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MarketWise, Inc. Form 4 Filings

MKTW NASDAQ

Every Form 4 that MarketWise, Inc. (MKTW) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow MKTW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MKTW filings page.

Rhea-AI 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.

Rhea-AI Summary

MARKETWISE, INC. General Counsel Scott Daniel Forney reported a disposition of 711 shares of Class A Common Stock at $19.14 per share. According to a footnote, these shares were withheld by the company to cover tax obligations tied to the vesting and net settlement of previously reported restricted stock units, rather than sold by Forney in the market. After this tax withholding event, Forney directly holds 21,459 shares, which includes 879 shares acquired through the company’s employee stock purchase plan on June 30, 2026.

Rhea-AI Summary

MARKETWISE, INC. Chief Financial Officer Erik Mickels reported a transaction involving Class A Common Stock tied to the vesting of previously reported restricted stock units. A total of 3,973 shares were withheld by the company at a price of $19.14 per share to cover tax withholding and remittance obligations.

These withheld shares are characterized in the filing as not being a sale of shares by Mickels but rather a tax-related disposition by the issuer in connection with the net settlement of vested restricted stock units. Following this transaction, Mickels directly holds 75,091 shares of Class A Common Stock.

Rhea-AI Summary

MARKETWISE, INC. director Van D. Simmons reported an acquisition of 7,525 shares of Class A Common Stock in the form of restricted stock units granted at no cash cost. After this award, he directly holds 25,685 shares. The RSUs will vest on the earlier of the day immediately preceding the 2027 Annual Meeting of Shareholders or June 4, 2027, as long as he continues serving on the board through that vesting date.

Rhea-AI Summary

MARKETWISE, INC. director Matthew Tate Smith reported an acquisition of 7,525 shares of Class A Common Stock through a restricted stock unit award. These RSUs vest on the earlier of the day before the 2027 Annual Meeting of Shareholders or June 4, 2027, if he remains on the board. Following this grant, he holds 22,485 shares directly.

Rhea-AI Summary

Turner Matthew Joseph reported acquisition or exercise transactions in this Form 4 filing.

MARKETWISE, INC. director Matthew Joseph Turner reported an award of 8,127 shares of Class A common stock in the form of restricted stock units priced at $0.00 per share. This is a stock-based compensation grant, not an open-market purchase.

The restricted stock units will vest on the earlier of the day immediately preceding the 2027 Annual Meeting of Shareholders or on June 4, 2027, if he continues serving on the Board of Directors through that date. After this grant, he directly holds 23,629 shares.

Rhea-AI Summary

Stansberry Frank Porter reported acquisition or exercise transactions in this Form 4 filing.

MARKETWISE, INC. director and 10% owner Frank Porter Stansberry reported receiving an award of 7,525 restricted stock units tied to Class A common stock. These units vest on the earlier of the day immediately before the 2027 Annual Meeting of Shareholders or June 4, 2027, if he continues serving on the Board. Following this compensation-related award, his reported direct holdings total 373,015 shares.

Rhea-AI Summary

Tongue Glenn H reported acquisition or exercise transactions in this Form 4 filing.

MarketWise, Inc. director Glenn H. Tongue reported an equity compensation award rather than an open-market trade. He received 8,127 shares of Class A common stock in the form of restricted stock units at $0.00 per share.

These restricted stock units will vest on the earlier of the day immediately preceding the 2027 annual meeting of shareholders or June 4, 2027, if he continues serving on the board through that date. Following the award, he directly owns 28,234 shares of Class A common stock and indirectly holds 1,201 shares through Deerhaven Fund LP.

Rhea-AI Summary

MarketWise, Inc. director and ten percent owner Frank Porter Stansberry reported an open-market purchase of 10,000 shares of Class A Common Stock at a weighted average price of $17.88 per share. Following this transaction, he directly owns 365,490 shares. The filing notes the shares were bought in multiple trades between $17.50 and $17.99 per share.

Rhea-AI Summary

MarketWise, Inc. director and 10% owner Frank Porter Stansberry made an open-market purchase of 20,100 shares of Class A Common Stock. The shares were bought at a weighted average price of $17.21 per share, in multiple trades between $16.77 and $17.49. Following this transaction, he directly owns 355,490 shares of MarketWise Class A Common Stock.

Rhea-AI Summary

MARKETWISE, INC. director and ten percent owner Frank Porter Stansberry reported open-market purchases of Class A Common Stock. He bought a total of 3,634 shares across three transactions at prices between $16.46 and $16.71 per share. Following these purchases, his direct holdings reported in this filing rose to 335,390 Class A shares.

