| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| MOODYS CORP /DE/ | Director | Common Stock | 82,871 | $31,200,904 | $376.50 | 17 Mar 2023 | Direct |
| MOODYS CORP /DE/ | Director | Common Stock | 42,226 | $15,898,089 | $376.50 | 17 Mar 2023 | Trust IV |
| MOODYS CORP /DE/ | Director | Common Stock | 33,222 | $12,508,083 | $376.50 | 17 Mar 2023 | Trust V |
| MOODYS CORP /DE/ | Director | Common Stock | 24,599 | $9,261,524 | $376.50 | 17 Mar 2023 | Trust III |
| MOODYS CORP /DE/ | Director | Common Stock | 10,818 | $4,072,977 | $376.50 | 17 Mar 2023 | Trust I |
| JOHN WILEY & SONS, INC. | Director | Phantom Stock Units | 61,703 | $2,281,776 | $36.98 | 23 Oct 2025 | Direct |
| RAYMOND JAMES FINANCIAL INC | Director | Common Stock | 4,810 | $809,297 | $168.25 | 20 Feb 2025 | Direct |
| MOODYS CORP /DE/ | Director | Common Stock | 2,000 | $753,000 | $376.50 | 17 Mar 2023 | Spouse |
| MOODYS CORP /DE/ | Director | Common Stock | 1,645 | $619,343 | $376.50 | 17 Mar 2023 | 401-K |
| MOODYS CORP /DE/ | Director | Dividend Equivalent | 8 | $2,925 | $382.31 | 14 Dec 2022 | Direct |
| RAYMOND JAMES FINANCIAL INC | Director | Restricted Stock Units | 0 | $0 | $168.25 | 20 Feb 2025 | Direct |
| MOODYS CORP /DE/ | Director | Employee Stock Options (right to buy) | 38,454 | 02 Feb 2023 | Direct | ||
| MOODYS CORP /DE/ | Director | Common Stock | 0 | $376.50 | 17 Mar 2023 | Family Trust 1 | |
| MOODYS CORP /DE/ | Director | Common Stock | 0 | $376.50 | 17 Mar 2023 | Family Trust 2 | |
| MOODYS CORP /DE/ | Director | Common Stock | 0 | $376.50 | 17 Mar 2023 | Trust II |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WLY, WLYB | JOHN WILEY & SONS, INC. | 23 Oct 2025 | 1 | +$21,707 | 4 | Director | 24 Oct 2025, 13:47 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 25 Sep 2025 | 1 | +$129,985 | 4 | Director | 26 Sep 2025, 17:00 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 24 Jul 2025 | 1 | +$20,346 | 4 | Director | 25 Jul 2025, 16:16 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 24 Apr 2025 | 1 | +$20,026 | 4 | Director | 28 Apr 2025, 16:47 |
| RJF | RAYMOND JAMES FINANCIAL INC | 20 Feb 2025 | 3 | $0 | 4 | Director | 24 Feb 2025, 11:56 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 10 Jan 2025 | 1 | +$19,871 | 4 | Director | 13 Jan 2025, 18:13 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 24 Oct 2024 | 1 | +$19,748 | 4 | Director | 28 Oct 2024, 09:59 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 26 Sep 2024 | 1 | +$129,985 | 4 | Director | 27 Sep 2024, 18:04 |
| WLY | JOHN WILEY & SONS, INC. | 25 Jul 2024 | 1 | +$18,625 | 4 | Director | 29 Jul 2024, 16:24 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 25 Apr 2024 | 1 | +$18,330 | 4 | Director | 26 Apr 2024, 17:03 |
| RJF | RAYMOND JAMES FINANCIAL INC | 10 Apr 2024 | 2 | $0 | 4 | Director | 12 Apr 2024, 16:04 |
| RJF | RAYMOND JAMES FINANCIAL INC | 22 Feb 2024 | 1 | $0 | 4 | Director | 26 Feb 2024, 15:23 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | 11 Jan 2024 | 1 | +$18,138 | 4 | Director | 12 Jan 2024, 17:17 |
| WLY | JOHN WILEY & SONS, INC. | 25 Oct 2023 | 1 | +$17,924 | 4 | Director | 27 Oct 2023, 15:39 |
| WLY | JOHN WILEY & SONS, INC. | 28 Sep 2023 | 1 | +$119,999 | 4 | Director | 29 Sep 2023, 18:59 |
| WLY | JOHN WILEY & SONS, INC. | 20 Jul 2023 | 1 | +$16,606 | 4 | Director | 21 Jul 2023, 14:56 |
| WLY | JOHN WILEY & SONS, INC. | 25 Apr 2023 | 1 | +$16,354 | 4 | Director | 27 Apr 2023, 10:27 |
| RJF | RAYMOND JAMES FINANCIAL INC | 10 Apr 2023 | 1 | $0 | 4 | Director | 11 Apr 2023, 11:55 |
