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Wiley (WLY) EVP Deirdre Silver reports RSU vesting and tax share surrender

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

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Silver Deirdre P.
Role EVP, General Counsel
Type Security Shares Price Value
Exercise Restricted Stock Units 14,171 $0.00 --
Exercise Class A Common 14,171 $0.00 --
Tax Withholding Class A Common 6,479 $48.51 $314K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Class A Common — 42,851 shares (Direct, null)
Footnotes (1)
  1. Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units. 1-for-1 On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis. As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 27,348 restricted stock units as of this report.
RSUs vested 14,171 units Restricted Stock Units converting into Class A Common on June 30, 2026
Shares surrendered for taxes 6,479 shares Shares withheld to cover tax liability upon RSU vesting
Direct Class A holdings after transactions 36,372 shares Direct ownership following June 30, 2026 vesting and tax withholding
Outstanding restricted stock units 27,348 units Total RSUs owned as of this report across awards
Tax-withholding price reference $48.51 per share Value used for 6,479-share tax-withholding disposition
Restricted Stock Units financial
"Represents shares surrendered to cover withholding tax liability due upon vesting of 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.
Performance Stock Units financial
"the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets."
Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.
withholding tax liability financial
"Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units."
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Class A Common financial
"convert into Class A common stock on a one-for-one basis."
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Learn about SEC filing dates
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*
Silver Deirdre P.

(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, General Counsel
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/30/2026
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
Class A Common06/30/2026M14,171A$042,851D
Class A Common06/30/2026F6,479(1)D$48.5136,372D
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(2)06/30/2026M14,171 (3) (3)Class A Common14,171$00(4)D
Explanation of Responses:
1. Represents shares surrendered to cover withholding tax liability due upon vesting of restricted stock units.
2. 1-for-1
3. On November 2, 2023, the Reporting Person received a grant of Performance Stock Units ("PSUs"). Under the grant, the PSUs could be earned based on the achievement of certain financial targets. The performance conditions were approved on May 27, 2026 and converted into Restricted Stock Units scheduled to vest on June 30, 2026. Restricted Stock Units are subject to forfeiture until vested and convert into Class A common stock on a one-for-one basis.
4. As a result of this transaction, all restricted stock units granted on May 27, 2026 have vested. Total amount reported represents securities owned related solely to this particular grant or award. Reporting person owns a total of 27,348 restricted stock units as of this report.
Remarks:
/s/ Deirdre P. Silver07/01/2026
** 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 insider transactions did JOHN WILEY & SONS (WLY) report for Deirdre P. Silver?

Deirdre P. Silver reported the vesting of 14,171 Restricted Stock Units into Class A Common shares and the surrender of 6,479 shares to cover withholding taxes, with no open-market purchases or sales disclosed in this filing.

Did Deirdre P. Silver buy or sell JOHN WILEY & SONS (WLY) shares on the open market?

The filing shows no open-market buy or sell transactions. Shares were issued through RSU vesting and 6,479 shares were surrendered solely to satisfy tax-withholding obligations, which is a routine, non-market mechanism for handling equity compensation taxes.

How many JOHN WILEY & SONS (WLY) shares does Deirdre P. Silver hold after these Form 4 transactions?

After these transactions, Deirdre P. Silver directly holds 36,372 Class A Common shares. The footnotes also state she owns 27,348 restricted stock units as of this report, representing additional unvested or outstanding equity awards separate from the vested shares.

What was the size of the Restricted Stock Unit vesting reported by JOHN WILEY & SONS (WLY)?

The vesting involved 14,171 Restricted Stock Units converting into the same number of Class A Common shares. These units arose from a performance-based grant whose conditions were approved May 27, 2026 and scheduled to vest on June 30, 2026 under the company’s plan.

Why were 6,479 JOHN WILEY & SONS (WLY) shares surrendered in Deirdre P. Silver’s Form 4?

The 6,479 shares were surrendered to cover withholding tax due on the RSU vesting. This tax-withholding disposition allows the company to retain shares equal to the tax liability rather than requiring a separate cash payment from the executive.

What do the footnotes reveal about Deirdre P. Silver’s equity awards at JOHN WILEY & SONS (WLY)?

Footnotes explain that performance stock units granted November 2, 2023 became Restricted Stock Units after financial targets were approved May 27, 2026, then vested June 30, 2026. They also state Silver owns 27,348 restricted stock units in total as of this report.