MarketWise (MKTW) general counsel awarded 2,000 RSUs with tax shares withheld

Rhea-AI Filing Summary

MarketWise, Inc. reported that its General Counsel, Scott Daniel Forney, received an award of 2,000 shares of Class A Common Stock in the form of restricted stock units. These RSUs will vest in four equal annual installments beginning on March 15, 2027, providing time-based equity compensation.

The filing also shows 805 shares of Class A Common Stock withheld by the company at $14.15 per share to cover tax obligations tied to the vesting and net settlement of previously reported RSUs, which is explicitly described as not a sale. Following these transactions, Forney directly holds 21,291 shares of Class A Common Stock, including 857 shares acquired through the company’s employee stock purchase plan on December 31, 2025.

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

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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^*

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)
03/13/2026

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	03/13/2026		A		2,000(1)	A	$0	22,096(2)	D
Class A Common Stock	03/13/2026		F		805(3)	D	$14.15	21,291	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. Represents an award of restricted stock units which will vest in four equal annual installments beginning on March 15, 2027.

2. Includes 857 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2025.

3. 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	03/17/2026
	** 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).
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FAQ

What did MarketWise (MKTW) general counsel report in this Form 4?

The General Counsel reported receiving 2,000 restricted stock units and a related tax-withholding share disposition. These equity awards are part of compensation and do not represent an open-market stock purchase or sale.

How many MarketWise (MKTW) shares did the general counsel receive?

The general counsel received 2,000 shares of Class A Common Stock in the form of restricted stock units. These units vest over time, so the full amount becomes owned gradually rather than all at once.

When will the new MarketWise (MKTW) restricted stock units vest?

The 2,000 restricted stock units will vest in four equal annual installments starting on March 15, 2027. This schedule encourages long-term retention and aligns the executive’s interests with future company performance.

Was there a sale of MarketWise (MKTW) shares in this Form 4?

No, the Form 4 states the transaction is not a sale by the reporting person. Instead, 805 shares were withheld by MarketWise to satisfy tax obligations related to vesting restricted stock units.

How many MarketWise (MKTW) shares does the general counsel hold after these transactions?

After these transactions, the general counsel directly holds 21,291 shares of Class A Common Stock. This total includes 857 shares previously acquired through MarketWise’s employee stock purchase plan.

What was the share price used for MarketWise (MKTW) tax withholding?

For tax withholding related to vesting restricted stock units, 805 shares were valued at $14.15 per share. The company used these withheld shares to meet its tax remittance obligations instead of executing an open-market sale.