STOCK TITAN

John Wiley (WLY) director now holds 41,536 phantom units after dividend

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

John Wiley & Sons, Inc. (WLY) reported a director’s acquisition of 395 phantom stock units on 10/23/2025, coded A. The filing lists a $36.98 price of derivative security. Following this transaction, the director beneficially owned 41,536 derivative securities, held directly.

The units convert on a 1-for-1 basis into Class A Common and were credited as additional phantom stock units resulting from a quarterly dividend and deferred under the company’s Deferred Compensation Plan for Directors. Shares settle upon separation from the Board.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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*
Baker Mari Jean

(Last) (First) (Middle)
111 RIVER STREET

(Street)
HOBOKEN NJ 07030

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
JOHN WILEY & SONS, INC. [ WLY, WLYB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
10/23/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Phantom Stock Units (1) 10/23/2025 A 395 (2) (2) Class A Common 395 $36.98 41,536 D
Explanation of Responses:
1. 1-for-1.
2. Represents additional Phantom Stock Units as a result of a quarterly dividend and deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors (the "Plan"). Shares settle upon separation of service from the Board in 100% John Wiley & Sons, Inc. Class A Common stock.
Remarks:
/s/ Deirdre P. Silver, Attorney-In-Fact 10/24/2025
** Signature of Reporting Person Date
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.

FAQ

What did John Wiley (WLY) disclose in this Form 4?

A director acquired 395 phantom stock units on 10/23/2025 as additional units from a quarterly dividend under the Directors’ Deferred Compensation Plan.

What is the total derivative holding after the transaction for WLY’s director?

The director beneficially owned 41,536 derivative securities following the reported transaction, held directly.

What is the conversion ratio of the phantom stock units at John Wiley (WLY)?

The phantom stock units convert on a 1-for-1 basis into Class A Common shares.

When do the phantom stock units at WLY settle into shares?

They settle upon separation of service from the Board in 100% Class A Common stock.

What caused the additional 395 phantom stock units at WLY?

They represent additional units from a quarterly dividend and were deferred under the Directors’ Deferred Compensation Plan.

What was the price of the derivative security reported for WLY?

The Form 4 lists a $36.98 price of derivative security.

What transaction code appears on the WLY Form 4?

The transaction is coded A, indicating an acquisition.
Wiley John & Sons Inc

NYSE:WLY

WLY Rankings

WLY Latest News

WLY Latest SEC Filings

WLY Stock Data

1.64B
40.16M
9.3%
96.64%
4.25%
Publishing
Books: Publishing Or Publishing & Printing
Link
United States
HOBOKEN