STOCK TITAN

[Form 4] MarketWise, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

MarketWise, Inc. (MKTW) – Form 4 filing (07/25/2025)

General Counsel Scott D. Forney reported an automatic share withholding related to the vesting and net-settlement of previously disclosed RSUs. On 07/21/2025, the issuer withheld 76 Class A common shares at an implied price of $18.22 per share (transaction code F) to cover statutory tax obligations. The action reduced the officer’s direct holdings marginally to 19,239 shares; no open-market sale or purchase occurred. The filer notes the Form 4 was submitted late due to an administrative oversight, not by the reporting person. No derivative security activity, option exercise, or insider selling was disclosed. Given the de minimis share count (≈0.4% of Forney’s post-transaction holdings) and its routine tax-withholding nature, the transaction is unlikely to influence ownership structure, float, or investor sentiment.

MarketWise, Inc. (MKTW) – Comunicazione Form 4 (25/07/2025)

Il Consulente Legale Scott D. Forney ha segnalato una trattenuta automatica di azioni relativa al vesting e al regolamento netto di RSU precedentemente comunicati. Il 21/07/2025, l’emittente ha trattenuto 76 azioni ordinarie di Classe A a un prezzo implicito di 18,22 $ per azione (codice transazione F) per coprire obblighi fiscali statutari. L’operazione ha ridotto marginalmente la partecipazione diretta dell’ufficiale a 19.239 azioni; non è stata effettuata alcuna vendita o acquisto sul mercato aperto. Il dichiarante specifica che il Form 4 è stato inviato in ritardo a causa di una svista amministrativa, non imputabile alla persona che ha effettuato la segnalazione. Non sono state comunicate attività su titoli derivati, esercizio di opzioni o vendite da parte di insider. Considerando il numero minimo di azioni coinvolte (circa lo 0,4% delle partecipazioni post-transazione di Forney) e la natura ordinaria della trattenuta fiscale, l’operazione è improbabile che influenzi la struttura proprietaria, il flottante o il sentiment degli investitori.

MarketWise, Inc. (MKTW) – Presentación Formulario 4 (25/07/2025)

El Asesor General Scott D. Forney informó una retención automática de acciones relacionada con la consolidación y liquidación neta de RSU previamente divulgadas. El 21/07/2025, el emisor retuvo 76 acciones ordinarias Clase A a un precio implícito de $18.22 por acción (código de transacción F) para cubrir obligaciones fiscales legales. Esta acción redujo marginalmente la tenencia directa del funcionario a 19,239 acciones; no se realizó ninguna compra o venta en el mercado abierto. El declarante señala que el Formulario 4 se presentó con retraso debido a un descuido administrativo, no por parte de la persona que reporta. No se divulgaron actividades con valores derivados, ejercicio de opciones ni ventas internas. Dado el número mínimo de acciones involucradas (≈0.4% de las tenencias posteriores a la transacción de Forney) y su naturaleza rutinaria como retención fiscal, es poco probable que la transacción afecte la estructura de propiedad, el flotante o el sentimiento de los inversores.

MarketWise, Inc. (MKTW) – Form 4 제출 (2025년 7월 25일)

법률 고문 Scott D. Forney는 기존에 공개된 RSU의 베스팅 및 순정산과 관련된 자동 주식 원천징수를 보고했습니다. 2025년 7월 21일, 발행사는 법적 세금 의무를 충당하기 위해 주당 18.22달러의 암시 가격으로 76주 클래스 A 보통주를 원천징수했습니다(거래 코드 F). 이 조치로 임원의 직접 보유 주식 수가 소폭 감소하여 19,239주가 되었으며, 공개 시장에서의 매매는 없었습니다. 제출자는 Form 4가 행정적 실수로 인해 지연 제출되었으며, 보고자 본인의 과실이 아님을 명시했습니다. 파생 증권 활동, 옵션 행사 또는 내부자 매도는 보고되지 않았습니다. 거래 후 Forney의 보유 주식 대비 약 0.4%에 불과한 미미한 주식 수와 일상적인 세금 원천징수 성격을 고려할 때, 이 거래가 소유 구조, 유통 주식 수 또는 투자자 심리에 미칠 영향은 거의 없습니다.

