Every Form 4 that Wiley John & Sons Inc (WLY) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow WLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WLY filings page.
MCDANIEL RAYMOND W reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Raymond W. McDaniel received a grant of 462 Phantom Stock Units on July 23, 2026, at a reference value of $48.72 per unit. The award reflects additional units from a quarterly dividend under the directors’ deferred compensation plan and increases his direct deferred holdings to 63,407 units, which are 1-for-1 settled in Class A Common stock upon separation from the Board.
Madden Karen N reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Karen N. Madden received a grant of 39 Phantom Stock Units on July 23, 2026 at a reference value of $48.72 per unit. The additional units reflect quarterly dividend equivalents deferred under the company’s Deferred Compensation Plan for Directors and are credited 1-for-1 in Class A Common stock, settling when she separates from the board. Following this grant, she directly holds 5,376 Phantom Stock Units.
John Wiley & Sons director Katherine Dunn Andresen received a grant of 31 Phantom Stock Units on 2026-07-23 at a reference price of $48.72 per unit under the company’s Deferred Compensation Plan for Directors. These units convert 1-for-1 into Class A Common and settle upon separation from the Board, bringing her deferred holdings to 4,211 units.
Baker Mari Jean reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons director Mari Jean Baker received a grant of 311 Phantom Stock Units on July 23, 2026 at $48.72 per unit, credited as dividend equivalents under the Deferred Compensation Plan for Directors. Each unit is 1-for-1 tied to Class A Common and settles in shares upon separation from the board, bringing her reported phantom holdings to 42,684 units.
Singh Inder M reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Inder M Singh received a grant of 114 Phantom Stock Units tied to Class A Common stock at a reference value of $48.72 per unit. The award reflects additional units from a quarterly dividend under the Deferred Compensation Plan for Directors and will settle 1-for-1 in Class A Common shares upon separation from the Board, bringing his phantom unit balance to 15,615.
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.
Hemphill Brian O reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Brian O. Hemphill received 105 Phantom Stock Units on July 23, 2026 at $48.72 per unit, credited under the company’s Deferred Compensation Plan for Directors. Each unit is convertible 1-for-1 into Class A Common stock and will settle in shares upon his separation from the board. Following this award, he holds 14,395 Phantom Stock Units directly.
John Wiley & Sons EVP Danielle McMahan reported routine equity compensation activity involving restricted stock units. On June 30, 2026, she exercised or converted 15,810 Restricted Stock Units into Class A common shares on a one-for-one basis. In a related transaction, 8,743 Class A Common shares were surrendered at $48.51 per share to cover withholding tax due at vesting, rather than being sold on the open market. Footnotes state that all restricted stock units from the November 2, 2023 performance award (with performance conditions approved May 27, 2026) have now vested and that she still owns 31,252 restricted stock units as of this report, in addition to her common stock holdings.
JOHN WILEY & SONS, INC. executive Deirdre P. Silver, EVP and General Counsel, reported equity compensation-related transactions involving Class A Common stock.
On June 30, 2026, 14,171 Restricted Stock Units converted into the same number of Class A Common shares. In connection with this vesting, 6,479 shares were surrendered to cover withholding tax obligations, a non‑market disposition. Following these transactions, Silver directly holds 36,372 Class A Common shares and, according to the footnotes, 27,348 additional restricted stock units that remain outstanding from other awards.
JOHN WILEY & SONS, INC. President and CEO Matthew Kissner reported routine equity compensation activity. Previously granted Performance Stock Units had their performance conditions approved and were converted into Restricted Stock Units that vested on June 30, 2026, resulting in the delivery of 39,092 shares of Class A common stock. Of these, 19,957 shares were surrendered at $48.51 per share to cover withholding tax obligations, a non-market, tax-withholding disposition rather than an open-market sale. After these transactions, Kissner directly holds 46,883 shares of Class A common stock and a total of 142,691 restricted stock units across grants as of this report.
