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John Wiley & Sons (NYSE: WLY) awards director 105 phantom stock units

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Hemphill Brian O reported acquisition or exercise transactions in this Form 4 filing.

John Wiley & Sons, Inc. director Brian O. Hemphill received 105 Phantom Stock Units on July 23, 2026 at $48.72 per unit, credited under the company’s Deferred Compensation Plan for Directors. Each unit is convertible 1-for-1 into Class A Common stock and will settle in shares upon his separation from the board. Following this award, he holds 14,395 Phantom Stock Units directly.

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Insider Hemphill Brian O
Role Director
Type Security Shares Price Value
Grant/Award Phantom Stock Units F1, F2 105 $48.72 $5K
Holdings After Transaction: Phantom Stock Units — 14,395 shares (Direct)
Footnotes (2)
  1. F1. 1-for-1.
  2. F2. 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.
Phantom Stock Units granted 105 units Grant to director Brian O. Hemphill on July 23, 2026
Grant value per unit $48.72 per unit Value used to credit Phantom Stock Units
Units after transaction 14,395 units Total Phantom Stock Units held directly after grant
Underlying Class A Common shares 105 shares 1-for-1 underlying security for the Phantom Stock Units
Phantom Stock Units financial
"Represents additional Phantom Stock Units as a result of a quarterly dividend"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Deferred Compensation Plan for Directors financial
"deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors"
A deferred compensation plan for directors is an arrangement that lets board members postpone receiving part of their pay until a later date—often retirement or a set future time—so the money can grow or be paid under specified conditions. Think of it like directing a portion of your paycheck into a locked savings account that pays out later; investors care because it creates future cash or stock obligations, signals how the company motivates and retains leadership, and can affect shareholder value through timing of payouts or potential dilution.
separation of service financial
"Shares settle upon separation of service from the Board in 100% John Wiley"

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

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FAQ

What insider transaction did Brian O. Hemphill report at WLY?

Brian O. Hemphill, a director of John Wiley & Sons, Inc., reported receiving 105 Phantom Stock Units. The grant occurred on July 23, 2026 at $48.72 per unit under the Deferred Compensation Plan for Directors and is payable in Class A Common stock.

How many Phantom Stock Units does the WLY director hold after this transaction?

After the July 23, 2026 award, director Brian O. Hemphill holds 14,395 Phantom Stock Units. These units are credited under the company’s Deferred Compensation Plan for Directors and are designed to settle in John Wiley & Sons Class A Common stock at separation from the board.

At what value were the Phantom Stock Units granted to the WLY director?

The 105 Phantom Stock Units granted to director Brian O. Hemphill were valued at $48.72 per unit. This value is used for crediting under the Deferred Compensation Plan for Directors and corresponds 1-for-1 to underlying Class A Common stock.

What does the Phantom Stock Unit grant at WLY convert into?

Each Phantom Stock Unit granted to Brian O. Hemphill converts 1-for-1 into Class A Common stock. According to the plan terms, the units settle entirely in John Wiley & Sons, Inc. Class A Common shares when he separates from service on the board.

When will the WLY director’s Phantom Stock Units be settled?

The Phantom Stock Units will be settled in 100% Class A Common stock upon Brian O. Hemphill’s separation of service from the board. Until that event, the units remain deferred under John Wiley & Sons, Inc.’s Deferred Compensation Plan for Directors.
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*
Hemphill Brian O

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/23/2026
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
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
Phantom Stock Units(1)07/23/2026A105 (2) (2)Class A Common105$48.7214,395D
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-Fact07/24/2026
** 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)