MarketWise, Inc. (MKTW) – Dépôt du Formulaire 4 (25/07/2025)

Le conseiller juridique Scott D. Forney a signalé une retenue automatique d’actions liée à l’acquisition et au règlement net d’unités d’actions restreintes (RSU) précédemment divulguées. Le 21/07/2025, l’émetteur a retenu 76 actions ordinaires de Classe A à un prix implicite de 18,22 $ par action (code transaction F) pour couvrir les obligations fiscales légales. Cette opération a légèrement réduit la détention directe de l’officier à 19 239 actions ; aucune vente ou achat sur le marché ouvert n’a eu lieu. Le déclarant précise que le Formulaire 4 a été soumis en retard en raison d’une erreur administrative, et non de la personne déclarant. Aucune activité sur titres dérivés, exercice d’options ou vente d’initié n’a été divulguée. Étant donné le nombre minimal d’actions concernées (environ 0,4 % des avoirs post-transaction de Forney) et la nature routinière de la retenue fiscale, cette opération est peu susceptible d’influencer la structure de propriété, le flottant ou le sentiment des investisseurs.

MarketWise, Inc. (MKTW) – Form 4 Einreichung (25.07.2025)

General Counsel Scott D. Forney meldete eine automatische Aktieneinbehaltung im Zusammenhang mit der Vesting und Nettosettlement zuvor offengelegter RSUs. Am 21.07.2025 behielt der Emittent 76 Class-A-Stammaktien zu einem impliziten Preis von 18,22 $ pro Aktie (Transaktionscode F) ein, um gesetzliche Steuerverpflichtungen zu erfüllen. Diese Maßnahme verringerte den Direktbestand des leitenden Angestellten geringfügig auf 19.239 Aktien; ein Kauf oder Verkauf am offenen Markt fand nicht statt. Der Einreicher weist darauf hin, dass das Form 4 aufgrund eines administrativen Versehens verspätet eingereicht wurde, nicht durch die meldende Person selbst. Es wurden keine Aktivitäten mit Derivaten, Optionsausübungen oder Insiderverkäufe gemeldet. Angesichts der minimalen Aktienanzahl (ca. 0,4 % von Forneys Bestand nach der Transaktion) und der routinemäßigen Natur der Steuerabführung ist es unwahrscheinlich, dass die Transaktion die Eigentümerstruktur, den Streubesitz oder die Anlegerstimmung beeinflusst.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine tax withholding; no directional signal.

The filing reflects a standard RSU vesting settlement: 76 shares (≈$1.4 k) withheld for taxes, leaving 19,239 shares owned. No open-market activity, no derivatives, no insider disposition intent. Such small size and administrative lateness are immaterial to liquidity or insider-sentiment reads. I view the disclosure as neutral; it neither strengthens nor weakens the investment case.

MarketWise, Inc. (MKTW) – Comunicazione Form 4 (25/07/2025)

Il Consulente Legale Scott D. Forney ha segnalato una trattenuta automatica di azioni relativa al vesting e al regolamento netto di RSU precedentemente comunicati. Il 21/07/2025, l’emittente ha trattenuto 76 azioni ordinarie di Classe A a un prezzo implicito di 18,22 $ per azione (codice transazione F) per coprire obblighi fiscali statutari. L’operazione ha ridotto marginalmente la partecipazione diretta dell’ufficiale a 19.239 azioni; non è stata effettuata alcuna vendita o acquisto sul mercato aperto. Il dichiarante specifica che il Form 4 è stato inviato in ritardo a causa di una svista amministrativa, non imputabile alla persona che ha effettuato la segnalazione. Non sono state comunicate attività su titoli derivati, esercizio di opzioni o vendite da parte di insider. Considerando il numero minimo di azioni coinvolte (circa lo 0,4% delle partecipazioni post-transazione di Forney) e la natura ordinaria della trattenuta fiscale, l’operazione è improbabile che influenzi la struttura proprietaria, il flottante o il sentiment degli investitori.

MarketWise, Inc. (MKTW) – Presentación Formulario 4 (25/07/2025)

El Asesor General Scott D. Forney informó una retención automática de acciones relacionada con la consolidación y liquidación neta de RSU previamente divulgadas. El 21/07/2025, el emisor retuvo 76 acciones ordinarias Clase A a un precio implícito de $18.22 por acción (código de transacción F) para cubrir obligaciones fiscales legales. Esta acción redujo marginalmente la tenencia directa del funcionario a 19,239 acciones; no se realizó ninguna compra o venta en el mercado abierto. El declarante señala que el Formulario 4 se presentó con retraso debido a un descuido administrativo, no por parte de la persona que reporta. No se divulgaron actividades con valores derivados, ejercicio de opciones ni ventas internas. Dado el número mínimo de acciones involucradas (≈0.4% de las tenencias posteriores a la transacción de Forney) y su naturaleza rutinaria como retención fiscal, es poco probable que la transacción afecte la estructura de propiedad, el flotante o el sentimiento de los inversores.

