Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director | September 24, 2026 | September 25, 2026 |
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 September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,275 |
Reported balance
After 2026-09-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 2,880 · Balance 17,275 F1: 1-for-1. F2: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years.
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 24, 2026 Filed Sep 25, 2026 19:16 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,880 | $48.61 | $139,996.80 |
DisclosureSEC source: 0001934887-26-000003 · wk-form4_1790363786.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,275 Underlying: Class A Common · 2,880 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 23, 2026 Filed Jul 24, 2026 13:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 105 | $48.72 | $5,115.60 |
DisclosureSEC source: 0001934887-26-000002 · wk-form4_1784898930.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,395 Underlying: Class A Common · 105 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| April 23, 2026 Filed Apr 24, 2026 20:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 122 | $41.32 | $5,041.04 |
DisclosureSEC source: 0000107140-26-000025 · wk-form4_1777061479.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,290 Underlying: Class A Common · 122 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 21:52 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 160 | $31.01 | $4,961.60 |
DisclosureSEC source: 0000107140-26-000002 · wk-form4_1768600324.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,168 Underlying: Class A Common · 160 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| October 23, 2025 Filed Oct 24, 2025 17:43 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 133 | $36.98 | $4,918.34 |
DisclosureSEC source: 0000107140-25-000183 · wk-form4_1761327789.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,008 Underlying: Class A Common · 133 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 25, 2025 Filed Sep 26, 2025 21:01 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,275 | $39.69 | $129,984.75 |
DisclosureSEC source: 0000107140-25-000163 · wk-form4_1758920468.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,875 Underlying: Class A Common · 3,275 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 24, 2025 Filed Jul 25, 2025 20:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 95 | $39.43 | $3,745.85 |
DisclosureSEC source: 0000107140-25-000136 · wk-form4_1753474630.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,599 Underlying: Class A Common · 95 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 20:48 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 84 | $43.63 | $3,664.92 |
DisclosureSEC source: 0000107140-25-000037 · wk-form4_1745873284.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,505 Underlying: Class A Common · 84 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| January 10, 2025 Filed Jan 13, 2025 23:12 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 87 | $42.10 | $3,662.70 |
DisclosureSEC source: 0000107140-25-000007 · wk-form4_1736809963.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,420 Underlying: Class A Common · 87 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · date: The shares were acquired as a result of a quarterly dividend payable on Thursday, January 9, 2024, which was a federal holiday. As such, the shares were acquired the following business day utilizing the January 10, 2024 closing price of the Company's Class A Common Stock. F3 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F3 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| October 24, 2024 Filed Oct 28, 2024 13:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 73 | $49.37 | $3,604.01 |
DisclosureSEC source: 0000107140-24-000223 · wk-form4_1730123932.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,334 Underlying: Class A Common · 73 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 22:14 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,758 | $47.13 | $129,984.54 |
DisclosureSEC source: 0000107140-24-000204 · wk-form4_1727475261.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,261 Underlying: Class A Common · 2,758 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:13 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 56 | $46.68 | $2,614.08 |
DisclosureSEC source: 0000107140-24-000154 · wk-form4_1722284023.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,502 Underlying: Class A Common · 56 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 21:14 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 68 | $37.95 | $2,580.60 |
DisclosureSEC source: 0000107140-24-000048 · wk-form4_1714166042.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,446 Underlying: Class A Common · 68 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 22:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 81 | $31.71 | $2,568.51 |
DisclosureSEC source: 0000107140-24-000019 · wk-form4_1705097827.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,378 Underlying: Class A Common · 81 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 19:39 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 83 | $30.38 | $2,521.54 |
DisclosureSEC source: 0000107140-23-000208 · wk-form4_1698435558.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,298 Underlying: Class A Common · 83 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:00 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,218 | $37.29 | $119,999.22 |
DisclosureSEC source: 0000107140-23-000180 · wk-form4_1696024799.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,214 Underlying: Class A Common · 3,218 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 18:45 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 41 | $33.82 | $1,386.62 |
DisclosureSEC source: 0000107140-23-000146 · wf-form4_168996511853973.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,996 Underlying: Class A Common · 41 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 15:49 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 36 | $37.51 | $1,350.36 |
DisclosureSEC source: 0000107140-23-000052 · wf-form4_168261057419205.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,955 Underlying: Class A Common · 36 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 18:55 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 31 | $43.73 | $1,355.63 |
DisclosureSEC source: 0000107140-23-000015 · wf-form4_167363612711402.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,919 Underlying: Class A Common · 31 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 14:51 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 33 | $41.00 | $1,353.00 |
DisclosureSEC source: 0000107140-22-000074 · wf-form4_166696867562088.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,889 Underlying: Class A Common · 33 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 18:33 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,140 | $38.22 | $120,010.80 |
DisclosureSEC source: 0000107140-22-000053 · wf-form4_166482192815937.xml · derivative · entry 2 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,856 Underlying: Class A Common · 3,140 shares Expires not disclosed F3 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.exercise_price: 1-for-1. F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 18:33 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 711 | $46.26 | $32,890.86 |
DisclosureSEC source: 0000107140-22-000053 · wf-form4_166482192815937.xml · derivative · entry 1 Hemphill Brian O · CIK 0001934887 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716 Underlying: Class A Common · 711 shares Expires not disclosed F1 · security: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F1 · derivative.expiration_date: Pro-rated annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Amount includes additional Phantom Stock Units as a result of quarterly dividends. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. 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.