Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director | October 24, 2024 | October 28, 2024 |
| Root, Inc.ROOT · Entity 764 | Director | June 03, 2026 | June 04, 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 October 24, 2024 · Filed October 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,376 |
Reported balance
After 2024-10-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-24 · Grant · Acquired 152 · Balance 21,376 F1: 1-for-1. F2: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1.
F2: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock.
Root, Inc.
Report date June 03, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,144 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 2,864 · Balance 17,144 F1: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy.
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 03, 2026 Filed Jun 4, 2026 21:24 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001754374-26-000001 · wk-form4_1780608280.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,144 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 95 | $142.21 | $13,510.31 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 12 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,280 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F14 · price: The shares were sold at prices ranging from $142.00 to $142.415. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 289 | $141.51 | $40,896.13 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 11 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,375 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F13 · price: The shares were sold at prices ranging from $141.00 to $141.988. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 592 | $140.48 | $83,166.41 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 10 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,664 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F12 · price: The shares were sold at prices ranging from $140.002 to $140.998. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 589 | $139.36 | $82,084.63 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 9 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,256 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F11 · price: The shares were sold at prices ranging from $139.012 to $139.998. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 381 | $138.34 | $52,708.11 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 8 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,845 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F10 · price: The shares were sold at prices ranging from $138.00 to $138.99. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 128 | $137.55 | $17,605.89 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 7 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,226 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F9 · price: The shares were sold at prices ranging from $137.01 to $137.92. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 158 | $136.18 | $21,516.76 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 6 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,354 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F8 · price: The shares were sold at prices ranging from $136.06 to $136.50. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 129 | $135.53 | $17,483.43 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 5 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,512 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F7 · price: The shares were sold at prices ranging from $135.305 to $135.95. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 51 | $134.68 | $6,868.72 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 4 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,641 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F6 · price: The shares were sold at prices ranging from $134.285 to $134.955. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 341 | $133.50 | $45,524.59 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 3 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,692 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F5 · price: The shares were sold at prices ranging from $133.048 to $133.985. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 99 | $132.84 | $13,151.29 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 2 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,033 F2 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F3 · shares: The shares were sold pursuant to a 10b5-1 trading plan. F4 · price: The shares were sold at prices ranging from $132.761 to $132.98. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 21:02 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-030051 · wk-form4_1749243714.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,132 F1 · shares: Represents the grant of restricted stock units in accordance with the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| October 24, 2024 Filed Oct 28, 2024 13:58 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 152 | $49.37 | $7,504.24 |
DisclosureSEC source: 0000107140-24-000222 · wk-form4_1730123922.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,376 Underlying: Class A Common · 152 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 22:22 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,758 | $47.13 | $129,984.54 |
DisclosureSEC source: 0000107140-24-000208 · wk-form4_1727475727.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,225 Underlying: Class A Common · 2,758 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Shares settle upon separation of service from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:32 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 138 | $46.68 | $6,441.84 |
DisclosureSEC source: 0000107140-24-000162 · wk-form4_1722285113.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,466 Underlying: Class A Common · 138 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| June 13, 2024 Filed Jun 17, 2024 20:55 UTC | Root, Inc. ROOT · Entity 764 | SaleClass A Common Stock | 1,735 | $43.67 | $75,765.72 |
