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 | 8,256 |
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 8,256 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: 0002060000-26-000003 · wk-form4_1790363781.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,256 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 | 39 | $48.72 | $1,900.08 |
DisclosureSEC source: 0002060000-26-000002 · wk-form4_1784898955.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,376 Underlying: Class A Common · 39 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 20:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 45 | $41.32 | $1,859.40 |
DisclosureSEC source: 0000107140-26-000020 · wk-form4_1777061456.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,337 Underlying: Class A Common · 45 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 | 60 | $31.01 | $1,860.60 |
DisclosureSEC source: 0000107140-26-000004 · wk-form4_1768600345.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,291 Underlying: Class A Common · 60 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 17:45 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 50 | $36.98 | $1,849.00 |
DisclosureSEC source: 0000107140-25-000187 · wk-form4_1761327942.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,231 Underlying: Class A Common · 50 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 20:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,275 | $39.69 | $129,984.75 |
DisclosureSEC source: 0000107140-25-000160 · wk-form4_1758920281.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,181 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 | 17 | $39.43 | $670.31 |
DisclosureSEC source: 0000107140-25-000131 · wk-form4_1753474597.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,906 Underlying: Class A Common · 17 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 | 15 | $43.63 | $654.45 |
DisclosureSEC source: 0000107140-25-000040 · wk-form4_1745873317.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,890 Underlying: Class A Common · 15 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 |
| February 28, 2025 Filed Mar 11, 2025 21:04 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,874 | $39.88 | $74,735.12 |
DisclosureSEC source: 0000107140-25-000025 · wk-form4_1741727038.xml · derivative · entry 1 Madden Karen N · CIK 0002060000 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,874 Underlying: Class A Common · 1,874 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · 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. 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: 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.