Welcome to our dedicated page for Wiley John & Sons SEC filings (Ticker: WLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
John Wiley & Sons, Inc. filings document material events for a New York corporation with Class A and Class B common stock. Recent Form 8-K reports cover quarterly operating results, Regulation FD earnings presentation materials, board-authorized share repurchase activity, executive appointments and departures, and shareholder voting results from the annual meeting.
The filings also record governance matters such as director elections by share class and officer compensation or separation arrangements when disclosed. Capital-allocation filings address repurchase authorizations, while earnings-related filings furnish financial press releases and presentation exhibits for the company’s research publishing, research intelligence, and learning operations.
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.
John Wiley & Sons Inc ownership filing: Schroder Investment Management Group reports beneficial ownership of 2,382,703 shares of Class A common stock as of 03/31/2026, representing 5.6% of the class. The filer reports sole voting and dispositive power over 468,884 shares and otherwise holds shared/indirect positions through affiliated Schroder entities.
The filing lists organizational details and signatures for Schroder advisers and notes authorization by power of attorney.
John Wiley & Sons, Inc. filing amends beneficial ownership disclosures for certain related reporting persons that collectively hold 942,556 shares of Class A Common Stock, representing 2.21% of the class.
The filing states the 42,562,549 shares outstanding as of February 28, 2026 figure reported in the issuer's Form 10-Q. It breaks down voting and disposition powers: 385,000 shares sole voting/dispositive, 556,351 shared voting, and 557,556 shared dispositive power. The amendment is filed jointly by Clarkston Capital Partners, LLC; Clarkston Companies, Inc.; Jeffrey A. Hakala; and Gerald W. Hakala.
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. executive Jessica Patricia Kowalski, EVP and GM, Research, has filed as a reporting insider on a Form 3. The filing lists her status as an officer but shows no reported transactions, meaning there are no buys, sells, or derivative exercises disclosed in this submission.
State Street Corporation reports beneficial ownership of 2,175,966 shares (5.1%) of JOHN WILEY & SONS INC common stock as of 03/31/2026. The filing states shared voting power of 1,951,357 shares and shared dispositive power of 2,175,966 shares, and lists several State Street advisory subsidiaries as holders.
John Wiley & Sons, Inc. reported a leadership change in its Research business. Jay Flynn, Executive Vice President and General Manager, Research and Learning, is departing the company without cause and will receive separation benefits under his previously filed employment letter and the company’s executive severance policy.
Wiley appointed Jessica Kowalski as Executive Vice President and General Manager, Research, effective May 11, 2026. She joins from Microsoft with more than two decades of experience in knowledge, data, research publishing, and AI-enabled businesses, including senior roles at Amazon Web Services and RELX, supporting Wiley’s focus on AI and data-driven research publishing.
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.