Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | EVP, Research | June 29, 2021 | July 02, 2021 |
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 29, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 17,388 |
Ending reported balance
After 2021-06-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-06-29 · Sale · Disposed 2,397 · Balance 14,227 F1: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.08 per share, inclusive. Row 2 · 2021-06-30 · Exercise / conversion · Acquired 6,306 · Balance 20,533 Row 3 · 2021-06-30 · Tax withholding · Disposed 3,145 · Balance 17,388 F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 19,912 |
Reported balance
After 2021-06-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-30 · Exercise / conversion · Disposed 6,306 · Balance 19,912 F3: On June 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.08 per share, inclusive.
F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
F3: On June 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021.
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, 2021 Filed Jul 2, 2021 14:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 6,306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009998 · doc4.xml · derivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,912 Underlying: Class A Common · 6,306 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 June 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021. F3 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 14:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 3,145 | $60.18 | $189,266.10 |
DisclosureSEC source: 0001225208-21-009998 · doc4.xml · nonDerivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388 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 14:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 6,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009998 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,533 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 29, 2021 Filed Jul 2, 2021 14:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 2,397 | $60.04 | $143,906.77 |
DisclosureSEC source: 0001225208-21-009998 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,227 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.08 per share, inclusive. 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 | 6,048 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009628 · doc4.xml · derivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,218 Underlying: Class A Common · 6,048 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: 0001225208-21-009628 · doc4.xml · derivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 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 15:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,306 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008973 · doc4.xml · derivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,170 Underlying: Class A Common · 6,306 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 15:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 13,864 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008973 · doc4.xml · derivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864 Underlying: Class A Common · 13,864 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · derivative · entry 9 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,392 Underlying: Class A Common · 1,951 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. F7 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 7,805 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F7 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 7,805 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · derivative · entry 8 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,343 Underlying: Class A Common · 1,712 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. F6 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 6,849 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 6,849 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · derivative · entry 7 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,055 Underlying: Class A Common · 1,217 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. F5 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,866 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,866 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · derivative · entry 6 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,272 Underlying: Class A Common · 1,113 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 4,451 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 4,451 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 3,043 | $56.94 | $173,268.42 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · nonDerivative · entry 5 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,624 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · nonDerivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,667 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · nonDerivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,554 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,337 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007444 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,625 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, 2020 Filed Jul 2, 2020 01:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009362 · doc4.xml · derivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,385 Underlying: Class A Common · 5,256 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 1, 2020, the reporting person was granted 5256 Restricted Stock Units vesting on June 30, 2020. F3 · derivative.expiration_date: On June 1, 2020, the reporting person was granted 5256 Restricted Stock Units vesting on June 30, 2020. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 2,621 | $39.00 | $102,219.00 |
DisclosureSEC source: 0001225208-20-009362 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,674 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009362 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,295 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 26, 2020 Filed Jul 2, 2020 01:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 7,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009262 · doc4.xml · derivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,641 Underlying: Class A Common · 7,805 shares Expires not disclosed F1 · derivative.exercise_price: $0.00 F4 · 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. F4 · 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 |
| June 01, 2020 Filed Jul 2, 2020 01:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009262 · doc4.xml · derivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,836 Underlying: Class A Common · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: $0.00 F2 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2020 F3 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 13 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,580 Underlying: Class A Common · 1,951 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. F9 · derivative.exercise_date: On May 30, 2019, the reporting person was granted 3901 Restricted Stock Units vesting in equal amounts on June 28, 2019 and April 30, 2020. F9 · derivative.expiration_date: On May 30, 2019, the reporting person was granted 3901 Restricted Stock Units vesting in equal amounts on June 28, 2019 and April 30, 2020. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 12 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,531 Underlying: Class A Common · 1,712 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. F8 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 6,849 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F8 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 6,849 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 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 11 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,243 Underlying: Class A Common · 1,623 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. F7 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,771 restricted stock units, vesting in three equal annual installments beginning on April 30th of each year after grant. F7 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,771 restricted stock units, vesting in three equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 10 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,866 Underlying: Class A Common · 1,216 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. F6 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,866 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,866 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 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 9 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,082 Underlying: Class A Common · 1,113 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. F5 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 4,451 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 4,451 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 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · derivative · entry 8 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,195 Underlying: Class A Common · 984 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On October 24, 2016, the reporting person was granted 3,934 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On October 24, 2016, the reporting person was granted 3,934 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 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 4,289 | $37.55 | $161,051.95 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 7 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,039 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 6 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,328 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. F1 · price: $0.00 Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 5 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,344 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, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,231 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, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,015 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, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,392 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, 2020 Filed May 4, 2020 20:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,951 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007013 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,680 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 |
| September 13, 2019 Filed Sep 13, 2019 22:09 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 670 | $46.18 | $30,940.60 |
DisclosureSEC source: 0001225208-19-012434 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,729 F1 · kind: Represents shares surrenderd to cover withholding tax liability due upon vesting of restricted stock units on April 30, 2019. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009698 · doc4.xml · derivative · entry 5 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,179 Underlying: Class A Common · 1,950 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 May 30, 2019, the reporting person was granted 3901 Restricted Stock Units vesting in equal amounts on June 28, 2019 and April 20, 2020. F6 · derivative.expiration_date: On May 30, 2019, the reporting person was granted 3901 Restricted Stock Units vesting in equal amounts on June 28, 2019 and April 20, 2020. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 830 | $45.86 | $38,063.80 |
DisclosureSEC source: 0001225208-19-009698 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,399 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 22:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009698 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,229 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 27, 2019 Filed Jul 1, 2019 22:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009698 · doc4.xml · derivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,129 Underlying: Class A Common · 6,849 shares Expires not disclosed F1 · derivative.exercise_price: 0.00 F5 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 30, 2019 Filed Jul 1, 2019 22:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009698 · doc4.xml · derivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,280 Underlying: Class A Common · 3,901 shares Expires not disclosed F1 · derivative.exercise_price: 0.00 F3 · shares: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 28, 2019, and April 30, 2020. F3 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 28, 2019, and April 30, 2020. F4 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · derivative · entry 9 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,379 Underlying: Class A Common · 1,574 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. F7 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,771 restricted stock units, vesting in three equal annual installments beginning on April 30th of each year after grant. F7 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,771 restricted stock units, vesting in three equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · derivative · entry 8 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,953 Underlying: Class A Common · 1,217 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. F6 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,866 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,866 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · derivative · entry 7 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,170 Underlying: Class A Common · 1,112 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. F5 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 4,451 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 4,451 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · derivative · entry 6 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,282 Underlying: Class A Common · 983 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On October 24, 2016, the reporting person was granted 3,934 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On October 24, 2016, the reporting person was granted 3,934 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,406 | $46.18 | $64,929.08 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · nonDerivative · entry 5 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,279 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · nonDerivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 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, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · nonDerivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,702 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, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,590 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, 2019 Filed May 2, 2019 16:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007523 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,373 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.