WLY's three largest insider shareholders as of May 23, 2026 are Deborah E Wiley (TenPercentOwner, 659.53K shares), Bradford Ii Wiley (TenPercentOwner, 393.05K shares), William J Pesce (President And Ceo, 88.11K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John A Kritzmacher | Former Cfo And Evp | 70,004 | 0 | 06 Jan, 2022 |
| Deborah E Wiley | - | 659,529 | 0 | 13 Jan, 2026 |
| William J Pesce | President And Ceo | 88,108 | 0 | 26 Sep, 2025 |
| Bradford Ii Wiley | - | 393,047 | 0 | 13 May, 2025 |
| Matthew Kissner | President And Ceo | 17,382 | 0 | 02 May, 2025 |
| Kevin Monaco | Svp, Treasurer Tax | 10,918 | 0 | 02 Jul, 2025 |
| Christopher Caridi | Svp, Chief Accounting Officer | 7,928 | 0 | 02 Jul, 2025 |
| Aref Matin | Evp, Chief Technology Officer | 40,273 | 0 | 02 Jul, 2024 |
| Danielle Mcmahan | Evp, Chief People Officer | 15,625 | 0 | 02 Jul, 2025 |
| Matthew Leavy | Evp Gm, Academic | 17,350 | 0 | 05 Jul, 2023 |
| Deirdre P. Silver | Evp, General Counsel | 25,143 | 0 | 29 Aug, 2025 |
| Todd Zipper | Evp Gm, Talent | 21,438 | 0 | 02 May, 2024 |
| Jay Flynn | Evp Gm, Research Learning | 15,427 | 0 | 02 Jul, 2025 |
| Tassell Christina Van | Evp, Chief Financial Officer | 16,926 | 0 | 02 Jul, 2024 |
| Shari Hofer | Evp Chief Marketing Officer | 9,182 | 0 | 05 Jul, 2023 |
| Andrew Weber | Evp, Technology And Operations | 8,320 | 0 | 02 Jul, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 23 Apr, 2026 | Brian O Hemphill | Phantom Stock Units | A | 122 | $41.32 | 14,290 | D | A |
| 23 Apr, 2026 | Raymond W Mcdaniel | Phantom Stock Units | A | 536 | $41.32 | 62,945 | D | A |
| 23 Apr, 2026 | Karen N Madden | Phantom Stock Units | A | 45 | $41.32 | 5,337 | D | A |
| 23 Apr, 2026 | Inder M Singh | Phantom Stock Units | A | 132 | $41.32 | 15,501 | D | A |
| 23 Apr, 2026 | David C Dobson | Phantom Stock Units | A | 267 | $41.32 | 31,389 | D | A |
| 23 Apr, 2026 | Karen N Madden | Phantom Stock Units | A | 45 | $41.32 | 5,337 | D | A |
| 15 Jan, 2026 | Raymond W Mcdaniel | Phantom Stock Units | A | 706 | $31.01 | 62,409 | D | A |
| 15 Jan, 2026 | Inder M Singh | Phantom Stock Units | A | 174 | $31.01 | 15,369 | D | A |
| 15 Jan, 2026 | Karen N Madden | Phantom Stock Units | A | 60 | $31.01 | 5,291 | D | A |
| 15 Jan, 2026 | Karen N Madden | Phantom Stock Units | A | 60 | $31.01 | 5,291 | D | A |
| 15 Jan, 2026 | Katherine Dunn Andresen | Phantom Stock Units | A | 47 | $31.01 | 4,145 | D | A |
| 15 Jan, 2026 | Karen N Madden | Phantom Stock Units | A | 60 | $31.01 | 5,291 | D | A |
| 15 Jan, 2026 | David C Dobson | Phantom Stock Units | A | 352 | $31.01 | 31,121 | D | A |
| 15 Jan, 2026 | Brian O Hemphill | Phantom Stock Units | A | 160 | $31.01 | 14,168 | D | A |
| 15 Jan, 2026 | Mari Jean Baker | Phantom Stock Units | A | 476 | $31.01 | 42,012 | D | A |
| 09 Jan, 2026 | Deborah E Wiley | Class A Common Stock | D | 75,000 | $30.53 | 659,529 | D | D |
| 23 Oct, 2025 | Karen N Madden | Phantom Stock Units | A | 50 | $36.98 | 5,231 | D | A |
| 23 Oct, 2025 | Raymond W Mcdaniel | Phantom Stock Units | A | 587 | $36.98 | 61,703 | D | A |
| 23 Oct, 2025 | Karen N Madden | Phantom Stock Units | A | 50 | $36.98 | 5,231 | D | A |
| 23 Oct, 2025 | Brian O Hemphill | Phantom Stock Units | A | 133 | $36.98 | 14,008 | D | A |