Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | EVP and General Counsel | January 17, 2020 | January 21, 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 January 17, 2020 · Filed January 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 58,136 |
Ending reported balance
After 2020-01-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-17 · Exercise / conversion · Acquired 10,000 · Balance 68,136 Row 2 · 2020-01-17 · Sale · Disposed 10,000 · Balance 58,136 F1: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.07 to $49.54 per share, inclusive. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $40.02 · Expires 2020-06-23 | Direct | 15,000 |
Reported balance
After 2020-01-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-01-17 · Exercise / conversion · Disposed 10,000 · Balance 15,000 |
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 $49.07 to $49.54 per share, inclusive.
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 |
|---|---|---|---|---|---|---|
| January 17, 2020 Filed Jan 21, 2020 21:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 10,000 | $40.02 Strike: $40.02 | $400,200.00 |
DisclosureSEC source: 0001225208-20-000994 · doc4.xml · derivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Class A Common · 10,000 shares Expires 2020-06-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 21:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 10,000 | $49.24 | $492,353.00 |
DisclosureSEC source: 0001225208-20-000994 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,136 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.07 to $49.54 per share, inclusive. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 21:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 10,000 | $40.02 | $400,200.00 |
DisclosureSEC source: 0001225208-20-000994 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,136 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 28, 2019 Filed Jul 1, 2019 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,095 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009697 · doc4.xml · derivative · entry 5 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,961 Underlying: Class A Common · 2,095 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. F5 · derivative.exercise_date: On May 30, 2019, the reporting person was granted 4191 Restricted Stock Units vesting in equal amounts on June 28, 2019 and April 20, 2020. F5 · derivative.expiration_date: On May 30, 2019, the reporting person was granted 4191 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 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 749 | $45.86 | $34,349.14 |
DisclosureSEC source: 0001225208-19-009697 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,136 F1 · 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 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009697 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,885 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 27, 2019 Filed Jul 1, 2019 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 5,253 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009697 · doc4.xml · derivative · entry 4 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,056 Underlying: Class A Common · 5,253 shares Expires not disclosed F4 · 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. F4 · 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 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,191 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009697 · doc4.xml · derivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,803 Underlying: Class A Common · 4,191 shares Expires not disclosed F2 · 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. F2 · 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. F3 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 13 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,051 Underlying: Class A Common · 1,515 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F9 · derivative.exercise_date: On May 31, 2018, the reporting person was granted 3,029 restricted stock units, vesting in equal amounts on June 30, 2018 and April 30, 2019. F9 · derivative.expiration_date: On May 31, 2018, the reporting person was granted 3,029 restricted stock units, vesting in equal amounts on June 30, 2018 and April 30, 2019. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 12 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,566 Underlying: Class A Common · 1,092 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F8 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,366 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F8 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,366 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 11 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,658 Underlying: Class A Common · 1,057 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F7 · derivative.exercise_date: On June 22, 2016, the reporting person was granted 4,229 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F7 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 4,229 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 10 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,715 Underlying: Class A Common · 853 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 3,414 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 3,414 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 850 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 9 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,612 Underlying: Class A Common · 850 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: On June 24, 2014, the reporting person was granted 1,700 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. F4 · derivative.expiration_date: On June 24, 2014, the reporting person was granted 1,700 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · derivative · entry 8 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,462 Underlying: Class A Common · 450 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 24, 2015, the reporting person was granted 1,800 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 1,800 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 2,081 | $46.18 | $96,100.58 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 7 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,790 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 6 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,871 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 5 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,421 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 4 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,571 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 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,718 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,661 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 0.00 Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007513 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,569 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, 2018 Filed Jul 3, 2018 23:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011389 · doc4.xml · derivative · entry 5 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,568 Underlying: Class A Common · 1,514 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 May 31, 2018, the reporting person was granted 3,029 Restricted Stock Units vesting in equal amounts on June 30, 2018 and April 30, 2019. F7 · derivative.expiration_date: On May 31, 2018, the reporting person was granted 3,029 Restricted Stock Units vesting in equal amounts on June 30, 2018 and April 30, 2019. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 466 | $62.40 | $29,078.40 |
DisclosureSEC source: 0001225208-18-011389 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,054 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011389 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,520 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 20, 2018 Filed Jul 3, 2018 23:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011389 · doc4.xml · derivative · entry 4 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 Underlying: Class A Common · 3,414 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · 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. F6 · 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 |
