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 | 34,499 |
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 34,499 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: 0001437906-26-000003 · wk-form4_1790363803.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,499 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 | 230 | $48.72 | $11,205.60 |
DisclosureSEC source: 0001437906-26-000002 · wk-form4_1784898935.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,619 Underlying: Class A Common · 230 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 | 267 | $41.32 | $11,032.44 |
DisclosureSEC source: 0000107140-26-000022 · wk-form4_1777061465.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,389 Underlying: Class A Common · 267 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 | 352 | $31.01 | $10,915.52 |
DisclosureSEC source: 0000107140-26-000007 · wk-form4_1768600362.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,121 Underlying: Class A Common · 352 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 17:41 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 293 | $36.98 | $10,835.14 |
DisclosureSEC source: 0000107140-25-000181 · wk-form4_1761327701.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,769 Underlying: Class A Common · 293 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 21:03 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,275 | $39.69 | $129,984.75 |
DisclosureSEC source: 0000107140-25-000166 · wk-form4_1758920609.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,477 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 20:16 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 243 | $39.43 | $9,581.49 |
DisclosureSEC source: 0000107140-25-000132 · wk-form4_1753474604.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,201 Underlying: Class A Common · 243 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 | 216 | $43.63 | $9,424.08 |
DisclosureSEC source: 0000107140-25-000038 · wk-form4_1745873294.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,959 Underlying: Class A Common · 216 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 |
| March 11, 2025 Filed Mar 12, 2025 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | SaleClass A Common | 1,349 | $46.01 | $62,065.74 |
DisclosureSEC source: 0000107140-25-000027 · wk-form4_1741796474.xml · nonDerivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold for estate planning purposes. The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.81 to $46.21 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | SaleClass A Common | 2,041 | $46.00 | $93,886.00 |
DisclosureSEC source: 0000107140-25-000027 · wk-form4_1741796474.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,349 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 | 222 | $42.10 | $9,346.20 |
DisclosureSEC source: 0000107140-25-000008 · wk-form4_1736809973.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,742 Underlying: Class A Common · 222 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 | 188 | $49.37 | $9,281.56 |
DisclosureSEC source: 0000107140-24-000221 · wk-form4_1730123911.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,520 Underlying: Class A Common · 188 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 22:17 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,758 | $47.13 | $129,984.54 |
DisclosureSEC source: 0000107140-24-000206 · wk-form4_1727475462.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,332 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. 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. 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 25, 2024 Filed Jul 29, 2024 20:27 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 177 | $46.68 | $8,262.36 |
DisclosureSEC source: 0000107140-24-000160 · wk-form4_1722284861.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,574 Underlying: Class A Common · 177 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 |
| June 17, 2024 Filed Jun 20, 2024 18:42 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | SaleClass A Common | 10,000 | $39.76 | $397,640.00 |
DisclosureSEC source: 0000107140-24-000109 · wk-form4_1718908965.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,390 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.64 to $39.86 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 21:23 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 214 | $37.95 | $8,121.30 |
DisclosureSEC source: 0000107140-24-000052 · wk-form4_1714166566.xml · derivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,397 Underlying: Class A Common · 214 shares Expires not disclosed F3 · derivative.exercise_price: 1-for-1. F4 · 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. F4 · 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 |
| April 25, 2024 Filed Apr 26, 2024 21:23 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantClass A Common | 122 | $38.13 | $4,652.18 |
DisclosureSEC source: 0000107140-24-000052 · wk-form4_1714166566.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,390 F1 · shares: Reflects shares acquired through an automatic dividend reinvestment plan administered by the reporting person's broker dealer. F2 · price: The reported price is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $37.96 to $38.26 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the stock prices and the number of shares acquired at each price. Read SEC document |
| January 12, 2024 Filed Jan 12, 2024 22:16 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantClass A Common | 143 | $31.98 | $4,572.45 |
DisclosureSEC source: 0000107140-24-000015 · wk-form4_1705097781.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,268 F1 · shares: Reflects shares acquired through an automatic dividend reinvestment plan administered by the reporting person's broker dealer. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 22:16 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 253 | $31.71 | $8,022.63 |
