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 |
|---|---|---|---|---|---|---|
| March 20, 2020 Filed Apr 6, 2020 15:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 840 | $32.83 | $27,577.20 |
DisclosureSEC source: 0001225208-20-006104 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 15:28 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 450 | $46.43 | $20,892.24 |
DisclosureSEC source: 0001225208-19-012625 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,226 Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 22:33 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009704 · doc4.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,559 Underlying: Class A Common · 1,904 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: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2020, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007515 · doc4.xml · derivative · entry 5 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F5 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 1,580 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 1,580 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007515 · doc4.xml · derivative · entry 4 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Class A Common · 288 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 20, 2018, the reporting person was granted 1,153 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 1,153 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 233 | $46.18 | $10,759.94 |
DisclosureSEC source: 0001225208-19-007515 · doc4.xml · nonDerivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007515 · doc4.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,909 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 · price: 0.00 Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:37 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007515 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,621 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 · price: 0.00 Read SEC document |
| March 25, 2019 Filed Mar 26, 2019 18:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,633 | $43.70 | $71,357.20 |
DisclosureSEC source: 0001225208-19-005782 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,226 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transaction prices ranging from $43.69 - $43.7299 per share, inclusive. Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 22:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 787 | $44.35 | $34,903.45 |
DisclosureSEC source: 0001225208-19-005690 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,859 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock. Read SEC document |
| June 20, 2018 Filed Jul 3, 2018 23:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011398 · doc4.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,338 Underlying: Class A Common · 1,153 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: Restricted stock units vest in four equal annual installments, beginning on April 30, 2019, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2019, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008521 · doc4.xml · derivative · entry 3 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185 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. 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 21, 2017, the reporting person was granted 1,580 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On June 21, 2017, the reporting person was granted 1,580 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 135 | $65.95 | $8,903.25 |
DisclosureSEC source: 0001225208-18-008521 · doc4.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,646 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2018 Filed May 2, 2018 20:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008521 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,781 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 · price: 0.00 Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 20:53 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 1,379 | $64.43 | $88,844.70 |
DisclosureSEC source: 0001225208-18-006735 · doc4.xml · nonDerivative · entry 2 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,386 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.30 and $64.55 per share, inclusive. Read SEC document |
| March 20, 2018 Filed Mar 27, 2018 20:53 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 781 | $64.80 | $50,608.80 |
DisclosureSEC source: 0001225208-18-006735 · doc4.xml · nonDerivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,765 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:17 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011571 · doc4.xml · derivative · entry 1 Caridi Christopher · CIK 0001700392 · SVP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580 Underlying: Class A Common · 1,580 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on April 30, 2018. F3 · derivative.expiration_date: The restricted stock units are subject to forfeiture until vested. 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.