Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Houghton Mifflin Harcourt CoHMHC · Entity 128112 | Director | May 31, 2017 | June 02, 2017 |
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director · President & CEO | 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.
Houghton Mifflin Harcourt Co
Report date May 31, 2017 · Filed June 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-05-31 · Exercise / conversion · Disposed 5,239 · Balance 0 F1: Each restricted stock unit and each share of phantom stock represents a contingent right to receive one share of Houghton Mifflin Harcourt Company's (the "Company") common stock. F2: Upon the vesting of the restricted stock units granted to the reporting person on August 9, 2016, the reporting person deferred the receipt of 5,239 shares of common stock and received instead 5,239 shares of phantom stock pursuant to the Company's Non-Employee Director Deferred Compensation Plan. The phantom stock becomes payable on May 31, 2019 (or, upon separation from service, at such earlier settlement date determined in accordance with the Company's Non-Employee Director Deferred Compensation Plan). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,883 |
Reported balance
After 2017-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-31 · Grant · Acquired 6,883 · Balance 6,883 F1: Each restricted stock unit and each share of phantom stock represents a contingent right to receive one share of Houghton Mifflin Harcourt Company's (the "Company") common stock. F3: This grant of restricted stock units will vest on May 31, 2018, subject to continued service on the Company's board of directors through such vesting date, with settlement of the restricted stock units to be deferred until May 31, 2020 (or, upon separation from service after the vesting date, such earlier settlement date determined in accordance with the Company's Non-Employee Director Deferred Compensation Plan). |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 5,239 |
Reported balance
After 2017-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-31 · Grant · Acquired 5,239 · Balance 5,239 F1: Each restricted stock unit and each share of phantom stock represents a contingent right to receive one share of Houghton Mifflin Harcourt Company's (the "Company") common stock. F2: Upon the vesting of the restricted stock units granted to the reporting person on August 9, 2016, the reporting person deferred the receipt of 5,239 shares of common stock and received instead 5,239 shares of phantom stock pursuant to the Company's Non-Employee Director Deferred Compensation Plan. The phantom stock becomes payable on May 31, 2019 (or, upon separation from service, at such earlier settlement date determined in accordance with the Company's Non-Employee Director Deferred Compensation Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit and each share of phantom stock represents a contingent right to receive one share of Houghton Mifflin Harcourt Company's (the "Company") common stock.
F2: Upon the vesting of the restricted stock units granted to the reporting person on August 9, 2016, the reporting person deferred the receipt of 5,239 shares of common stock and received instead 5,239 shares of phantom stock pursuant to the Company's Non-Employee Director Deferred Compensation Plan. The phantom stock becomes payable on May 31, 2019 (or, upon separation from service, at such earlier settlement date determined in accordance with the Company's Non-Employee Director Deferred Compensation Plan).
F3: This grant of restricted stock units will vest on May 31, 2018, subject to continued service on the Company's board of directors through such vesting date, with settlement of the restricted stock units to be deferred until May 31, 2020 (or, upon separation from service after the vesting date, such earlier settlement date determined in accordance with the Company's Non-Employee Director Deferred Compensation Plan).
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 | 183,525 |
Ending reported balance
After 2023-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-30 · Exercise / conversion · Acquired 60,637 · Balance 208,813 Row 2 · 2023-06-30 · Tax withholding · Disposed 25,288 · Balance 183,525 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 60,637 · Balance 0 F2: 1-for-1 F3: Represents 60,637 Performance Stock Units granted on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest June 30, 2023. Restricted stockunits 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 60,637 Performance Stock Units granted on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest June 30, 2023. Restricted stockunits 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 16:00 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 60,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000132 · wf-form4_168857278244454.xml · derivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 60,637 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 60,637 Performance Stock Units granted on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest June 30, 2023. Restricted stockunits subject to forfeiture until vested. F3 · derivative.expiration_date: Represents 60,637 Performance Stock Units granted on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest June 30, 2023. Restricted stockunits 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 16:00 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 25,288 | $34.03 | $860,550.64 |
DisclosureSEC source: 0000107140-23-000132 · wf-form4_168857278244454.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,525 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 16:00 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 60,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000132 · wf-form4_168857278244454.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,813 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 7,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · derivative · entry 9 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,313 Underlying: Class A Common · 7,771 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 31,084 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 22, 2022, the reporting person was granted 31,084 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 5,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · derivative · entry 8 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,833 Underlying: Class A Common · 5,916 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 23,665 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 June 24, 2021, the reporting person was granted 23,665 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 8,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · derivative · entry 7 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,425 Underlying: Class A Common · 8,424 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 33,697 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 33,697 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · derivative · entry 6 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 7,220 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 June 27, 2019, the reporting person was granted 28,878 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 28,878 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 10,440 | $38.21 | $398,912.40 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · nonDerivative · entry 5 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,176 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 7,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · nonDerivative · entry 4 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,616 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 5,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · nonDerivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,845 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 8,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,929 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 16:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000076 · wf-form4_168313082627301.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,505 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 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 35,953 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008367 · doc4.xml · derivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,539 Underlying: Class A Common · 35,953 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 35,953 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 35,953 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 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 18,390 | $47.76 | $878,306.40 |
