MarketWise CFO granted 43,911 RSUs

Accepted by SEC EDGAR 03/17/2026 - 06:52 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

MARKETWISE, INC. Chief Financial Officer Erik Mickels reported an equity compensation grant and related tax withholding in Class A common stock. He received an award of 43,911 restricted stock units, which will vest in four equal annual installments beginning on March 15, 2027.

To cover tax obligations from the vesting and net settlement of previously reported restricted stock units, 5,284 shares were withheld by the company at a reference price of $14.15 per share. After these transactions, Mickels directly holds 95,064 shares of Class A common stock.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Mickels Erik

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	43,911	$0.00	$0.00
Exercise Price or Tax Liability	Class A Common Stock	5,284	$14.15	$75K

Holdings After Transaction: Class A Common Stock — 95,064 shares (Direct)

Holdings Before and After: Class A Common Stock, 56,437 to 95,064 shares (Direct)

Footnotes (2)

1. F1. Represents an award of restricted stock units which will vest in four equal annual installments beginning on March 15, 2027.
2. F2. 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.

FAQ

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What insider transactions did MARKETWISE (MKTW) CFO Erik Mickels report?

CFO Erik Mickels reported an equity grant and related tax withholding. He received 43,911 restricted stock units and had 5,284 shares withheld by the company to satisfy tax obligations tied to previously vesting restricted stock units.

How many MarketWise (MKTW) shares does the CFO hold after this Form 4?

After these transactions, CFO Erik Mickels directly holds 95,064 shares of MarketWise Class A common stock. This reflects the new restricted stock unit grant and the 5,284 shares withheld by the company to cover associated tax withholding obligations.

What are the vesting terms of the 43,911 restricted stock units at MarketWise (MKTW)?

The 43,911 restricted stock units granted to CFO Erik Mickels vest in four equal annual installments. Vesting begins on March 15, 2027, and continues annually thereafter, aligning the award with a multi-year service and performance horizon at MarketWise.

Was the MarketWise (MKTW) CFO’s 5,284-share disposition an open-market sale?

No, the 5,284-share disposition was not an open-market sale. These shares were withheld by MarketWise to satisfy tax withholding and remittance obligations connected to the vesting and net settlement of previously reported restricted stock units.

What price was used for the 5,284 MarketWise (MKTW) tax-withheld shares?

The 5,284 shares withheld for tax obligations were recorded at a transaction price of $14.15 per share. This price is used for reporting the value of shares withheld in connection with the vesting and settlement of earlier restricted stock unit awards.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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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^*

Mickels Erik

(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)
	Chief Financial 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		A		43,911(1)	A	$0	100,348	D
Class A Common Stock	03/13/2026		F		5,284(2)	D	$14.15	95,064	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. 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 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.