Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN WILEY & SONS, INC.WLY, WLYB · Entity 4304 | EVP & GM, Talent | May 29, 2024 | May 31, 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 May 29, 2024 · Filed May 31, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,907 |
Reported balance
After 2024-05-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-29 · Grant · Acquired 8,907 · Balance 8,907 F1: Restricted stock units convert into Class A common stock on a one-for-one basis. F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Class A common stock on a one-for-one basis.
F2: 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.
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 29, 2024 Filed May 31, 2024 22:45 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 8,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000101 · wk-form4_1717195549.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,907 Underlying: Class A Common · 8,907 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · derivative · entry 9 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,229 Underlying: Class A Common · 3,076 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 12,305 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 12,305 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · derivative · entry 8 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,346 Underlying: Class A Common · 2,173 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, the reporting person was granted 8,691 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 22, 2022, the reporting person was granted 8,691 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · derivative · entry 7 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,746 Underlying: Class A Common · 1,746 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 6,984 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 6,984 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · derivative · entry 6 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 2,633 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 10,530 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 10,530 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 4,977 | $37.57 | $186,985.89 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · nonDerivative · entry 5 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,438 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · nonDerivative · entry 4 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,415 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · nonDerivative · entry 3 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,339 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · nonDerivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,166 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 12:34 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-24-000076 · wk-form4_1714653260.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,420 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 09, 2024 Filed Jan 10, 2024 22:19 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | SaleClass A Common | 3,935 | $31.12 | $122,455.23 |
DisclosureSEC source: 0000107140-24-000006 · wk-form4_1704925160.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,787 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.035 to $31.29 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, 2023 Filed Jul 5, 2023 16:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 18,395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000136 · wf-form4_168857328936241.xml · derivative · entry 3 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common · 18,395 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 18,395 Performance Stock Units granted 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 18,395 Performance Stock Units granted 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 16:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 7,015 | $34.03 | $238,720.45 |
DisclosureSEC source: 0000107140-23-000136 · wf-form4_168857328936241.xml · nonDerivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,722 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 16:08 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 18,395 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000136 · wf-form4_168857328936241.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,737 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 19:56 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 12,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000112 · wf-form4_168789576043777.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,305 Underlying: Class A Common · 12,305 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 01, 2023 Filed May 3, 2023 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · derivative · entry 7 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,519 Underlying: Class A Common · 2,172 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 22, 2022, the reporting person was granted 8,691 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 22, 2022, the reporting person was granted 8,691 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · derivative · entry 6 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,492 Underlying: Class A Common · 1,746 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. F6 · derivative.exercise_date: On June 24, 2021, the reporting person was granted 6,984 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 6,984 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · derivative · entry 5 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,633 Underlying: Class A Common · 2,632 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 26, 2020, the reporting person was granted 10,530 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 26, 2020, the reporting person was granted 10,530 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Tax withholdingClass A Common | 2,515 | $38.21 | $96,098.15 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · nonDerivative · entry 4 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,342 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · nonDerivative · entry 3 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,857 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · nonDerivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,685 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 15:57 UTC | JOHN WILEY & SONS, INC. WLY, WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,632 | $0.00 | $0.00 |
DisclosureSEC source: 0000107140-23-000072 · wf-form4_168312946580680.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Talent 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,939 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 19:52 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | GrantRestricted Stock Units · Derivative | 8,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008270 · doc4.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,589 Underlying: Class A Common · 8,691 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 |
| May 02, 2022 Filed May 4, 2022 21:32 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006480 · doc4.xml · derivative · entry 5 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,898 Underlying: Class A Common · 2,633 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 26, 2020, the reporting person was granted 10,530 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 26, 2020, the reporting person was granted 10,530 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 21:32 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 1,746 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006480 · doc4.xml · derivative · entry 4 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,531 Underlying: Class A Common · 1,746 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 24, 2021, the reporting person was granted 6,984 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 24, 2021, the reporting person was granted 6,984 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 21:32 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Tax withholdingClass A Common | 1,704 | $50.15 | $85,455.60 |
DisclosureSEC source: 0001225208-22-006480 · doc4.xml · nonDerivative · entry 3 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,307 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 21:32 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006480 · doc4.xml · nonDerivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,011 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 21:32 UTC | JOHN WILEY & SONS, INC. WLY/WLYB · Entity 4304 | Exercise / conversionClass A Common | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006480 · doc4.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,265 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 21:44 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 6,984 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009627 · doc4.xml · derivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,277 Underlying: Class A Common · 6,984 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 21:44 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: 0001225208-21-009627 · doc4.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 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 15:25 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 18,395 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008974 · doc4.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,293 Underlying: Class A Common · 18,395 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 |
| April 30, 2021 Filed May 4, 2021 17:54 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionRestricted Stock Units · Derivative | 2,632 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007452 · doc4.xml · derivative · entry 2 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,898 Underlying: Class A Common · 2,632 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. F1 · derivative.exercise_date: On June 26, 2020, the reporting person was granted 10,530 restricted stock units, vesting in four equal annual installments beginning on April 30th of each year after grant. F1 · derivative.expiration_date: On June 26, 2020, the reporting person was granted 10,530 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 17:54 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | Exercise / conversionClass A Common | 2,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007452 · doc4.xml · nonDerivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,632 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 26, 2020 Filed Jul 2, 2020 01:21 UTC | JOHN WILEY & SONS, INC. JWA/JWB · Entity 4304 | GrantRestricted Stock Units · Derivative | 10,530 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009270 · doc4.xml · derivative · entry 1 Zipper Todd · CIK 0001816106 · EVP & GM, Education Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,530 Underlying: Class A Common · 10,530 shares Expires not disclosed F1 · 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. F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.