DisclosureSEC source: 0001628280-24-028522 · wk-form4_1718657695.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,013 F1 · shares: Consists of shares sold to cover taxes associated with the settlement of restricted stock units. F2 · price: The shares were sold at prices ranging from $43.62 to $43.755. The reporting person will provide upon request to the SEC, the issuer or security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:28 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 2,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027287 · wk-form4_1717792115.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,748 F1 · shares: Represents the grant of restricted stock units that vest on the date of the Issuer's 2025 Annual Meeting of Stockholders. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 21:18 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 167 | $37.95 | $6,337.65 |
DisclosureSEC source: 0000107140-24-000050 · wk-form4_1714166270.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,328 Underlying: Class A Common · 167 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 22:16 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 198 | $31.71 | $6,278.58 |
DisclosureSEC source: 0000107140-24-000014 · wk-form4_1705097767.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,160 Underlying: Class A Common · 198 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Plan, the reporting person will receive distribution of their deferred compensation in accordance with their distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 19:47 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 205 | $30.38 | $6,227.90 |
DisclosureSEC source: 0000107140-23-000212 · wk-form4_1698436069.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,962 Underlying: Class A Common · 205 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 22:00 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,218 | $37.29 | $119,999.22 |
DisclosureSEC source: 0000107140-23-000182 · wk-form4_1696024822.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,758 Underlying: Class A Common · 3,218 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:05 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 7,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046518 · doc4.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,443 F1 · shares: Represents the grant of restricted stock units ("RSUs"). Half of the shares subject to the RSUs vest on date of the Company's 2024 Annual Meeting of Stockholders, and the other half vest on date of the Company's 2025 Annual Meeting of Stockholders. F2 · balance_after: The issuer effected a 1-for-18 reverse stock split of its Class A Common Stock and Class B Common Stock on August 12, 2022. The number of securities reported on this Form 4 has been adjusted to reflect the reverse stock split. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 18:31 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 149 | $33.82 | $5,039.18 |
DisclosureSEC source: 0000107140-23-000142 · wf-form4_168996427281380.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,540 Underlying: Class A Common · 149 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 12:40 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 132 | $37.51 | $4,951.32 |
DisclosureSEC source: 0000107140-23-000040 · wf-form4_168259920114147.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,391 Underlying: Class A Common · 132 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 18:51 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 112 | $43.73 | $4,897.76 |
DisclosureSEC source: 0000107140-23-000011 · wf-form4_167363584808188.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,259 Underlying: Class A Common · 112 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| October 26, 2022 Filed Oct 28, 2022 14:43 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 119 | $41.00 | $4,879.00 |
DisclosureSEC source: 0000107140-22-000070 · wf-form4_166696818944948.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,146 Underlying: Class A Common · 119 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1. F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock. Read SEC document |
| September 29, 2022 Filed Oct 3, 2022 18:21 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,140 | $38.22 | $120,010.80 |
DisclosureSEC source: 0000107140-22-000049 · wf-form4_166482128728718.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,027 Underlying: Class A Common · 3,140 shares Expires not disclosed F1 · security: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F2 · derivative.exercise_price: 1-for-1. F1 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan and deferred under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Pursuant to the Deferred Compensation Plan, the director will receive distribution of his/her deferred compensation in accordance with his/her distribution election in either a lump sum or in ratable installments over a period not to exceed 10 years. Read SEC document |
| July 20, 2022 Filed Jul 22, 2022 16:27 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 78.97 | $47.56 Strike: $0.00 | $3,755.81 |
DisclosureSEC source: 0001225208-22-008898 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,887.14 Underlying: Class A Common · 78.97 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of a quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:06 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 115,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035449 · doc4.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,725 F1 · shares: Represents the grant of restricted stock units that vest on the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continuous service on the applicable vesting date, and in certain other circumstances. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:36 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantPhantom Stock Units · Derivative | 67.49 | $54.91 Strike: $0.00 | $3,705.88 |
DisclosureSEC source: 0001225208-22-005993 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,808.17 Underlying: Class A Common · 67.49 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 22:15 UTC | Root, Inc. ROOT · Entity 764 | GrantClass A Common Stock | 22,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015658 · doc4.xml · nonDerivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,518 F1 · shares: Represents the grant of restricted stock units that vest on the date of the next annual meeting of the Issuer's stockholders, subject to the reporting person's continuous service on the applicable vesting date, and in certain other circumstances. Read SEC document |
| January 12, 2022 Filed Jan 15, 2022 00:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 66.92 | $55.03 Strike: $0.00 | $3,682.61 |
