Zacks Investment ResearchT3·6d ago
WLYB John Wiley & Sons, Inc. Class B
XNYS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WLYB
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Key stats
About
- Industry (SIC)
- BOOKS: PUBLISHING OR PUBLISHING & PRINTING (2731) · industry map
- Exchange
- XNYS
- Market Cap
- $2.8B
- Employees
- 4,500
- List Date
- 1982-09-14
- CIK
- 0000107140
- Next Earnings
- 2026-12-03
- Headquarters
- Hoboken, NJ
- Homepage
- https://www.wiley.com
John Wiley & Sons Inc is a publisher and a trusted leader in research and learning. The company segment includes: Research, which includes the reporting lines of Research Publishing and Research Solutions, and Learning, which includes the Academic and Professional reporting lines and consists of publishing, courseware, and assessments. Its industry-principal content, services, platforms, and knowledge networks are tailored to meet the evolving needs of its customers and partners, including researchers, students, instructors, professionals, institutions, and corporations. The company empowers k…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 5.79% | 8.29% | -2.62% | 3.11% | 3.64% |
| Feb | -- | -9.66% | -3.20% | -2.26% | -3.78% | -4.72% |
| Mar | -- | -13.77% | 14.83% | 19.41% | 23.10% | 10.89% |
| Apr | 0.48% | -2.46% | -0.77% | -3.12% | 5.42% | -0.09% |
| May | 0.00% | -9.19% | -5.32% | -10.14% | -1.94% | -5.32% |
| Jun | -9.73% | -14.88% | 13.31% | 17.09% | 5.79% | 2.32% |
| Jul | 4.10% | 4.22% | 8.10% | -11.59% | 5.75% | 2.12% |
| Aug | -9.38% | 3.64% | -2.66% | 3.21% | 2.89% | -0.46% |
| Sep | -7.77% | 0.46% | 1.51% | 2.43% | -7.57% | -2.19% |
| Oct | 6.31% | -18.76% | 1.26% | -6.02% | 9.94%* | -1.45% |
| Nov | 13.14% | -1.37% | 6.27% | -2.57% | -- | 3.87% |
| Dec | -16.12% | 3.31% | -13.54% | -14.95% | -- | -10.32% |
| Total | -20.38% | -44.19% | 27.34% | -15.68% | 47.67% | -1.05% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $49.69
SMA 50: $51.09
SMA 200: $40.77
Current: $54.46
EMA 12: $51.72
EMA 26: $50.78
MACD: 0.9379 | Signal: 0.7048
BULLISH
ADX (14): 20.67
WEAK TREND
+DI: 55.18
−DI: 31.42
Momentum Oscillators
RSI (14): 64.92
NEUTRAL
Stoch %K: 100.00
Stoch %D: 98.87
Williams %R: 0.00
Volume & Volatility
BB Upper: $54.62
BB Lower: $44.76
NEUTRAL
OBV: -74,498
Vol SMA 20: 4,415
Vol ROC: -99.54%
ATR: $1.08
True Range: $0.38
HV 20: 37.5%
HV 30: 47.4%
HV 60: 44.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2022-12-07T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report: WLYB
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers: Negative technical indicators, recent decline in stock price, negative sentiment in news headlines.
Primary Risks: Potential for further decline due to bearish momentum signals and lack of support levels.
Investment Thesis: WLYB is a defensive play, considering its negative beta and low volatility. However, the recent decline and bearish technical indicators suggest caution is warranted.
Recent News Sentiment Impact: The neutral news headline has minimal impact on this analysis, as it does not contradict the overall bearish sentiment.
Technical Analysis
Trend Direction: Short-term: BEARISH, Medium-term: NEUTRAL, Long-term: BULLISH
Support/Resistance Levels:
- Key price levels:
- Upper band: $37.87
- Middle band: $33.06
- Lower band: $28.26
- Recent support level: $30.88
- Potential resistance level: $35.53 (SMA 50)
Momentum Signals:
- RSI interpretation: NEUTRAL (40.30)
- MACD signal: BEARISH (-1.15 / Signal: 0.17 / Histogram: -1.32)
- Bollinger Bands position: NEUTRAL
Volume Analysis: Volume is declining, with a volume rate of change of -66.10%. This suggests institutional interest has decreased.
News & Sentiment Analysis
Recent Headlines Summary: Neutral news headline did not provide significant insights into the stock's potential movement.
Sentiment Assessment: Overall sentiment is NEUTRAL, as there are no recent headlines that could strongly impact the analysis.
Catalyst Identification: Upcoming earnings release on 2026-03-04 may have a significant impact on the stock price.
Risk & Volatility Assessment
Beta Interpretation: WLYB has a negative beta (-0.03), indicating it moves opposite to the market.
Volatility Regime: Current volatility is relatively low, with an average true range of $1.27.
Options Market Signals: No options data available.
Downside Protection: Support levels are limited, and there is no clear indication of a potential bounce or rebound.
Market Context & Positioning
Sector Performance: WLYB's sector (Publishing) has been underperforming the market.
Institutional Activity: Volume patterns suggest institutional interest has decreased.
Correlation Analysis: R-squared interpretation indicates WLYB's price movement is negatively correlated with the market.
Relative Valuation: Position within trading range is relatively neutral.
Key Levels & Action Items
Critical Price Levels:
- Support: $28.26 (Lower band)
- Resistance: $33.06 (Middle band)
Breakout/Breakdown Levels: $37.87 (Upper band) and $30.88 (Current price)
Time-Sensitive Catalysts: Upcoming earnings release on 2026-03-04
Risk Management: Consider using stop-loss levels below $28.26 to manage risk, considering the negative technical indicators and recent decline in stock price.
This comprehensive analysis highlights WLYB's bearish momentum signals, lack of support levels, and defensive positioning due to its negative beta. The upcoming earnings release may have a significant impact on the stock price.
Generated
News
All WLYB news →
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WLYB Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.3242
Alpha: 67.33%
Correlation: 0.0792
R-Squared: 0.6%
Stock Volatility: 53.7%
Market Volatility: 13.1%
Analysis Details
Benchmark: SPY
Data Points: 156
Period: 252 trading days
Data Points: 156
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
WLYB Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
WLYB Insider Trading (Form 4)
Latest: 2026-10-23Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-23 | David C Dobson | Director | Grant (A) | +228 RSU | — | EDGAR | |
| 2026-10-23 | Karen N Madden | Director | Grant (A) | +55 RSU | — | EDGAR | |
| 2026-10-23 | Raymond W McDaniel | Director | Grant (A) | +439 RSU | — | EDGAR | |
| 2026-10-23 | Inder M Singh | Director | Grant (A) | +122 RSU | — | EDGAR | |
| 2026-10-23 | Katherine Dunn Andresen | Director | Grant (A) | +47 RSU | — | EDGAR | |
| 2026-10-23 | Brian O Hemphill | Director | Grant (A) | +114 RSU | — | EDGAR | |
| 2026-10-13 | Deborah E Wiley | 10%+ Owner | Gift (G) | −25,000 | — | EDGAR | |
| 2026-10-06 | Bradford Wiley | 10%+ Owner | Gift (G) | −65,000 | — | EDGAR | |
| 2026-09-25 | David C Dobson | Director | Grant (A) | +2,880 RSU | — | EDGAR | |
| 2026-09-25 | Karen N Madden | Director | Grant (A) | +2,880 RSU | — | EDGAR | |
| 2026-09-25 | Katherine Dunn Andresen | Director | Grant (A) | +2,880 RSU | — | EDGAR | |
| 2026-09-25 | Raymond W McDaniel | Director | Grant (A) | +2,880 RSU | — | EDGAR | |
| 2026-09-25 | Brian O Hemphill | Director | Grant (A) | +2,880 RSU | — | EDGAR | |
| 2026-09-25 | William J Pesce | Director | Exer (M) | +3,275 | $47.75 | $156.4K | EDGAR |
| 2026-09-25 | Inder M Singh | Director | Grant (A) | +2,880 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WLYB Insider Holdings
11 insiders · @ $54.46
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Deborah E Wiley | 10%+ Owner | 690,202 | $37.59M | -$232.0K | 4 | 2026-10-13 |
| 2 | Bradford Wiley | 10%+ Owner | 383,720 | $20.90M | $0 | 3 | 2026-10-06 |
| 3 | William J Pesce | Director | 91,384 | $4.98M | $0 | 5 | 2026-09-25 |
| 4 | Matthew Kissner | President and CEO | 63,433 | $3.45M | $320.1K | 13 | 2026-07-01 |
| 5 | Deirdre P. Silver | EVP, General Counsel | 36,372 | $1.98M | $0 | 21 | 2026-07-01 |
| 6 | Danielle McMahan | EVP, Chief People Officer | 25,913 | $1.41M | -$516.9K | 25 | 2026-07-01 |
| 7 | Jay Flynn | EVP & GM, Research & Learning | 23,566 | $1.28M | -$552.1K | 20 | 2026-05-04 |
| 8 | Andrew Weber | EVP, Technology and Operations | 16,975 | $924.5K | $0 | 8 | 2026-07-01 |
| 9 | Kevin Monaco | SVP, Treasurer & Tax | 14,694 | $800.2K | -$129.6K | 21 | 2026-07-01 |
| 10 | Christopher Caridi | SVP, Chief Accounting Officer | 14,426 | $785.6K | -$250.1K | 19 | 2026-07-01 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WLYB Board & Officers
As of SEC filings through Oct 23, 2026Directors 9
- Raymond W McDaniel · on file since 2006
- William J Pesce · on file since Apr 2006
- Jesse Caleb Wiley · since Sep 20, 2012
- David C Dobson · since Mar 22, 2017
- Inder M Singh · since Dec 15, 2021
- Brian O Hemphill · since Jun 21, 2022
- Matthew Kissner · listed since May 2024
- Karen N Madden · since Feb 28, 2025
- Katherine Dunn Andresen · since Jun 27, 2025
Officers 8
- Matthew Kissner · President and CEO · listed since Jul 2024
- Craig Morrow Albright · EVP, Chief Financial Officer · since Jun 26, 2025
- Danielle McMahan · EVP, Chief People Officer · listed since Nov 2023
- Frank Scognamiglio · Chief Accounting Officer · since Jul 9, 2026
- Deirdre P. Silver · EVP, General Counsel · since Feb 5, 2020
- Andrew Weber · EVP, Technology and Operations · since Nov 22, 2024
- Jessica Patricia Kowalski · EVP and GM, Research · since May 11, 2026
- Kevin Monaco · SVP, Treasurer & Tax · since Oct 15, 2018
10% owners 5
- Bradford Wiley · listed since Mar 2014
- Celia Wiley · since Sep 6, 2023
- Deborah E Wiley · on file since Dec 2011
- Elizabeth H. Wiley · since Sep 6, 2023
- Jesse Caleb Wiley · listed since May 2025
Changes in the last 10 years (68)
| Jul 9, 2026 | The company announced the departure of Christopher Caridi as SVP, Chief Accounting Officer in an SEC filing |
| Jul 9, 2026 | Frank Scognamiglio became Chief Accounting Officer |
| Jun 10, 2026 | The company announced the departure of Mari Jean Baker from the board in an SEC filing |
| May 11, 2026 | Jessica Patricia Kowalski became EVP and GM, Research |
| May 6, 2026 | The company announced the departure of Jay Flynn as EVP & GM, Research & Learning in an SEC filing |
| Jun 27, 2025 | Katherine Dunn Andresen became a director |
| Jun 27, 2025 | Christopher Caridi listed as SVP, Chief Accounting Officer (previously SVP, CAO & Interim CFO) in SEC filings |
| Jun 26, 2025 | Craig Morrow Albright became EVP, Chief Financial Officer |
| May 22, 2025 | George Bell reported in an SEC filing no longer being a director |
| May 13, 2025 | Jesse Caleb Wiley first listed as a 10% owner in an SEC filing |
| May 2, 2025 | Christopher Caridi listed as SVP, CAO & Interim CFO (previously SVP, Corporate Controller) in SEC filings |
| Feb 28, 2025 | Karen N Madden became a director |
| Dec 16, 2024 | The company announced the departure of Beth A Birnbaum from the board in an SEC filing |
| Nov 22, 2024 | Andrew Weber became EVP, Technology and Operations |
| Nov 20, 2024 | The company announced the departure of Aref Matin as EVP, Chief Technology Officer in an SEC filing |
| Sep 18, 2024 | The company announced the departure of Christina Van Tassell as EVP, Chief Financial Officer in an SEC filing |
| Jul 16, 2024 | Matthew Kissner listed as President and CEO (previously Interim President and CEO) in SEC filings |
| May 2, 2024 | Matthew Kissner first listed as a director in an SEC filing |
| May 2, 2024 | Christopher Caridi listed as SVP, Corporate Controller (previously SVP, Global Corp Controller) in SEC filings |
| Nov 6, 2023 | Jay Flynn listed as EVP & GM, Research & Learning (previously EVP and GM, Research) in SEC filings |
| Nov 6, 2023 | Danielle McMahan listed as EVP, Chief People Officer (previously EVP, Chief People and Bus Ops) in SEC filings |
| Oct 12, 2023 | Matthew Kissner listed as Interim President and CEO (previously EVP, Group Executive) in SEC filings |
| Oct 10, 2023 | The company announced the departure of Brian A. Napack from the board in an SEC filing |
| Sep 6, 2023 | Elizabeth H. Wiley became a 10% owner |
| Sep 6, 2023 | Celia Wiley became a 10% owner |
| Aug 8, 2023 | The company announced the departure of Laurie A Leshin from the board in an SEC filing |
| May 3, 2023 | Todd Zipper listed as EVP & GM, Talent (previously EVP & GM, Education Services) in SEC filings |
| May 3, 2023 | Matthew Leavy listed as EVP & GM, Academic (previously EVP & Gm, Apl) in SEC filings |
| Jul 18, 2022 | The company announced the departure of Mariana Garavaglia from the board in an SEC filing |
| Jul 1, 2022 | Matthew Leavy listed as EVP & Gm, Apl (previously EVP, Education Publishing) in SEC filings |
| Jun 21, 2022 | Brian O Hemphill became a director |
| Dec 15, 2021 | Shari Hofer became EVP & Chief Marketing Officer |
| Dec 15, 2021 | Inder M Singh became a director |
| Nov 22, 2021 | Christina Van Tassell became EVP, Chief Financial Officer |
| Oct 28, 2021 | The company announced the departure of John A Kritzmacher as CFO and EVP in an SEC filing |
| Sep 16, 2021 | Jay Flynn became EVP and GM, Research |
| Jun 28, 2021 | Danielle McMahan listed as EVP, Chief People and Bus Ops (previously EVP, Chief People Officer) in SEC filings |
| Oct 28, 2020 | Christopher Caridi listed as SVP, Global Corp Controller (previously SVP, Corporate Controller) in SEC filings |
| Jun 30, 2020 | Todd Zipper listed as EVP & GM, Education Services (previously EVP, Education Publishing) in SEC filings |
| Jun 30, 2020 | Mariana Garavaglia became a director |
| Jun 16, 2020 | Todd Zipper became EVP, Education Publishing |
| May 4, 2020 | Matthew Kissner listed as EVP, Group Executive (previously Group Executive) in SEC filings |
| May 4, 2020 | John A Kritzmacher listed as CFO and EVP (previously CFO and EVP, Operations) in SEC filings |
| Feb 5, 2020 | Deirdre P. Silver became EVP, General Counsel |
| Nov 11, 2019 | Danielle McMahan became EVP, Chief People Officer |
| Nov 4, 2019 | Matthew Leavy became EVP, Education Publishing |
| Sep 30, 2019 | William B Plummer reported in an SEC filing no longer being a director |
| Jul 1, 2019 | Clay Stobaugh reported in an SEC filing no longer being EVP, Chief Marketing Officer |
| May 2, 2019 | Brian A. Napack first listed as a director in an SEC filing |
| Apr 19, 2019 | Matthew Kissner no longer listed as a director in SEC filings |
| Apr 19, 2019 | Matthew Kissner first listed as Group Executive in an SEC filing |
| Mar 21, 2019 | Georgios Papadopoulos listed as Chairman, Atypon Systems LLC (previously President, Atypon Systems LLC) in SEC filings |
| Oct 15, 2018 | Kevin Monaco became SVP, Treasurer & Tax |
| Sep 27, 2018 | Beth A Birnbaum became a director |
| Jul 9, 2018 | Taneli Ruda became EVP, Chief Strategy Officer |
| Jun 20, 2018 | John A Kritzmacher listed as CFO and EVP, Operations (previously Exec VP and CFO) in SEC filings |
| May 21, 2018 | Aref Matin became EVP, Chief Technology Officer |
