016473 · doc4.xml · derivative · entry 3

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common · 26,032 shares

Expires 2018-06-25

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.

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October 20, 2017 Filed Oct 23, 2017 20:44 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 26,032 $55.00 $1,431,760.00
Disclosure

SEC source: 0001225208-17-016473 · doc4.xml · nonDerivative · entry 2

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,422

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan established by the reporting peson on July 20, 2017.

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October 20, 2017 Filed Oct 23, 2017 20:44 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 26,032 $47.55 $1,237,821.60
Disclosure

SEC source: 0001225208-17-016473 · doc4.xml · nonDerivative · entry 1

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,454

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

Read SEC document
October 18, 2017 Filed Oct 19, 2017 21:31 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionNon-Qualified Stock Options · Derivative 3,968 $0.00 Strike: $47.55 $0.00
Disclosure

SEC source: 0001225208-17-016422 · doc4.xml · derivative · entry 3

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,032

Underlying: Class A Common · 3,968 shares

Expires 2018-06-25

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

Read SEC document
October 18, 2017 Filed Oct 19, 2017 21:31 UTC
RINCK GARY MEVP and General Counsel
SaleClass A Common 3,968 $55.00 $218,240.00
Disclosure

SEC source: 0001225208-17-016422 · doc4.xml · nonDerivative · entry 2

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,422

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan established by the reporting person on July 20, 2017.

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October 18, 2017 Filed Oct 19, 2017 21:31 UTC
RINCK GARY MEVP and General Counsel
Exercise / conversionClass A Common 3,968 $47.55 $188,678.40
Disclosure

SEC source: 0001225208-17-016422 · doc4.xml · nonDerivative · entry 1

RINCK GARY M · CIK 0001283681 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,390

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

Read SEC document
October 09, 2017 Filed Oct 11, 2017 22:30 UTC
Balagula EllaEVP, Knowledge and Learning
GrantRestricted Stock Units · Derivative 2,611 $0.00 $0.00
Disclosure

SEC source: 0001225208-17-016204 · doc4.xml · derivative · entry 1

Balagula Ella · CIK 0001719329 · EVP, Knowledge and Learning

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,611

Underlying: Class A Common · 2,611 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units convert into Class A common stock on a one-for-one basis.

F2 · derivative.exercise_date: Restricted Stock Units granted on October 9, 2017, vesting in four equal annual installments, beginning on April 30, 2018.

F3 · derivative.expiration_date: Restricted Stock Units subject to forfeiture until vested.

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September 28, 2017 Filed Oct 2, 2017 21:48 UTC GrantPhantom Stock Units · Derivative 1,869 $53.50 Strike: $0.00 $99,991.50
Disclosure

SEC source: 0001225208-17-015639 · doc4.xml · derivative · entry 1

RAINA KALPANA · CIK 0001229271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,919.0451

Underlying: Class A Common · 1,869 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

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September 28, 2017 Filed Oct 2, 2017 21:48 UTC GrantPhantom Stock Units · Derivative 935 $53.50 Strike: $0.00 $50,022.50
Disclosure

SEC source: 0001225208-17-015638 · doc4.xml · derivative · entry 2

PLUMMER WILLIAM B · CIK 0001254896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,021.88

Underlying: Class A Common · 935 shares

Expires not disclosed

F2 · derivative.exercise_date: Annual director cash award accrued as phantom stock units purusant to the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

F2 · derivative.expiration_date: Annual director cash award accrued as phantom stock units purusant to the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

Read SEC document
September 28, 2017 Filed Oct 2, 2017 21:48 UTC GrantPhantom Stock Units · Derivative 1,869 $53.50 Strike: $0.00 $99,991.50
Disclosure

SEC source: 0001225208-17-015638 · doc4.xml · derivative · entry 1

PLUMMER WILLIAM B · CIK 0001254896 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,086.88

Underlying: Class A Common · 1,869 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

Read SEC document
September 28, 2017 Filed Oct 2, 2017 21:48 UTC GrantPhantom Stock Units · Derivative 1,869 $53.50 Strike: $0.00 $99,991.50
Disclosure

SEC source: 0001225208-17-015637 · doc4.xml · derivative · entry 1

MCDANIEL RAYMOND W · CIK 0001195306 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,100.0901

Underlying: Class A Common · 1,869 shares

Expires not disclosed

F1 · derivative.exercise_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock.

F1 · derivative.expiration_date: Annual director stock award issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors 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.