Every SEC Form 3/4/5 on record for this filer (CIK 1200353) — 2 issuers, 17 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| WLY | JOHN WILEY & SONS, INC. | 10% owner | 2026-01-13 → 2026-01-13 | 1 | — |
| WLYB | JOHN WILEY & SONS, INC. | 10% owner · lapsed | 2023-07-14 → 2023-07-14 | 1 | −$274,727 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WLYB | 2023-04-20 | Buy | 1,800 | $38.95 | $70,110 | 25,156 |
| WLYB | 2023-04-19 | Buy | 1,500 | $38.75 | $58,125 | 23,356 |
| WLYB | 2023-04-18 | Buy | 1,500 | $38.62 | $57,930 | 21,856 |
| WLYB | 2022-10-24 | Buy | 170 | $41.27 | $7,016 | 20,356 |
| WLYB | 2022-07-18 | Buy | 143 | $48.78 | $6,976 | 20,186 |
| WLYB | 2022-04-18 | Buy | 128 | $53.77 | $6,883 | 20,043 |
| WLYB | 2022-01-10 | Buy | 117 | $58.25 | $6,815 | 19,915 |
| WLYB | 2021-10-25 | Buy | 119 | $56.86 | $6,766 | 19,798 |
| WLYB | 2021-07-19 | Buy | 121 | $55.91 | $6,765 | 19,679 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.