Form 4 for WLY JOHN WILEY & SONS, INC.
Accepted 2026-07-01 17:58:16 ET · period of report 2026-06-30 · accession 0001700392-26-000005 · 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 | 2026-07-01 17:58 | 2026-06-30 | WLY | Caridi Christopher | SVP, CAO | M - OptEx | $0.00 | +5,224 | 14.4K | +57% | $0 |
| D | 2026-07-01 17:58 | 2026-06-30 | WLY | Caridi Christopher | SVP, CAO | F - Tax | $48.51 | -1,885 | 12.5K | -13% | -$91.4K |
| DM | 2026-07-01 17:58 | 2026-06-30 | WLY | Caridi Christopher | SVP, CAO | M - OptEx | $0.00 | -5,224 | 905 | -85% | $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 | 2026-06-30 | M | A | 4,319 | $0.00 | 13,521 | D | — | — | |
| 2 | Common | Class A Common | 2026-06-30 | M | A | 905 | $0.00 | 14,426 | D | — | — | |
| 3 | Common | Class A Common | 2026-06-30 | F | D | 1,885 | $48.51 | 12,541 | D | — | — | (F1) Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. |
| 4 | Derivative | Restricted Stock Units | 2026-06-30 | M | D | 4,319 | $0.00 | 0 | D | — · — to — | 4,319 Class A Common | (F2) 1-for-1 (F3) On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. (F3) On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. (F4) As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. |
| 5 | Derivative | Restricted Stock Units | 2026-06-30 | M | D | 905 | $0.00 | 905 | D | — · — to — | 905 Class A Common | (F2) 1-for-1 (F5) 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. (F5) 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. (F6) Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 9,592 restricted stock units as of this report. |