[Form 4] John Wiley & Sons, Inc. Insider Trading Activity
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Insider Trade Summary
Exercise and sale activity reported; no spread calculated
Exercise and Sale
6 txns
Insider
Monaco Kevin
Role
SVP, Treasurer & Tax
Sold
3,000 shs ($135K)
Approx. gross sale proceeds
$135K
Approx. exercise cost
$98K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,829 | $0.00 | $0.00 |
| Exercise | Non-Qualified Stock Options (right to buy) | 3,000 | $45.00 | $135K |
| Exercise | Class A Common | 1,829 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common | 520 | $44.63 | $23K |
| Exercise | Class A Common | 3,000 | $32.68 | $98K |
| Sale | Class A Common | 3,000 | $45.0967 | $135K |
Holdings After Transaction:
Restricted Stock Units — 0 contracts (Direct);
Non-Qualified Stock Options (right to buy) — 7,000 contracts (Direct);
Class A Common — 10,918 shares (Direct)
Footnotes (7)
- F1. Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
- F2. The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.0965 to $45.1550 per share, inclusive. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.
- F3. Restricted stock units convert into Class A common stock on a one-for-one basis.
- F4. Represents a settlement of Performance Stock Units awarded on June 22, 2022 as Restricted Stock Units and scheduled to vest on June 30, 2025. Restricted Stock Units are subject to forfeiture until vested.
- F5. Represents securities owned related solely to this grant. Reporting person owns a total of 4,705 restricted stock units as of this report.
- F6. As a result of this transaction, all restricted stock units granted on June 22, 2022 have vested.
- F7. Non-qualified stock options to vest 10% / 20% / 30% / 40% each respective year beginning on June 30, 2024 through June 30, 2027, and are subject to forfeiture subject to the terms and conditions of the grant. The Class A Common Stock Options exercised vested on June 30, 2024 and June 30, 2025, respectively.
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