Deborah E. Wiley - 12 Mar 2020 Form 4 Insider Report for JOHN WILEY & SONS, INC. (WLY)

Reporting relationship: 10%+ Owner
Issuer ticker: WLY
Reported as of: 12 Mar 2020
Net transaction value: -$274,727
SEC form: 4
Accepted by SEC: 14 Jul 2023, 17:04:24 UTC
Prior SEC filing: 14 Jul 2023
Next SEC filing: 13 Jan 2026
Source filing: View source filing
Reporting owner signature: /s/ Nathaniel Wiley, attorney-in-fact for the Reporting Person

Key filing fact

Deborah E. Wiley filed Form 4 for JOHN WILEY & SONS, INC. (WLY) on 14 Jul 2023.

Key facts

This page summarizes Deborah E. Wiley's Form 4 filing for JOHN WILEY & SONS, INC. (WLY).
16 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 14 Jul 2023, 17:04.

Change

Previous filing in this sequence was filed on 14 Jul 2023.
Current net transaction value: -$274,727.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WLY transaction

Class B Common Stock

Sale

Transaction value: $147,044
Shares: -4,537
Change %: -29%
Price: $32.41
Shares after: 11,000
Date: 12 Mar 2020
Ownership: Direct

WLY transaction

Class B Common Stock

Sale

Transaction value: $387,750
Shares: -11,000
Change %: -100%
Price: $35.25
Shares after: 0
Date: 13 Mar 2020
Ownership: Direct

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,389
Shares: +167
Change %: +0.89%
Price: $38.26
Shares after: 18,935
Date: 13 Apr 2020
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,487
Shares: +180
Change %: +0.95%
Price: $36.04
Shares after: 19,115
Date: 20 Jul 2020
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,528
Shares: +192
Change %: +1%
Price: $34.00
Shares after: 19,307
Date: 19 Oct 2020
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,615
Shares: +135
Change %: +0.7%
Price: $49.00
Shares after: 19,442
Date: 11 Jan 2021
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,662
Shares: +116
Change %: +0.6%
Price: $57.43
Shares after: 19,558
Date: 19 Apr 2021
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,765
Shares: +121
Change %: +0.62%
Price: $55.91
Shares after: 19,679
Date: 19 Jul 2021
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,766
Shares: +119
Change %: +0.6%
Price: $56.86
Shares after: 19,798
Date: 25 Oct 2021
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,815
Shares: +117
Change %: +0.59%
Price: $58.25
Shares after: 19,915
Date: 10 Jan 2022
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,883
Shares: +128
Change %: +0.64%
Price: $53.77
Shares after: 20,043
Date: 18 Apr 2022
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $6,976
Shares: +143
Change %: +0.71%
Price: $48.78
Shares after: 20,186
Date: 18 Jul 2022
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $7,016
Shares: +170
Change %: +0.84%
Price: $41.27
Shares after: 20,356
Date: 24 Oct 2022
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $57,930
Shares: +1,500
Change %: +7.4%
Price: $38.62
Shares after: 21,856
Date: 18 Apr 2023
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $58,125
Shares: +1,500
Change %: +6.9%
Price: $38.75
Shares after: 23,356
Date: 19 Apr 2023
Ownership: Custodian
Footnotes: F1

WLY transaction

Class B Common Stock

Purchase

Transaction value: $70,110
Shares: +1,800
Change %: +7.7%
Price: $38.95
Shares after: 25,156
Date: 20 Apr 2023
Ownership: Custodian
Footnotes: F1

WLY holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 8,125,536
Date: 12 Mar 2020
Ownership: EPH LLC
Footnotes: F2

WLY holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 36,720
Date: 12 Mar 2020
Ownership: Co-Trustee
Footnotes: F3

WLY holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 6,403
Date: 12 Mar 2020
Ownership: Family Trust
Footnotes: F4

WLY holding

Class B Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 0
Date: 12 Mar 2020
Ownership: Custodian
Footnotes: F5

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Includes shares held through an IRA over which the Reporting Person may be deemed to have beneficial ownership. Total number of shares of Class B Stock includes the 2010 transfer of 17,920 shares of Class B Stock previously held by the reporting person directly. Each acquisition of less than 200 shares not previously reported was completed through a dividend reinvestment plan.

Footnote F2

Includes shares held by E.P. Hamilton Trusts LLC ("EPH LLC"), with respect to which the Reporting Person, Peter B. Wiley ("PBW") and W. Bradford Wiley II ("WBW") share beneficial ownership.

Footnote F3

Includes shares held under the Trust of Esther B. Wiley, with respect to which the Reporting Person, PBW and WBW share beneficial ownership.

Footnote F4

Includes shares in a family trust over which the Reporting Person may be deemed to have beneficial ownership.

Footnote F5

The Reporting Person previously reported holding 8,660 shares of Class B Common Stock in custodial accounts forher children, nieces and nephews. Upon these persons turning 18, these custodial accounts became personal accounts. Records relating to the terminationof the custodial accounts are no longer available.

SEC remarks

Exhibit List: Exhibit 24 Power of Attorney.*Submitted by Nathaniel Wiley on behalf of Deborah E. Wiley pursuant to the May 3, 2023 Power of Attorney.