STOCK TITAN

Wiley (NYSE: WLY) SVP nets Class A shares after RSU vesting

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

Rhea-AI Filing Summary

John Wiley & Sons SVP Kevin Monaco reported routine equity compensation activity involving Class A Common stock. On April 30, 2026, he exercised restricted stock units that delivered 1,822 shares of Class A Common stock and had 662 shares withheld at $40.93 per share to cover tax obligations.

Following these transactions, Monaco directly holds 12,078 Class A Common shares. Footnotes state that a prior RSU grant from June 22, 2022 is now fully vested and that he owns a total of 2,883 restricted stock units as of this report, which will vest over time if conditions are met.

Positive

  • None.

Negative

  • None.
Insider Monaco Kevin
Role SVP, Treasurer & Tax
Type Security Shares Price Value
Exercise Restricted Stock Units 351 $0.00 --
Exercise Restricted Stock Units 511 $0.00 --
Exercise Restricted Stock Units 508 $0.00 --
Exercise Restricted Stock Units 452 $0.00 --
Exercise Class A Common 351 $0.00 --
Exercise Class A Common 511 $0.00 --
Exercise Class A Common 452 $0.00 --
Exercise Class A Common 508 $0.00 --
Tax Withholding Class A Common 662 $40.93 $27K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Class A Common — 11,269 shares (Direct, null)
Footnotes (1)
  1. 1-for-1 On June 22, 2022, reporting person was granted 1,402 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. As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested. On June 23, 2023, the reporting person was granted 2,045 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. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 2,883 restricted stock units as of this report. On June 26, 2024, the reporting person was granted 2,030 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. On June 25, 2025, the reporting person was granted 1,808 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.
Tax-withheld shares 662 shares at $40.93 Class A Common used to cover tax liability on 2026-04-30
Shares from RSU exercises 1,822 shares Total Class A Common delivered from RSU exercises on 2026-04-30
Post-transaction holdings 12,078 shares Class A Common directly owned after transactions
Remaining RSUs 2,883 units Restricted stock units owned as of this report
RSU grant 2022 1,402 units Grant from June 22, 2022, now fully vested
RSU grant 2023 2,045 units Grant from June 23, 2023, vesting over four annual installments
RSU grant 2024 2,030 units Grant from June 26, 2024, vesting over four annual installments
RSU grant 2025 1,808 units Grant from June 25, 2025, vesting over four annual installments
Restricted stock units financial
"the reporting person was granted 2,045 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
"Payment of exercise price or tax liability by delivering securities"
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.
Exercise or conversion of derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
vesting financial
"vesting in four equal annual installments, beginning on April 30th of each year"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
subject to forfeiture financial
"Restricted stock units are subject to forfeiture under the terms and conditions of the grant"
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*
Monaco Kevin

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

(Street)
HOBOKEN NEW JERSEY 07030

(City)(State)(Zip)

UNITED STATES

(Country)
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP, Treasurer & Tax
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026
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 Common04/30/2026M351A$011,269D
Class A Common04/30/2026M511A$011,780D
Class A Common04/30/2026M452A$012,232D
Class A Common04/30/2026M508A$012,740D
Class A Common04/30/2026F662D$40.9312,078D
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
Restricted Stock Units(1)04/30/2026M351 (2) (2)Class A Common351$00(3)D
Restricted Stock Units(1)04/30/2026M511 (4) (4)Class A Common511$0512(5)D
Restricted Stock Units(1)04/30/2026M508 (6) (6)Class A Common508$01,015(5)D
Restricted Stock Units(1)04/30/2026M452 (7) (7)Class A Common452$01,356(5)D
Explanation of Responses:
1. 1-for-1
2. On June 22, 2022, reporting person was granted 1,402 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.
3. As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested.
4. On June 23, 2023, the reporting person was granted 2,045 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.
5. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 2,883 restricted stock units as of this report.
6. On June 26, 2024, the reporting person was granted 2,030 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.
7. On June 25, 2025, the reporting person was granted 1,808 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.
Remarks:
/s/ Deirdre P. Silver, Attorney-In-Fact05/04/2026
** 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)

FAQ

What did Wiley (WLY) executive Kevin Monaco report in this Form 4 filing?

Kevin Monaco reported routine equity compensation activity. He exercised restricted stock units into John Wiley & Sons Class A Common shares and had a portion of the resulting stock withheld to cover tax obligations related to the vesting event.

How many John Wiley & Sons shares were withheld for Kevin Monaco’s taxes?

The filing shows 662 Class A Common shares were used for tax withholding at $40.93 per share. This is coded as a tax-withholding disposition, not an open-market sale, and settles Monaco’s tax liability from the RSU vesting.

How many Wiley Class A shares does Kevin Monaco hold after these transactions?

After the April 30, 2026 transactions, Kevin Monaco directly holds 12,078 Class A Common shares. This post-transaction figure reflects both the newly delivered shares from RSU vesting and the shares withheld to satisfy associated tax obligations.

How many restricted stock units does Kevin Monaco still own at Wiley (WLY)?

Footnotes state Monaco owns 2,883 restricted stock units as of this report. These RSUs come from multiple grants that vest in four equal annual installments, subject to forfeiture under the terms and conditions of each grant.

Did Kevin Monaco execute any open-market stock sales of Wiley shares in this filing?

The transactions do not show open-market sales. The only disposition is coded as F, meaning shares were withheld to pay the exercise price or tax liability. This represents tax withholding rather than a discretionary sale into the market.

What RSU grants to Kevin Monaco are referenced in the Wiley Form 4 footnotes?

Footnotes reference RSU grants on June 22, 2022, June 23, 2023, June 26, 2024, and June 25, 2025. Each grant vests in four equal annual installments starting the following April 30 and is subject to potential forfeiture.