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John Wiley & Sons: Deborah E. Wiley gifts 25,000 shares

The reported position after the transfer includes direct shares and holdings through four entities or trusts.

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Form Type
4

Rhea-AI Filing Summary

Deborah E. Wiley, a ten percent owner of John Wiley & Sons, Inc. (WLY), made a charitable gift of 25,000 Class A common shares on October 13, 2026, leaving 634,529 shares held directly. Reported indirect holdings include 1,200,000 shares through WG6 LLC, 462,338 through E.P. Hamilton Trusts LLC, 301,645 through W. Bradford Wiley & Associates, L.P., and 55,673 under the Trust of Esther B. Wiley.

Insider WILEY DEBORAH E
Role 10% Owner
Type Security Shares Price Value
Gift Class A Common Stock F1 25,000 $0.00 $0.00
holding Class A Common Stock F2 -- -- --
holding Class A Common Stock F3 -- -- --
holding Class A Common Stock F4 -- -- --
holding Class A Common Stock F5 -- -- --
Holdings After Transaction: Class A Common Stock — 634,529 shares (Direct); Class A Common Stock — 1,200,000 shares (Indirect, WG6 LLC); Class A Common Stock — 462,338 shares (Indirect, EPH LLC); Class A Common Stock — 301,645 shares (Indirect, WBW LP); Class A Common Stock — 55,673 shares (Indirect, Co-Trustee)
Footnotes (5)
  1. F1. Represents a gift made by the Reporting Person to a charitable donor advised fund
  2. F2. Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and W. Bradford Wiley II ("WBW") may be deemed to share beneficial ownership.
  3. F3. Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
  4. F4. Includes shares held by W. Bradford Wiley & Associates, L.P. ("WBW LP"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
  5. F5. Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
Class A shares gifted 25,000 shares Gift made October 13, 2026
Direct holdings after gift 634,529 shares Reported October 13, 2026
WG6 LLC holdings 1,200,000 shares Indirect holdings reported October 13, 2026
E.P. Hamilton Trusts LLC holdings 462,338 shares Indirect holdings reported October 13, 2026
W. Bradford Wiley & Associates, L.P. holdings 301,645 shares Indirect holdings reported October 13, 2026
Trust of Esther B. Wiley holdings 55,673 shares Indirect holdings reported October 13, 2026
charitable donor advised fund financial
"gift made by the Reporting Person to a charitable donor advised fund"
beneficial ownership financial
"may be deemed to share beneficial ownership"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Class A Common Stock financial
"Class A Common Stock"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many WLY shares did Deborah E. Wiley give away?

Deborah E. Wiley gave 25,000 shares of John Wiley & Sons, Inc. Class A common stock to a charitable donor advised fund on October 13, 2026. After the gift, she reported 634,529 shares held directly.

Who shares beneficial ownership of WLY shares held through entities?

Deborah E. Wiley, Peter Booth Wiley, and W. Bradford Wiley II share beneficial ownership of shares held by E.P. Hamilton Trusts LLC, W. Bradford Wiley & Associates, L.P., and the Trust of Esther B. Wiley. For WG6 LLC, the notes say they may be deemed to share beneficial ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
WILEY DEBORAH E

(Last)(First)(Middle)
C/O BAKER BOTTS L.L.P.,
2001 ROSS AVENUE, SUITE 900

(Street)
DALLAS TEXAS 75201

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
JOHN WILEY & SONS, INC. [ WLY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/13/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock10/13/2026G(1)25,000D$0.00634,529D
Class A Common Stock1,200,000IWG6 LLC(2)
Class A Common Stock462,338IEPH LLC(3)
Class A Common Stock301,645IWBW LP(4)
Class A Common Stock55,673ICo-Trustee(5)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents a gift made by the Reporting Person to a charitable donor advised fund
2. Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and W. Bradford Wiley II ("WBW") may be deemed to share beneficial ownership.
3. Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
4. Includes shares held by W. Bradford Wiley & Associates, L.P. ("WBW LP"), with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
5. Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and WBW share beneficial ownership.
/s/ Nathaniel Wiley, attorney-in-fact for the Reporting Person10/13/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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