Wiley (NYSE: WLY) SVP Kevin Monaco earns performance-based RSU awards

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

JOHN WILEY & SONS, INC. executive Kevin Monaco, SVP, Treasurer & Tax, reported two equity awards tied to prior performance grants. On May 27, 2026, 2,685 Performance Stock Units granted on November 2, 2023 and 3,835 units granted on June 25, 2025 were converted into Restricted Stock Units.

The 2,685 Restricted Stock Units are scheduled to vest on June 30, 2026, and the 3,835 units are scheduled to vest on June 30, 2028. These awards convert into Class A common stock on a one-for-one basis when vested and remain subject to forfeiture until vesting.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Monaco Kevin

Role SVP, Treasurer & Tax

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	3,835	$0.00	--
Grant/Award	Restricted Stock Units	2,685	$0.00	--

Holdings After Transaction: Restricted Stock Units — 3,835 shares (Direct, null)

Footnotes (1)

1-for-1 On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. On June 25, 2025, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis.

Key Figures

RSUs from 2023 PSU grant: 2,685 units RSUs from 2025 PSU grant: 3,835 units Conversion ratio: 1-for-1 +2 more

5 metrics

RSUs from 2023 PSU grant 2,685 units Converted to Restricted Stock Units; vest June 30, 2026

RSUs from 2025 PSU grant 3,835 units Converted to Restricted Stock Units; vest June 30, 2028

Conversion ratio 1-for-1 Each vested RSU converts into one share of Class A common

Transaction date May 27, 2026 Date performance conditions were approved and PSUs converted

Officer role SVP, Treasurer & Tax Position held by reporting person Kevin Monaco

Key Terms

Restricted Stock Units, Performance Stock Units, Class A common stock, subject to forfeiture

4 terms

Restricted Stock Units financial

"The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest"

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.

Performance Stock Units financial

"the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned"

Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.

Class A common stock financial

"Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis"

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.

subject to forfeiture financial

"Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock"

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Form 4 Insider Transactions: What Each Field Means →

05/28/2026 - 09:21 PM

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^*

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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	SVP, Treasurer & Tax

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/27/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	05/27/2026		A		3,835		⁽²⁾	⁽²⁾	Class A Common	3,835	$0	3,835	D
Restricted Stock Units	⁽¹⁾	05/27/2026		A		2,685		⁽³⁾	⁽³⁾	Class A Common	2,685	$0	2,685	D

Explanation of Responses:

1. 1-for-1

2. On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis.

3. On June 25, 2025, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2028. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis.

Remarks:

	/s/ Deirdre P. Silver, Attorney-In-Fact	05/28/2026
	** 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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did WLY executive Kevin Monaco report on this Form 4?

Kevin Monaco reported two equity awards categorized as acquisitions. On May 27, 2026, 2,685 and 3,835 Performance Stock Units converted into Restricted Stock Units, each tied to earlier grants with performance conditions that were approved and satisfied.

How many Restricted Stock Units did Kevin Monaco receive from WLY performance awards?

He received 2,685 Restricted Stock Units from a November 2, 2023 grant and 3,835 Restricted Stock Units from a June 25, 2025 grant. These RSUs reflect earned Performance Stock Units after specific financial performance targets were approved.

When do Kevin Monaco’s new WLY Restricted Stock Units vest?

The 2,685 Restricted Stock Units are scheduled to vest on June 30, 2026. The 3,835 Restricted Stock Units are scheduled to vest on June 30, 2028, creating two distinct vesting timelines for the performance-based awards.

How are Kevin Monaco’s WLY Restricted Stock Units settled after vesting?

After vesting, the Restricted Stock Units convert into Class A common stock on a one-for-one basis. Each vested unit delivers one share of John Wiley & Sons, Inc. Class A common, aligning Monaco’s compensation with the company’s share performance.

Are Kevin Monaco’s WLY Restricted Stock Units subject to forfeiture?

Yes, the Restricted Stock Units remain subject to forfeiture until they vest. If vesting conditions are not met or employment terms change, some or all of the unvested RSUs could be forfeited according to the award terms.

What performance conditions were linked to Kevin Monaco’s WLY PSUs?

Both awards began as Performance Stock Units that could be earned based on certain financial targets. These performance conditions were approved on May 27, 2026, which triggered conversion of the earned PSUs into time-based Restricted Stock Units.