Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | SVP, Treasurer & Tax | June 30, 2026 | July 01, 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 June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 14,694 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Exercise / conversion · Acquired 3,835 · Balance 15,913 Row 2 · 2026-06-30 · Tax withholding · Disposed 1,219 · Balance 14,694 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 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-30 · Exercise / conversion · Disposed 3,835 · 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. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 7,273 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. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 7,273 restricted stock units as of this report.
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 20, 2023 Filed Jun 22, 2023 20:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantNon-Qualified Stock Options · Derivative | 10,000 | $0.00 Strike: $32.68 | $0.00 |
DisclosureSEC source: 0000107140-23-000085 · wf-form4_168746683130121.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common · 10,000 shares Expires 2033-06-20 F1 · derivative.exercise_date: Non-qualified stock options to vest 10% / 20% / 30% / 40% each respective year beginning on June 30, 2024 through June 30, 2027, and are subject to forfeiture subject to the terms and conditions of the grant. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · derivative · entry 9 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052 Underlying: Class A Common · 350 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 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F9 · derivative.exercise_date: On June 22, 2022, reporting person was granted 1,402 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. F9 · derivative.expiration_date: On June 22, 2022, reporting person was granted 1,402 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 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · derivative · entry 8 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557 Underlying: Class A Common · 279 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 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F8 · derivative.exercise_date: On June 24, 2021, reporting person was granted 1,114 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 24, 2021, reporting person was granted 1,114 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 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · derivative · entry 7 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Underlying: Class A Common · 400 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 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F7 · derivative.exercise_date: On June 26, 2020, reporting person was granted 1,600 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, 2020, reporting person was granted 1,600 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 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · derivative · entry 6 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 388 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 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F4 · derivative.exercise_date: On June 27, 2019, reporting person was granted 1,549 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 · derivative.expiration_date: On June 27, 2019, reporting person was granted 1,549 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 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. F6 · balance_after: As a result of this transaction, all restricted stock units for the June 27, 2019 grant have vested. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 505 | $38.21 | $19,296.05 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · nonDerivative · entry 5 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,576 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · nonDerivative · entry 4 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,081 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 |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · nonDerivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,731 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 |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,452 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 |
| May 01, 2023 Filed May 3, 2023 16:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000074 · wf-form4_168313026851291.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,052 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, 2022 Filed Jul 1, 2022 18:43 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,928 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008369 · doc4.xml · derivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,306 Underlying: Class A Common · 1,928 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_date: On June 1, 2022, the reporting person was granted 1,928 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 1,928 restricted stock units, which vested on June 30, 2022. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 30, 2022. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:43 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 593 | $47.76 | $28,321.68 |
DisclosureSEC source: 0001225208-22-008369 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,664 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:43 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008369 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,257 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 22, 2022 Filed Jun 24, 2022 20:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008278 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,234 Underlying: Class A Common · 1,402 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 are subject to forfeiture until vested. F3 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2023, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:48 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,928 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007730 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,832 Underlying: Class A Common · 1,928 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2022. F2 · derivative.expiration_date: Restricted stock units are subject to forfeiture until vested. Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 3, 2022. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · derivative · entry 9 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180 Underlying: Class A Common · 400 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F8 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 1,600 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 26, 2020, the reporting person was granted 1,600 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 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · derivative · entry 8 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580 Underlying: Class A Common · 387 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F7 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 1,549 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 27, 2019, the reporting person was granted 1,549 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 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · derivative · entry 7 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967 Underlying: Class A Common · 278 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F6 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 1,114 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 24, 2021, the reporting person was granted 1,114 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 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · derivative · entry 6 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245 Underlying: Class A Common · 155 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 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F5 · derivative.exercise_date: On October 15, 2018, the reporting person was granted 618 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 October 15, 2018, the reporting person was granted 618 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 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 442 | $50.15 | $22,166.30 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · nonDerivative · entry 5 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,329 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · nonDerivative · entry 4 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,771 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 |
| May 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · nonDerivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,616 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 |
| May 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,338 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 |
| May 02, 2022 Filed May 4, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006517 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,951 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 |
| July 16, 2021 Filed May 3, 2023 16:40 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | PurchaseClass B Common | 100 | $56.92 | $5,692.00 |
DisclosureSEC source: 0000107140-23-000078 · wf-form4_168313202077768.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100 Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010013 · doc4.xml · derivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Class A Common · 730 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. F1 · derivative.exercise_price: 0.00 F2 · derivative.exercise_date: On June 2, 2021, the reporting person was granted 730 restricted stock units, vesting on June 30, 2021. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 730 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 223 | $60.18 | $13,420.14 |
DisclosureSEC source: 0001225208-21-010013 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,551 F2 · shares: On June 2, 2021, the reporting person was granted 730 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010013 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,774 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 |
| June 24, 2021 Filed Jun 28, 2021 21:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,114 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009633 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,724 Underlying: Class A Common · 1,114 shares Expires not disclosed F1 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2022, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 730 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008970 · doc4.xml · derivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610 Underlying: Class A Common · 730 shares Expires not disclosed F3 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2021. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,880 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008970 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880 Underlying: Class A Common · 2,880 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2023. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · derivative · entry 7 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,130 Underlying: Class A Common · 400 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: On June 26, 2020, the reporting person was granted 1,600 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 1,600 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · derivative · entry 6 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,530 Underlying: Class A Common · 387 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 27, 2019, the reporting person was granted 1,549 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 1,549 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · derivative · entry 5 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,917 Underlying: Class A Common · 154 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 October 15, 2018, the reporting person was granted 618 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On October 15, 2018, the reporting person was granted 618 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 341 | $56.94 | $19,416.54 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · nonDerivative · entry 4 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · nonDerivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,385 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, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231 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, 2021 Filed May 4, 2021 17:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007447 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844 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 |
| June 26, 2020 Filed Jul 2, 2020 01:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009263 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,071 Underlying: Class A Common · 1,600 shares Expires not disclosed F1 · derivative.exercise_price: 0.00 F2 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2021, 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, 2021, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007005 · doc4.xml · derivative · entry 5 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471 Underlying: Class A Common · 387 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 27, 2019, the reporting person was granted 1,549 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 1,549 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007005 · doc4.xml · derivative · entry 4 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,858 Underlying: Class A Common · 155 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 October 15, 2018, the reporting person was granted 618 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On October 15, 2018, the reporting person was granted 618 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 196 | $37.55 | $7,359.80 |
DisclosureSEC source: 0001225208-20-007005 · doc4.xml · nonDerivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007005 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 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, 2020 Filed May 4, 2020 20:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007005 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 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 |
| June 27, 2019 Filed Jul 1, 2019 22:34 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 1,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009705 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,013 Underlying: Class A Common · 1,549 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 16:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007519 · doc4.xml · derivative · entry 3 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464 Underlying: Class A Common · 154 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 October 15, 2018, the reporting person was granted 618 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On October 15, 2018, the reporting person was granted 618 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 16:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 56 | $46.18 | $2,586.08 |
DisclosureSEC source: 0001225208-19-007519 · doc4.xml · nonDerivative · entry 2 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98 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 16:40 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007519 · doc4.xml · nonDerivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154 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 |
| October 15, 2018 Filed Oct 17, 2018 20:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014689 · doc4.xml · derivative · entry 1 Monaco Kevin · CIK 0001578901 · SVP, Treasurer & Tax 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Underlying: Class A Common · 618 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.