Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | Director · 10% owner | April 30, 2024 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | IndirectEPH | 462,338 |
Reported balance
After 2023-09-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | IndirectEPH | 8,125,536 |
Reported balance
After 2023-09-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | Direct | 24,565 |
Reported balance
Holding disclosure · report date 2024-04-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 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 |
DisclosureSEC 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 |
DisclosureSEC 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.