DisclosureSEC source: 0000107140-24-000015 · wk-form4_1705097781.xml · derivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,184 Underlying: Class A Common · 253 shares Expires not disclosed F2 · derivative.exercise_price: 1-for-1. 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. 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. 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. 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 30, 2023 Filed Oct 31, 2023 14:30 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantClass A Common | 92 | $30.34 | $2,791.28 |
DisclosureSEC source: 0000107140-23-000216 · wk-form4_1698762614.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,125 F1 · shares: Reflects shares acquired through an automatic dividend reinvestment plan administered by the reporting person's broker dealer. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 22:12 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 261 | $30.38 | $7,929.18 |
DisclosureSEC source: 0000107140-23-000214 · wk-form4_1698444718.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,930 Underlying: Class A Common · 261 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 16, 2023 Filed Oct 18, 2023 20:30 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass A Common | 5,000 | $29.92 | $149,599.50 |
DisclosureSEC source: 0000107140-23-000196 · wk-form4_1697661040.xml · nonDerivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,033 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.50 to $30.25 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| October 16, 2023 Filed Oct 19, 2023 18:50 UTC Amendment | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass A Common | 5,000 | $29.92 | $149,599.50 |
DisclosureSEC source: 0000107140-23-000198 · wk-form4a_1697741423.xml · nonDerivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,033 F2 · price: The reported price is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.50 to $30.25 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the purchase prices and the number of shares purchased at each price. 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: 0000107140-23-000181 · wk-form4_1696024811.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,669 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 21, 2023 Filed Oct 18, 2023 20:30 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass A Common | 81 | $34.04 | $2,757.24 |
DisclosureSEC source: 0000107140-23-000196 · wk-form4_1697661040.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,033 F1 · shares: Represents shares inadvertently accumulated through automatic dividend reinvestment in reporting person's broker-dealer account and not previously reported. Read SEC document |
| July 21, 2023 Filed Oct 19, 2023 18:50 UTC Amendment | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass A Common | 81 | $34.04 | $2,757.24 |
DisclosureSEC source: 0000107140-23-000198 · wk-form4a_1697741423.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,033 F1 · shares: Represents shares inadvertently accumulated through automatic dividend reinvestment in reporting person's broker-dealer account and not previously reported. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 18:33 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 199 | $33.82 | $6,730.18 |
DisclosureSEC source: 0000107140-23-000144 · wf-form4_168996442675710.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,451 Underlying: Class A Common · 199 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 |
| June 26, 2023 Filed Jun 28, 2023 16:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass A Common | 3,000 | $31.67 | $94,995.00 |
DisclosureSEC source: 0000107140-23-000116 · wf-form4_168796864299387.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,952 F1 · price: The reported price is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $31.66 to $31.67 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the purchase prices and the number of shares purchased at each price. F2 · balance_after: Outstanding beneficial ownership reported includes 159 shares acquired through automatic dividend reinvestment. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 13:02 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 177 | $37.51 | $6,639.27 |
DisclosureSEC source: 0000107140-23-000046 · wf-form4_168260054488326.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,252 Underlying: Class A Common · 177 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 18:53 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 150 | $43.73 | $6,559.50 |
DisclosureSEC source: 0000107140-23-000013 · wf-form4_167363600702526.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,075 Underlying: Class A Common · 150 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 14:47 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 159 | $41.00 | $6,519.00 |
DisclosureSEC source: 0000107140-22-000072 · wf-form4_166696843305252.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,925 Underlying: Class A Common · 159 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 18:27 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,140 | $38.22 | $120,010.80 |
DisclosureSEC source: 0000107140-22-000051 · wf-form4_166482165897551.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,766 Underlying: Class A Common · 3,140 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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, 2022 Filed Jul 22, 2022 16:26 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 113.35 | $47.56 Strike: $0.00 | $5,390.93 |
