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 June 22, 2016 · Filed August 11, 2017
Section 16 reporting ended · disclosed 2017-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,365 |
Reported balance
After 2016-06-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-06-22 · Grant · Acquired 2,031 · Balance 3,365 F1: Earned Performance Share Units convert into Class A common stock on a one-for-one basis upon vesting. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Earned Performance Share Units convert into Class A common stock on a one-for-one basis upon vesting.
F2: 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.
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 05, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionNon-Qualified Stock Options · Derivative | 2,200 | $39.53 | $86,966.00 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · derivative · entry 8 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Class A Common · 2,200 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_price: $39.53 F4 · derivative.exercise_date: Options vest in equal increments on April 30th of the fourth and fifth anniversary year of the grant. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 3,630 | $52.45 | $190,393.50 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · nonDerivative · entry 5 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 2,200 | $52.51 | $115,515.40 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · nonDerivative · entry 4 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 F2 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $52.505 and $52.550, inclusive. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · nonDerivative · entry 3 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830 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: $39.53 Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Performance Units · Derivative | 3,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · derivative · entry 7 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,016 Underlying: Class A Common · 3,770 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: Restricted performance units convert into Class A common stock on a one-for-one basis. F3 · derivative.expiration_date: Restricted performance units convert into Class A common stock on a one-for-one basis. Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,555 | $52.75 | $82,026.25 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · nonDerivative · entry 2 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Read SEC document |
| June 30, 2017 Filed Jul 6, 2017 22:39 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 3,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012375 · doc4.xml · nonDerivative · entry 1 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,185 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 / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · derivative · entry 10 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Underlying: Class A Common · 400 shares Expires 2023-06-25 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. 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 25, 2013, the reporting person was granted 800 restricted stock units, vesting in two annual installments on the fourth and fifth anniversaries of April 30th after the grant. F8 · derivative.expiration_date: On June 25, 2013, the reporting person was granted 800 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · derivative · entry 9 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Underlying: Class A Common · 230 shares Expires 2025-06-24 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. 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 920 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F7 · derivative.expiration_date: On June 24, 2015, the reporting person was granted 920 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 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · derivative · entry 8 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560 Underlying: Class A Common · 520 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 22, 2016, the reporting person was granted 2,080 restricted stock units, vesting in four equal annual installments beginning on April 30, 2017. F6 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 2,080 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 Performance Units · Derivative | 1,015 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · derivative · entry 7 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,016 Underlying: Class A Common · 1,015 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 | 887 | $52.70 | $46,744.90 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · nonDerivative · entry 5 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,415 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 | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · nonDerivative · entry 4 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,302 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 | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · nonDerivative · entry 3 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 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 |
| April 30, 2017 Filed May 2, 2017 23:59 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · nonDerivative · entry 2 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,672 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 | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008893 · doc4.xml · nonDerivative · entry 1 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152 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. 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 | 2,031 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013920 · doc4.xml · derivative · entry 1 Sugerman Jeffrey · CIK 0001645898 · EVP, Talent Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,365 Underlying: Class A Common · 2,031 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.