Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP, Chief Technology Officer | July 01, 2024 | July 02, 2024 |
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 July 01, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A CommonSEC Table I · non-derivative | Direct | 40,273 |
Ending reported balance
After 2024-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-01 · Exercise / conversion · Acquired 9,638 · Balance 44,681 F1: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. Row 2 · 2024-07-01 · Tax withholding · Disposed 4,408 · Balance 40,273 F1: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-01 · Exercise / conversion · Disposed 9,638 · Balance 0 F3: 1-for-1 F1: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F4: Represents 9,638 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested. F5: As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024.
F2: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
F3: 1-for-1
F4: Represents 9,638 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested.
F5: As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested.
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 |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 2, 2024 16:01 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 9,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000141 · wk-form4_1719936062.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 9,638 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. F3 · derivative.exercise_price: 1-for-1 F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F4 · derivative.exercise_date: Represents 9,638 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested. F4 · derivative.expiration_date: Represents 9,638 Performance Stock Units that settled and were granted as Restricted Stock Units on May 29, 2024 and scheduled to vest on June 30, 2024. Restricted stock units subject to forfeiture until vested. F5 · balance_after: As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:01 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 4,408 | $40.69 | $179,361.52 |
DisclosureSEC source: 0000107140-24-000141 · wk-form4_1719936062.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,273 F1 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:01 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 9,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000141 · wk-form4_1719936062.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,681 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 · date: Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. Read SEC document |
| June 26, 2024 Filed Jun 27, 2024 21:43 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 11,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000126 · wk-form4_1719524607.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,970 Underlying: Class A Common · 11,970 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: On June 26, 2024, the reporting person was granted 11,970 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: On June 26, 2024, the reporting person was granted 11,970 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 29, 2024 Filed May 31, 2024 22:46 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 9,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000102 · wk-form4_1717195564.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,638 Underlying: Class A Common · 9,638 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents a settlement of Performance Stock Units awarded on June 24, 2021 as Restricted Stock Units and scheduled to vest on June 30, 2024. Restricted Stock Units are subject to forfeiture until vested. F2 · derivative.expiration_date: Represents a settlement of Performance Stock Units awarded on June 24, 2021 as Restricted Stock Units and scheduled to vest on June 30, 2024. Restricted Stock Units are subject to forfeiture until vested. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 3,329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · derivative · entry 9 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,989 Underlying: Class A Common · 3,329 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. F2 · derivative.exercise_price: 1-for-1 F7 · derivative.exercise_date: On June 23, 2023, the reporting person was granted 13,318 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 23, 2023, the reporting person was granted 13,318 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · derivative · entry 8 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,704 Underlying: Class A Common · 2,352 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. F2 · derivative.exercise_price: 1-for-1 F6 · derivative.exercise_date: On June 22, 2022, reporting person was granted 9,407 restricted share units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 22, 2022, reporting person was granted 9,407 restricted share units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · derivative · entry 7 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,890 Underlying: Class A Common · 1,890 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. F2 · derivative.exercise_price: 1-for-1 F5 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 7,560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 7,560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · derivative · entry 6 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 1,908 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F3 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · balance_after: As a result of this transaction, all restricted stock units granted on June 26, 2020 have vested. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 4,372 | $37.57 | $164,256.04 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · nonDerivative · entry 5 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,043 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 3,329 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · nonDerivative · entry 4 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,415 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 |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · nonDerivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,086 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 |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,734 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 |
| April 30, 2024 Filed May 2, 2024 12:29 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000072 · wk-form4_1714652950.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,844 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 |
| November 02, 2023 Filed Nov 6, 2023 23:26 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 20,000 | $0.00 Strike: $35.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000225 · wk-form4_1699313151.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 20,000 shares Expires 2033-11-02 F1 · derivative.exercise_price: Non-Qualified stock options granted at a premium price of $35.00. F2 · derivative.exercise_date: Non-qualified stock options granted under the John Wiley & Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan to vest 10% on 4/30/2024; 20% on 4/30/2025, 30% on 4/30/2026 and 40% on 4/30/2027, and are subject to forfeiture per the terms and conditions of the grant. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 13,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000126 · wf-form4_168856990357153.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 13,733 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. F2 · derivative.exercise_price: 1-for-1 F3 · derivative.exercise_date: Represents 13,733 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested. F3 · derivative.expiration_date: Represents 13,733 Performance Stock Units awarded on December 16, 2020 that settled as Restricted Stock Units on June 2, 2021 and scheduled to vest on June 30, 2023. Restricted stock units subject to forfeiture until vested. F4 · balance_after: As a result of this transaction, all restricted stock units for this grant have vested. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 4,219 | $34.03 | $143,572.57 |
DisclosureSEC source: 0000107140-23-000126 · wf-form4_168856990357153.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,936 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 15:11 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 13,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000126 · wf-form4_168856990357153.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,155 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 |
| June 23, 2023 Filed Jun 27, 2023 19:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 13,318 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000102 · wf-form4_168789288873231.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,318 Underlying: Class A Common · 13,318 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2024, and are subject to forfeiture under the terms and conditions of the grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2024, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 22, 2023 Filed May 23, 2023 22:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000080 · wf-form4_168487980787297.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 9,811 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. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of May 21, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 22, 2023. F4 · derivative.exercise_date: On May 21, 2018, the reporting person was granted 29,433 restricted stock units to vest in equal parts on the third, fourth and fifth employment anniversay. F4 · derivative.expiration_date: On May 21, 2018, the reporting person was granted 29,433 restricted stock units to vest in equal parts on the third, fourth and fifth employment anniversay. F5 · balance_after: As a result of this transaction, all restricted stock units for the May 21, 2018 grant have vested. Read SEC document |
| May 22, 2023 Filed May 23, 2023 22:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 3,009 | $36.73 | $110,520.57 |
