person · Reporting owner
Pence William Edward IV
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | Director | July 22, 2020 | July 24, 2020 |
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 July 22, 2020 · Filed July 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,592.96 |
Reported balance
After 2020-07-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-07-22 · Grant · Acquired 24.9 · Balance 2,592.96 F1: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion.
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 |
|---|---|---|---|---|---|---|
| July 22, 2020 Filed Jul 24, 2020 14:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 24.9 | $35.33 Strike: $0.00 | $879.72 |
DisclosureSEC source: 0001225208-20-009921 · doc4.xml · derivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592.96 Underlying: Class A Common · 24.9 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 16:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 25.57 | $33.81 Strike: $0.00 | $864.52 |
DisclosureSEC source: 0001225208-20-006548 · doc4.xml · derivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,568.06 Underlying: Class A Common · 25.57 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 17.33 | $49.55 Strike: $0.00 | $858.70 |
DisclosureSEC source: 0001225208-20-000987 · doc4.xml · derivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,542.49 Underlying: Class A Common · 17.33 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 19:27 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 19.16 | $44.46 Strike: $0.00 | $851.85 |
DisclosureSEC source: 0001225208-19-013815 · doc4.xml · derivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,525.16 Underlying: Class A Common · 19.16 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 22:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,506 | $43.90 Strike: $0.00 | $110,013.40 |
DisclosureSEC source: 0001225208-19-012834 · doc4.xml · derivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,506 Underlying: Class A Common · 2,506 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 19:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,809 | $60.80 | $109,987.20 |
DisclosureSEC source: 0001225208-18-013893 · doc4.xml · nonDerivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,405 F1 · shares: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,869 | $53.50 | $99,991.50 |
DisclosureSEC source: 0001225208-17-015631 · doc4.xml · nonDerivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,596 F1 · shares: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,995 | $50.13 | $100,009.35 |
DisclosureSEC source: 0001225208-16-039685 · doc4.xml · nonDerivative · entry 1 Pence William Edward IV · CIK 0001417365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,727 F1 · price: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. 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.