Director Dobson (NYSE: WLY) receives 230 phantom stock units
Rhea-AI Filing Summary
Dobson David C reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director David C. Dobson received a grant of 230 Phantom Stock Units on July 23, 2026 at $48.72 per unit. The award reflects additional units credited from a quarterly dividend under the company’s Deferred Compensation Plan for Directors.
Each unit is convertible on a 1-for-1 basis into Class A Common stock and will settle in shares upon his separation from the board. Following this credit, Dobson’s reported Phantom Stock Unit holdings total 31,619 units.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Dobson David C
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units F1, F2 | 230 | $48.72 | $11K |
Holdings After Transaction:
Phantom Stock Units — 31,619 shares (Direct)
Footnotes (2)
- F1. 1-for-1.
- 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.
Key Figures
Phantom Stock Units granted: 230 units
Grant price per unit: $48.72 per unit
Phantom Stock Units after grant: 31,619 units
+1 more
4 metrics
Phantom Stock Units granted
230 units
Grant to director David C. Dobson on July 23, 2026
Grant price per unit
$48.72 per unit
Value assigned to Phantom Stock Units granted July 23, 2026
Phantom Stock Units after grant
31,619 units
Dobson’s reported Phantom Stock Unit holdings following the transaction
Conversion ratio
1-for-1
Each Phantom Stock Unit convertible into one share of Class A Common
Key Terms
Phantom Stock Units, Deferred Compensation Plan, separation of service, Class A Common
4 terms
Phantom Stock Units financial
"Represents additional Phantom Stock Units as a result"
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 financial
"deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
separation of service financial
"Shares settle upon separation of service from the Board"
Class A Common financial
"John Wiley & Sons, Inc. Class A Common stock"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What equity award did John Wiley & Sons (WLY) report for director David C. Dobson?
John Wiley & Sons (WLY) reported that director David C. Dobson received 230 Phantom Stock Units on July 23, 2026 at $48.72 per unit. These units were credited as additional amounts from a quarterly dividend under the Deferred Compensation Plan for Directors.
How many Phantom Stock Units does David C. Dobson now hold in WLY?
After the latest credit, David C. Dobson holds 31,619 Phantom Stock Units tied to John Wiley & Sons (WLY). This figure represents his reported Phantom Stock Unit balance following the July 23, 2026 award of 230 additional units from the quarterly dividend.
How do Phantom Stock Units work for John Wiley & Sons (WLY) directors?
For John Wiley & Sons (WLY) directors, Phantom Stock Units are 1-for-1 equivalents of Class A Common stock. They accumulate under the Deferred Compensation Plan for Directors and are settled entirely in John Wiley Class A shares when a director separates from board service.
Was the WLY director’s new equity credited under a specific company plan?
Yes. The 230 new Phantom Stock Units for the WLY director were credited under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. The filing explains they represent additional units from a quarterly dividend that are deferred into Phantom Stock Units under this plan.