| RJF | RAYMOND JAMES FINANCIAL INC | 10 Apr 2023 | 0 | $0 | 3 | Director | 11 Apr 2023, 11:51 |
| MCO | MOODYS CORP /DE/ | 17 Mar 2023 | 1 | -$3,585 | 4 | Director | 21 Mar 2023, 16:00 |
| MCO | MOODYS CORP /DE/ | 03 Mar 2023 | 1 | -$2,950,000 | 4 | Director | 06 Mar 2023, 15:00 |
| MCO | MOODYS CORP /DE/ | 02 Mar 2023 | 2 | -$3,304,829 | 4/A | Director | 24 Mar 2023, 16:00 |
| MCO | MOODYS CORP /DE/ | 01 Mar 2023 | 4 | -$4,103,405 | 4 | Director | 03 Mar 2023, 15:02 |
| MCO | MOODYS CORP /DE/ | 07 Feb 2023 | 1 | +$264,887 | 4 | Director | 08 Feb 2023, 15:01 |
| MCO | MOODYS CORP /DE/ | 02 Feb 2023 | 11 | -$8,989,710 | 4 | Director | 03 Feb 2023, 15:00 |
| MCO | MOODYS CORP /DE/ | 01 Feb 2023 | 4 | -$3,865,969 | 4 | Director | 02 Feb 2023, 15:00 |
| WLY | JOHN WILEY & SONS, INC. | 11 Jan 2023 | 1 | +$16,224 | 4 | Director | 13 Jan 2023, 13:02 |
| MCO | MOODYS CORP /DE/ | 14 Dec 2022 | 2 | +$628 | 4 | Director | 15 Dec 2022, 15:00 |
| MCO | MOODYS CORP /DE/ | 13 Dec 2022 | 1 | -$2,061,600 | 4 | Director | 05 Jan 2023, 15:00 |
| WLY | JOHN WILEY & SONS, INC. | 26 Oct 2022 | 1 | +$16,072 | 4 | Director | 28 Oct 2022, 10:59 |
| WLY | JOHN WILEY & SONS, INC. | 29 Sep 2022 | 1 | +$120,011 | 4 | Director | 03 Oct 2022, 14:44 |
| MCO | MOODYS CORP /DE/ | 09 Sep 2022 | 2 | +$627 | 4 | Director | 12 Sep 2022, 16:00 |
| WLY | JOHN WILEY & SONS, INC. | 20 Jul 2022 | 1 | +$14,883 | 4 | Director | 22 Jul 2022, 12:27 |
| MCO | MOODYS CORP /DE/ | 13 Jun 2022 | 2 | -$1,825,101 | 4/A | Director | 24 Jun 2022, 16:00 |
| MCO | MOODYS CORP /DE/ | 10 Jun 2022 | 2 | +$625 | 4 | Director | 13 Jun 2022, 16:00 |
| MCO | MOODYS CORP /DE/ | 06 May 2022 | 6 | -$2,994,112 | 4 | Director | 09 May 2022, 16:01 |
| WLY | JOHN WILEY & SONS, INC. | 20 Apr 2022 | 1 | +$14,684 | 4 | Director | 21 Apr 2022, 16:38 |
| MCO | MOODYS CORP /DE/ | 18 Mar 2022 | 2 | +$2,703 | 4 | Director | 21 Mar 2022, 16:00 |
| MCO | MOODYS CORP /DE/ | 01 Mar 2022 | 2 | -$4,411,893 | 4 | Director | 02 Mar 2022, 15:01 |
| MCO | MOODYS CORP /DE/ | 17 Feb 2022 | 1 | +$265,030 | 4 | Director | 18 Feb 2022, 15:01 |
| WLY | JOHN WILEY & SONS, INC. | 12 Jan 2022 | 1 | +$14,593 | 4 | Director | 14 Jan 2022, 18:45 |
| MCO | MOODYS CORP /DE/ | 05 Nov 2021 | 6 | $0 | 4 | Director | 16 Dec 2021, 15:00 |
| WLY | JOHN WILEY & SONS, INC. | 27 Oct 2021 | 1 | +$14,498 | 4 | Director | 29 Oct 2021, 14:41 |
| WLY | JOHN WILEY & SONS, INC. | 30 Sep 2021 | 1 | +$119,979 | 4 | Director | 04 Oct 2021, 16:54 |
| MCO | MOODYS CORP /DE/ | 10 Sep 2021 | 1 | $0 | 4 | Director | 13 Sep 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 16 Aug 2021 | 1 | -$3,387,150 | 4/A | Director | 26 Aug 2021, 16:09 |
| MCO | MOODYS CORP /DE/ | 11 Aug 2021 | 2 | $0 | 4 | Director | 13 Aug 2021, 16:00 |
| WLY | JOHN WILEY & SONS, INC. | 21 Jul 2021 | 1 | +$13,622 | 4 | Director | 22 Jul 2021, 17:54 |
| MCO | MOODYS CORP /DE/ | 14 Jul 2021 | 1 | -$851,805 | 4/A | Director | 02 Aug 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 30 Jun 2021 | 1 | -$4,033,721 | 4 | Director | 02 Jul 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 10 Jun 2021 | 1 | $0 | 4 | Director | 11 Jun 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 13 May 2021 | 3 | -$6,456,279 | 4 | Director | 14 May 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 06 May 2021 | 4 | -$6,427,570 | 4 | Director | 07 May 2021, 16:00 |
| MCO | MOODYS CORP /DE/ | 05 May 2021 | 2 | -$3,390,502 | 4/A | Director | 01 Jul 2021, 16:01 |
| MCO | MOODYS CORP /DE/ | 05 May 2021 | 2 | $0 | 4/A | Director | 24 Jun 2021, 16:46 |