Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY/WLYB · Entity 4304 | 10% owner | October 05, 2026 | October 06, 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 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 328,047 |
Reported balance
After 2026-10-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-05 · Gift · Disposed 65,000 · Balance 328,047 F1: On September 30, 2026, the Reporting Person made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a non-profit organization unaffiliated with either the Reporting Person or the Issuer. No value was received for the gifted shares. Following the gift, the Reporting Person disclaims beneficial ownership of the shares held by the non-profit organization. |
| Class A Common StockSEC Table I · non-derivative | IndirectWG6 LLC | 1,200,000 |
Reported balance
Holding disclosure · report date 2026-10-05 · 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 Deborah E. Wiley ("DEW") 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 2026-10-05 · 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, DEW, Celia Wiley, Jesse C. Wiley and Elizabeth H. Wiley share beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectWBW LP | 301,645 |
Reported balance
Holding disclosure · report date 2026-10-05 · 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 DEW share beneficial ownership. |
| Class A Common StockSEC Table I · non-derivative | IndirectCo-Trustee | 55,673 |
Reported balance
Holding disclosure · report date 2026-10-05 · 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 DEW share beneficial ownership. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 30, 2026, the Reporting Person made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a non-profit organization unaffiliated with either the Reporting Person or the Issuer. No value was received for the gifted shares. Following the gift, the Reporting Person disclaims beneficial ownership of the shares held by the non-profit organization.
F2: Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and Deborah E. Wiley ("DEW") 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, DEW, Celia Wiley, Jesse C. Wiley and Elizabeth H. Wiley 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 DEW share beneficial ownership.
F5: Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and DEW 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 05, 2026 Filed Oct 6, 2026 17:35 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GiftClass A Common Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-113978 · tm2626838-1_4seq1.xml · nonDerivative · entry 1 Wiley Bradford · CIK 0001203434 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,047 F1 · balance_after: On September 30, 2026, the Reporting Person made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a non-profit organization unaffiliated with either the Reporting Person or the Issuer. No value was received for the gifted shares. Following the gift, the Reporting Person disclaims beneficial ownership of the shares held by the non-profit organization. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:05 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GiftClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-047813 · tm2514768-1_4seq1.xml · nonDerivative · entry 1 WILEY BRADFORD II · CIK 0001203434 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393,047 F1 · balance_after: On May 9, 2025, the Reporting Person made a charitable gift of 35,000 shares of Class A Common Stock. No value was received for the gifted shares. Read SEC document |
| June 20, 2017 Filed Jul 14, 2023 21:03 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GiftClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-081281 · tm2321282-4_4seq1.xml · nonDerivative · entry 1 WILEY BRADFORD II · CIK 0001203434 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 428,047 F1 · balance_after: The Reporting Person transferred 100,000 shares of Class A Common Stock to his ex-spouse on or around June 20, 2017 in connection with a divorce settlement. Following a routine review of the Reporting Person's holdings, the total number of shares of Class A Common Stock reflect a reduction of 99,849 shares from the time of the Reporting Person's last Section 16 report. Records are no longer available to determine whether the 151-share discrepancy was the result of a historical accounting error or share acquisition. 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.