JOHN WILEY & SONS, INC. executive Andrew Weber, EVP Technology and Operations, reported routine equity compensation activity. He exercised a total of 7,536 restricted stock units into Class A common shares on June 30, 2026. Of these, 4,168 shares were surrendered at $48.51 per share to cover withholding taxes, not as an open-market sale. Following the transactions, he directly owned 17,880 Class A common shares and held 33,779 restricted stock units in total.
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 14,694 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.
JOHN WILEY & SONS, INC. senior vice president and chief accounting officer Christopher Caridi reported compensation-related equity activity. On June 30, 2026, restricted stock units converted into Class A common stock, and 1,885 shares were surrendered at $48.51 per share to cover withholding tax obligations.
The filing shows multiple batches of restricted stock units converting into Class A common stock on a one-for-one basis after performance conditions and time-based vesting were satisfied. Following these events, Caridi continues to hold Class A shares directly and also retains additional restricted stock units that remain outstanding.
JOHN WILEY & SONS, INC. executive Danielle McMahan received 7,987 restricted stock units as an equity award. The grant converts on a 1-for-1 basis into Class A Common shares. These units vest in four equal annual installments beginning on April 30 following the grant date and remain subject to forfeiture under the grant terms. After this award, she holds 7,987 restricted stock units directly.
Caridi Christopher reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. disclosed that SVP and Chief Accounting Officer Christopher Caridi received a grant of 2,054 restricted stock units. Each unit represents a 1-for-1 right to receive a share of Class A Common stock.
The award vests in four equal annual installments beginning on April 30 of each year after the grant date and is subject to forfeiture under the grant’s terms. Following this award, Caridi is reported as directly holding 2,054 restricted stock units, reflecting a compensation-related, non-market transaction.
Silver Deirdre P. reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. reported a compensation grant to executive officer Deirdre P. Silver, EVP and General Counsel. On June 25, 2026, she was awarded 6,443 restricted stock units, each convertible on a 1-for-1 basis into Class A Common stock. These units vest in four equal annual installments, beginning on April 30 of each year after the grant date, and are subject to forfeiture under the grant’s terms and conditions. Following this award, her reported restricted stock unit holdings from this grant total 6,443 units held directly.
John Wiley & Sons, Inc. reported that EVP and Chief Financial Officer Craig Morrow Albright received new equity awards. He was granted non-qualified stock options for 20,000 Class A common shares at a premium exercise price of $50.12 per share, expiring on June 25, 2036. These options vest in tranches of 10% on June 30, 2027, 20% on June 30, 2028, 30% on June 30, 2029, and 40% on June 30, 2030, and are subject to forfeiture under grant terms. He was also granted 12,752 restricted stock units, vesting in four equal annual installments beginning on April 30 following the grant date, which are likewise subject to forfeiture.
JOHN WILEY & SONS, INC. executive Andrew Weber, EVP Technology and Operations, received a grant of 8,680 restricted stock units on June 25, 2026. These RSUs convert into Class A common shares on a 1-for-1 basis and vest in four equal annual installments beginning each April 30 after the grant date. All units are subject to forfeiture under the grant terms, and Weber now holds 8,680 RSUs directly following this compensation-related award.
JOHN WILEY & SONS, INC. senior vice president, treasurer and tax officer Kevin Monaco reported a compensation-related equity grant. On June 25, 2026, he was granted 1,075 restricted stock units that convert on a 1-for-1 basis into Class A common shares.
The units vest in four equal annual installments beginning on April 30 of each year after the grant and are subject to forfeiture under the grant’s terms. This is a routine award rather than an open-market stock purchase or sale.
Kissner Matthew reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. reported a Form 4 for President and CEO Matthew Kissner showing a compensation-related equity grant. On June 25, 2026, he was granted 40,268 restricted stock units, each convertible on a 1-for-1 basis into Class A common shares.
The restricted stock units vest in four equal annual installments, beginning on April 30 of each year after the grant date, and are subject to forfeiture under the grant’s terms. Following this award, the filing reports Mr. Kissner holding 40,268 restricted stock units directly.
