Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY · Entity 4304 | 10% owner | October 13, 2026 | October 13, 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 13, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 634,529 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Gift · Disposed 25,000 · Balance 634,529 F1: Represents a gift made by the Reporting Person to a charitable donor advised fund |
| Class A Common StockSEC Table I · non-derivative | IndirectWG6 LLC | 1,200,000 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,200,000 F2: Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and W. Bradford Wiley II ("WBW") may be deemed to share beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectEPH LLC | 462,338 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 462,338 F3: Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectWBW LP | 301,645 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 301,645 F4: Includes shares held by W. Bradford Wiley & Associates, L.P. ("WBW LP"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectCo-Trustee | 55,673 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 55,673 F5: Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and WBW share beneficial ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a gift made by the Reporting Person to a charitable donor advised fund
F2: Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and W. Bradford Wiley II ("WBW") may be deemed to share beneficial ownership.
F3: Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
F4: Includes shares held by W. Bradford Wiley & Associates, L.P. ("WBW LP"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
F5: Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
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 |
|---|---|---|---|---|---|---|
| October 13, 2026 Filed Oct 13, 2026 23:08 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GiftClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-115604 · tm2627515-1_4seq1.xml · nonDerivative · entry 1 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 634,529 F1 · kind: Represents a gift made by the Reporting Person to a charitable donor advised fund Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 23:20 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | Disposition to issuerClass A Common Stock | 75,000 | $30.53 | $2,289,652.50 |
DisclosureSEC source: 0001104659-26-003449 · tm263120-1_4seq1.xml · nonDerivative · entry 1 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,529 F1 · shares: As part of the Reporting Person's estate planning, the shares were sold to the Issuer in a private transaction under a repurchase program approved by the Issuer's Board of Directors. The price per share of $30.5287 was determined based on the volume-weighted average price (VWAP) of the Issuer's Class A common stock for the five-day trading period ending on January 8, 2026. Read SEC document |
| April 20, 2023 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 1,800 | $38.95 | $70,110.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 16 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 25,156 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 19, 2023 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 1,500 | $38.75 | $58,125.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 15 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 23,356 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 18, 2023 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 1,500 | $38.62 | $57,930.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 14 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 21,856 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| October 24, 2022 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 170 | $41.27 | $7,015.90 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 13 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 20,356 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| July 18, 2022 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 143 | $48.78 | $6,975.54 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 12 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 20,186 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 18, 2022 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 128 | $53.77 | $6,882.56 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 11 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 20,043 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| January 10, 2022 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 117 | $58.25 | $6,815.25 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 10 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,915 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| October 25, 2021 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 119 | $56.86 | $6,766.34 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 9 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,798 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| July 19, 2021 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 121 | $55.91 | $6,765.11 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 8 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,679 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 19, 2021 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 116 | $57.43 | $6,661.88 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 7 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,558 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| January 11, 2021 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 135 | $49.00 | $6,615.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 6 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,442 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| October 19, 2020 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 192 | $34.00 | $6,528.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 5 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,307 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| July 20, 2020 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 180 | $36.04 | $6,487.20 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 4 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 19,115 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 13, 2020 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | PurchaseClass B Common Stock | 167 | $38.26 | $6,389.42 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 3 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,935 F1 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| March 13, 2020 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | SaleClass B Common Stock | 11,000 | $35.25 | $387,750.00 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 2 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 12, 2020 Filed Jul 14, 2023 21:04 UTC | JOHN WILEY & SONS, INC. WLYB · Entity 4304 | SaleClass B Common Stock | 4,537 | $32.41 | $147,044.17 |
DisclosureSEC source: 0001104659-23-081284 · tm2321282-6_4seq1.xml · nonDerivative · entry 1 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 Read SEC document |
| January 14, 2020 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 128 | $49.41 | $6,324.48 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 13 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,768 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| October 21, 2019 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 143 | $44.00 | $6,292.00 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 12 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,640 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| July 22, 2019 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 138 | $45.18 | $6,234.84 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 11 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,497 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| April 15, 2019 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 128 | $46.96 | $6,010.88 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 10 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,359 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| January 14, 2019 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 116 | $51.43 | $5,965.88 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 9 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,231 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| October 22, 2018 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 106 | $56.11 | $5,947.66 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 8 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,115 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. Read SEC document |
| July 16, 2018 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | PurchaseClass B Common Stock | 89 | $66.67 | $5,933.63 |
DisclosureSEC source: 0001104659-23-081283 · tm2321282-5_4seq1.xml · nonDerivative · entry 7 WILEY DEBORAH E · CIK 0001200353 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Custodian Disclosed balance after: 18,009 F6 · ownership.nature: Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan. 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.