Wiley (NYSE: WLY) SVP exercises 3,835 RSUs and surrenders 1,219 shares for tax

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

JOHN WILEY & SONS, INC. senior vice president Kevin Monaco reported routine equity compensation activity involving restricted stock units. He exercised 3,835 restricted stock units into Class A common shares and, in a related move, surrendered 1,219 shares to cover withholding tax due at vesting.

Following these transactions, Monaco directly holds 15,913 shares of Class A common stock and 7,273 restricted stock units. The Form 4 reflects compensation-related vesting and associated tax withholding rather than open-market buying or selling.

Insider Trade Summary

3,835 shares exercised/converted

Mixed 3 txns

Insider Monaco Kevin

Role SVP, Treasurer & Tax

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	3,835	$0.00	--
Exercise	Class A Common	3,835	$0.00	--
Tax Withholding	Class A Common	1,219	$48.51	$59K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Class A Common — 15,913 shares (Direct, null)

Footnotes (1)

Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. 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. As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 7,273 restricted stock units as of this report.

Key Figures

RSUs exercised: 3,835 shares Shares surrendered for tax: 1,219 shares Shares held after transactions: 15,913 shares +2 more

5 metrics

RSUs exercised 3,835 shares Restricted stock units converting into Class A Common on June 30, 2026

Shares surrendered for tax 1,219 shares Shares surrendered to cover withholding tax liability upon RSU vesting

Shares held after transactions 15,913 shares Class A Common directly owned following June 30, 2026 activity

Restricted stock units remaining 7,273 units Restricted stock units owned as of this report

Tax-withholding price reference $48.51 per share Price per share used for tax-withholding disposition

Key Terms

Restricted Stock Units, Performance Stock Units, withholding tax liability, Exercise or conversion of derivative security, +1 more

5 terms

Restricted Stock Units financial

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

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

"On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs")."

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.

withholding tax liability financial

"Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units."

Exercise or conversion of derivative security financial

"transaction_code_description":"Exercise or conversion of derivative security""

1-for-1 financial

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/01/2026 - 05:58 PM Accepted by SEC EDGAR 07/01/2026 - 05:58 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)
06/30/2026

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)
Class A Common	06/30/2026		M		3,835	A	$0	15,913	D
Class A Common	06/30/2026		F		1,219⁽¹⁾	D	$48.51	14,694	D

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	⁽²⁾	06/30/2026		M			3,835	⁽³⁾	⁽³⁾	Class A Common	3,835	$0	0⁽⁴⁾	D

Explanation of Responses:

1. Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.

2. 1-for-1

3. 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.

4. As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 7,273 restricted stock units as of this report.

Remarks:

	/s/ Deirdre P. Silver, Attorney-In-Fact	07/01/2026
	** 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 Kevin Monaco report at JOHN WILEY & SONS (WLY)?

Kevin Monaco reported exercising 3,835 restricted stock units into Class A common shares and surrendering 1,219 shares to cover withholding taxes. These actions reflect equity compensation vesting and tax settlement, rather than open-market purchases or sales of JOHN WILEY & SONS stock.

Did Kevin Monaco buy or sell JOHN WILEY & SONS (WLY) shares on the open market?

The filing shows no open-market purchases or sales. Shares were acquired through the vesting and conversion of restricted stock units, while 1,219 shares were surrendered solely to satisfy tax withholding obligations tied to that vesting, not discretionary trading in JOHN WILEY & SONS shares.

How many JOHN WILEY & SONS (WLY) shares does Kevin Monaco hold after this Form 4?

After the reported transactions, Kevin Monaco directly holds 15,913 shares of JOHN WILEY & SONS Class A common stock. In addition, he owns 7,273 restricted stock units, which represent future potential shares that remain subject to vesting and forfeiture conditions under the company’s equity plans.

What equity awards were involved in Kevin Monaco’s JOHN WILEY & SONS (WLY) filing?

The transactions involved restricted stock units that originated from performance stock units granted in November 2023. After performance conditions were approved in May 2026, they converted into restricted stock units that vested on June 30, 2026 and converted into Class A common stock on a one-for-one basis.

Why were shares surrendered in Kevin Monaco’s JOHN WILEY & SONS (WLY) Form 4?

According to the filing footnotes, 1,219 shares were surrendered to cover withholding tax liability due upon vesting of restricted stock units. This type of tax-withholding disposition is a standard, non-market mechanism used to satisfy payroll tax obligations on equity compensation.