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 |
|---|---|---|---|---|---|---|
| September 26, 2016 Filed Sep 27, 2016 22:31 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,469 | $49.91 | $73,317.79 |
DisclosureSEC source: 0001225208-16-039715 · doc4.xml · nonDerivative · entry 2 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 F2 · price: Price reported represents the weighted average price per share of the number of shares sold in open market transactions over a range of prices on September 26, 2016. The reporting person undertakes to provide upon request from the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares purchased or sold at each separate price. Read SEC document |
| August 01, 2016 Filed Sep 27, 2016 22:31 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,031 | $57.44 | $59,220.64 |
DisclosureSEC source: 0001225208-16-039715 · doc4.xml · nonDerivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,830 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted shares. Read SEC document |
| June 22, 2016 Filed Aug 11, 2017 20:35 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Performance Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013932 · doc4.xml · derivative · entry 1 Stobaugh Clay · CIK 0001527252 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,779 Underlying: Class A Common · 2,779 shares Expires not disclosed F1 · derivative.exercise_price: Earned Performance Share Units convert into Class A common stock on a one-for-one basis upon vesting. F2 · derivative.exercise_date: Earned Performance Stock Units become exercisable 50% on April 30th just prior to the fourth anniversary of the date of the underlying performance stock unit grant and 50% on the following April 30th. F2 · derivative.expiration_date: Earned Performance Stock Units become exercisable 50% on April 30th just prior to the fourth anniversary of the date of the underlying performance stock unit grant and 50% on the following April 30th. 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.