DisclosureSEC source: 0001225208-22-008367 · doc4.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,285 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 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 35,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008367 · doc4.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,675 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 19:51 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 31,084 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008267 · doc4.xml · derivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,492 Underlying: Class A Common · 31,084 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 20:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 35,953 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007731 · doc4.xml · derivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,408 Underlying: Class A Common · 35,953 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 8,424 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · derivative · entry 9 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,083 Underlying: Class A Common · 8,424 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F8 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 33,697 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 June 26, 2020, the reporting person was granted 33,697 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 7,219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · derivative · entry 8 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,507 Underlying: Class A Common · 7,219 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 28,878 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 28,878 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 5,916 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · derivative · entry 7 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,726 Underlying: Class A Common · 5,916 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 23,665 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 24, 2021, the reporting person was granted 23,665 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,358 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · derivative · entry 6 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,642 Underlying: Class A Common · 4,358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 20, 2018, the reporting person was granted 17,432 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 20, 2018, the reporting person was granted 17,432 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 9,704 | $50.15 | $486,655.60 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · nonDerivative · entry 5 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,722 F2 · 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 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 4,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · nonDerivative · entry 4 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 5,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · nonDerivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,068 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. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 7,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 8,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006536 · doc4.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 8,424 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · derivative · entry 9 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,083 Underlying: Class A Common · 8,424 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F8 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 33,697 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 June 26, 2020, the reporting person was granted 33,697 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 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 7,219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · derivative · entry 8 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,507 Underlying: Class A Common · 7,219 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 28,878 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 28,878 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 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 5,916 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · derivative · entry 7 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,726 Underlying: Class A Common · 5,916 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 23,665 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 24, 2021, the reporting person was granted 23,665 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 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,358 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · derivative · entry 6 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,642 Underlying: Class A Common · 4,358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · 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 20, 2018, the reporting person was granted 17,432 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 20, 2018, the reporting person was granted 17,432 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 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 9,704 | $50.15 | $486,655.60 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · nonDerivative · entry 5 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,722 F2 · 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 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 4,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · nonDerivative · entry 4 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 5,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · nonDerivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,068 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. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 7,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,152 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:49 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 8,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006498 · doc4.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:15 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 24,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010012 · doc4.xml · derivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,372 Underlying: Class A Common · 24,698 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 0.00 F3 · derivative.exercise_date: On June 2, 2021, the reporting person was granted 24,698 restricted stock units, vesting on June 30, 2021. F3 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 24,698 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:15 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 12,634 | $60.18 | $760,314.12 |
DisclosureSEC source: 0001225208-21-010012 · doc4.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,509 F2 · 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 15:15 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 24,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010012 · doc4.xml · nonDerivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,143 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 23,665 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009624 · doc4.xml · derivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,000 Underlying: Class A Common · 23,665 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 21:40 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: 0001225208-21-009624 · doc4.xml · derivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 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 15:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 24,698 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008971 · doc4.xml · derivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,335 Underlying: Class A Common · 24,698 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 15:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 60,637 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008971 · doc4.xml · derivative · entry 1 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,637 Underlying: Class A Common · 60,637 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 8,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · derivative · entry 9 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,070 Underlying: Class A Common · 8,424 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 0.00 F6 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 33,697 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 33,697 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · derivative · entry 8 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,494 Underlying: Class A Common · 7,220 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 0.00 F5 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 28,878 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 28,878 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 5,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · derivative · entry 7 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,714 Underlying: Class A Common · 5,153 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 0.00 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 30th of each year after grant. F4 · derivative.expiration_date: On December 4, 2017, the reporting person was granted 20,611 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · derivative · entry 6 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,867 Underlying: Class A Common · 4,358 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 0.00 F3 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 17,432 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 17,432 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 9,687 | $56.94 | $551,577.78 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · nonDerivative · entry 5 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,445 F2 · 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 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 4,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · nonDerivative · entry 4 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 5,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · nonDerivative · entry 3 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,774 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 7,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007449 · doc4.xml · nonDerivative · entry 2 Napack Brian A. · CIK 0001561631 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.