Welcome to our dedicated page for MARKETWISE SEC filings (Ticker: MKTW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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. 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.
MarketWise, Inc. major shareholder Frank Porter Stansberry has increased and updated his reported stake in the company. He now reports beneficial ownership of 3,081,266 shares of Class A common stock, representing 58.29% of the class, adjusted for a 1-for-20 reverse stock split effected on April 2, 2025.
The filing shows he acquired 40,373 Class A shares in open market purchases from March 19 to March 20, 2026 for an aggregate purchase price of $592,292.42 using personal funds, stating he believed the stock was undervalued at the time. His holdings include 239,946 shares purchased in the market and via redemptions, 3,660 shares from vested restricted stock units, and the right to acquire 2,837,659 additional shares underlying Common Units of MarketWise, LLC. The 58.29% ownership calculation is based on 2,448,135 Class A shares outstanding as of March 2, 2026, plus the units he can convert.
Erik A. Mickels filed Form 144 reporting Class A share transactions and notices of proposed sales. The filing lists four open-market dispositions: 03/10/2026 3,334 shares for $50,669.09; 03/11/2026 6,666 shares for $98,174.69; 03/18/2026 6,666 shares for $94,016.11; and 03/19/2026 3,334 shares for $46,119.57.
The filing also lists Class A restricted stock vesting entries from the issuer dated 07/01/2025 (3,817 shares) and 03/13/2026 (2,183 shares). The broker-dealer shown is Fidelity Brokerage Services LLC.
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.
MKTW reported insider dispositions of Class A shares by Erik A. Mickels. The filing lists three transactions: 03/10/2026 sale of 3,334 shares for $50,669.09, 03/11/2026 sale of 6,666 shares for $98,174.69, and 03/18/2026 sale of 6,666 shares for $94,016.11.
The filing also shows a restricted stock vesting event of 3,334 Class A shares on 03/13/2026 described as compensation.
MKTW submits a Rule 144 notice regarding Class A common stock sales. The filing identifies a planned disposition tied to restricted stock vesting with a reported quantity of 3334 shares and lists recent sales by Erik A. Mickels totaling reported transactions of 3334, 6666, and 6666 shares on 03/10/2026, 03/11/2026, and 03/18/2026.
Erik A. Mickels reported Form 144 notices for Class A shares of MKTW, indicating sales activity and vested restricted shares. The filing lists sales of 3,334 Class A shares on 03/10/2026 for $50,669.09 and 6,666 Class A shares on 03/11/2026 for $98,174.69. It also records restricted stock vesting of 6,200 Class A shares on 03/14/2025 and 466 Class A shares on 07/01/2025.
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.
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.
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.