Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | EVP, Chief Strategy Officer | July 09, 2019 | July 10, 2019 |
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 09, 2019 · Filed July 10, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 1,716 |
Ending reported balance
After 2019-07-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-07-09 · Exercise / conversion · Acquired 1,701 · Balance 2,239 F1: 0.00 Row 2 · 2019-07-09 · Tax withholding · Disposed 523 · Balance 1,716 F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,331 |
Reported balance
After 2019-07-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-07-09 · Exercise / conversion · Disposed 1,701 · Balance 8,331 F3: Restricted stock units convert into Class A common stock on a one-for-one basis. F4: On July 9, 2018, the reporting person was granted 3,403 restricted stock units, vesting in two equal installments on July 9, 2019 and July 9, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: 0.00
F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
F3: Restricted stock units convert into Class A common stock on a one-for-one basis.
F4: On July 9, 2018, the reporting person was granted 3,403 restricted stock units, vesting in two equal installments on July 9, 2019 and July 9, 2020.
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 09, 2019 Filed Jul 10, 2019 19:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010173 · doc4.xml · derivative · entry 3 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,331 Underlying: Class A Common · 1,701 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 July 9, 2018, the reporting person was granted 3,403 restricted stock units, vesting in two equal installments on July 9, 2019 and July 9, 2020. F4 · derivative.expiration_date: On July 9, 2018, the reporting person was granted 3,403 restricted stock units, vesting in two equal installments on July 9, 2019 and July 9, 2020. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 19:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 523 | $46.05 | $24,084.15 |
DisclosureSEC source: 0001225208-19-010173 · doc4.xml · nonDerivative · entry 2 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,716 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| July 09, 2019 Filed Jul 10, 2019 19:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010173 · doc4.xml · nonDerivative · entry 1 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239 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 22:33 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009703 · doc4.xml · derivative · entry 1 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,032 Underlying: Class A Common · 4,327 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, 2020, 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, 2020, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007518 · doc4.xml · derivative · entry 3 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,705 Underlying: Class A Common · 767 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 July 9, 2018, the reporting person was granted 3,069 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On July 9, 2018, the reporting person was granted 3,069 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 16:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 229 | $46.18 | $10,575.22 |
DisclosureSEC source: 0001225208-19-007518 · doc4.xml · nonDerivative · entry 2 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538 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 16:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007518 · doc4.xml · nonDerivative · entry 1 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767 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 |
| July 09, 2018 Filed Jul 11, 2018 20:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011606 · doc4.xml · derivative · entry 2 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,472 Underlying: Class A Common · 3,069 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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. F3 · 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 |
| July 09, 2018 Filed Jul 11, 2018 20:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011606 · doc4.xml · derivative · entry 1 Ruda Taneli · CIK 0001746062 · EVP, Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,403 Underlying: Class A Common · 3,403 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 two equal installments beginning on the first and second anniversaries of the reporting person's hire date of July 9, 2018, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in two equal installments beginning on the first and second anniversaries of the reporting person's hire date of July 9, 2018, and are subject to forfeiture under the terms and conditions of the 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.