Form 4 for WLY JOHN WILEY & SONS, INC.
Accepted 2024-07-02 00:00:00 ET · period of report 2024-07-01 · accession 0000107140-24-000146 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2024-07-02 | 2024-07-01 | WLY | Caridi Christopher | SVP, Corp. Ctrl | M - OptEx | $0.00 | +2,581 | 9,749 | +36% | $0 |
| D | 2024-07-02 | 2024-07-01 | WLY | Caridi Christopher | SVP, Corp. Ctrl | F - Tax | $40.69 | -932 | 10.5K | -8% | -$37.9K |
| DM | 2024-07-02 | 2024-07-01 | WLY | Caridi Christopher | SVP, Corp. Ctrl | M - OptEx | $0.00 | -2,581 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common | 2024-07-01 | M | A | 1,677 | $0.00 | 11,426 | D | — | — | (F1) Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. |
| 2 | Common | Class A Common | 2024-07-01 | M | A | 904 | $0.00 | 9,749 | D | — | — | (F1) Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. |
| 3 | Common | Class A Common | 2024-07-01 | F | D | 932 | $40.69 | 10,494 | D | — | — | (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. |
| 4 | Derivative | Restricted Stock Units | 2024-07-01 | M | D | 904 | $0.00 | 2,715 | D | — · — to — | 904 Class A Common | (F1) Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. (F3) 1-for-1 (F4) On June 23, 2023, the reporting person was granted 3,619 restricted stock units, vesting in four equal annual installments, beginning on June 30th of each year after grant. Restricted stock units are subject to forfeiture under the terms and conditions of the grant. |
| 5 | Derivative | Restricted Stock Units | 2024-07-01 | M | D | 1,677 | $0.00 | 0 | D | — · — to — | 1,677 Class A Common | (F1) Scheduled vesting date of June 30, 2024 is on a Sunday and, therefore, the shares vested on the following Monday, July 1 , 2024. (F6) As a result of this transaction, all restricted stock units granted on May 29, 2024 have vested. (F3) 1-for-1 (F5) Represents 1,677 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. |