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.
The MarketWise, Inc. (MKTW) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. MarketWise describes itself as a multi-brand digital subscription services platform that offers premium financial research, software, education, and tools for self-directed investors, and its filings expand on how this business model is reflected in its financial and corporate reporting.
Investors can review Form 8-K filings in which MarketWise reports material events. Recent 8-Ks furnish earnings press releases that detail quarterly Net Revenue, Billings, Net Income, Cash from Operating Activities, and non-GAAP measures such as Adjusted CFFO, Free Cash Flow, and EBITDA. Other 8-Ks describe Board and stockholder actions, including amendments to the company’s 2021 Incentive Award Plan and information from the annual meeting.
Additional 8-K disclosures address capital markets and corporate finance developments. MarketWise has reported a 1-for-20 reverse stock split of its Class A common stock, the authorization of a stock repurchase program, and notices related to Nasdaq listing compliance. The company has also filed 8-Ks describing an unsolicited, non-binding proposal from Monument & Cathedral Holdings, LLC to acquire equity interests not already owned by that party, and the formation of a Special Committee of the Board to evaluate that proposal and any alternatives.
Through Stock Titan, users can track new MarketWise filings as they are pulled from EDGAR in real time and use AI-powered summaries to understand the key points of lengthy documents. This includes quickly seeing the main drivers in quarterly earnings releases, the nature of any material corporate actions, and the details of Board or stockholder approvals disclosed in 8-Ks or related materials.
For investors analyzing MKTW, these filings provide insight into the company’s subscription-based operations, capital allocation choices, incentive plans, and any significant transaction proposals under consideration by the Board.
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.
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.
Barclays PLC reports beneficial ownership of 148,961 shares of MarketWise Inc common stock, equal to 5.62% of the class. The filing states Barclays has sole voting and sole dispositive power over these shares and identifies Barclays Bank PLC and Barclays Capital Inc as relevant subsidiaries. The statement certifies the securities are held in the ordinary course of business and not held to change or influence control of the issuer. This is a material disclosure of institutional ownership above the 5% reporting threshold.
MarketWise, Inc. (MKTW) – Form 4 filing (07/25/2025)
General Counsel Scott D. Forney reported an automatic share withholding related to the vesting and net-settlement of previously disclosed RSUs. On 07/21/2025, the issuer withheld 76 Class A common shares at an implied price of $18.22 per share (transaction code F) to cover statutory tax obligations. The action reduced the officer’s direct holdings marginally to 19,239 shares; no open-market sale or purchase occurred. The filer notes the Form 4 was submitted late due to an administrative oversight, not by the reporting person. No derivative security activity, option exercise, or insider selling was disclosed. Given the de minimis share count (≈0.4% of Forney’s post-transaction holdings) and its routine tax-withholding nature, the transaction is unlikely to influence ownership structure, float, or investor sentiment.
MarketWise, Inc. (MKTW) – Form 4 insider filing
Director and >10% shareholder Frank Porter Stansberry reported the award of 6,775 Class A restricted stock units (RSUs) on 12-Jun-2025. The RSUs carry a grant price of $0 and will vest on the earlier of the day before the 2026 annual meeting or 12-Jun-2026, contingent on continued board service.
Following the grant, Stansberry’s direct beneficial ownership stands at 210,008 Class A shares. Share counts in the filing are adjusted to reflect MarketWise’s 1-for-20 reverse stock split that became effective 2-Apr-2025.
No derivative securities were reported, and the transaction was coded “A” (award) rather than an open-market purchase or sale.