Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director | September 23, 2026 | September 25, 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 September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 91,384 |
Reported balance
After 2026-09-23 transaction · row 1
1 source rowRow 1 · 2026-09-23 · Exercise / conversion · Acquired 3,275 · Balance 91,384 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-23 · Exercise / conversion · Disposed 3,275 · Balance 0 F1: 1-for-1 F2: On September 25, 2025, the reporting person was awarded 3,275 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2026. F3: As a result of this transaction, all restricted stock units granted on September 25, 2025 have vested. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,880 |
Reported balance
After 2026-09-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-24 · Grant · Acquired 2,880 · Balance 2,880 F1: 1-for-1 F4: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: On September 25, 2025, the reporting person was awarded 3,275 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2026.
F3: As a result of this transaction, all restricted stock units granted on September 25, 2025 have vested.
F4: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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.
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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 25, 2026 19:19 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,880 | $48.61 | $139,996.80 |
DisclosureSEC source: 0001201959-26-000001 · wk-form4_1790363953.xml · derivative · entry 3 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,880 Underlying: Class A Common · 2,880 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F4 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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. F4 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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 |
| September 23, 2026 Filed Sep 25, 2026 19:19 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 3,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001201959-26-000001 · wk-form4_1790363953.xml · derivative · entry 2 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 3,275 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On September 25, 2025, the reporting person was awarded 3,275 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2026. F2 · derivative.expiration_date: On September 25, 2025, the reporting person was awarded 3,275 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2026. F3 · balance_after: As a result of this transaction, all restricted stock units granted on September 25, 2025 have vested. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:19 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 3,275 | $47.75 | $156,381.25 |
DisclosureSEC source: 0001201959-26-000001 · wk-form4_1790363953.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 25, 2025 Filed Sep 26, 2025 21:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,275 | $39.69 | $129,984.75 |
DisclosureSEC source: 0000107140-25-000172 · wk-form4_1758921025.xml · derivative · entry 3 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,275 Underlying: Class A Common · 3,275 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive 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. F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive 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 |
| September 24, 2025 Filed Sep 26, 2025 21:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,758 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-25-000172 · wk-form4_1758921025.xml · derivative · entry 2 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,758 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On September 26, 2024, the reporting person was awarded 2,758 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2025. F2 · derivative.expiration_date: On September 26, 2024, the reporting person was awarded 2,758 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to vest on the day before the next Annual Meeting, which was September 24, 2025. Read SEC document |
| September 24, 2025 Filed Sep 26, 2025 21:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,758 | $40.11 | $110,623.38 |
DisclosureSEC source: 0000107140-25-000172 · wk-form4_1758921025.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,108 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 26, 2024 Filed Sep 27, 2024 21:36 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 2,758 | $47.13 | $129,984.54 |
DisclosureSEC source: 0000107140-24-000195 · wk-form4_1727473011.xml · derivative · entry 3 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,758 Underlying: Class A Common · 2,758 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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. F3 · derivative.expiration_date: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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 |
| September 25, 2024 Filed Sep 27, 2024 21:36 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 3,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000195 · wk-form4_1727473011.xml · derivative · entry 2 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 3,218 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On September 28, 2023, the reporting person was awarded 3,218 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to 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. F2 · derivative.expiration_date: On September 28, 2023, the reporting person was awarded 3,218 restricted stock units that were issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan (the "Plan"). Pursuant to the Plan, the shares were scheduled to 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 |
| September 25, 2024 Filed Sep 27, 2024 21:36 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 3,218 | $45.83 | $147,480.94 |
DisclosureSEC source: 0000107140-24-000195 · wk-form4_1727473011.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2023 Filed Sep 29, 2023 21:59 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 3,218 | $37.29 | $119,999.22 |
DisclosureSEC source: 0000107140-23-000178 · wk-form4_1696024772.xml · derivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,218 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. Such 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. 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. Such 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 |
| September 29, 2022 Filed Oct 3, 2022 18:48 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | GrantClass A Common | 3,140 | $38.22 | $120,010.80 |
DisclosureSEC source: 0000107140-22-000059 · wf-form4_166482289137722.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,132 F1 · shares: Annual director stock award issued pursuant to the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan. Such 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 |
| September 30, 2021 Filed Oct 4, 2021 20:57 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 2,298 | $52.21 | $119,978.58 |
DisclosureSEC source: 0001225208-21-012780 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,992 F1 · price: 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 |
| September 24, 2020 Filed Sep 28, 2020 20:50 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 3,545 | $31.03 | $110,001.35 |
DisclosureSEC source: 0001225208-20-011850 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,694 F1 · shares: 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 |
| September 26, 2019 Filed Sep 30, 2019 22:24 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 2,506 | $43.90 | $110,013.40 |
DisclosureSEC source: 0001225208-19-012836 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,149 F1 · shares: 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 |
| September 27, 2018 Filed Oct 1, 2018 19:56 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,809 | $60.80 | $109,987.20 |
DisclosureSEC source: 0001225208-18-013894 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,643 F1 · shares: Annual director stock award issued pursuant to the 2018 Director Stock Plan. Such restricted 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. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 21:45 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,869 | $53.50 | $99,991.50 |
DisclosureSEC source: 0001225208-17-015630 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,351 F1 · shares: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:51 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantClass A Common | 1,995 | $50.13 | $100,009.35 |
DisclosureSEC source: 0001225208-16-039686 · doc4.xml · nonDerivative · entry 1 PESCE WILLIAM J · CIK 0001201959 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,995 F1 · price: Annual Director Stock Grant issued at the closing price of John Wiley & Sons, Inc. (JWa) on the date of the subject grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.