DisclosureSEC source: 0001225208-22-000770 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,740.68 Underlying: Class A Common · 66.92 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 18:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 68.9 | $53.10 Strike: $0.00 | $3,658.59 |
DisclosureSEC source: 0001225208-21-013335 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,673.76 Underlying: Class A Common · 68.9 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:03 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,298 | $52.21 Strike: $0.00 | $119,978.58 |
DisclosureSEC source: 0001225208-21-012736 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,604.86 Underlying: Class A Common · 2,298 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted shares will vest on the earlier of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted shares will vest on the earlier of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 21:18 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 50.41 | $56.51 Strike: $0.00 | $2,848.67 |
DisclosureSEC source: 0001225208-21-010837 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,306.86 Underlying: Class A Common · 50.41 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 21, 2021 Filed Apr 22, 2021 20:35 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 49.28 | $57.04 Strike: $0.00 | $2,810.93 |
DisclosureSEC source: 0001225208-21-006922 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256.45 Underlying: Class A Common · 49.28 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 13, 2021 Filed Jan 15, 2021 19:53 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 58.74 | $47.51 Strike: $0.00 | $2,790.74 |
DisclosureSEC source: 0001225208-21-000840 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,207.17 Underlying: Class A Common · 58.74 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 22:01 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 87.37 | $31.60 Strike: $0.00 | $2,760.89 |
DisclosureSEC source: 0001225208-20-012717 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,148.43 Underlying: Class A Common · 87.37 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 20:48 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 3,545 | $31.03 Strike: $0.00 | $110,001.35 |
DisclosureSEC source: 0001225208-20-011843 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,061.06 Underlying: Class A Common · 3,545 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 22, 2020 Filed Jul 24, 2020 14:11 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 43.36 | $35.33 Strike: $0.00 | $1,531.91 |
DisclosureSEC source: 0001225208-20-009916 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,516.06 Underlying: Class A Common · 43.36 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 15, 2020 Filed Apr 17, 2020 16:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 44.53 | $33.81 Strike: $0.00 | $1,505.56 |
DisclosureSEC source: 0001225208-20-006545 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,472.7 Underlying: Class A Common · 44.53 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 21:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 30.18 | $49.55 Strike: $0.00 | $1,495.42 |
DisclosureSEC source: 0001225208-20-000990 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,428.17 Underlying: Class A Common · 30.18 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 23, 2019 Filed Oct 25, 2019 19:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 33.38 | $44.46 Strike: $0.00 | $1,484.07 |
DisclosureSEC source: 0001225208-19-013813 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,397.99 Underlying: Class A Common · 33.38 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 26, 2019 Filed Sep 30, 2019 22:22 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 2,506 | $43.90 Strike: $0.00 | $110,013.40 |
DisclosureSEC source: 0001225208-19-012830 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,364.61 Underlying: Class A Common · 2,506 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
| July 24, 2019 Filed Jul 25, 2019 22:36 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 13.97 | $44.89 Strike: $0.00 | $627.11 |
DisclosureSEC source: 0001225208-19-010495 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,858.61 Underlying: Class A Common · 13.97 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| April 17, 2019 Filed Apr 19, 2019 19:32 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 13.05 | $46.30 Strike: $0.00 | $604.22 |
DisclosureSEC source: 0001225208-19-007062 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,844.64 Underlying: Class A Common · 13.05 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 17:58 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 11.72 | $51.25 Strike: $0.00 | $600.65 |
DisclosureSEC source: 0001225208-19-001039 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831.59 Underlying: Class A Common · 11.72 shares Expires not disclosed F1 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F1 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 21:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 10.87 | $54.92 Strike: $0.00 | $596.98 |
DisclosureSEC source: 0001225208-18-014876 · doc4.xml · derivative · entry 2 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,819.87 Underlying: Class A Common · 10.87 shares Expires not disclosed F2 · derivative.exercise_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. F2 · derivative.expiration_date: Represents additional Phantom Stock Units as a result of quarterly dividend. To be settled upon retirement in 100% Company Class A Common stock at a 1-for-1 conversion. Read SEC document |
| September 27, 2018 Filed Oct 25, 2018 21:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantPhantom Stock Units · Derivative | 1,809 | $60.80 Strike: $0.00 | $109,987.20 |
DisclosureSEC source: 0001225208-18-014876 · doc4.xml · derivative · entry 1 Birnbaum Beth A · CIK 0001754374 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,809 Underlying: Class A Common · 1,809 shares Expires not disclosed F1 · derivative.exercise_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. F1 · derivative.expiration_date: Annual director stock award issued pursuant to the 2018 Director Stock Plan and accrued under the Director Deferred Compensation Plan. Such shares will vest on the earliest of (i) the day before the next Annual Meeting, (ii) the director's death/disability, and (iii) a change in control event. Shares settled upon retirement from the Board in 100% of John Wiley & Sons, Inc. Class A Common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.