Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | SVP, Chief Accounting Officer | June 30, 2026 | July 01, 2026 |
| Teladoc Health, Inc.TDOC · Entity 1547 | Chief Accounting Officer | July 01, 2020 | July 10, 2020 |
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 June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 12,541 |
Ending reported balance
After 2026-06-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-30 · Exercise / conversion · Acquired 4,319 · Balance 13,521 Row 2 · 2026-06-30 · Exercise / conversion · Acquired 905 · Balance 14,426 Row 3 · 2026-06-30 · Tax withholding · Disposed 1,885 · Balance 12,541 F1: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-30 · Exercise / conversion · Disposed 4,319 · Balance 0 F2: 1-for-1 F3: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F4: As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 905 |
Reported balance
After 2026-06-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-30 · Exercise / conversion · Disposed 905 · Balance 905 F2: 1-for-1 F5: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 9,592 restricted stock units as of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
F2: 1-for-1
F3: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis.
F4: As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested.
F5: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.
F6: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 9,592 restricted stock units as of this report.
Teladoc Health, Inc.
Report date July 01, 2020 · Filed July 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $198.85 · Expires 2030-07-01 | Direct | 1,796 |
Reported balance
After 2020-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-07-01 · Grant · Acquired 1,796 · Balance 1,796 F1: The option vests as to 25% of the shares on July 1, 2021. The remainder of the shares vest in 36 equal monthly installments thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,274 |
Reported balance
After 2020-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-07-01 · Grant · Acquired 1,274 · Balance 1,274 F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2: The restricted stock unit vests in three equal annual installments beginning July 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests as to 25% of the shares on July 1, 2021. The remainder of the shares vest in 36 equal monthly installments thereafter.
F2: The restricted stock unit vests in three equal annual installments beginning July 1, 2021.
F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 1, 2026 21:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000005 · wk-form4_1782943093.xml · derivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 905 Underlying: Class A Common · 905 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · balance_after: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 9,592 restricted stock units as of this report. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000005 · wk-form4_1782943093.xml · derivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 4,319 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F3 · derivative.expiration_date: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F4 · balance_after: As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 1,885 | $48.51 | $91,441.35 |
DisclosureSEC source: 0001700392-26-000005 · wk-form4_1782943093.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,541 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000005 · wk-form4_1782943093.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 4,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000005 · wk-form4_1782943093.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,521 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 22:49 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000004 · wk-form4_1782514182.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,054 Underlying: Class A Common · 2,054 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 25, 2026, the reporting person was granted 2,054 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: On June 25, 2026, the reporting person was granted 2,054 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 27, 2026 Filed May 29, 2026 01:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000003 · wk-form4_1780017687.xml · derivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,319 Underlying: Class A Common · 4,319 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F3 · derivative.expiration_date: On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. Read SEC document |
| May 27, 2026 Filed May 29, 2026 01:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000003 · wk-form4_1780017687.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,298 Underlying: Class A Common · 3,298 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 25, 2025, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F2 · derivative.expiration_date: On June 25, 2025, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · derivative · entry 9 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,666 Underlying: Class A Common · 555 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F8 · derivative.exercise_date: On June 25, 2025, the reporting person was granted 2,221 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F8 · derivative.expiration_date: On June 25, 2025, the reporting person was granted 2,221 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · balance_after: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 5,145 restricted stock units as of this report. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · derivative · entry 8 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,093 Underlying: Class A Common · 547 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · balance_after: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 5,145 restricted stock units as of this report. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · derivative · entry 7 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576 Underlying: Class A Common · 576 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · balance_after: Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 5,145 restricted stock units as of this report. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · derivative · entry 6 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F3 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · balance_after: As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 799 | $40.93 | $32,703.07 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · nonDerivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,202 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · nonDerivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,001 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,446 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,899 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001700392-26-000002 · wk-form4_1777905423.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,323 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | SaleClass A Common | 5,665 | $44.14 | $250,058.77 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · nonDerivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,928 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.1406 to $44.17 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 |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · derivative · entry 6 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,061 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · derivative.exercise_date: Represents a settlement of Performance Stock Units awarded on June 22, 2022 as Restricted Stock Units and scheduled to vest on June 30, 2025. Restricted Stock Units are subject to forfeiture until vested. F6 · derivative.expiration_date: Represents a settlement of Performance Stock Units awarded on June 22, 2022 as Restricted Stock Units and scheduled to vest on June 30, 2025. Restricted Stock Units are subject to forfeiture until vested. F5 · balance_after: Represents securities owned related solely to this grant. Reporting person owns a total of 7,218 restricted stock units as of this report. F7 · balance_after: As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · derivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,810 Underlying: Class A Common · 905 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Represents securities owned related solely to this grant. Reporting person owns a total of 7,218 restricted stock units as of this report. