Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHN WILEY & SONS, INC.
Report date May 30, 2019 · Filed July 01, 2019
Section 16 reporting ended · disclosed 2019-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,848 |
Reported balance
After 2019-05-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-30 · Grant · Acquired 1,848 · Balance 1,848 F1: 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: Restricted stock units subject to forfeiture until vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Restricted stock units subject to forfeiture until vested.
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 14, 2019 Filed Jun 14, 2019 19:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 2,150 | $45.64 | $98,134.39 |
DisclosureSEC source: 0001225208-19-009256 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.641 to $45.660 per share, inclusive. Read SEC document |
| May 30, 2019 Filed Jul 1, 2019 22:33 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,848 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009699 · doc4.xml · derivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Underlying: Class A Common · 1,848 shares Expires not disclosed F1 · 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. F1 · 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. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 13 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 Underlying: Class A Common · 717 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_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F8 · derivative.exercise_date: On May 31, 2018, the reporting person was granted 1,433 restricted stock units, vesting in equal amounts on June 30, 2018 and April 30, 2019. F8 · derivative.expiration_date: On May 31, 2018, the reporting person was granted 1,433 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 12 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,721 Underlying: Class A Common · 530 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_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 2,118 restricted stock units, vesting in four 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 2,118 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 11 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,251 Underlying: Class A Common · 492 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_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · derivative.exercise_date: On June 22, 2016, the reporting person was granted 1,970 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 1,970 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 10 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,743 Underlying: Class A Common · 483 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_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 1,935 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 1,935 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 9 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 400 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, 2014, the reporting person was granted 800 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. F3 · derivative.expiration_date: On June 24, 2014, the reporting person was granted 800 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 213 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · derivative · entry 8 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Class A Common · 213 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. F2 · derivative.exercise_date: On June 24, 2015, the reporting person was granted 850 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F2 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 850 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 685 | $46.18 | $31,633.30 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 7 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,181 Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 6 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,866 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 5 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,653 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 483 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 4 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,253 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 3 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,770 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,278 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 16:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 717 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007522 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748 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 08, 2019 Filed Apr 10, 2019 15:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 5,900 | $0.00 Strike: $39.53 | $0.00 |
DisclosureSEC source: 0001225208-19-006613 · doc4.xml · derivative · entry 3 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 5,900 shares Expires 2023-06-24 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. F1 · derivative.exercise_date: 4/30/2018 Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 15:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 5,900 | $45.00 | $265,500.00 |
DisclosureSEC source: 0001225208-19-006613 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031 Read SEC document |
| April 08, 2019 Filed Apr 10, 2019 15:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 5,900 | $39.53 | $233,227.00 |
DisclosureSEC source: 0001225208-19-006613 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,931 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 |
| September 18, 2018 Filed Sep 19, 2018 18:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 2,654 | $56.09 | $148,851.71 |
DisclosureSEC source: 0001225208-18-013559 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.055 to $56.225 per share, inclusive. Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011391 · doc4.xml · derivative · entry 5 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,226 Underlying: Class A Common · 716 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 1,433 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 1,433 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 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 274 | $62.40 | $17,097.60 |
DisclosureSEC source: 0001225208-18-011391 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,685 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 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011391 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,959 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 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011391 · doc4.xml · derivative · entry 4 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,942 Underlying: Class A Common · 1,935 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 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011391 · doc4.xml · derivative · entry 3 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,007 Underlying: Class A Common · 1,433 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 13 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,574 Underlying: Class A Common · 550 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 1,100 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 1,100 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 12 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124 Underlying: Class A Common · 529 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 2,118 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 2,118 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 11 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,653 Underlying: Class A Common · 493 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 1,970 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 1,970 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 10 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613 Underlying: Class A Common · 400 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 800 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 800 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 212 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 9 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 Underlying: Class A Common · 212 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 850 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 850 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Performance Units · Derivative | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · derivative · entry 8 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 1,390 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,362 | $65.95 | $89,823.90 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 7 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,243 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 6 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,605 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 5 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,393 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 4 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,993 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 3 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,971 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 20:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008524 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,421 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. F1 · price: 0.00 Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 20:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,816 | $51.95 | $94,341.20 |
DisclosureSEC source: 0001225208-17-011612 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031 Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011575 · doc4.xml · derivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,146 Underlying: Class A Common · 2,118 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 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · derivative · entry 11 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028 Underlying: Class A Common · 550 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 25, 2013, the reporting person was granted 1,100 restricted stock units, vesting in two annual installments on the fourth and fifth anniversaries of April 30th after the grant. F9 · derivative.expiration_date: On June 25, 2013, the reporting person was granted 1,100 restricted stock units, vesting in two annual installments on the fourth and fifth anniversaries of April 30th after the grant. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · derivative · entry 10 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,578 Underlying: Class A Common · 492 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 1,970 restricted stock units, vesting in four equal annual installments beginning on April 30, 2017. F8 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 1,970 restricted stock units, vesting in four equal annual installments beginning on April 30, 2017. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 459 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · derivative · entry 9 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 Underlying: Class A Common · 459 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, 2015, the reporting person was granted 917 restricted stock units as settlement of PSUs, vesting in two annual installments on April 30 2016 and 2017. F7 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 917 restricted stock units as settlement of PSUs, vesting in two annual installments on April 30 2016 and 2017. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 213 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · derivative · entry 8 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,684 Underlying: Class A Common · 213 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 850 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 850 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Performance Units · Derivative | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · derivative · entry 7 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 Underlying: Class A Common · 1,389 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, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,287 | $52.70 | $67,824.90 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 6 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units and performance share units. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 5 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 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, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 4 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,921 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, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 3 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,462 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, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970 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, 2017 Filed May 2, 2017 23:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008891 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,420 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.