Rhea-AI Summary

MARKETWISE, INC. director and more-than-10% owner Frank Porter Stansberry reported open-market purchases of a total of 30,000 shares of Class A Common Stock across three transactions. The shares were bought at prices between $17.99 and $18.50 per share, bringing his direct holdings to 331,756 shares.

Rhea-AI Summary

MARKETWISE, INC. director and ten percent owner Frank Porter Stansberry reported open-market purchases of Class A Common Stock. Across four transactions on May 8 and May 11, he bought a total of 51,375 shares at reported prices of $17.15, $19.22, $19.93, and $18.89 per share, some disclosed as weighted average prices over specified trading ranges. Following these buys, he directly owns 301,756 Class A shares.

Rhea-AI Summary

MarketWise, Inc. Chief Information Officer Marco Galsim reported an equity compensation grant on Class A Common Stock. He received 10,000 restricted stock units, with no cash paid per share, as a "grant, award, or other acquisition" rather than an open-market purchase.

The RSU award will vest in four equal annual installments on July 1, 2026, July 1, 2027, July 1, 2028, and July 1, 2029, aligning vesting with multi-year service. After this grant, Galsim directly holds 42,379 shares of MarketWise Class A Common Stock. A footnote explains that the filing date reflects an inadvertent administrative error, not any error by the reporting person.

Rhea-AI Summary

MARKETWISE, INC. Chief Financial Officer Erik Mickels reported an open-market sale of 6,000 shares of Class A Common Stock. The shares were sold at a weighted average price of $14.70 per share. After this transaction, Mickels directly owns 79,064 shares of MarketWise stock.

The reported price is an average of multiple trades executed on the same day in a range from $14.50 to $15.44 per share, as described in the footnote.

Rhea-AI Summary

MarketWise, Inc. director and 10% owner Frank Porter Stansberry reported open-market purchases of Class A Common Stock. He bought a total of 40,373 shares across three transactions on March 19–20 at weighted average prices between about $14 and $16 per share. Following these purchases, he directly owns 250,381 shares. The filing notes the trades were executed in multiple transactions within intraday price ranges from $13.79 to $16.00, with full trade-by-trade details available on request.

Rhea-AI Summary

MARKETWISE, INC. Chief Financial Officer Erik Mickels reported open-market sales of Class A common stock totaling 10,000 shares. He sold 6,666 shares on March 18 at a weighted average price of $14.10 per share and 3,334 shares on March 19 at a weighted average price of $13.83 per share. After these transactions, he directly holds 85,064 shares of Class A common stock.

Rhea-AI 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.

Rhea-AI 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.

Rhea-AI 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.

Rhea-AI 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.

Rhea-AI Summary

MARKETWISE, INC. Chief Financial Officer Erik Mickels reported open-market sales of a total of 10,000 shares of Class A common stock. He sold 3,334 shares on March 10 at a weighted average price of $15.20 per share and 6,666 shares on March 11 at a weighted average price of $14.73 per share. Following these transactions, he directly holds 56,437 shares. The reported prices are weighted averages from multiple trades within ranges of $14.96 to $15.40 and $14.63 to $14.87.

Rhea-AI Summary

MarketWise (MKTW): Insider transaction reported. The company’s Chief Executive Officer and Director reported a disposition of 1,250 shares of Class A common stock on 09/16/2025 at a price of $0. The filing states these were unvested earnout shares released from escrow and cancelled because the requisite stock price triggers were not met before the earnout period expired on July 21, 2025.

Following the transaction, the reporting person beneficially owned 32,894 shares, held directly.

Rhea-AI Summary

MarketWise, Inc. (MKTW) reports a Form 4 disclosing that 2,750 Class A common shares were disposed on 09/16/2025 under transaction code J(1). The filing states these shares were unvested earn‑out shares that were released from escrow and then cancelled because the stock‑price triggering events did not occur before the earn‑out period expired on 07/21/2025.

Following the reported transaction the reporting person’s beneficial ownership stands at 34,256 Class A shares, shown as direct ownership. The Form 4 was signed by an attorney‑in‑fact on 10/06/2025.

Rhea-AI Summary

MarketWise, Inc. director Michael Palmer reported a disposal of 7,500 shares of Class A common stock on 09/16/2025. After the transaction the reporting person beneficially owned 17,269 shares. The filing states these 7,500 shares were unvested earn-out shares that were released from escrow and then cancelled by the issuer because the specified stock-price triggering events did not occur before the earn-out expired on 07/21/2025. The Form 4 was signed by an attorney-in-fact on 10/06/2025.