Wiley EVP exercises RSUs, withholds shares for taxes
JOHN WILEY & SONS, INC.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
JOHN WILEY & SONS, INC. EVP Danielle McMahan reported routine equity compensation activity involving Class A Common stock. On April 30, 2026, she exercised restricted stock units classified as derivative securities to acquire 7,272 shares of Class A Common in multiple transactions.
On the same date, 4,051 shares of Class A Common were disposed of in a transaction coded "F" at $40.93 per share, representing shares withheld to satisfy tax liabilities rather than an open-market sale. Following these transactions, she directly owned 18,846 Class A Common shares and held 11,892 restricted stock units as of this report, including grants made in 2022, 2023, 2024, and 2025.
Insider Trade Summary
7,272 shares exercised/converted
Exercise
9 txns
Insider
McMahan Danielle
Role
EVP, Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,231 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 2,108 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 2,019 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 1,914 | $0.00 | $0.00 |
| Exercise | Class A Common | 1,231 | $0.00 | $0.00 |
| Exercise | Class A Common | 2,108 | $0.00 | $0.00 |
| Exercise | Class A Common | 2,019 | $0.00 | $0.00 |
| Exercise | Class A Common | 1,914 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common | 4,051 | $40.93 | $166K |
Holdings After Transaction:
Restricted Stock Units — 11,892 contracts (Direct);
Class A Common — 18,846 shares (Direct)
Footnotes (7)
- F1. 1-for-1
- F2. On June 22, 2022, the reporting person was granted 4,924 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. As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested.
- F4. On June 23, 2023, the reporting person was granted 8,431 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. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 11,892 restricted stock units as of this report.
- F6. On June 26, 2024, the reporting person was granted 8,077 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. On June 25, 2025, the reporting person was granted 7,659 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.
Key Figures
Tax-withheld shares: 4,051 shares at $40.93
RSU exercises into common: 7,272 shares
Post-transaction common holdings: 18,846 shares
+5 more
8 metrics
Tax-withheld shares
4,051 shares at $40.93
Code F tax-withholding disposition of Class A Common
RSU exercises into common
7,272 shares
Exercise/conversion of restricted stock units into Class A Common
Post-transaction common holdings
18,846 shares
Direct Class A Common stock owned after April 30, 2026 transactions
Remaining RSUs
11,892 units
Restricted stock units owned as of this report
2022 RSU grant
4,924 units
Granted June 22, 2022; fully vested as a result of these transactions
2023 RSU grant
8,431 units
Granted June 23, 2023; vests in four equal annual installments
2024 RSU grant
8,077 units
Granted June 26, 2024; vests in four equal annual installments
2025 RSU grant
7,659 units
Granted June 25, 2025; vests in four equal annual installments
Key Terms
Restricted stock units, tax-withholding disposition, derivative security, Class A Common, +1 more
5 terms
Restricted stock units financial
"the reporting person was granted 4,924 restricted stock units, vesting in four equal annual installments"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
derivative security financial
"transaction_code_description": "Exercise or conversion of derivative security""
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Class A Common financial
"security_title": "Class A Common""
vests in four equal annual installments financial
"vesting in four equal annual installments, beginning on April 30th of each year after grant"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did WLY executive Danielle McMahan report on April 30, 2026?
Danielle McMahan reported equity compensation-related transactions on April 30, 2026. She exercised restricted stock units to acquire 7,272 shares of Class A Common and had 4,051 shares withheld at $40.93 per share to cover tax liabilities, a non–open-market disposition.
Did the WLY Form 4 show an open-market sale by Danielle McMahan?
The Form 4 does not show an open-market sale. It reports a Code F transaction where 4,051 Class A Common shares were disposed at $40.93 per share to satisfy tax obligations tied to equity vesting, rather than a discretionary market trade.
How many restricted stock units does Danielle McMahan still hold in WLY?
McMahan holds 11,892 restricted stock units as of this report. Footnotes explain these units relate to multiple grants from 2022, 2023, 2024, and 2025, each vesting in four equal annual installments beginning on April 30 after the respective grant dates.
What happened to the WLY restricted stock units granted to McMahan in June 2022?
The restricted stock units granted on June 22, 2022 have fully vested. Footnotes state she was granted 4,924 units that vest in four equal annual installments starting April 30 after grant, and confirm that all units from this 2022 grant are now vested.
What were the grant sizes of recent WLY restricted stock unit awards to McMahan?
Footnotes list several RSU grant sizes to McMahan. She received 4,924 units in 2022, 8,431 in 2023, 8,077 in 2024, and 7,659 in 2025. Each grant vests in four equal annual installments beginning on April 30 after the grant date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates