MarketWise (NASDAQ: MKTW) CIO records RSU tax withholding, keeps sizable stake

Rhea-AI Filing Summary

MARKETWISE, INC. Chief Information Officer Marco Galsim reported a Form 4 showing share withholding for taxes rather than an open-market sale. On this event, 3,294 shares of Class A Common Stock were withheld by the company to satisfy tax obligations tied to vesting restricted stock units.

After the withholding, Galsim directly holds 39,495 Class A shares. The position also includes 410 shares acquired through the company’s employee stock purchase plan as of June 30, 2026, reflecting ongoing equity participation alongside routine tax-related share reductions.

Insights

Equity compensation analyst

Routine tax withholding on vested RSUs, not an open-market sale.

The Form 4 shows 3,294 shares of MARKETWISE, INC. Class A stock withheld by the issuer to cover tax obligations from vesting restricted stock units. Footnote language explicitly clarifies this is not a discretionary sale by Marco Galsim.

Because this is a mechanical tax event, it carries little informational value about the insider’s view of the stock. Galsim still directly holds 39,495 shares, and 410 shares were acquired through the employee stock purchase plan on June 30, 2026, indicating continued equity exposure.

Insider Trade Summary

Net Seller: 3,294 shares ($63,047)

Net Sell 1 txn

Insider Galsim Marco

Role Chief Information Officer

Sold 3,294 shs ($63K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	3,294	$19.14	$63K

Holdings After Transaction: Class A Common Stock — 39,495 shares (Direct, null)

Footnotes (1)

1. 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. Includes 410 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026.

Key Figures

Shares withheld for taxes: 3,294 shares Withholding price: $19.14 per share Shares held after transaction: 39,495 shares +1 more

4 metrics

Shares withheld for taxes 3,294 shares Class A Common Stock withheld to satisfy RSU tax obligations

Withholding price $19.14 per share Valuation per share for 3,294 withheld shares

Shares held after transaction 39,495 shares Direct Class A Common Stock holdings following withholding

ESPP shares acquired 410 shares Class A Common Stock from employee stock purchase plan on June 30, 2026

Key Terms

restricted stock units, employee stock purchase plan, net settlement

3 terms

restricted stock units financial

"in connection with the vesting and net settlement of previously reported restricted stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

employee stock purchase plan financial

"Includes 410 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026."

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

net settlement financial

"in connection with the vesting and net settlement of previously reported restricted stock units"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 08:28 PM Accepted by SEC EDGAR 07/02/2026 - 08:28 PM Learn about SEC filing dates

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).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Galsim Marco

(Last) (First) (Middle)

C/O MARKETWISE

1125 N. CHARLES ST.

(Street)

BALTIMORE MARYLAND 21201

(City) (State) (Zip)

UNITED STATES

(Country)

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)
	Chief Information Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	07/01/2026		S		3,294(1)	D	$19.14	39,495(2)	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. 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.

2. Includes 410 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026.

Remarks:

	/s/ Scott Forney, Attorney-in-Fact	07/02/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What did MARKETWISE (MKTW) executive Marco Galsim report on this Form 4?

Marco Galsim reported that 3,294 shares of MARKETWISE Class A Common Stock were withheld by the company for tax obligations on vested restricted stock units, reducing his direct holdings while not representing an open-market sale of shares by him.

Was the MARKETWISE (MKTW) Form 4 a discretionary stock sale by the CIO?

No. The Form 4 footnote states the transaction is not a sale by Marco Galsim. The 3,294 shares were withheld by MARKETWISE to satisfy tax withholding and remittance obligations related to the vesting and net settlement of previously reported restricted stock units.

How many MARKETWISE (MKTW) shares does Marco Galsim hold after this transaction?

After the tax-related share withholding, Marco Galsim directly holds 39,495 shares of MARKETWISE Class A Common Stock. This figure reflects his remaining stated position following the 3,294 shares withheld to cover tax obligations from vesting restricted stock units.

At what price were the withheld MARKETWISE (MKTW) shares valued on the Form 4?

The 3,294 withheld shares were valued at a transaction price of $19.14 per share on the Form 4. This price is used to calculate the value of the shares withheld to satisfy the issuer’s tax withholding and remittance obligations tied to RSU vesting.

What additional MARKETWISE (MKTW) shares did Marco Galsim acquire through the employee stock purchase plan?

The filing notes that Marco Galsim’s holdings include 410 shares of MARKETWISE Class A Common Stock acquired under the company’s employee stock purchase plan on June 30, 2026, reflecting regular participation in that plan alongside his other equity holdings.

Does this MARKETWISE (MKTW) Form 4 indicate any derivative or option exercises?

The summarized data show no derivative transactions or option exercises reported in this Form 4. The activity relates solely to share withholding for taxes on previously reported restricted stock units and does not include new option exercises or other derivative security conversions.