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MarketWise (MKTW) CIO has 2,288 shares withheld for RSU tax obligations

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MarketWise, Inc. Chief Information Officer Marco Galsim reported a routine tax-related share disposition. On the vesting and net settlement of previously reported restricted stock units, 2,288 shares of Class A Common Stock were withheld by the company at $14.15 per share to satisfy tax obligations. This is explicitly noted as not an open-market sale by Galsim. After this withholding, he directly holds 32,379 shares of Class A Common Stock, which includes 411 shares acquired under the employee stock purchase plan on December 31, 2025.

Positive

  • None.

Negative

  • None.
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 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)
Chief Information Officer
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 F 2,288(1) D $14.15 32,379(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 411 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2025.
Remarks:
/s/ Scott Forney, Attorney-in-Fact 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).
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 insider transaction did MARKETWISE (MKTW) disclose for Marco Galsim?

MarketWise reported that CIO Marco Galsim had 2,288 shares of Class A Common Stock withheld to cover taxes on vesting restricted stock units. The company clarified this was not an open-market sale but a tax-withholding disposition tied to equity compensation.

How many MarketWise (MKTW) shares were involved in Marco Galsim’s Form 4 filing?

The Form 4 shows 2,288 shares of MarketWise Class A Common Stock were withheld at $14.15 per share. These shares were used to satisfy tax withholding obligations related to the vesting of previously reported restricted stock units held by the executive.

Is Marco Galsim’s MarketWise (MKTW) transaction considered a sale of shares?

No, the filing states the transaction is not a sale by Marco Galsim. Instead, the 2,288 shares were withheld by MarketWise to meet tax withholding and remittance obligations arising from the vesting and settlement of restricted stock units.

What are Marco Galsim’s MarketWise (MKTW) holdings after this Form 4 transaction?

Following the tax-withholding disposition, Marco Galsim directly holds 32,379 shares of MarketWise Class A Common Stock. This total includes 411 shares that were acquired earlier through the company’s employee stock purchase plan on December 31, 2025.

What triggered the tax-withholding share disposition for MarketWise (MKTW) CIO Marco Galsim?

The share withholding was triggered by the vesting and net settlement of previously reported restricted stock units. To satisfy associated tax withholding and remittance obligations, MarketWise retained 2,288 shares of Class A Common Stock instead of Galsim receiving those shares outright.
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