JOHN WILEY & SONS, INC. executive vice president and GM, Research, Jessica Patricia Kowalski received new equity awards on June 25, 2026. She was granted 20,000 non-qualified stock options on Class A Common with a $50.12 premium exercise price and 15,660 restricted stock units.
The options vest 10% on June 30, 2027, 20% on June 30, 2028, 30% on June 30, 2029, and 40% on June 30, 2030, and are subject to forfeiture under grant terms. The RSUs vest in four equal annual installments beginning April 30 after grant and are also subject to forfeiture.
JOHN WILEY & SONS, INC. executive Andrew Weber, EVP of Technology and Operations, reported awards of Restricted Stock Units that were earned from earlier performance-based grants. On May 27, 2026, performance conditions on prior Performance Stock Units were approved and converted into Restricted Stock Units.
The filing shows one award of 11,927 Restricted Stock Units tied to Class A common stock and another of 6,631 Restricted Stock Units. According to the footnotes, the first set of units is scheduled to vest on June 30, 2026 and the second set on June 30, 2028. These units are subject to forfeiture until they vest and then convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. EVP and Chief Financial Officer Craig Morrow Albright reported the acquisition of 16,121 Restricted Stock Units as compensation. These units arose from a June 26, 2025 Performance Stock Unit grant whose performance conditions were approved on May 27, 2026.
The Performance Stock Units converted into Restricted Stock Units scheduled to vest on June 30, 2028. The units are subject to forfeiture until vesting and will convert into Class A common stock on a one-for-one basis, aligning the executive’s compensation with future company performance.
JOHN WILEY & SONS, INC. executive Danielle McMahan, EVP and Chief People Officer, reported routine equity compensation in the form of restricted stock units. She received 11,373 restricted stock units tied to Class A common stock from a performance stock unit grant originally made on November 2, 2023, after performance conditions were approved on May 27, 2026. She also received 15,810 restricted stock units from a June 25, 2025 performance stock unit grant, with performance conditions likewise approved on May 27, 2026. These restricted stock units are scheduled to vest on June 30, 2026 and June 30, 2028, remain subject to forfeiture until vesting, and convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. senior vice president and chief accounting officer Christopher Caridi reported two equity compensation awards tied to prior performance grants. On May 27, 2026, 4,319 Performance Stock Units granted on June 25, 2025 and 3,298 Performance Stock Units granted on November 2, 2023 had their performance conditions approved and were converted into Restricted Stock Units.
The 4,319 Restricted Stock Units are scheduled to vest on June 30, 2028, and the 3,298 Restricted Stock Units are scheduled to vest on June 30, 2026. These awards are subject to forfeiture until they vest and will convert into Class A common stock on a one-for-one basis, reflecting routine, non-cash compensation rather than open-market trading.
JOHN WILEY & SONS, INC. executive Kevin Monaco, SVP, Treasurer & Tax, reported two equity awards tied to prior performance grants. On May 27, 2026, 2,685 Performance Stock Units granted on November 2, 2023 and 3,835 units granted on June 25, 2025 were converted into Restricted Stock Units.
The 2,685 Restricted Stock Units are scheduled to vest on June 30, 2026, and the 3,835 units are scheduled to vest on June 30, 2028. These awards convert into Class A common stock on a one-for-one basis when vested and remain subject to forfeiture until vesting.
JOHN WILEY & SONS, INC. President and CEO Matthew Kissner reported two equity compensation grants in the form of Restricted Stock Units. He was awarded 55,692 RSUs and 39,092 RSUs on May 27, 2026, each convertible into Class A common stock on a one-for-one basis.
The 55,692 RSUs relate to Performance Stock Units granted on November 2, 2023, with performance conditions approved on May 27, 2026 and scheduled to vest on June 30, 2026. The 39,092 RSUs stem from PSUs granted on June 26, 2025, also with performance conditions approved on May 27, 2026 and vesting on June 30, 2028. All RSUs are subject to forfeiture until vesting and carry no exercise price, reflecting non-cash stock-based compensation rather than market purchases.
