John Wiley & Sons owner gifts 65,000 shares
John Wiley & Sons, Inc. (WLY) ten-percent owner Wiley Bradford made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a nonprofit organization unaffiliated with him and the issuer; no value was received.
Sentiment and the balance of points
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Rhea-AI Filing Summary
John Wiley & Sons, Inc. (WLY) ten-percent owner Wiley Bradford made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a nonprofit organization unaffiliated with him and the issuer; no value was received. He disclaimed beneficial ownership of the gifted shares, and 328,047 directly held shares were reported following the gift.
Separate indirect holdings reported were 1,200,000 shares through WG6 LLC, 462,338 shares through E.P. Hamilton Trusts LLC, 301,645 shares through W. Bradford Wiley & Associates, L.P., and 55,673 shares under the Trust of Esther B. Wiley. The footnotes say Wiley Bradford, Peter Booth Wiley and Deborah E. Wiley may be deemed to share beneficial ownership of the WG6 LLC shares; they share the WBW LP and Esther B. Wiley trust holdings. Celia Wiley, Jesse C. Wiley and Elizabeth H. Wiley are also identified as sharing beneficial ownership of the E.P. Hamilton Trusts LLC shares.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock F1 | 65,000 | $0.00 | $0.00 |
| holding | Class A Common Stock F2 | -- | -- | -- |
| holding | Class A Common Stock F3 | -- | -- | -- |
| holding | Class A Common Stock F4 | -- | -- | -- |
| holding | Class A Common Stock F5 | -- | -- | -- |
Footnotes (5)
- F1. On September 30, 2026, the Reporting Person made a bona fide charitable gift of 65,000 shares of Class A Common Stock to a non-profit organization unaffiliated with either the Reporting Person or the Issuer. No value was received for the gifted shares. Following the gift, the Reporting Person disclaims beneficial ownership of the shares held by the non-profit organization.
- F2. Includes shares held by WG6 LLC, with respect to which the Reporting Person, Peter Booth Wiley ("PBW") and Deborah E. Wiley ("DEW") may be deemed to share beneficial ownership.
- F3. Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, PBW, DEW, Celia Wiley, Jesse C. Wiley and Elizabeth H. Wiley share beneficial ownership.
- F4. Includes shares held by W. Bradford Wiley & Associates, L.P. ("WBW LP"), with respect to which the Reporting Person, PBW and DEW share beneficial ownership.
- F5. Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and DEW share beneficial ownership.
Key Figures
Key Terms
bona fide charitable gift financial
beneficial ownership regulatory
ten percent owner regulatory
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