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 |
|---|---|---|---|---|---|---|
| May 02, 2022 Filed May 4, 2022 20:31 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: 0001225208-22-006444 · 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 20:31 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: 0001225208-22-006444 · 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 20:31 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: 0001225208-22-006444 · 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 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 2,056 | $50.15 | $103,108.40 |
DisclosureSEC source: 0001225208-22-006444 · 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 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006444 · 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 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006444 · 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 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006444 · 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 20:31 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006444 · 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 |
| July 08, 2021 Filed Jul 8, 2021 23:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 6,040 | $58.90 | $355,756.00 |
DisclosureSEC source: 0001225208-21-010517 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,602 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.90 to $58.91 per share, inclusive. Read SEC document |
| July 07, 2021 Filed Jul 8, 2021 23:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | SaleClass A Common | 7,294 | $59.77 | $435,962.38 |
DisclosureSEC source: 0001225208-21-010517 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,642 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.75 to $59.89 per share, inclusive. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 6,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010014 · doc4.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,293 Underlying: Class A Common · 6,339 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 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021. F2 · derivative.expiration_date: On June 2, 2021, the reporting person was granted 6,306 restricted stock units, vesting on June 30, 2021. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 3,243 | $60.18 | $195,163.74 |
DisclosureSEC source: 0001225208-21-010014 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,936 F1 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 15:16 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 6,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010014 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,179 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 24, 2021 Filed Jun 28, 2021 21:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 7,560 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009626 · doc4.xml · derivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,632 Underlying: Class A Common · 7,560 shares Expires not disclosed F3 · derivative.exercise_date: Restricted stock units subject to forfeiture until vested. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2022, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:42 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantNon-Qualified Stock Options · Derivative | 20,000 | $0.00 Strike: $63.07 | $0.00 |
DisclosureSEC source: 0001225208-21-009626 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common · 20,000 shares Expires 2031-06-23 F1 · derivative.exercise_price: Stock options granted at 10% premium over closing stock price at date of grant. F2 · derivative.exercise_date: Non-qualified stock options to vest as follows: 10% on 4/30/2022; 20% on 4/30/2023, 30% on 4/30/2024 and 40% on 4/30/2025. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:09 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008963 · doc4.xml · derivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,072 Underlying: Class A Common · 6,339 shares Expires not disclosed F3 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2021. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 15:09 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 13,733 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008963 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,733 Underlying: Class A Common · 13,733 shares Expires not disclosed F1 · derivative.exercise_date: Represents a settlement of Performance Stock Units granted as Restricted Stock Units vesting on June 30, 2023. F2 · derivative.expiration_date: Restricted stock units subject to forfeiture until vested. Read SEC document |
| May 21, 2021 Filed May 25, 2021 00:04 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008483 · doc4.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,907 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. 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. Read SEC document |
| May 21, 2021 Filed May 25, 2021 00:04 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 3,014 | $62.62 | $188,736.68 |
DisclosureSEC source: 0001225208-21-008483 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,840 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| May 21, 2021 Filed May 25, 2021 00:04 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 9,811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008483 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854 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 · price: $0.00 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · derivative · entry 7 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,718 Underlying: Class A Common · 1,907 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: Restricted stock units convert into Class A common stock on a one-for-one basis. F6 · 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. F6 · 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. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · derivative · entry 6 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,625 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. F3 · derivative.exercise_price: Restricted stock units convert into Class A common stock on a one-for-one basis. 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. 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. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · derivative · entry 5 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,346 Underlying: Class A Common · 1,118 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: Restricted stock units convert into Class A common stock on a one-for-one basis. 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. 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. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 1,459 | $56.94 | $83,075.46 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · nonDerivative · entry 4 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,043 F2 · shares: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · nonDerivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,502 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 · price: 0.00 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 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. F1 · price: 0.00 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:49 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007448 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,663 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 · price: 0.00 Read SEC document |
| June 26, 2020 Filed Jul 2, 2020 01:19 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 7,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009266 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,464 Underlying: Class A Common · 7,631 shares Expires not disclosed F1 · derivative.exercise_price: $0.00 F2 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning on April 30, 2021, 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, 2021, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007009 · doc4.xml · derivative · entry 5 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,833 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: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. 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. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007009 · doc4.xml · derivative · entry 4 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,554 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: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. F3 · 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. F3 · 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. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 867 | $37.55 | $32,555.85 |
DisclosureSEC source: 0001225208-20-007009 · doc4.xml · nonDerivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,756 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007009 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,623 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 · price: $0.00 Read SEC document |
| April 30, 2020 Filed May 4, 2020 20:26 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007009 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,504 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 · price: $0.00 Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 22:33 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009701 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,673 Underlying: Class A Common · 6,884 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 vest in four equal annual installments, beginning on April 30, 2020, 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, 2020, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007516 · doc4.xml · derivative · entry 3 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,789 Underlying: Class A Common · 1,118 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: Restricted stock units convert into Class A common stock on a one-for-one basis. 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. 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. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Tax withholdingClass A Common | 335 | $46.18 | $15,470.30 |
DisclosureSEC source: 0001225208-19-007516 · doc4.xml · nonDerivative · entry 2 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783 F2 · kind: Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. Read SEC document |
| April 30, 2019 Filed May 2, 2019 16:38 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007516 · doc4.xml · nonDerivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118 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 · price: 0.00 Read SEC document |
| June 20, 2018 Filed Jul 3, 2018 23:47 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 4,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011399 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,907 Underlying: Class A Common · 4,474 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 vest in four equal annual installments, beginning on April 30, 2019, 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, 2019, and are subject to forfeiture under the terms and conditions of the grant. Read SEC document |
| May 21, 2018 Filed May 23, 2018 21:10 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 29,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009785 · doc4.xml · derivative · entry 1 Matin Aref · CIK 0001741601 · EVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,433 Underlying: Class A Common · 29,433 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 granted on May 21, 2018, vesting on the third, fourth and fifth anniversaries of the reporting person's hire date of May 21, 2018. F3 · derivative.expiration_date: Restricted Stock Units subject to forfeiture until vested. 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.