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Birnbaum Beth A

Disclosed activity across 2 companies

Tapewire entity
41211
SEC CIK
0001754374

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304DirectorOctober 24, 2024October 28, 2024
Root, Inc.ROOT · Entity 764DirectorJune 03, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom Stock UnitsSEC Table II · derivative / convertible securityDirect21,376 Reported balance After 2024-10-24 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect17,144 Reported balance After 2026-06-03 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.