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 1,002 | $44.63 | $44,719.26 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,593 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,595 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 905 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000108 · wk-form4_1751487328.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,534 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 20:14 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,221 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000096 · wk-form4_1751055236.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,221 Underlying: Class A Common · 2,221 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: On June 25, 2025, the reporting person was granted 2,221 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: On June 25, 2025, the reporting person was granted 2,221 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F3 · balance_after: Represents securities owned related solely to this grant. Reporting person owns a total of 10,184 restricted stock units as of this report. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:46 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000068 · wk-form4_1748641595.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,061 Underlying: Class A Common · 2,061 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents a settlement of Performance Stock Units awarded on June 22, 2022 as Restricted Stock Units and scheduled to vest on June 30, 2025. Restricted Stock Units are subject to forfeiture until vested. F2 · derivative.expiration_date: Represents a settlement of Performance Stock Units awarded on June 22, 2022 as Restricted Stock Units and scheduled to vest on June 30, 2025. Restricted Stock Units are subject to forfeiture until vested. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · derivative · entry 9 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,640 Underlying: Class A Common · 546 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · derivative · entry 8 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,152 Underlying: Class A Common · 576 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · derivative · entry 7 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395 Underlying: Class A Common · 395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units to vests in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units to vests in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · derivative · entry 6 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 329 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 1,316 restricted stock units to vests in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F3 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 1,316 restricted stock units to vests in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · balance_after: As a result of this transaction, all restricted stock units granted on June 24, 2021 have vested. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 711 | $43.64 | $31,028.04 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · nonDerivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,629 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 546 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · nonDerivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,340 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,794 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2025 Filed May 2, 2025 13:28 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000055 · wk-form4_1746192473.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, CAO & Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,823 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000146 · wk-form4_1719937300.xml · derivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 1,677 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F5 · derivative.exercise_date: Represents 1,677 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested. F5 · derivative.expiration_date: Represents 1,677 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested. F6 · balance_after: As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000146 · wk-form4_1719937300.xml · derivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,715 Underlying: Class A Common · 904 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 1-for-1 F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F4 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 932 | $40.69 | $37,923.08 |
DisclosureSEC source: 0000107140-24-000146 · wk-form4_1719937300.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,494 F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000146 · wk-form4_1719937300.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000146 · wk-form4_1719937300.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,749 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. Read SEC document |
| June 26, 2024 Filed Jun 27, 2024 21:44 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000129 · wk-form4_1719524646.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,186 Underlying: Class A Common · 2,186 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: On June 26, 2024, the reporting person was granted 2,186 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 29, 2024 Filed May 31, 2024 22:44 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000096 · wk-form4_1717195481.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,677 Underlying: Class A Common · 1,677 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents a settlement of Performance Stock Units awarded on June 24, 2021 as Restricted Stock Units and scheduled to vest on June 30, 2024. Restricted Stock Units are subject to forfeiture until vested. F2 · derivative.expiration_date: Represents a settlement of Performance Stock Units awarded on June 24, 2021 as Restricted Stock Units and scheduled to vest on June 30, 2024. Restricted Stock Units are subject to forfeiture until vested. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · derivative · entry 9 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,728 Underlying: Class A Common · 575 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 2,303 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · derivative · entry 8 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 790 Underlying: Class A Common · 395 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 1,579 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · derivative · entry 7 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329 Underlying: Class A Common · 329 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 1,316 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 1,316 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · derivative · entry 6 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 451 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On October 26, 2020, the reporting person was granted 4,203 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F3 · derivative.expiration_date: On October 26, 2020, the reporting person was granted 4,203 restricted stock units scheduled to vest in four annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · balance_after: As a result of this transaction, all restricted stock units granted on October 26, 2020 have vested. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 712 | $37.57 | $26,749.84 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · nonDerivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,845 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 575 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · nonDerivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,557 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,982 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,587 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:38 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000078 · wk-form4_1714653516.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,258 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.