Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PITNEY BOWES INC /DE/ | 56,594 | reported | 05 Apr 2004 | tx 2+90,000 |
| JOHN WILEY & SONS, INC. | 28,155 | reported | 30 Apr 2024 | tx 108+175,880.87−88,729.26 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Oct 2023 | SALE | JOHN WILEY & SONS, INC. | 6,155 | 29.56 USD | |
| 30 Apr 2024 | TAX_WITHHOLDING | JOHN WILEY & SONS, INC. | 2,557 | 37.57 USD | |
| 30 Apr 2024 | EXERCISE | JOHN WILEY & SONS, INC. | 5,007 | 0.00 USD | |
| 30 Apr 2024 | EXERCISE | JOHN WILEY & SONS, INC. | 5,007 | 0.00 USD | deriv |
| 02 Nov 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 20,000 | 0.00 USD | deriv |
| 19 Oct 2023 | PURCHASE | JOHN WILEY & SONS, INC. | 16,550 | 30.33 USD | first after silence |
| 10 Oct 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 20,028 | 0.00 USD | deriv |
| 02 Jun 2021 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 14,267 | 0.00 USD | deriv |
| 30 Apr 2021 | TAX_WITHHOLDING | JOHN WILEY & SONS, INC. | 1,693 | 56.94 USD | |
| 30 Apr 2021 | EXERCISE | JOHN WILEY & SONS, INC. | 2,616 | 0.00 USD | |
| 30 Apr 2021 | EXERCISE | JOHN WILEY & SONS, INC. | 2,384 | 0.00 USD | |
| 30 Apr 2021 | EXERCISE | JOHN WILEY & SONS, INC. | 2,384 | 0.00 USD | deriv |
| 30 Apr 2021 | EXERCISE | JOHN WILEY & SONS, INC. | 2,616 | 0.00 USD | deriv |
| 14 Apr 2021 | SALE | JOHN WILEY & SONS, INC. | 16,500 | 55.80 USD | |
| 05 Jan 2021 | SALE | JOHN WILEY & SONS, INC. | 8,000 | 46.65 USD | |
| 26 Jun 2020 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 7,929 | 0.00 USD | deriv |
| 30 Apr 2020 | EXERCISE | JOHN WILEY & SONS, INC. | 2,384 | 0.00 USD | |
| 30 Apr 2020 | TAX_WITHHOLDING | JOHN WILEY & SONS, INC. | 800 | 37.55 USD | |
| 30 Apr 2020 | EXERCISE | JOHN WILEY & SONS, INC. | 2,384 | 0.00 USD | deriv |
| 27 Jan 2020 | EXERCISE | JOHN WILEY & SONS, INC. | 38,808.95 | 0.00 USD | |
| 27 Jan 2020 | EXERCISE | JOHN WILEY & SONS, INC. | 38,808.95 | 46.30 USD | deriv |
| 16 Jan 2020 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 264.48 | 49.55 USD | deriv |
| 23 Oct 2019 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 292.53 | 44.46 USD | deriv |
| 24 Jul 2019 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 287.55 | 44.89 USD | deriv |
| 27 Jun 2019 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 7,152 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 19 Oct 2023.