Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP, General Counsel | 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 | 36,372 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Exercise / conversion · Acquired 14,171 · Balance 42,851 Row 2 · 2026-06-30 · Tax withholding · Disposed 6,479 · Balance 36,372 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 14,171 · 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 27,348 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 27,348 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 30, 2023 Filed Jul 5, 2023 16:03 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 2,192 | $34.03 | $74,593.76 |
DisclosureSEC source: 0000107140-23-000134 · wf-form4_168857300891075.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,128 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 16:03 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 7,134 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000134 · wf-form4_168857300891075.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,320 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 23, 2023 Filed Jun 27, 2023 19:15 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 7,556 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000108 · wf-form4_168789331338156.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,556 Underlying: Class A Common · 7,556 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2024, 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, 2024, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · derivative · entry 9 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,479 Underlying: Class A Common · 1,159 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 F4 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F10 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 4,638 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. F10 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 4,638 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: 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · derivative · entry 8 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,685 Underlying: Class A Common · 842 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 F4 · 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 24, 2021, the reporting person was granted 3,369 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 24, 2021, the reporting person was granted 3,369 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: 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · derivative · entry 7 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 991 Underlying: Class A Common · 991 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 F4 · 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 26, 2020, the reporting person was granted 3,964 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 3,964 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: 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · derivative · entry 6 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 118 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 F4 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F5 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 469 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 27, 2019, the reporting person was granted 469 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: 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. F7 · 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 970 | $38.21 | $37,063.70 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · nonDerivative · entry 5 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,186 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. F2 · balance_after: Outstanding beneficial ownership reported includes 334 shares acquired through automatic dividend reinvestment. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · nonDerivative · entry 4 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,156 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · nonDerivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,997 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,155 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 15:37 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000066 · wf-form4_168312823732778.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,164 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 18:42 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008368 · doc4.xml · derivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,399 Underlying: Class A Common · 584 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 584 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 584 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 18:42 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 180 | $47.76 | $8,596.80 |
DisclosureSEC source: 0001225208-22-008368 · doc4.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,712 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 18:42 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 584 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008368 · doc4.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,892 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 20:07 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,638 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008274 · doc4.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 Underlying: Class A Common · 4,638 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 20:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007728 · doc4.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,345 Underlying: Class A Common · 584 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · derivative · entry 9 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118 Underlying: Class A Common · 117 shares Expires 2029-06-27 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: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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 469 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 469 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 88 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · derivative · entry 8 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 88 shares Expires 2028-06-20 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: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · 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 20, 2018, the reporting person was granted 349 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 20, 2018, the reporting person was granted 349 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 991 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · derivative · entry 7 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,643 Underlying: Class A Common · 991 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: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F5 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 3,964 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 26, 2020, the reporting person was granted 3,964 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 842 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · derivative · entry 6 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,634 Underlying: Class A Common · 842 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: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F4 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 3,369 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 24, 2021, the reporting person was granted 3,369 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 668 | $50.15 | $33,500.20 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · nonDerivative · entry 5 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,308 F1 · 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 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · nonDerivative · entry 4 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,976 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 02, 2022 Filed May 4, 2022 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · nonDerivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,888 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 02, 2022 Filed May 4, 2022 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,771 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. Read SEC document |
| May 02, 2022 Filed May 4, 2022 20:20 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006442 · doc4.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,929 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, 2021 Filed Jul 2, 2021 16:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 494 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010057 · doc4.xml · derivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,476 Underlying: Class A Common · 494 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 2, 2021, the reporting person was granted 494 restricted stock units, vesting on June 30, 2021. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 494 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 16:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 152 | $60.18 | $9,147.36 |
DisclosureSEC source: 0001225208-21-010057 · doc4.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,938 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 16:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010057 · doc4.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,090 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 24, 2021 Filed Jun 28, 2021 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,369 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009631 · doc4.xml · derivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,970 Underlying: Class A Common · 3,369 shares Expires not disclosed F3 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested. F4 · 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 24, 2021 Filed Jun 28, 2021 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantNon-Qualified Stock Options · Derivative | 20,000 | $0.00 Strike: $63.07 | $0.00 |
DisclosureSEC source: 0001225208-21-009631 · doc4.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 20,000 shares Expires 2031-06-23 F1 · derivative.exercise_price: Stock options granted at 10% premium over closing stock price at date of grant. F2 · derivative.exercise_date: Non-qualified stock options to vest as follows: 10% on 4/30/2022; 20% on 4/30/2023, 30% on 4/30/2024 and 40% on 4/30/2025. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 494 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008972 · doc4.xml · derivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,601 Underlying: Class A Common · 494 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 15:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 7,134 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008972 · doc4.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,107 Underlying: Class A Common · 7,134 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · derivative · entry 9 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235 Underlying: Class A Common · 117 shares Expires 2029-06-27 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. F5 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 469 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · derivative · entry 8 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 96 shares Expires 2027-06-21 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. F4 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 382 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 87 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · derivative · entry 7 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88 Underlying: Class A Common · 87 shares Expires 2028-06-20 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_date: On June 20, 2018, the reporting person was granted 349 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 991 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · derivative · entry 6 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,973 Underlying: Class A Common · 991 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 26, 2020, the reporting person was granted 3,964 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F2 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 3,964 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 434 | $56.94 | $24,711.96 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · nonDerivative · entry 5 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,596 F1 · 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 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · nonDerivative · entry 4 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030 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, 2021 Filed May 4, 2021 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · nonDerivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,943 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, 2021 Filed May 4, 2021 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,847 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, 2021 Filed May 4, 2021 17:46 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007445 · doc4.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,730 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, 2020 Filed Jul 2, 2020 01:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009360 · doc4.xml · derivative · entry 3 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,964 Underlying: Class A Common · 413 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, 2020, the reporting person was granted 413 Restricted Stock Units vesting on June 30, 2020. F2 · derivative.expiration_date: On June 1, 2020, the reporting person was granted 413 Restricted Stock Units vesting on June 30, 2020. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 124 | $39.00 | $4,836.00 |
DisclosureSEC source: 0001225208-20-009360 · doc4.xml · nonDerivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,739 F1 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 01:41 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009360 · doc4.xml · nonDerivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,863 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 26, 2020 Filed Jul 2, 2020 01:20 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,964 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009269 · doc4.xml · derivative · entry 2 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,377 Underlying: Class A Common · 3,964 shares Expires not disclosed F3 · 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. F3 · 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 |
| June 01, 2020 Filed Jul 2, 2020 01:20 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009269 · doc4.xml · derivative · entry 1 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413 Underlying: Class A Common · 413 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2020. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 11 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352 Underlying: Class A Common · 117 shares Expires 2029-06-27 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. F6 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 469 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F6 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 469 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 20:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 118 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 10 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 118 shares Expires 2026-06-22 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. F5 · derivative.exercise_date: On June 22, 2016, the reporting person was granted 472 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · derivative.expiration_date: On June 22, 2016, the reporting person was granted 472 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 20:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 95 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007003 · doc4.xml · derivative · entry 9 Silver Deirdre P. · CIK 0001801980 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96 Underlying: Class A Common · 95 shares Expires 2027-06-21 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. F4 · derivative.exercise_date: On June 21, 2017, the reporting person was granted 382 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 382 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after 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.