JOHN WILEY & SONS, INC. executive Deirdre P. Silver, EVP and General Counsel, reported two equity compensation grants tied to prior performance awards. On May 27, 2026, 10,223 Performance Stock Units granted on November 2, 2023 were converted into Restricted Stock Units scheduled to vest on June 30, 2026.
On the same date, 14,171 Performance Stock Units granted on June 25, 2025 were converted into Restricted Stock Units scheduled to vest on June 30, 2028. Each Restricted Stock Unit converts into one share of Class A common stock if it vests and is not forfeited.
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.
JOHN WILEY & SONS, INC. EVP and Chief Financial Officer Craig Morrow Albright reported equity compensation-related transactions in Class A Common stock and restricted stock units. He exercised 2,714 restricted stock units into the same number of Class A Common shares, on a 1-for-1 basis.
On the same date, 1,241 Class A Common shares were surrendered to cover withholding tax liability due upon vesting of restricted stock units, leaving 1,473 Class A Common shares held directly after this tax-withholding disposition. Following the derivative transaction, he held 8,142 restricted stock units.
Footnotes state that on June 26, 2025, he was granted 10,856 restricted stock units, vesting in four equal annual installments beginning on April 30 of each year after grant, and that these units are subject to forfeiture under the grant’s terms.
JOHN WILEY & SONS, INC. senior vice president and chief accounting officer Christopher Caridi reported routine equity compensation activity. On April 30, 2026, he exercised restricted stock units that converted into 2,073 shares of Class A Common Stock at $0.00 per share, and 799 shares were surrendered at $40.93 per share to satisfy withholding tax obligations.
After these transactions, Caridi directly holds 9,202 Class A Common shares. Footnotes state that all restricted stock units granted on June 22, 2022 have now vested, and that he owns a total of 5,145 restricted stock units across several multi-year grants that remain subject to forfeiture under their terms.
JOHN WILEY & SONS EVP Jay Flynn reported routine equity compensation activity in Class A Common stock. On April 30, 2026, he exercised restricted stock units that delivered 11,223 shares of common stock, while 5,470 shares were surrendered to cover withholding tax liability upon vesting. Footnotes state that after these transactions he still holds 19,089 restricted stock units, reflecting ongoing equity-based incentives rather than open‑market buying or selling.
JOHN WILEY & SONS, INC. President and CEO Matthew Kissner reported compensation-related equity transactions in Class A Common stock. On April 30, 2026, he exercised restricted stock units that delivered a total of 21,180 Class A Common shares, recorded as derivative exercises.
On the same date, 10,814 shares were surrendered to cover withholding tax liabilities upon RSU vesting, a non-market disposition at an indicated price of $40.93 per share. Footnotes state that he was granted 20,028, 27,192, and 37,503 restricted stock units in prior years and that he holds 46,731 restricted stock units as of this report.
JOHN WILEY & SONS, INC. EVP Danielle McMahan reported routine equity compensation activity involving Class A Common stock. On April 30, 2026, she exercised restricted stock units classified as derivative securities to acquire 7,272 shares of Class A Common in multiple transactions.
On the same date, 4,051 shares of Class A Common were disposed of in a transaction coded "F" at $40.93 per share, representing shares withheld to satisfy tax liabilities rather than an open-market sale. Following these transactions, she directly owned 18,846 Class A Common shares and held 11,892 restricted stock units as of this report, including grants made in 2022, 2023, 2024, and 2025.
John Wiley & Sons SVP Kevin Monaco reported routine equity compensation activity involving Class A Common stock. On April 30, 2026, he exercised restricted stock units that delivered 1,822 shares of Class A Common stock and had 662 shares withheld at $40.93 per share to cover tax obligations.
Following these transactions, Monaco directly holds 12,078 Class A Common shares. Footnotes state that a prior RSU grant from June 22, 2022 is now fully vested and that he owns a total of 2,883 restricted stock units as of this report, which will vest over time if conditions are met.