| Jan 12, 2018 | Matthew Kissner no longer listed as Interim CEO in SEC filings |
| Dec 4, 2017 | Brian A. Napack became President & CEO |
| Oct 9, 2017 | Ella Balagula became EVP, Knowledge and Learning |
| Aug 11, 2017 | Reed Elfenbein reported in an SEC filing no longer being SVP, International Development |
| Aug 11, 2017 | Mark Allin reported in an SEC filing no longer being President and CEO |
| Aug 11, 2017 | John Semel reported in an SEC filing no longer being EVP, Chief Strategy Officer |
| Aug 11, 2017 | Jeffrey Sugerman reported in an SEC filing no longer being EVP, Talent Solutions |
| Jul 21, 2017 | Matthew Kissner first listed as Interim CEO in an SEC filing |
| Mar 22, 2017 | Georgios Papadopoulos became President, Atypon Systems LLC |
| Mar 22, 2017 | David C Dobson became a director |
| Mar 20, 2017 | Christopher Caridi became SVP, Corporate Controller |
Not reported recently (15)
- Todd Zipper · Last reported as EVP & GM, Talent in an SEC filing dated May 31, 2024
- Peter B Wiley · Last reported as a director in an SEC filing dated Jul 14, 2023
- Brian A. Napack · Last reported as President & CEO in an SEC filing dated Jul 5, 2023
- Matthew Leavy · Last reported as EVP & GM, Academic in an SEC filing dated Jul 5, 2023
- Shari Hofer · Last reported as EVP & Chief Marketing Officer in an SEC filing dated Jul 5, 2023
- Judy Verses · Last reported as EVP, Research in an SEC filing dated Jul 2, 2021
- William Edward Pence IV · Last reported as a director in an SEC filing dated Jul 24, 2020
- Gary M Rinck · Last reported as EVP and General Counsel in an SEC filing dated Jan 21, 2020
- Taneli Ruda · Last reported as EVP, Chief Strategy Officer in an SEC filing dated Jul 10, 2019
- Georgios Papadopoulos · Last reported as Chairman, Atypon Systems LLC in an SEC filing dated Jul 1, 2019
- Ella Balagula · Last reported as EVP, Knowledge and Learning in an SEC filing dated May 2, 2019
- Vincent Marzano · Last reported as VP, Treasurer in an SEC filing dated Jul 18, 2018
- Archana Singh · Last reported as EVP, Human Resources in an SEC filing dated Jul 3, 2018
- Kalpana Raina · Last reported as a director in an SEC filing dated Oct 27, 2017
- Joan O'Neil · Last reported as EVP, Knowledge and Learning in an SEC filing dated Aug 11, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WLYB Proposed Insider Sales (Form 144)
Latest: 2026-07-02
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-02 | James Flynn | Officer | 12,740 | $653.5K | 2026-07-02 | UBS Financial Services Inc | — | EDGAR |
| 2026-06-18 | James Flynn | Officer | 33,180 | $1.56M | 2026-06-18 | UBS Financial Services Inc | — | EDGAR |
| 2025-07-02 | James Flynn | Officer | 5,300 | $229.5K | 2025-07-02 | UBS Financial Services Inc | — | EDGAR |
| 2025-07-01 | Christopher Caridi | Officer | 5,665 | $250.1K | 2025-07-01 | UBS Financial Services Inc | — | EDGAR |
| 2025-06-30 | Kevin Monaco | Officer | 3,000 | $135.3K | 2025-06-30 | UBS Financial Services Inc | — | EDGAR |
| 2025-03-13 | GEORGE D BELL, JR. | Former Affiliate | 9,984 | $439.9K | 2025-03-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-11 | Dobson David C | Director | 3,390 | $136.2K | 2025-03-10 | Interactive Brokers, LLC | — | EDGAR |
| 2025-02-25 | Aref Matin | Officer | 2,000 | $80.6K | 2025-02-25 | UBS Financial Services Inc | — | EDGAR |
| 2024-10-08 | Danielle McMahan | Officer | 2,318 | $114.5K | 2024-10-08 | UBS Financial Services Inc | — | EDGAR |
| 2024-06-18 | Christina Van Tassell | Officer | 7,530 | $297.7K | 2024-06-18 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
1 ETF hold WLYB
1 shown · $279.83K total exposure
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $279,831 | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.