Welcome to our dedicated page for Wiley (JOHN) & Sons SEC filings (Ticker: WLYB), 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 the reporting obligations of a New York publishing and research-intelligence company with Class A and Class B common stock. Recent Form 8-K reports cover quarterly results, Regulation FD earnings presentation materials, share repurchase authorization activity, dividend-related capital allocation context, and executive leadership changes.
The company’s proxy materials address governance and shareholder voting matters, including board and executive compensation disclosures. Together, the filings provide formal records of Wiley’s operating results, capital-return programs, management structure, compensation arrangements, and public-company governance.
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 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.
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.
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.
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.
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. 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.
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, 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 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. 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, 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.