STOCK TITAN

Wiley (NYSE: WLY) EVP Jessica Kowalski awarded 36,792 restricted stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Kowalski Jessica Patricia reported acquisition or exercise transactions in this Form 4 filing.

JOHN WILEY & SONS, INC. executive Jessica Patricia Kowalski, EVP and GM, Research, received a grant of 36,792 restricted stock units on May 11, 2026. Each unit is tied 1-for-1 to Class A Common stock. The RSUs vest in three annual installments of 10%, 80%, and 10% on the first, second, and third anniversaries of the grant date, and remain subject to forfeiture under the grant terms.

Positive

  • None.

Negative

  • None.

Insights

Routine equity grant of 36,792 RSUs with back-loaded vesting.

The filing shows Jessica Patricia Kowalski receiving 36,792 restricted stock units tied 1-for-1 to Class A Common. This is compensation-related (code A: grant, award, or other acquisition) rather than an open-market purchase or sale, so it carries limited trading signal.

The vesting schedule is heavily back-loaded: 10% after the first year, 80% after the second, and 10% after the third anniversary of the May 11, 2026 grant. All RSUs are subject to forfeiture under the grant terms, which typically links retention and performance to eventual share delivery.

Insider Kowalski Jessica Patricia
Role EVP and GM, Research
Type Security Shares Price Value
Grant/Award Restricted Stock Units 36,792 $0.00 --
Holdings After Transaction: Restricted Stock Units — 36,792 shares (Direct, null)
Footnotes (1)
  1. 1-for-1 On May 11, 2026, the reporting person was granted 36,792 restricted stock units. The restricted stock units vest in three annual installments of 10%, 80%, and 10% of the total award on the first, second, and third anniversaries of the grant date, respectively. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.
RSU grant size 36,792 units Restricted Stock Units granted May 11, 2026
Vesting year 1 10% of 36,792 units First anniversary of May 11, 2026 grant
Vesting year 2 80% of 36,792 units Second anniversary of May 11, 2026 grant
Vesting year 3 10% of 36,792 units Third anniversary of May 11, 2026 grant
Price per RSU $0.0000 Grant, award, or other acquisition (code A)
Holdings after grant 36,792 RSUs Total derivative holdings following transaction
Restricted Stock Units financial
"the reporting person was granted 36,792 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.
Class A Common financial
"underlying security title "Class A Common""
Grant, award, or other acquisition financial
"transaction code description "Grant, award, or other acquisition""
subject to forfeiture financial
"Restricted stock units are subject to forfeiture under the terms and conditions"
SEC Form 4
FORM 4UNITED 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*
Kowalski Jessica Patricia

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP and GM, Research
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/11/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)05/11/2026A36,792 (2) (2)Class A Common36,792$036,792D
Explanation of Responses:
1. 1-for-1
2. On May 11, 2026, the reporting person was granted 36,792 restricted stock units. The restricted stock units vest in three annual installments of 10%, 80%, and 10% of the total award on the first, second, and third anniversaries of the grant date, respectively. Restricted stock units are subject to forfeiture under the terms and conditions of the grant.
Remarks:
/s/ Deirdre P. Silver, Attorney-In-Fact05/12/2026
** Signature of Reporting PersonDate
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)

FAQ

What equity award did WLY executive Jessica Kowalski receive in this Form 4?

Jessica Patricia Kowalski received a grant of 36,792 restricted stock units. Each RSU is linked on a 1-for-1 basis to John Wiley & Sons Class A Common stock, representing a stock-based compensation award rather than an open-market share purchase.

How do the 36,792 RSUs granted to WLY’s Kowalski vest over time?

The 36,792 restricted stock units vest in three annual installments. 10% vests on the first anniversary of the May 11, 2026 grant, 80% on the second anniversary, and the remaining 10% on the third anniversary.

Is the RSU grant to WLY executive Kowalski an open-market share purchase?

No, the transaction is coded A, meaning a grant, award, or other acquisition. It reflects stock-based compensation in the form of restricted stock units, not an open-market purchase of existing shares by the executive.

What happens to the WLY restricted stock units if conditions are not met?

The filing states the restricted stock units are subject to forfeiture under the grant’s terms and conditions. If those conditions, such as continued service or performance requirements, are not satisfied, some or all RSUs may be forfeited before vesting.

What is the underlying security for Kowalski’s RSU grant at John Wiley & Sons?

Each of the 36,792 restricted stock units is linked to Class A Common stock of John Wiley & Sons, on a stated 1-for-1 basis. Upon vesting and settlement, each unit typically delivers one share of Class A Common.