JOHN WILEY & SONS, INC. executive vice president and general counsel Deirdre P. Silver reported routine equity compensation activity in Class A Common stock. On April 30, 2026, she exercised restricted stock units into 6,585 shares of common stock and had 3,048 shares withheld at $40.93 per share to cover tax obligations. After these transactions, she directly holds 26,303 Class A shares and a separate position of 10,682 restricted stock units as of this report, reflecting ongoing vesting from prior annual grants.
JOHN WILEY & SONS, INC. executive vice president Andrew Weber reported routine equity compensation activity involving restricted stock units that convert into Class A common stock on a one-for-one basis. On April 30, 2026, he exercised restricted stock units that delivered 4,627 Class A shares and had 2,603 shares withheld to cover tax obligations at a reference price of $40.93 per share, a non-market, tax-withholding disposition rather than an open-market sale.
Footnotes explain that a grant of 2,413 restricted stock units awarded on June 22, 2022 fully vested as a result of these transactions. Weber has also received additional restricted stock unit grants of 3,536 units in 2023, 4,528 units in 2024, and 8,031 units in 2025, all vesting in four equal annual installments and subject to forfeiture under their grant terms. As of this report, he owns 10,982 restricted stock units, providing continued future conversion into Class A common shares as the awards vest.
Andresen Katherine Dunn reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Katherine Dunn Andresen received a grant of 36 Phantom Stock Units as compensation. The units were credited on April 23, 2026 at a reference value of $41.32 per unit under the company’s Deferred Compensation Plan for Directors.
These Phantom Stock Units are tied 1-for-1 to John Wiley & Sons Class A Common stock and were added as a result of a quarterly dividend. They will settle in Class A Common shares when Andresen separates from service on the Board, bringing her total Phantom Stock Unit balance to 4,181 units.
Hemphill Brian O reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Brian O. Hemphill received a grant of 122 Phantom Stock Units credited at $41.32 per unit. The units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors on a 1-for-1 basis into Class A Common stock.
After this award, Hemphill holds a total of 14,290 Phantom Stock Units, which will settle in John Wiley & Sons Class A Common stock upon his separation from the board.
JOHN WILEY & SONS, INC. director Mari Jean Baker reported a compensation-related award of 361 Phantom Stock Units on Class A Common stock, labeled as a grant or other acquisition. The units are valued at $41.32 per unit and are credited 1-for-1 with the underlying shares.
According to the plan terms, these additional Phantom Stock Units arose from a quarterly dividend and were deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. They will settle in 100% Class A Common stock upon her separation from the Board. Following this credit, she holds 42,373 Phantom Stock Units directly.
MCDANIEL RAYMOND W reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Raymond W. McDaniel received a grant of 536 Phantom Stock Units on the company's books. These units were credited at an implied value of $41.32 per unit as part of a quarterly dividend under the Deferred Compensation Plan for Directors.
Each Phantom Stock Unit is exchangeable on a 1-for-1 basis into Class A Common stock and is scheduled to settle in shares when McDaniel separates from service on the Board. After this grant, he holds a total of 62,945 Phantom Stock Units.
Dobson David C reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director David C. Dobson received an award of 267 Phantom Stock Units on April 23, 2026. The reference price for the grant is $41.32 per unit, and each unit is designed to track one share of Class A Common stock on a 1-for-1 basis.
The 267 additional units reflect a quarterly dividend credited under the company’s Deferred Compensation Plan for Directors. After this award, Dobson holds a total of 31,389 Phantom Stock Units, which are scheduled to settle in 100% John Wiley & Sons, Inc. Class A Common stock upon his separation from the Board.
Singh Inder M reported acquisition or exercise transactions in this Form 4 filing.
JOHN WILEY & SONS, INC. director Inder M. Singh received a grant of 132 Phantom Stock Units on April 23, 2026, credited at $41.32 per unit. These units track the value of Class A Common on a 1-for-1 basis.
