Wiley SVP exercises RSUs, covers tax with shares
John Wiley & Sons SVP Kevin Monaco reported routine equity compensation activity involving Class A Common stock.
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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.
Insider Trade Summary
1,822 shares exercised/converted
Exercise
9 txns
Insider
Monaco Kevin
Role
SVP, Treasurer & Tax
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 351 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 511 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 508 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 452 | $0.00 | $0.00 |
| Exercise | Class A Common | 351 | $0.00 | $0.00 |
| Exercise | Class A Common | 511 | $0.00 | $0.00 |
| Exercise | Class A Common | 452 | $0.00 | $0.00 |
| Exercise | Class A Common | 508 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common | 662 | $40.93 | $27K |
Holdings After Transaction:
Restricted Stock Units — 2,883 contracts (Direct);
Class A Common — 12,078 shares (Direct)
Footnotes (7)
- F1. 1-for-1
- F2. 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.
- 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 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.
- F5. 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.
- F6. 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.
- F7. 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.
Key Figures
Tax-withheld shares: 662 shares at $40.93
Shares from RSU exercises: 1,822 shares
Post-transaction holdings: 12,078 shares
+5 more
8 metrics
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
Key Terms
Restricted stock units, tax-withholding disposition, Exercise or conversion of derivative security, vesting, +1 more
5 terms
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"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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 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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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