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 |
|---|---|---|---|---|---|---|
| April 15, 2020 Filed Apr 17, 2020 16:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 101.62 | $33.81 Strike: $0.00 | $3,435.77 |
DisclosureSEC source: 0001225208-20-006547 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,588.31 Underlying: Class A Common · 101.62 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 19, 2020 Filed Mar 23, 2020 18:50 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 722 | $34.63 Strike: $0.00 | $25,002.86 |
DisclosureSEC source: 0001225208-20-005468 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,486.69 Underlying: Class A Common · 722 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 16, 2020 Filed Jan 21, 2020 21:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 32.47 | $49.55 Strike: $0.00 | $1,608.89 |
DisclosureSEC source: 0001225208-20-000988 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,764.69 Underlying: Class A Common · 32.47 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 19, 2019 Filed Dec 23, 2019 20:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 518 | $43.80 Strike: $0.00 | $22,688.40 |
DisclosureSEC source: 0001225208-19-016040 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,732.22 Underlying: Class A Common · 518 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 23, 2019 Filed Oct 25, 2019 19:27 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 31.98 | $44.46 Strike: $0.00 | $1,421.83 |
DisclosureSEC source: 0001225208-19-013816 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,214.22 Underlying: Class A Common · 31.98 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 26, 2019 Filed Sep 30, 2019 22:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 569 | $43.90 Strike: $0.00 | $24,979.10 |
DisclosureSEC source: 0001225208-19-012833 · doc4.xml · derivative · entry 2 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,182.24 Underlying: Class A Common · 569 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 26, 2019 Filed Sep 30, 2019 22:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,506 | $43.90 Strike: $0.00 | $110,013.40 |
DisclosureSEC source: 0001225208-19-012833 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,613.24 Underlying: Class A Common · 2,506 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 |
| September 16, 2019 Filed Sep 17, 2019 15:30 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | PurchaseClass A Common | 175 | $46.34 | $8,109.83 |
DisclosureSEC source: 0001225208-19-012626 · doc4.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,793 F1 · price: The reported price is a weighted average price. These shares were sole in multiple transaction prices ranging from $46.29 to $46.35 per share, inclusive. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 22:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 8.32 | $44.89 Strike: $0.00 | $373.48 |
DisclosureSEC source: 0001225208-19-010500 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,107.24 Underlying: Class A Common · 8.32 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 28, 2019 Filed Jul 1, 2019 19:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 545 | $45.86 Strike: $0.00 | $24,993.70 |
DisclosureSEC source: 0001225208-19-009647 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098.92 Underlying: Class A Common · 545 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 17, 2019 Filed Apr 19, 2019 19:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3.92 | $46.30 Strike: $0.00 | $181.50 |
DisclosureSEC source: 0001225208-19-007063 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553.92 Underlying: Class A Common · 3.92 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 21, 2019 Filed Mar 21, 2019 23:05 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 550 | $45.44 Strike: $0.00 | $24,992.00 |
DisclosureSEC source: 0001225208-19-005695 · doc4.xml · derivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Underlying: Class A Common · 550 shares Expires not disclosed F1 · derivative.exercise_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A common stock. F1 · derivative.expiration_date: Quarterly director cash award deferred pursuant to the Company's Deferred Compensation Plan for Directors. Settled upon reporting person's retirement in 100% Company Class A common stock. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 19:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,809 | $60.80 | $109,987.20 |
DisclosureSEC source: 0001225208-18-013892 · doc4.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,618 F1 · shares: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,869 | $53.50 | $99,991.50 |
DisclosureSEC source: 0001225208-17-015632 · doc4.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,809 F1 · shares: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 20:10 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 940 | $53.20 | $50,008.00 |
DisclosureSEC source: 0001225208-17-006792 · doc4.xml · nonDerivative · entry 1 Dobson David C · CIK 0001437906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 F1 · kind: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.