DisclosureSEC source: 0001225208-22-008895 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,626.2 Underlying: Class A Common · 113.35 shares Expires not disclosed F1 · 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 at a 1-for-1 conversion. F1 · 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 at a 1-for-1 conversion. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:39 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 96.86 | $54.91 Strike: $0.00 | $5,318.58 |
DisclosureSEC source: 0001225208-22-005995 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,512.85 Underlying: Class A Common · 96.86 shares Expires not disclosed F1 · 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 at a 1-for-1 conversion. F1 · 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 at a 1-for-1 conversion. Read SEC document |
| January 12, 2022 Filed Jan 15, 2022 00:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 96.05 | $55.03 Strike: $0.00 | $5,285.63 |
DisclosureSEC source: 0001225208-22-000775 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,415.99 Underlying: Class A Common · 96.05 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 22:31 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 476 | $52.55 Strike: $0.00 | $25,013.80 |
DisclosureSEC source: 0001225208-21-015162 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,319.94 Underlying: Class A Common · 476 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 68.04 | $53.10 Strike: $0.00 | $3,612.92 |
DisclosureSEC source: 0001225208-21-013346 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,843.94 Underlying: Class A Common · 68.04 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 479 | $52.21 Strike: $0.00 | $25,008.59 |
DisclosureSEC source: 0001225208-21-012770 · doc4.xml · derivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,775.9 Underlying: Class A Common · 479 shares Expires not disclosed F2 · derivative.exercise_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F2 · derivative.expiration_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,298 | $52.21 Strike: $0.00 | $119,978.58 |
DisclosureSEC source: 0001225208-21-012770 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,296.9 Underlying: Class A Common · 2,298 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 21:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 100.83 | $56.51 Strike: $0.00 | $5,697.90 |
DisclosureSEC source: 0001225208-21-010839 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,998.9 Underlying: Class A Common · 100.83 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 16:11 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 437 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009563 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,898.07 Underlying: Class A Common · 437 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| April 21, 2021 Filed Apr 22, 2021 20:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 68.41 | $57.04 Strike: $0.00 | $3,902.11 |
DisclosureSEC source: 0001225208-21-006926 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,461.07 Underlying: Class A Common · 68.41 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 16:23 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 469 | $53.27 Strike: $0.00 | $24,983.63 |
DisclosureSEC source: 0001225208-21-005979 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,392.66 Underlying: Class A Common · 469 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 19:54 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 78.19 | $47.51 Strike: $0.00 | $3,714.81 |
DisclosureSEC source: 0001225208-21-000844 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,923.66 Underlying: Class A Common · 78.19 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 22:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 289.35 | $45.96 Strike: $0.00 | $13,298.53 |
DisclosureSEC source: 0001225208-20-014948 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,846.02 Underlying: Class A Common · 289.35 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 22:29 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 113.2 | $31.60 Strike: $0.00 | $3,577.12 |
DisclosureSEC source: 0001225208-20-012723 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,556.67 Underlying: Class A Common · 113.2 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 564 | $31.03 Strike: $0.00 | $17,500.92 |
DisclosureSEC source: 0001225208-20-011847 · doc4.xml · derivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,443.47 Underlying: Class A Common · 564 shares Expires not disclosed F2 · derivative.exercise_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F2 · derivative.expiration_date: Quarterly cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,545 | $31.03 Strike: $0.00 | $110,001.35 |
DisclosureSEC source: 0001225208-20-011847 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,879.47 Underlying: Class A Common · 3,545 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued 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. Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 14:12 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 105.16 | $35.33 Strike: $0.00 | $3,715.30 |
DisclosureSEC source: 0001225208-20-009920 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,334.47 Underlying: Class A Common · 105.16 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| June 25, 2020 Filed Jul 2, 2020 01:11 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 641 | $38.98 Strike: $0.00 | $24,986.18 |
DisclosureSEC source: 0001225208-20-009241 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,229.31 Underlying: Class A Common · 641 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. F1 · derivative.expiration_date: Quarterly director cash retainer deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A Shares. 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.