Wiley (WLY) EVP Jessica Kowalski receives new option and RSU grants
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
JOHN WILEY & SONS, INC. executive vice president and GM, Research, Jessica Patricia Kowalski received new equity awards on June 25, 2026. She was granted 20,000 non-qualified stock options on Class A Common with a $50.12 premium exercise price and 15,660 restricted stock units.
The options vest 10% on June 30, 2027, 20% on June 30, 2028, 30% on June 30, 2029, and 40% on June 30, 2030, and are subject to forfeiture under grant terms. The RSUs vest in four equal annual installments beginning April 30 after grant and are also subject to forfeiture.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Kowalski Jessica Patricia
Role
EVP and GM, Research
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units | 15,660 | $0.00 | -- |
| Grant/Award | Non-Qualified Stock Options (right to buy) | 20,000 | $0.00 | -- |
Holdings After Transaction:
Restricted Stock Units — 15,660 shares (Direct, null);
Non-Qualified Stock Options (right to buy) — 20,000 shares (Direct, null)
Footnotes (1)
- 1-for-1 On June 25, 2026, the reporting person was granted 15,660 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. Non-Qualified stock options granted at a premium price of $50.12. Non-qualified stock options to vest 10% on 6/30/2027; 20% on 6/30/2028, 30% on 6/30/2029 and 40% on 6/30/2030, and are subject to forfeiture per the terms and conditions of the grant.
Key Figures
Non-qualified stock options granted: 20,000 options
Option exercise price: $50.12 per share
Options vesting schedule: 10%, 20%, 30%, 40%
+4 more
7 metrics
Non-qualified stock options granted
20,000 options
Grant to EVP and GM, Research on June 25, 2026
Option exercise price
$50.12 per share
Premium price for Class A Common underlying the options
Options vesting schedule
10%, 20%, 30%, 40%
Vesting on June 30 of 2027, 2028, 2029, and 2030
Restricted stock units granted
15,660 RSUs
Grant on June 25, 2026 to EVP and GM, Research
RSU vesting pattern
4 equal annual installments
Beginning April 30 after grant; subject to forfeiture
Options held after grant
20,000 options
Total non-qualified stock options following transaction
RSUs held after grant
15,660 RSUs
Total restricted stock units following transaction
Key Terms
Non-Qualified Stock Options, Restricted Stock Units, premium price, vesting, +1 more
5 terms
Non-Qualified Stock Options financial
"Non-Qualified Stock Options (right to buy)"
Non-qualified stock options are a type of employee benefit that gives individuals the right to buy company shares at a set price, usually lower than the market value, within a certain period. Unlike other options that may have special tax advantages, these options are taxed as income when exercised, which can affect how much money the employee or investor ultimately gains. They are important because they can influence company compensation strategies and impact the financial outcomes for employees and investors.
Restricted Stock Units financial
"On June 25, 2026, the reporting person was granted 15,660 restricted stock units"
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.
vesting financial
"Restricted stock units, vesting in four equal annual installments, beginning on April 30th of each year after grant."
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
What equity awards did WLY executive Jessica Kowalski receive?
Jessica Kowalski received 20,000 non-qualified stock options and 15,660 restricted stock units. Both awards are tied to John Wiley & Sons’ Class A Common stock and represent compensation-related grants rather than open-market purchases or sales.
What is the exercise price of Jessica Kowalski’s new stock options at WLY?
Her 20,000 non-qualified stock options carry a premium exercise price of $50.12 per share. This is the price she would pay to buy Class A Common shares if and when the options vest and are exercised under the grant terms.
How do the new WLY stock options granted to Jessica Kowalski vest over time?
The non-qualified stock options vest in stages: 10% on June 30, 2027, 20% on June 30, 2028, 30% on June 30, 2029, and 40% on June 30, 2030. Vesting is also subject to potential forfeiture under the grant conditions.
What is the vesting schedule for Jessica Kowalski’s WLY restricted stock units?
She was granted 15,660 restricted stock units that vest in four equal annual installments. Vesting begins on April 30 following the grant date each year, and the RSUs remain subject to forfeiture depending on the grant’s terms and conditions.
Are Jessica Kowalski’s new WLY equity awards open-market transactions?
No. The Form 4 shows these as grants with transaction code A, indicating awards or other acquisitions. They are compensation-related non-qualified stock options and restricted stock units, not open-market share purchases or sales by the executive.