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.
The SEC filings page for John Wiley & Sons, Inc. (WLY) provides access to the company’s official disclosures as filed with the U.S. Securities and Exchange Commission. Wiley describes itself as a global leader in authoritative content, research intelligence, and learning, and its filings give investors a detailed view of how this business is structured, governed, and performing over time.
Through this page, users can review annual reports on Form 10-K and quarterly reports on Form 10-Q, which typically include segment information for Research and Learning, discussions of research publishing and solutions, academic and professional learning activities, and explanations of non-GAAP measures such as Adjusted EPS, Adjusted Operating Income and Margin, EBITDA and Adjusted EBITDA, Adjusted Revenue, and Free Cash Flow. These documents also describe restructuring charges, divestitures, and other items that affect reported results.
Investors can also examine current reports on Form 8-K, where Wiley discloses material events such as earnings releases, changes to share repurchase allocations, dividend-related announcements, and outcomes of the Annual Meeting of Shareholders. Recent 8-K filings have covered second quarter fiscal 2026 results, an increase in the fiscal 2026 share repurchase allocation under an existing authorization, and voting results for director elections and advisory proposals.
In addition, this page offers convenient access to proxy materials and governance-related filings, which provide information on Board composition, shareholder voting outcomes, and corporate governance principles. Where applicable, users can also locate Form 4 insider transaction reports to see equity transactions by directors and officers.
Stock Titan enhances these filings with AI-powered summaries and explanations, helping readers interpret complex accounting, non-GAAP reconciliations, and segment disclosures. Real-time updates from EDGAR, combined with AI insights, allow users to quickly understand how developments in research publishing, AI and data services, and capital allocation are reflected in Wiley’s official regulatory record.
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. 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.
Vanguard Portfolio Management LLC reported beneficial ownership of 2,580,028 shares of John Wiley & Sons Inc. Common Stock, representing 6.06% of the class as reported on this Schedule 13G. The filer discloses sole voting power for 78,049 shares and sole dispositive power for 2,580,028 shares. The filing states these holdings include shares held for Vanguard funds and managed accounts and is signed by Ashley Grim, Head of Global Fund Administration.