Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP & GM, Academic | 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 | 17,350 |
Ending reported balance
After 2023-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-30 · Exercise / conversion · Acquired 11,653 · Balance 20,718 Row 2 · 2023-06-30 · Tax withholding · Disposed 3,368 · Balance 17,350 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 11,653 · Balance 0 F2: 1-for-1 F3: Represents 11,653 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 11,653 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 15:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 11,653 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000124 · wf-form4_168856970850657.xml · derivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 11,653 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 11,653 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 11,653 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 15:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 3,368 | $34.03 | $114,613.04 |
DisclosureSEC source: 0000107140-23-000124 · wf-form4_168856970850657.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,350 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 15:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 11,653 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000124 · wf-form4_168856970850657.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,718 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 19:05 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 10,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000100 · wf-form4_168789274154285.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,539 Underlying: Class A Common · 10,539 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,628 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · derivative · entry 9 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,885 Underlying: Class A Common · 1,628 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 a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F9 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 6,513 restricted stock units, vesting in four equal annual installments, beginning on April 30th of year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F9 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 6,513 restricted stock units, vesting in four equal annual installments, beginning on April 30th of 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · derivative · entry 8 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,617 Underlying: Class A Common · 1,309 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 a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F8 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 5,234 restricted stock units, vesting in four equal annual installments, beginning on April 30th of year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F8 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 5,234 restricted stock units, vesting in four equal annual installments, beginning on April 30th of 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · derivative · entry 7 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,580 Underlying: Class A Common · 1,579 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 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 6,318 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 6,318 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · derivative · entry 6 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 961 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 a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F4 · derivative.exercise_date: On August 19, 2019, the reporting person was granted 3,844 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 August 19, 2019, the reporting person was granted 3,844 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 August 19, 2019 grant have vested. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 1,596 | $38.21 | $60,983.16 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · nonDerivative · entry 5 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,065 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,628 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · nonDerivative · entry 4 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,661 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · nonDerivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,033 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,724 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 15:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000062 · wf-form4_168312706134933.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP & GM, Academic 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,145 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 |
| March 29, 2023 Filed Mar 31, 2023 19:15 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | SaleClass A Common | 4,500 | $37.28 | $167,760.00 |
DisclosureSEC source: 0000107140-23-000038 · wf-form4_168029013095465.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP & GM, APL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,184 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008373 · doc4.xml · derivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP & GM, APL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,212 Underlying: Class A Common · 4,787 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 4,787 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,787 restricted stock units, which vested on June 30, 2022. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 30, 2022. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 1,384 | $47.76 | $66,099.84 |
DisclosureSEC source: 0001225208-22-008373 · doc4.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP & GM, APL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,684 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 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 4,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008373 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP & GM, APL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,068 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 20:05 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008273 · doc4.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Academic Prof Learning 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,999 Underlying: Class A Common · 6,513 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 20:42 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007727 · doc4.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,486 Underlying: Class A Common · 4,787 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. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 3, 2022. Read SEC document |
| May 02, 2022 Filed May 4, 2022 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · derivative · entry 9 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,699 Underlying: Class A Common · 1,580 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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 26, 2020, the reporting person was granted 6,318 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 6,318 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 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,308 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · derivative · entry 8 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,279 Underlying: Class A Common · 1,308 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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 24, 2021, the reporting person was granted 5,234 restricted stock units, vesting in four equal annual installments, beginning on April 30th of year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 5,234 restricted stock units, vesting in four equal annual installments, beginning on April 30th of 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 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · derivative · entry 7 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,587 Underlying: Class A Common · 961 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F5 · derivative.exercise_date: On August 19, 2019, the reporting person was granted 3,844 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 August 19, 2019, the reporting person was granted 3,844 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 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 263 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · derivative · entry 6 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,548 Underlying: Class A Common · 263 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F4 · derivative.exercise_date: On September 25, 2018, the reporting person was granted 1,050 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 September 25, 2018, the reporting person was granted 1,050 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 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 1,218 | $50.15 | $61,082.70 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 5 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,281 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 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 4 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,236 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 02, 2022 Filed May 4, 2022 18:38 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006435 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,967 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010015 · doc4.xml · derivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,811 Underlying: Class A Common · 1,235 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 2, 2021, the reporting person was granted 1,235 restricted stock units, vesting on June 30, 2021. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 1,235 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 357 | $60.18 | $21,484.26 |
DisclosureSEC source: 0001225208-21-010015 · doc4.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,387 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010015 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,744 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 24, 2021 Filed Jun 28, 2021 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 5,234 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009629 · doc4.xml · derivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,046 Underlying: Class A Common · 5,234 shares Expires not disclosed F3 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2022, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantNon-Qualified Stock Options · Derivative | 20,000 | $0.00 Strike: $63.07 | $0.00 |
DisclosureSEC source: 0001225208-21-009629 · doc4.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 20,000 shares Expires 2031-06-23 F1 · derivative.exercise_price: Stock options granted at 10% premium over closing stock price at date of grant. F2 · derivative.exercise_date: Non-qualified stock options to vest as follows: 10% on 4/30/2022; 20% on 4/30/2023, 30% on 4/30/2024 and 40% on 4/30/2025. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008965 · doc4.xml · derivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,812 Underlying: Class A Common · 1,235 shares Expires not disclosed F3 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2021. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 11,653 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008965 · doc4.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,577 Underlying: Class A Common · 11,653 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2023. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,579 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · derivative · entry 7 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,924 Underlying: Class A Common · 1,579 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 6,318 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 6,318 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · derivative · entry 6 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,503 Underlying: Class A Common · 961 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: On August 19, 2019, the reporting person was granted 3,844 restricted stock units vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On August 19, 2019, the reporting person was granted 3,844 restricted stock units vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 262 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · derivative · entry 5 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,464 Underlying: Class A Common · 262 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 September 25, 2018 the reporting person was granted 1,050 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F2 · derivative.expiration_date: On September 25, 2018 the reporting person was granted 1,050 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 819 | $56.94 | $46,633.86 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · nonDerivative · entry 4 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · nonDerivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,328 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,066 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007442 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 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 21, 2021 Filed Jan 21, 2021 22:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 500 | $47.31 | $23,655.00 |
DisclosureSEC source: 0001225208-21-001026 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Read SEC document |
| June 26, 2020 Filed Jul 2, 2020 01:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009271 · doc4.xml · derivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,726 Underlying: Class A Common · 6,318 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2021, 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, 2021, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007006 · doc4.xml · derivative · entry 5 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,408 Underlying: Class A Common · 961 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On August 19, 2019, the reporting person was granted 3,844 Restricted Stock Units vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On August 19, 2019, the reporting person was granted 3,844 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 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 263 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007006 · doc4.xml · derivative · entry 4 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,369 Underlying: Class A Common · 263 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · derivative.exercise_date: On September 25, 2018, the reporting person was granted 1,050 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On September 25, 2018, the reporting person was granted 1,050 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 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 375 | $37.55 | $14,081.25 |
DisclosureSEC source: 0001225208-20-007006 · doc4.xml · nonDerivative · entry 3 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026 F1 · kind: 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 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007006 · doc4.xml · nonDerivative · entry 2 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401 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 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 961 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007006 · doc4.xml · nonDerivative · entry 1 Leavy Matthew · CIK 0001793222 · EVP, Education Publishing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,138 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.