| May 31, 2018 Filed Jul 3, 2018 23:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011389 · doc4.xml · derivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,668 Underlying: Class A Common · 3,029 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · shares: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 30, 2018 and April 30, 2019. F4 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting in equal amounts on June 30, 2018 and April 30, 2019. F5 · derivative.expiration_date: The restricted stock units are subject to forfeiture until vested. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 13 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,912 Underlying: Class A Common · 1,250 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F10 · derivative.exercise_date: On June 25, 2013, the reporting person was granted 2,500 restricted stock units, vesting in two equal annual installments on the fourth and fifth anniversaries of April 30th after the grant. F10 · derivative.expiration_date: On June 25, 2013, the reporting person was granted 2,500 restricted stock units, vesting in two equal annual installments on the fourth and fifth anniversaries of April 30th after the grant. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 12 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,639 Underlying: Class A Common · 1,091 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F9 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 4,366 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F9 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 4,366 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 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 11 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,730 Underlying: Class A Common · 1,058 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F8 · derivative.exercise_date: On June 22, 2016, the reporting person was granted 4,229 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F8 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 4,229 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 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 850 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 10 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,162 Underlying: Class A Common · 850 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F7 · derivative.exercise_date: On June 24, 2014, the reporting person was granted 1,700 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. F7 · derivative.expiration_date: On June 24, 2014, the reporting person was granted 1,700 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 9 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,012 Underlying: Class A Common · 450 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. F5 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · derivative.exercise_date: On June 24, 2015, the reporting person was granted 1,800 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 1,800 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 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Performance Units · Derivative | 3,368 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · derivative · entry 8 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 3,368 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 performance units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: Restricted performance units vest 50% of payout grant on each of the 4th and 5th anniversaries of the underlying performance stock unit grant. F4 · derivative.expiration_date: Restricted performance units vest 50% of payout grant on each of the 4th and 5th anniversaries of the underlying performance stock unit grant. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 2,483 | $65.95 | $163,753.85 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 7 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,006 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units and performance share units. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 6 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,489 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 5 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,039 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 4 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,189 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 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,131 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 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,040 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:13 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008517 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,790 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 |
| December 12, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 20,000 | $0.00 Strike: $35.04 | $0.00 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · derivative · entry 6 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 20,000 shares Expires 2019-06-24 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 |
| December 12, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 20,000 | $64.03 | $1,280,500.00 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 4 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,422 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.05 per share, inclusive. Read SEC document |
| December 12, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 20,000 | $35.04 | $700,800.00 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,422 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 |
| December 11, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 4,512 | $0.00 Strike: $35.04 | $0.00 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · derivative · entry 5 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 4,512 shares Expires 2019-06-24 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 |
| December 11, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 4,512 | $63.50 | $286,512.00 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,422 Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 22:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 4,512 | $35.04 | $158,100.48 |
DisclosureSEC source: 0001225208-17-018525 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,934 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 |
| December 08, 2017 Filed Dec 8, 2017 22:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 5,488 | $0.00 Strike: $35.04 | $0.00 |
DisclosureSEC source: 0001225208-17-018411 · doc4.xml · derivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,512 Underlying: Class A Common · 5,488 shares Expires 2019-06-24 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 |
| December 08, 2017 Filed Dec 8, 2017 22:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 5,488 | $63.50 | $348,488.00 |
DisclosureSEC source: 0001225208-17-018411 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,422 Read SEC document |
| December 08, 2017 Filed Dec 8, 2017 22:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 5,488 | $35.04 | $192,299.52 |
DisclosureSEC source: 0001225208-17-018411 · doc4.xml · nonDerivative · entry 1 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,910 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 |
| October 20, 2017 Filed Oct 23, 2017 20:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 26,032 | $0.00 Strike: $47.55 | $0.00 |
DisclosureSEC source: 0001225208-17-016473 · doc4.xml · derivative · entry 3 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 26,032 shares Expires 2018-06-25 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 |
| October 20, 2017 Filed Oct 23, 2017 20:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 26,032 | $55.00 | $1,431,760.00 |
DisclosureSEC source: 0001225208-17-016473 · doc4.xml · nonDerivative · entry 2 RINCK GARY M · CIK 0001283681 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,422 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 Plan established by the reporting peson on July 20, 2017. 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.