Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | Chairman, Atypon Systems LLC | June 27, 2019 | July 01, 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 June 27, 2019 · Filed July 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,833 |
Reported balance
After 2019-06-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-27 · Grant · Acquired 3,353 · Balance 4,833 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A common stock on a one-for-one basis.
F2: 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.
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 27, 2019 Filed Jul 1, 2019 22:35 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009706 · doc4.xml · derivative · entry 1 Papadopoulos Georgios · CIK 0001701179 · Chairman, Atypon Systems LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,833 Underlying: Class A Common · 3,353 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 | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007517 · doc4.xml · derivative · entry 3 Papadopoulos Georgios · CIK 0001701179 · Chairman, Atypon Systems LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On March 20, 2019, the reporting person was granted 1,973 restricted stock units, vesting in four equal annual installments beginning on April 30, 2019 and on April 30th of each following year. F4 · derivative.expiration_date: On March 20, 2019, the reporting person was granted 1,973 restricted stock units, vesting in four equal annual installments beginning on April 30, 2019 and on April 30th of each following year. 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 | 167 | $46.18 | $7,712.06 |
DisclosureSEC source: 0001225208-19-007517 · doc4.xml · nonDerivative · entry 2 Papadopoulos Georgios · CIK 0001701179 · Chairman, Atypon Systems LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326 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 | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007517 · doc4.xml · nonDerivative · entry 1 Papadopoulos Georgios · CIK 0001701179 · Chairman, Atypon Systems LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493 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 |
| March 20, 2019 Filed Mar 21, 2019 23:02 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005693 · doc4.xml · derivative · entry 1 Papadopoulos Georgios · CIK 0001701179 · Chairman, Atypon Systems LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,973 Underlying: Class A Common · 1,973 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: 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.