MarketWise, Inc. filings document the public-company disclosures of a digital financial research and subscription services business. Its Form 8-K reports cover earnings releases, preliminary operating updates, Regulation FD investor presentations, dividend and distribution announcements, share repurchase authorizations, and other material events.
The filing record also includes proxy materials describing governance matters and company strategy, as well as material-agreement disclosures involving MarketWise, LLC units, Class B common stock, the tax receivables agreement and resolved arbitration matters. These documents frame the company’s capital structure, board actions, shareholder voting matters, operating performance, and risk disclosures for its Class A common stock.
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.
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.
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.
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.
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.
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.
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.
MarketWise, Inc. held its Annual Meeting of Stockholders on June 4, 2026. Stockholders elected Matthew Turner as a Class II director until the 2029 annual meeting, with 13,366,939 votes for and 256,789 withheld, plus 1,040,623 broker non-votes.
Stockholders did not approve, on an advisory and non-binding basis, the compensation of the company’s named executive officers, with 6,117,351 votes for, 7,476,751 against and 29,626 abstentions, along with 1,040,623 broker non-votes. They supported holding Say-on-Pay votes every year and ratified Grant Thornton LLP as independent auditor for the fiscal year ending December 31, 2026 with 14,415,900 votes for, 2,416 against and 246,035 abstentions.
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.
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.