Form 4: WLY director awarded 50 dividend phantom units; 5,231 held
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
John Wiley & Sons, Inc. reported a director transaction on a Form 4. On 10/23/2025, the director acquired 50 phantom stock units (Transaction Code A). The filing lists a price of derivative security of $36.98 and shows 5,231 derivative securities beneficially owned following the transaction.
The units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors. Each unit is 1-for-1 with Class A Common stock and will settle in shares upon the director’s separation from the Board.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Madden Karen N
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock Units | 50 | $36.98 | $2K |
Holdings After Transaction:
Phantom Stock Units — 5,231 shares (Direct)
Footnotes (1)
- 1-for-1 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.
FAQ
What did WLY disclose in this Form 4?
A director reported acquiring 50 phantom stock units on 10/23/2025 under the directors’ deferred compensation plan.
How many derivative securities does the WLY director hold after the transaction?
The filing shows 5,231 derivative securities beneficially owned following the reported transaction.
What was the listed price for the derivative security?
The Form 4 reports a price of derivative security of $36.98.
What is the nature of the phantom stock units for WLY?
They are 1-for-1 with Class A Common stock and settle in shares upon separation from the Board.
Why were the 50 phantom units acquired?
They represent additional units from a quarterly dividend and were deferred under the directors’ plan.
Is the reporting person a director or officer at WLY?
The filing marks the reporting person as a Director.