Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP, Chief People Officer | 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 | 25,913 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Exercise / conversion · Acquired 15,810 · Balance 34,656 Row 2 · 2026-06-30 · Tax withholding · Disposed 8,743 · Balance 25,913 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 15,810 · 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 31,252 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 31,252 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 |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 3, 2023 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · derivative · entry 9 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,693 Underlying: Class A Common · 1,231 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 24, 2022, the reporting person was granted 4,924 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, 2022, the reporting person was granted 4,924 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · derivative · entry 8 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,979 Underlying: Class A Common · 989 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, the reporting person was granted 3,957 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, the reporting person was granted 3,957 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · derivative · entry 7 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,115 Underlying: Class A Common · 1,115 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, the reporting person was granted 4,460 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, the reporting person was granted 4,460 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · derivative · entry 6 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 953 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 November 11, 2019, the reporting person was granted 3,811 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 November 11, 2019, the reporting person was granted 3,811 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 November 11, 2019 grant have vested. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 1,330 | $38.21 | $50,819.30 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · nonDerivative · entry 5 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,558 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · nonDerivative · entry 4 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated 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 01, 2023 Filed May 3, 2023 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · nonDerivative · entry 3 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,657 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · nonDerivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,668 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 15:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000068 · wf-form4_168312885142973.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,553 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 |
| December 14, 2022 Filed Dec 15, 2022 21:04 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | SaleClass A Common | 1,599 | $42.36 | $67,733.64 |
DisclosureSEC source: 0000107140-22-000100 · wf-form4_167113823871615.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.34 to $42.40 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 16:57 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | SaleClass A Common | 3,200 | $45.94 | $147,008.00 |
DisclosureSEC source: 0001225208-22-008848 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,199 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.87 to $45.97 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 4,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008366 · doc4.xml · derivative · entry 3 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,101 Underlying: Class A Common · 4,744 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 4,744 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 4,744 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 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 1,458 | $47.76 | $69,634.08 |
DisclosureSEC source: 0001225208-22-008366 · doc4.xml · nonDerivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,399 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 18:41 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 4,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008366 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,857 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 | 4,924 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008277 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,845 Underlying: Class A Common · 4,924 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 20:40 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007726 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,921 Underlying: Class A Common · 4,744 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,115 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · derivative · entry 7 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,177 Underlying: Class A Common · 1,115 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). F6 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 4,460 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 26, 2020, the reporting person was granted 4,460 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 989 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · derivative · entry 6 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,292 Underlying: Class A Common · 989 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 24, 2021, the reporting person was granted 3,957 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 24, 2021, the reporting person was granted 3,957 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 953 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · derivative · entry 5 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,281 Underlying: Class A Common · 953 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 November 11, 2019, the reporting person was granted 3811 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 November 11, 2019, the reporting person was granted 3811 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 972 | $50.15 | $48,745.80 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · nonDerivative · entry 4 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · nonDerivative · entry 3 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,085 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · nonDerivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,132 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 18:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006437 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143 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 18, 2022 Filed Apr 20, 2022 13:21 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | SaleClass A Common | 1,000 | $53.73 | $53,730.00 |
DisclosureSEC source: 0001225208-22-005921 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,028 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.71 to $53.75 per share, inclusive. 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 | 3,957 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009630 · doc4.xml · derivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,234 Underlying: Class A Common · 3,957 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: 0001225208-21-009630 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People and Bus Ops 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 15:20 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 8,026 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008969 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,277 Underlying: Class A Common · 8,026 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 17:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,115 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007446 · doc4.xml · derivative · entry 5 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,251 Underlying: Class A Common · 1,115 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_date: On June 26, 2020, the reporting person was granted 4,460 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 4,460 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 17:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 953 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007446 · doc4.xml · derivative · entry 4 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,366 Underlying: Class A Common · 953 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 November 11, 2019, the reporting person was granted 3,811 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F2 · derivative.expiration_date: On November 11, 2019, the reporting person was granted 3,811 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 17:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 649 | $56.94 | $36,954.06 |
DisclosureSEC source: 0001225208-21-007446 · doc4.xml · nonDerivative · entry 3 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028 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 17:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007446 · doc4.xml · nonDerivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,677 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 17:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007446 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,724 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 01:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009272 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,319 Underlying: Class A Common · 4,460 shares Expires not disclosed F1 · 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. F1 · 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 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007008 · doc4.xml · derivative · entry 3 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,859 Underlying: Class A Common · 952 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 · derivative.exercise_date: On November 11, 2019, the reporting person was granted 3,811 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F3 · derivative.expiration_date: On November 11, 2019, the reporting person was granted 3,811 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 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 343 | $37.55 | $12,879.65 |
DisclosureSEC source: 0001225208-20-007008 · doc4.xml · nonDerivative · entry 2 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609 F1 · 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 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007008 · doc4.xml · nonDerivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 952 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 |
| November 11, 2019 Filed Nov 13, 2019 14:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,811 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014421 · doc4.xml · derivative · entry 1 McMahan Danielle · CIK 0001793211 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,811 Underlying: Class A Common · 3,811 shares Expires not disclosed F1 · 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. F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.