Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.JWA/JWB · Entity 4304 | VP, Treasurer | July 17, 2018 | July 18, 2018 |
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 17, 2018 · Filed July 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 499 |
Reported balance
After 2018-07-17 transaction · row 1
1 source rowRow 1 · 2018-07-17 · Sale · Disposed 1,465 · Balance 499 |
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 17, 2018 Filed Jul 18, 2018 20:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,465 | $68.40 | $100,206.00 |
DisclosureSEC source: 0001225208-18-011835 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499 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 | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011393 · doc4.xml · derivative · entry 4 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,402 Underlying: Class A Common · 350 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. F6 · derivative.exercise_date: On May 31, 2018, the reporting person was granted 700 Restricted Stock Units vesting in equal amounts on June 30, 2018 and April 30, 2019. F6 · derivative.expiration_date: On May 31, 2018, the reporting person was granted 700 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 | 108 | $62.40 | $6,739.20 |
DisclosureSEC source: 0001225208-18-011393 · doc4.xml · nonDerivative · entry 2 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,964 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 | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011393 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,072 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 |
| May 31, 2018 Filed Jul 3, 2018 23:43 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011393 · doc4.xml · derivative · entry 3 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,752 Underlying: Class A Common · 700 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. 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 | 105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · derivative · entry 11 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105 Underlying: Class A Common · 105 shares Expires 2019-04-30 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 24, 2015, the reporting person was granted 420 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F9 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 420 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 | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · derivative · entry 10 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Underlying: Class A Common · 275 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 1,101 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 1,101 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 | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · derivative · entry 9 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 Underlying: Class A Common · 233 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 21, 2017, the reporting person was granted 934 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 934 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 | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · derivative · entry 8 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560 Underlying: Class A Common · 200 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, 2014, the reporting person was granted 400 restricted stock units, vesting 50% on April 30, 2018 and 50% on April 30, 2019. F6 · derivative.expiration_date: On June 24, 2014, the reporting person was granted 400 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 Performance Units · Derivative | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · derivative · entry 7 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 695 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 | 535 | $65.95 | $35,283.25 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 6 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,722 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 | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 5 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 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 | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 4 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,152 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 | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 3 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,952 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 | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 2 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,719 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 | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008526 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444 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 |
| January 19, 2018 Filed Jan 19, 2018 17:02 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 989 | $66.00 | $65,274.00 |
DisclosureSEC source: 0001225208-18-001288 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 1,450 | $0.00 Strike: $39.53 | $0.00 |
DisclosureSEC source: 0001225208-18-000636 · doc4.xml · derivative · entry 3 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 Underlying: Class A Common · 1,450 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. F2 · derivative.exercise_date: Options were granted on June 25, 2013 and vest in equal increments on April 30th of the fourth and fifth anniversary year of the grant. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,450 | $66.35 | $96,213.01 |
DisclosureSEC source: 0001225208-18-000636 · doc4.xml · nonDerivative · entry 2 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.30 to $66.375 per share, inclusive. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 20:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,450 | $39.53 | $57,318.50 |
DisclosureSEC source: 0001225208-18-000636 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,188 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 16:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 4,100 | $0.00 Strike: $48.06 | $0.00 |
DisclosureSEC source: 0001225208-17-018505 · doc4.xml · derivative · entry 3 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,100 shares Expires 2022-06-25 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 |
| December 12, 2017 Filed Dec 12, 2017 16:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 4,100 | $63.50 | $260,350.00 |
DisclosureSEC source: 0001225208-17-018505 · doc4.xml · nonDerivative · entry 2 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738 Read SEC document |
| December 12, 2017 Filed Dec 12, 2017 16:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 4,100 | $48.06 | $197,046.00 |
DisclosureSEC source: 0001225208-17-018505 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,838 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 21, 2017 Filed Jun 23, 2017 21:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 934 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011572 · doc4.xml · derivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,760 Underlying: Class A Common · 934 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 105 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · derivative · entry 9 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210 Underlying: Class A Common · 105 shares Expires 2019-04-30 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 24, 2015, the reporting person was granted 420 restricted stock units, vesting in four equal annual installments beginning on April 30 of each year after grant. F8 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 420 restricted stock units, vesting in four equal annual installments beginning on April 30 of each year after grant. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · derivative · entry 8 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 826 Underlying: Class A Common · 275 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 1,101 restricted stock units, vesting in four equal annual installments beginning on April 30, 2017. F7 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 1,101 restricted stock units, vesting in four equal annual installments beginning on April 30, 2017. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · derivative · entry 7 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191 Underlying: Class A Common · 230 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 459 restricted stock units as settlement of PSUs, vesting in two equal annual installments on April 30 2016 and 2017. F6 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 459 restricted stock units as settlement of PSUs, vesting in two equal annual installments on April 30 2016 and 2017. Read SEC document |
| April 30, 2017 Filed May 2, 2017 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Performance Units · Derivative | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · derivative · entry 6 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695 Underlying: Class A Common · 695 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 566 | $52.70 | $29,828.20 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · nonDerivative · entry 5 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,738 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · nonDerivative · entry 4 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,304 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · nonDerivative · entry 3 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · nonDerivative · entry 2 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,969 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008896 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,694 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 05, 2017 Filed Apr 6, 2017 17:35 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 356 | $54.00 | $19,224.00 |
DisclosureSEC source: 0001225208-17-007711 · doc4.xml · nonDerivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665 Read SEC document |
| June 22, 2016 Filed Aug 11, 2017 20:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Performance Units · Derivative | 1,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013927 · doc4.xml · derivative · entry 1 Marzano Vincent · CIK 0001376507 · VP, Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,390 Underlying: Class A Common · 1,390 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.