The award arose from a quarterly dividend that was deferred under the company’s Deferred Compensation Plan for Directors. Following this credit, Singh holds a total of 15,501 Phantom Stock Units, which are scheduled to settle in shares of Class A Common stock upon his separation from the Board.
Madden Karen N reported acquisition or exercise transactions in this Form 4 filing.
John Wiley & Sons, Inc. director Karen N. Madden received a grant of 45 Phantom Stock Units on a 1-for-1 basis, credited at $41.32 per unit. These units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors.
Following this award, Madden holds a total of 5,337 Phantom Stock Units. The units are designed to settle in 100% John Wiley & Sons, Inc. Class A Common stock upon her separation of service from the Board, aligning director compensation with long-term shareholder value.
John Wiley & Sons, Inc. director David C. Dobson reported an acquisition of additional deferred compensation tied to the company’s stock. On January 15, 2026, he acquired 352 Phantom Stock Units at $31.01 per unit, increasing his holdings to 31,121 Phantom Stock Units, all held directly. Each unit is described as 1-for-1 with John Wiley & Sons, Inc. Class A Common stock and was credited as a result of a quarterly dividend under the Deferred Compensation Plan for Directors. These units are scheduled to settle in 100% Class A Common stock upon his separation from service on the Board.
John Wiley & Sons, Inc. director Raymond W. McDaniel reported an annual equity grant in the form of 706 Phantom Stock Units on 01/15/2026. The units were recorded at a price of $31.01 per unit, bringing his total directly held derivative securities to 62,409 Phantom Stock Units after the transaction.
The award is issued under the John Wiley and Sons, Inc. 2022 Omnibus Stock and Long-Term Incentive Plan on a 1-for-1 basis into Class A Common stock. These units vest on the earliest of the day before the next annual meeting, the director’s death or disability, or a change in control event, and are settled in 100% Class A Common stock upon retirement from the Board.
John Wiley & Sons, Inc. director Mari Jean Baker reported an automatic increase in deferred compensation tied to company stock. On January 15, 2026, she acquired 476 Phantom Stock Units at a reference price of $31.01 per unit, reflecting a quarterly dividend credited under the company’s Deferred Compensation Plan for Directors. Following this transaction, she beneficially owned 42,012 Phantom Stock Units. Each unit is exchangeable on a 1-for-1 basis into Class A common stock, with shares delivered after she separates from service on the Board.
John Wiley & Sons, Inc. director Karen N. Madden reported the crediting of 60 Phantom Stock Units on 01/15/2026. These units were added at a reference price of $31.01 per unit as part of her deferred compensation.
Following this transaction, she beneficially owns a total of 5,291 Phantom Stock Units in a direct capacity. According to the plan terms, each unit is convertible on a 1-for-1 basis into John Wiley & Sons, Inc. Class A Common stock.
The filing explains that the additional 60 units arose from a quarterly dividend and were deferred under the company’s Deferred Compensation Plan for Directors. The Phantom Stock Units are scheduled to settle in Class A Common shares upon her separation from service on the Board.
John Wiley & Sons, Inc. director Katherine Dunn Andresen reported an acquisition of derivative equity linked to the company. On January 15, 2026, she acquired 47 Phantom Stock Units at $31.01 per unit, bringing her total to 4,145 Phantom Stock Units held directly.
According to the filing, these additional units arose from a quarterly dividend and were deferred under the John Wiley & Sons, Inc. Deferred Compensation Plan for Directors. The units are credited on a 1‑for‑1 basis and will be settled in John Wiley & Sons, Inc. Class A Common stock upon her separation from service on the Board.
John Wiley & Sons director Brian O. Hemphill reported an automatic increase in his deferred equity under the company’s director compensation plan. On January 15, 2026, he acquired 160 Phantom Stock Units at $31.01 per unit, bringing his total to 14,168 Phantom Stock Units held directly. According to the plan terms, these units are credited 1-for-1 and will settle in John Wiley & Sons Class A Common stock upon his separation from Board service.