MarketWise controller reports 350-share tax withholding

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

Rhea-AI Filing Summary

MARKETWISE, INC. Controller Steven Andrew Kaufman reported a routine tax-related share disposition. On March 13, 2026, 350 shares of Class A Common Stock at $14.15 per share were withheld by the company to satisfy tax obligations from vesting restricted stock units. After this withholding, Kaufman directly owned 8,500 shares of Class A Common Stock.

Insider Trade Summary

Exercise Price or Tax Liability: 350 shares

Exercise Price or Tax Liability 1 txn

Insider Kaufman Steven Andrew

Role Controller

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	350	$14.15	$5K

Holdings After Transaction: Class A Common Stock — 8,500 shares (Direct)

Holdings Before and After: Class A Common Stock, 8,850 to 8,500 shares (Direct)

Footnotes (1)

1. F1. 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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did MARKETWISE (MKTW) report for Steven Andrew Kaufman?

MARKETWISE reported that Controller Steven Andrew Kaufman had 350 Class A shares withheld on March 13, 2026. These shares covered tax obligations from vesting restricted stock units, rather than representing an open-market sale of stock.

Was the MARKETWISE (MKTW) Form 4 transaction an open-market sale of shares?

No, the Form 4 states the transaction was not a sale by Steven Kaufman. The 350 shares were withheld by MARKETWISE to satisfy tax withholding and remittance obligations linked to previously reported restricted stock units.

How many MARKETWISE (MKTW) shares did Steven Kaufman hold after the reported transaction?

Following the March 13, 2026 tax-withholding transaction, Steven Kaufman directly owned 8,500 shares of MARKETWISE Class A Common Stock. This figure reflects his position after the company withheld 350 shares to meet related tax obligations.

What does the “F” transaction code mean in the MARKETWISE (MKTW) Form 4?

The “F” code indicates a tax-withholding disposition, where shares are delivered to cover taxes or exercise costs. For MARKETWISE, 350 shares were withheld to satisfy tax liabilities from vesting restricted stock units, not sold in the market.

Why did MARKETWISE (MKTW) withhold 350 shares from Steven Kaufman?

The company withheld 350 shares to meet its tax withholding and remittance obligations on vesting restricted stock units. This is a common, non-market mechanism for handling taxes when equity awards convert into shares for an executive.

Does the MARKETWISE (MKTW) Form 4 suggest a change in Steven Kaufman’s investment view?

The Form 4 reflects a routine tax-withholding event, not a discretionary trade. Shares were withheld automatically to cover tax obligations, so it does not by itself indicate any change in Steven Kaufman’s outlook on MARKETWISE stock.

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

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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^*

Kaufman Steven Andrew

(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)
	Controller

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		350(1)	D	$14.15	8,500	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.

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.