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.
John Wiley & Sons, Inc. filings document material events for a New York corporation with Class A and Class B common stock. Recent Form 8-K reports cover quarterly operating results, Regulation FD earnings presentation materials, board-authorized share repurchase activity, executive appointments and departures, and shareholder voting results from the annual meeting.
The filings also record governance matters such as director elections by share class and officer compensation or separation arrangements when disclosed. Capital-allocation filings address repurchase authorizations, while earnings-related filings furnish financial press releases and presentation exhibits for the company’s research publishing, research intelligence, and learning operations.
JOHN WILEY & SONS, INC. executive Andrew Weber, EVP of Technology and Operations, reported awards of Restricted Stock Units that were earned from earlier performance-based grants. On May 27, 2026, performance conditions on prior Performance Stock Units were approved and converted into Restricted Stock Units.
The filing shows one award of 11,927 Restricted Stock Units tied to Class A common stock and another of 6,631 Restricted Stock Units. According to the footnotes, the first set of units is scheduled to vest on June 30, 2026 and the second set on June 30, 2028. These units are subject to forfeiture until they vest and then convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. EVP and Chief Financial Officer Craig Morrow Albright reported the acquisition of 16,121 Restricted Stock Units as compensation. These units arose from a June 26, 2025 Performance Stock Unit grant whose performance conditions were approved on May 27, 2026.
The Performance Stock Units converted into Restricted Stock Units scheduled to vest on June 30, 2028. The units are subject to forfeiture until vesting and will convert into Class A common stock on a one-for-one basis, aligning the executive’s compensation with future company performance.
JOHN WILEY & SONS, INC. executive Danielle McMahan, EVP and Chief People Officer, reported routine equity compensation in the form of restricted stock units. She received 11,373 restricted stock units tied to Class A common stock from a performance stock unit grant originally made on November 2, 2023, after performance conditions were approved on May 27, 2026. She also received 15,810 restricted stock units from a June 25, 2025 performance stock unit grant, with performance conditions likewise approved on May 27, 2026. These restricted stock units are scheduled to vest on June 30, 2026 and June 30, 2028, remain subject to forfeiture until vesting, and convert into Class A common stock on a one-for-one basis.
JOHN WILEY & SONS, INC. senior vice president and chief accounting officer Christopher Caridi reported two equity compensation awards tied to prior performance grants. On May 27, 2026, 4,319 Performance Stock Units granted on June 25, 2025 and 3,298 Performance Stock Units granted on November 2, 2023 had their performance conditions approved and were converted into Restricted Stock Units.
The 4,319 Restricted Stock Units are scheduled to vest on June 30, 2028, and the 3,298 Restricted Stock Units are scheduled to vest on June 30, 2026. These awards are subject to forfeiture until they vest and will convert into Class A common stock on a one-for-one basis, reflecting routine, non-cash compensation rather than open-market trading.
JOHN WILEY & SONS, INC. executive Kevin Monaco, SVP, Treasurer & Tax, reported two equity awards tied to prior performance grants. On May 27, 2026, 2,685 Performance Stock Units granted on November 2, 2023 and 3,835 units granted on June 25, 2025 were converted into Restricted Stock Units.
The 2,685 Restricted Stock Units are scheduled to vest on June 30, 2026, and the 3,835 units are scheduled to vest on June 30, 2028. These awards convert into Class A common stock on a one-for-one basis when vested and remain subject to forfeiture until vesting.
JOHN WILEY & SONS, INC. President and CEO Matthew Kissner reported two equity compensation grants in the form of Restricted Stock Units. He was awarded 55,692 RSUs and 39,092 RSUs on May 27, 2026, each convertible into Class A common stock on a one-for-one basis.
The 55,692 RSUs relate to Performance Stock Units granted on November 2, 2023, with performance conditions approved on May 27, 2026 and scheduled to vest on June 30, 2026. The 39,092 RSUs stem from PSUs granted on June 26, 2025, also with performance conditions approved on May 27, 2026 and vesting on June 30, 2028. All RSUs are subject to forfeiture until vesting and carry no exercise price, reflecting non-cash stock-based compensation rather than market purchases.
JOHN WILEY & SONS, INC. executive Deirdre P. Silver, EVP and General Counsel, reported two equity compensation grants tied to prior performance awards. On May 27, 2026, 10,223 Performance Stock Units granted on November 2, 2023 were converted into Restricted Stock Units scheduled to vest on June 30, 2026.
On the same date, 14,171 Performance Stock Units granted on June 25, 2025 were converted into Restricted Stock Units scheduled to vest on June 30, 2028. Each Restricted Stock Unit converts into one share of Class A common stock if it vests and is not forfeited.
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.
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.