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person · Reporting owner

Wiley Jesse Caleb

Disclosed activity across 1 company

Tapewire entity
79884
SEC CIK
0001558814

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304Director · 10% ownerApril 30, 2024May 13, 2025

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 April 30, 2024 · Filed May 13, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A CommonSEC Table I · non-derivativeIndirectEPH462,338 Reported balance After 2023-09-06 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2023-09-06 · Other · Acquired 462,338 · Balance 462,338

F1: W. Bradford Wiley II ("WBW"), Deborah E. Wiley ("DEW") and Peter Booth Wiley ("PBW") have served for decades as managers of E.P. Hamilton Trusts LLC ("EPH LLC"). In connection with estate planning purposes, on September 6, 2023, the Reporting Person, Elizabeth H. Wiley ("EHW") and Celia Wiley ("CW") were appointed as additional managers of EPH LLC. As a result, the Reporting Person, EHW and CW share beneficial ownership of the securities held by EPH LLC with WBW, DEW and PBW.

Class B CommonSEC Table I · non-derivativeIndirectEPH8,125,536 Reported balance After 2023-09-06 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2023-09-06 · Other · Acquired 8,125,536 · Balance 8,125,536

F1: W. Bradford Wiley II ("WBW"), Deborah E. Wiley ("DEW") and Peter Booth Wiley ("PBW") have served for decades as managers of E.P. Hamilton Trusts LLC ("EPH LLC"). In connection with estate planning purposes, on September 6, 2023, the Reporting Person, Elizabeth H. Wiley ("EHW") and Celia Wiley ("CW") were appointed as additional managers of EPH LLC. As a result, the Reporting Person, EHW and CW share beneficial ownership of the securities held by EPH LLC with WBW, DEW and PBW.

Class B CommonSEC Table I · non-derivativeDirect24,565 Reported balance Holding disclosure · report date 2024-04-30 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 24,565

Filing footnotes · ownership attribution and instrument terms

F1: W. Bradford Wiley II ("WBW"), Deborah E. Wiley ("DEW") and Peter Booth Wiley ("PBW") have served for decades as managers of E.P. Hamilton Trusts LLC ("EPH LLC"). In connection with estate planning purposes, on September 6, 2023, the Reporting Person, Elizabeth H. Wiley ("EHW") and Celia Wiley ("CW") were appointed as additional managers of EPH LLC. As a result, the Reporting Person, EHW and CW share beneficial ownership of the securities held by EPH LLC with WBW, DEW and PBW.

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
September 06, 2023 Filed May 13, 2025 20:06 UTC JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 OtherClass B Common 8,125,536 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-047817 · tm2514768-2_5seq1.xml · nonDerivative · entry 2

Wiley Jesse Caleb · CIK 0001558814 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · EPH

Disclosed balance after: 8,125,536

F1 · ownership.nature: W. Bradford Wiley II ("WBW"), Deborah E. Wiley ("DEW") and Peter Booth Wiley ("PBW") have served for decades as managers of E.P. Hamilton Trusts LLC ("EPH LLC"). In connection with estate planning purposes, on September 6, 2023, the Reporting Person, Elizabeth H. Wiley ("EHW") and Celia Wiley ("CW") were appointed as additional managers of EPH LLC. As a result, the Reporting Person, EHW and CW share beneficial ownership of the securities held by EPH LLC with WBW, DEW and PBW.

Read SEC document
September 06, 2023 Filed May 13, 2025 20:06 UTC JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 OtherClass A Common 462,338 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-047817 · tm2514768-2_5seq1.xml · nonDerivative · entry 1

Wiley Jesse Caleb · CIK 0001558814 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · EPH

Disclosed balance after: 462,338

F1 · ownership.nature: W. Bradford Wiley II ("WBW"), Deborah E. Wiley ("DEW") and Peter Booth Wiley ("PBW") have served for decades as managers of E.P. Hamilton Trusts LLC ("EPH LLC"). In connection with estate planning purposes, on September 6, 2023, the Reporting Person, Elizabeth H. Wiley ("EHW") and Celia Wiley ("CW") were appointed as additional managers of EPH LLC. As a result, the Reporting Person, EHW and CW share beneficial ownership of the securities held by EPH LLC with WBW, DEW and PBW.

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.