Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP & Chief Marketing Officer | June 30, 2023 | July 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JOHN WILEY & SONS, INC.
Report date June 30, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 9,182 |
Ending reported balance
After 2023-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-30 · Exercise / conversion · Acquired 2,853 · Balance 9,877 Row 2 · 2023-06-30 · Tax withholding · Disposed 695 · Balance 9,182 F1: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-30 · Exercise / conversion · Disposed 2,853 · Balance 0 F2: 1-for-1 F3: Represents 2,853 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested. F4: As a result of this transaction, all restricted stock units for this grant have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
F2: 1-for-1
F3: Represents 2,853 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested.
F4: As a result of this transaction, all restricted stock units for this grant have vested.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2023 Filed Jul 5, 2023 15:02 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000122 · wf-form4_168856932784182.xml · derivative · entry 3 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,853 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents 2,853 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested. F3 · derivative.expiration_date: Represents 2,853 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested. F4 · balance_after: As a result of this transaction, all restricted stock units for this grant have vested. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:02 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 695 | $34.03 | $23,650.85 |
DisclosureSEC source: 0000107140-23-000122 · wf-form4_168856932784182.xml · nonDerivative · entry 2 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,182 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:02 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,853 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000122 · wf-form4_168856932784182.xml · nonDerivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,877 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 19:03 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,716 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000098 · wf-form4_168789261524987.xml · derivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,716 Underlying: Class A Common · 2,716 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2024, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2024, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · derivative · entry 11 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,439 Underlying: Class A Common · 479 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was on a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F10 · derivative.exercise_date: On June 22,2022, the reporting person was granted 1,918 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F10 · derivative.expiration_date: On June 22,2022, the reporting person was granted 1,918 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · derivative · entry 10 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 631 Underlying: Class A Common · 316 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was on a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F9 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 1,262 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F9 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 1,262 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · derivative · entry 9 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82 Underlying: Class A Common · 82 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was on a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F8 · derivative.exercise_date: On August 11, 2020, the reporting person was granted 327 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F8 · derivative.expiration_date: On August 11, 2020, the reporting person was granted 327 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · derivative · entry 8 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327 Underlying: Class A Common · 327 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was on a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F7 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 1,307 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 1,307 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · derivative · entry 7 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was on a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F4 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 1,145 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 1,145 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. F6 · balance_after: As a result of this transaction, all restricted stock units for the June 27, 2019 grant have vested. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 431 | $38.21 | $16,468.51 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 6 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,024 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 479 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 5 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,455 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 4 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,976 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 3 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,894 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 2 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,578 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 287 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000060 · wf-form4_168312665996341.xml · nonDerivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,251 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:44 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008372 · doc4.xml · derivative · entry 3 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 Underlying: Class A Common · 1,426 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: On June 1, 2022, the reporting person was granted 1,426 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 1,426 restricted stock units, which vested on June 30, 2022. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:44 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 348 | $47.76 | $16,620.48 |
DisclosureSEC source: 0001225208-22-008372 · doc4.xml · nonDerivative · entry 2 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,913 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:44 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008372 · doc4.xml · nonDerivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 20:07 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,918 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008276 · doc4.xml · derivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 Underlying: Class A Common · 1,918 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 are subject to forfeiture until vested. F3 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2023, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:55 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,426 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007734 · doc4.xml · derivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Class A Common · 1,426 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2022. F2 · derivative.expiration_date: Restricted stock units are subject to forfeiture until vested. Restricted stock units convert into Class A common stock on a one-for-one basis. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 82 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · derivative · entry 11 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245 Underlying: Class A Common · 82 shares Expires 2030-08-11 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F8 · derivative.exercise_date: On August 11, 2020, the reporting person was granted 327 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F8 · derivative.expiration_date: On August 11, 2020, the reporting person was granted 327 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · derivative · entry 10 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 859 Underlying: Class A Common · 286 shares Expires 2029-06-27 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F7 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 1145 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 1145 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · derivative · entry 9 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 980 Underlying: Class A Common · 327 shares Expires 2030-06-26 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F6 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 1307 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 1307 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 315 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · derivative · entry 8 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947 Underlying: Class A Common · 315 shares Expires 2031-06-24 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_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F5 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 1262 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 1262 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 180 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · derivative · entry 7 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539 Underlying: Class A Common · 180 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F4 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 719 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 719 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 355 | $50.15 | $17,803.25 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 6 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 5 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,190 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 4 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,108 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 286 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 3 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 2 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:01 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006440 · doc4.xml · nonDerivative · entry 1 Hofer Shari · CIK 0001898377 · EVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.