DisclosureSEC source: 0000107140-23-000080 · wf-form4_168487980787297.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,422 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 22, 2023 Filed May 23, 2023 22:10 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000080 · wf-form4_168487980787297.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,431 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 |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · derivative · entry 9 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,056 Underlying: Class A Common · 2,351 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. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F9 · derivative.exercise_date: On June 22, 2022, the reporting person was granted 9,407 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F9 · derivative.expiration_date: On June 22, 2022, the reporting person was granted 9,407 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · derivative · entry 8 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,780 Underlying: Class A Common · 1,890 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. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F8 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 7,560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F8 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 7,560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · derivative · entry 7 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,908 Underlying: Class A Common · 1,908 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. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F7 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · derivative · entry 6 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 1,721 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. F2 · derivative.exercise_price: 1-for-1 F3 · date: Vesting date of April 30, 2023 was a Sunday, therefore, the transaction was processed on the following Monday, May 1, 2023. F4 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 6,884 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F4 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 6,884 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F5 · balance_after: Previously, outstanding beneficial ownership reported was the outstanding restricted stock units balance for all grants awarded. As of this filing, and on future filings, reporting of restricted stock units beneficially owned will be on an individual grant basis. F6 · balance_after: As a result of this transaction, all restricted stock units for the June 27, 2019 grant have vested. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 2,416 | $38.21 | $92,315.36 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · nonDerivative · entry 5 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,620 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · nonDerivative · entry 4 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,036 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 |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · nonDerivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,685 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 |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,795 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 |
| May 01, 2023 Filed May 3, 2023 15:20 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000064 · wf-form4_168312722832878.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,887 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 |
| January 12, 2023 Filed Jan 17, 2023 19:58 UTC | JOHN WILEY & SONS, INC. WLY · Entity 4304 | SaleClass A Common | 11,450 | $43.51 | $498,136.83 |
DisclosureSEC source: 0000107140-23-000023 · wf-form4_167398549883055.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,166 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.24 to $43.935 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 8,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008374 · doc4.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,158 Underlying: Class A Common · 8,571 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. F2 · derivative.exercise_date: On June 1, 2022, the reporting person was granted 8,571 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 1, 2022, the reporting person was granted 8,571 restricted stock units, which vested on June 30, 2022. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 30, 2022. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 2,936 | $47.76 | $140,223.36 |
DisclosureSEC source: 0001225208-22-008374 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,616 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:45 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008374 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,552 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 |
| June 22, 2022 Filed Jun 24, 2022 19:51 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 9,407 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008269 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,729 Underlying: Class A Common · 9,407 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units are subject to forfeiture until vested. F3 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2023, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:50 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 8,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007732 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,322 Underlying: Class A Common · 8,571 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2022. F2 · derivative.expiration_date: Restricted stock units are subject to forfeiture until vested. Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of June 3, 2022. Read SEC document |
| May 23, 2022 Filed May 25, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 9,811 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007382 · doc4.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,751 Underlying: Class A Common · 9,811 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · derivative.exercise_date: Weekend Vesting - Share vesting occured on Saturday, May 21, 2022; therefore, transaction was processed on Monday, May 23, 2022. F4 · derivative.expiration_date: On May 21, 2018, the reporting person was granted 29,433 restricted stock units to vest in equal parts on the third, fourth and fifth employment anniversay. F5 · balance_after: Represents the number of total restricted stock units beneficially owned and outstanding as of May 25, 2022. Read SEC document |
| May 23, 2022 Filed May 25, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 3,014 | $51.23 | $154,407.22 |
DisclosureSEC source: 0001225208-22-007382 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,981 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 23, 2022 Filed May 25, 2022 22:08 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007382 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,995 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 |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · derivative · entry 9 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,655 Underlying: Class A Common · 1,908 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F7 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,890 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · derivative · entry 8 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,563 Underlying: Class A Common · 1,890 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F6 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 7560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F6 · derivative.expiration_date: On June 24, 2021, the reporting person was granted 7560 restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · derivative · entry 7 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,453 Underlying: Class A Common · 1,721 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F5 · derivative.exercise_date: On June 27, 2019, the reporting person was granted 6,884 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F5 · derivative.expiration_date: On June 27, 2019, the reporting person was granted 6,884 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,119 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · derivative · entry 6 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,174 Underlying: Class A Common · 1,119 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F4 · derivative.exercise_date: On June 20, 2018, the reporting person was granted 4,474 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F4 · derivative.expiration_date: On June 20, 2018, the reporting person was granted 4,474 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 2,056 | $50.15 | $103,108.40 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · nonDerivative · entry 5 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,184 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · nonDerivative · entry 4 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 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 |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · nonDerivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,121 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 |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 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 |
| May 02, 2022 Filed May 4, 2022 22:12 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006518 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,510 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 |
| May 02, 2022 Filed May 4, 2022 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,908 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006444 · doc4.xml · derivative · entry 9 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,655 Underlying: Class A Common · 1,908 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. F2 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. F3 · date: 4/30/22 Vesting date was on a Saturday, therefore, transaction was processed on Monday (5/2/2022). F7 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. F7 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 7,631 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the 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.