MarketWise, Inc. (MKTW) – Form 4 제출 (2025년 7월 25일)

법률 고문 Scott D. Forney는 기존에 공개된 RSU의 베스팅 및 순정산과 관련된 자동 주식 원천징수를 보고했습니다. 2025년 7월 21일, 발행사는 법적 세금 의무를 충당하기 위해 주당 18.22달러의 암시 가격으로 76주 클래스 A 보통주를 원천징수했습니다(거래 코드 F). 이 조치로 임원의 직접 보유 주식 수가 소폭 감소하여 19,239주가 되었으며, 공개 시장에서의 매매는 없었습니다. 제출자는 Form 4가 행정적 실수로 인해 지연 제출되었으며, 보고자 본인의 과실이 아님을 명시했습니다. 파생 증권 활동, 옵션 행사 또는 내부자 매도는 보고되지 않았습니다. 거래 후 Forney의 보유 주식 대비 약 0.4%에 불과한 미미한 주식 수와 일상적인 세금 원천징수 성격을 고려할 때, 이 거래가 소유 구조, 유통 주식 수 또는 투자자 심리에 미칠 영향은 거의 없습니다.

MarketWise, Inc. (MKTW) – Dépôt du Formulaire 4 (25/07/2025)

Le conseiller juridique Scott D. Forney a signalé une retenue automatique d’actions liée à l’acquisition et au règlement net d’unités d’actions restreintes (RSU) précédemment divulguées. Le 21/07/2025, l’émetteur a retenu 76 actions ordinaires de Classe A à un prix implicite de 18,22 $ par action (code transaction F) pour couvrir les obligations fiscales légales. Cette opération a légèrement réduit la détention directe de l’officier à 19 239 actions ; aucune vente ou achat sur le marché ouvert n’a eu lieu. Le déclarant précise que le Formulaire 4 a été soumis en retard en raison d’une erreur administrative, et non de la personne déclarant. Aucune activité sur titres dérivés, exercice d’options ou vente d’initié n’a été divulguée. Étant donné le nombre minimal d’actions concernées (environ 0,4 % des avoirs post-transaction de Forney) et la nature routinière de la retenue fiscale, cette opération est peu susceptible d’influencer la structure de propriété, le flottant ou le sentiment des investisseurs.

MarketWise, Inc. (MKTW) – Form 4 Einreichung (25.07.2025)

General Counsel Scott D. Forney meldete eine automatische Aktieneinbehaltung im Zusammenhang mit der Vesting und Nettosettlement zuvor offengelegter RSUs. Am 21.07.2025 behielt der Emittent 76 Class-A-Stammaktien zu einem impliziten Preis von 18,22 $ pro Aktie (Transaktionscode F) ein, um gesetzliche Steuerverpflichtungen zu erfüllen. Diese Maßnahme verringerte den Direktbestand des leitenden Angestellten geringfügig auf 19.239 Aktien; ein Kauf oder Verkauf am offenen Markt fand nicht statt. Der Einreicher weist darauf hin, dass das Form 4 aufgrund eines administrativen Versehens verspätet eingereicht wurde, nicht durch die meldende Person selbst. Es wurden keine Aktivitäten mit Derivaten, Optionsausübungen oder Insiderverkäufe gemeldet. Angesichts der minimalen Aktienanzahl (ca. 0,4 % von Forneys Bestand nach der Transaktion) und der routinemäßigen Natur der Steuerabführung ist es unwahrscheinlich, dass die Transaktion die Eigentümerstruktur, den Streubesitz oder die Anlegerstimmung beeinflusst.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Forney Scott Daniel

(Last) (First) (Middle)
C/O MARKETWISE
1125 N. CHARLES STREET

(Street)
BALTIMORE MD 21201

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MARKETWISE, INC. [ MKTW ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
General Counsel
3. Date of Earliest Transaction (Month/Day/Year)
07/21/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 07/21/2025(1) F(2) 76 D $18.22 19,239 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The filing date is due to an inadvertent administrative error and not any error of the reporting person.
2. This transaction is not a sale of shares by the Reporting Person. This represents shares that have been withheld by the Issuer to satisfy its tax withholdings and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units.
Remarks:
/s/ Scott D. Forney 07/25/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did MarketWise insider Scott Forney report in the Form 4?

He disclosed 76 Class A shares withheld by the company on 07/21/2025 to satisfy taxes from RSU vesting.

Did the Form 4 indicate an open-market sale of MKTW shares?

No. The code "F" shows automatic tax withholding; no shares were sold by the insider.

How many MarketWise shares does Scott Forney now own?

After the settlement, he directly owns 19,239 Class A shares.

Why was the filing submitted late?

The company cites an administrative error; the delay was not attributable to the reporting person.

Is the reported transaction material to MarketWise investors?

Given the small share count (≈0.4% of Forney's holdings) and tax-withholding nature, it is not material.
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