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 Financial Officer | June 25, 2026 | June 26, 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 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,752 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 12,752 · Balance 12,752 F1: 1-for-1 F2: On June 25, 2026, the reporting person was granted 12,752 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. |
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.12 · Expires 2036-06-25 | Direct | 20,000 |
Reported balance
After 2026-06-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-25 · Grant · Acquired 20,000 · Balance 20,000 F3: Non-Qualified stock options granted at a premium price of $50.12. F4: Non-qualified stock options to vest 10% on 6/30/2027; 20% on 6/30/2028, 30% on 6/30/2029 and 40% on 6/30/2030, and are subject to forfeiture per the terms and conditions of the grant. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: On June 25, 2026, the reporting person was granted 12,752 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.
F3: Non-Qualified stock options granted at a premium price of $50.12.
F4: Non-qualified stock options to vest 10% on 6/30/2027; 20% on 6/30/2028, 30% on 6/30/2029 and 40% on 6/30/2030, and are subject to forfeiture per the terms and conditions of the grant.
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 25, 2026 Filed Jun 26, 2026 22:49 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 20,000 | $0.00 Strike: $50.12 | $0.00 |
DisclosureSEC source: 0002077448-26-000005 · wk-form4_1782514173.xml · derivative · entry 2 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 20,000 shares Expires 2036-06-25 F3 · derivative.exercise_price: Non-Qualified stock options granted at a premium price of $50.12. F4 · derivative.exercise_date: Non-qualified stock options to vest 10% on 6/30/2027; 20% on 6/30/2028, 30% on 6/30/2029 and 40% on 6/30/2030, and are subject to forfeiture per the terms and conditions of the grant. Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 22:49 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 12,752 | $0.00 | $0.00 |
DisclosureSEC source: 0002077448-26-000005 · wk-form4_1782514173.xml · derivative · entry 1 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,752 Underlying: Class A Common · 12,752 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 25, 2026, the reporting person was granted 12,752 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. F2 · derivative.expiration_date: On June 25, 2026, the reporting person was granted 12,752 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 27, 2026 Filed May 29, 2026 01:21 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 16,121 | $0.00 | $0.00 |
DisclosureSEC source: 0002077448-26-000004 · wk-form4_1780017697.xml · derivative · entry 1 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,121 Underlying: Class A Common · 16,121 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 26, 2025, 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, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. F2 · derivative.expiration_date: On June 26, 2025, 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, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:39 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,714 | $0.00 | $0.00 |
DisclosureSEC source: 0002077448-26-000003 · wk-form4_1777905552.xml · derivative · entry 3 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,142 Underlying: Class A Common · 2,714 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 · derivative.exercise_date: On June 26, 2025, the reporting person was granted 10,856 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. F3 · derivative.expiration_date: On June 26, 2025, the reporting person was granted 10,856 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 |
| April 30, 2026 Filed May 4, 2026 14:39 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 1,241 | $40.93 | $50,794.13 |
DisclosureSEC source: 0002077448-26-000003 · wk-form4_1777905552.xml · nonDerivative · entry 2 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,473 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2026 Filed May 4, 2026 14:39 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,714 | $0.00 | $0.00 |
DisclosureSEC source: 0002077448-26-000003 · wk-form4_1777905552.xml · nonDerivative · entry 1 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,714 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, 2025 Filed Jul 17, 2025 01:23 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 10,856 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000122 · wk-form4_1752715413.xml · derivative · entry 1 Albright Craig Morrow · CIK 0002077448 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,856 Underlying: Class A Common · 10,856 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: On June 26, 2025, the reporting person was granted 10,856 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. F2 · derivative.expiration_date: On June 26, 2025, the reporting person was granted 10,856 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.