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 20, 2018 Filed Jul 3, 2018 23:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011395 · doc4.xml · derivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,265 Underlying: Class A Common · 4,451 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 vest in four equal annual installments, beginning on April 30, 2019, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2019, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · derivative · entry 7 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,814 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. F6 · 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. F6 · 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, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · derivative · entry 6 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,388 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. 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, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · derivative · entry 5 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,604 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, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,526 | $65.95 | $100,639.70 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · nonDerivative · entry 4 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,799 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · nonDerivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,325 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, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,341 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, 2018 Filed May 2, 2018 20:14 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008519 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,125 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 21, 2017 Filed Jun 23, 2017 21:19 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011577 · doc4.xml · derivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Underlying: Class A Common · 4,771 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on April 30, 2018. F3 · derivative.expiration_date: The restricted stock units are subject to forfeiture until vested. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:19 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011577 · doc4.xml · derivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,817 Underlying: Class A Common · 4,866 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 30, 2018. F3 · derivative.expiration_date: The restricted stock units are subject to forfeiture until vested. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008889 · doc4.xml · derivative · entry 3 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,951 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. F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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 30, 2017. F3 · 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 30, 2017. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 432 | $52.70 | $22,766.40 |
DisclosureSEC source: 0001225208-17-008889 · doc4.xml · nonDerivative · entry 2 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 983 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008889 · doc4.xml · nonDerivative · entry 1 Verses Judy · CIK 0001457844 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 983 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: Restricted stock units convert into Class A common stock on a one-for-one basis. 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.