Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director · President and CEO | 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 | 46,883 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Exercise / conversion · Acquired 39,092 · Balance 66,840 Row 2 · 2026-06-30 · Tax withholding · Disposed 19,957 · Balance 46,883 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 39,092 · 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 142,691 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 142,691 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 |
|---|---|---|---|---|---|---|
| April 18, 2018 Filed Apr 19, 2018 15:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 163.3 | $67.00 Strike: $0.00 | $10,941.10 |
DisclosureSEC source: 0001225208-18-007865 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,353.1271 Underlying: Class A Common · 163.3 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 167.75 | $64.90 Strike: $0.00 | $10,886.98 |
DisclosureSEC source: 0001225208-18-000976 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,189.8271 Underlying: Class A Common · 167.75 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 25, 2017 Filed Oct 27, 2017 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 200.24 | $54.05 Strike: $0.00 | $10,822.97 |
DisclosureSEC source: 0001225208-17-016617 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,022.0771 Underlying: Class A Common · 200.24 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,079 | $53.50 Strike: $0.00 | $164,726.50 |
DisclosureSEC source: 0001225208-17-015635 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,821.8371 Underlying: Class A Common · 3,079 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award and Chairman fee issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award and Chairman fee issued pursuant to the Director Stock Plan and accrued as phantom stock units under the Director Deferred Compensation Plan. Shares settled upon retirement from the Board of Directors in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 19, 2017 Filed Jul 21, 2017 20:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 180.61 | $54.15 Strike: $0.00 | $9,780.03 |
DisclosureSEC source: 0001225208-17-012795 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director · Interim CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,742.8371 Underlying: Class A Common · 180.61 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 18:55 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 176.89 | $53.25 Strike: $0.00 | $9,419.39 |
DisclosureSEC source: 0001225208-17-008244 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,562.2271 Underlying: Class A Common · 176.89 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 21:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 163.51 | $57.30 Strike: $0.00 | $9,369.12 |
DisclosureSEC source: 0001225208-17-001206 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,385.3371 Underlying: Class A Common · 163.51 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 18:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 181.25 | $51.38 Strike: $0.00 | $9,312.63 |
DisclosureSEC source: 0001225208-16-040656 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,221.8271 Underlying: Class A Common · 181.25 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 19:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,286.5 | $50.13 Strike: $0.00 | $164,752.25 |
DisclosureSEC source: 0001225208-16-039659 · doc4.xml · derivative · entry 1 KISSNER MATTHEW S · CIK 0001204532 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,040.5771 Underlying: Class A Common · 3,286.5 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award and Chairman fee issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. F1 · derivative.expiration_date: Annual director stock award and Chairman fee issued pursuant to the Director Stock Plan and accrued under the Director Deferred Compensation Plan. Shares settled upon retirement in 100% of Company stock. 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.