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Nasdaq · USD

MKTW

MARKETWISE, INC.

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Tapewire entity
7208
SEC CIK
0001805651
Parsed reports
208

Last 12 months

Inside the activity.

15 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202635
Apr 202600
May 2026120
Jun 202600
Jul 202603
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 15, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 3,426 $2.99 $10,243.74
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 11

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 2, L.P.

Disclosed balance after: 2,501,576

F2 · ownership.nature: Greenhaven Road Capital Fund 2, L.P. ("Fund 2") is a private investment vehicle. Fund 2 directly owns these securities reported herein. The Investment Manager is the investment manager of Fund 2. The General Partner is also the general partner of Fund 2. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 15, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 2,237 $2.99 $6,688.63
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 4

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 1, L.P.

Disclosed balance after: 1,973,359

F1 · ownership.nature: Greenhaven Road Capital Fund 1, L.P. ("Fund 1") is a private investment vehicle. Fund 1 directly owns these securities reported herein. Greenhaven Road Investment Management, LP (the "Investment Manager") is the investment manager of Fund 1. MVM Funds, LLC (the "General Partner") is the general partner of Fund 1 and the Investment Manager. Scott Miller is the controlling person of the General Partner. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 14, 2023 Filed Nov 15, 2023 21:25 UTC PurchaseClass A Common Stock 30,000 $2.79 $83,700.00
Disclosure

SEC source: 0001628280-23-039162 · wk-form4_1700083487.xml · nonDerivative · entry 1

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,540

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $2.72 to $2.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above

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November 14, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 24,961 $2.85 $71,071.46
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 10

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 2, L.P.

Disclosed balance after: 2,505,002

F2 · ownership.nature: Greenhaven Road Capital Fund 2, L.P. ("Fund 2") is a private investment vehicle. Fund 2 directly owns these securities reported herein. The Investment Manager is the investment manager of Fund 2. The General Partner is also the general partner of Fund 2. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 14, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 16,295 $2.85 $46,396.75
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 3

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 1, L.P.

Disclosed balance after: 1,975,596

F1 · ownership.nature: Greenhaven Road Capital Fund 1, L.P. ("Fund 1") is a private investment vehicle. Fund 1 directly owns these securities reported herein. Greenhaven Road Investment Management, LP (the "Investment Manager") is the investment manager of Fund 1. MVM Funds, LLC (the "General Partner") is the general partner of Fund 1 and the Investment Manager. Scott Miller is the controlling person of the General Partner. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 13, 2023 Filed Nov 15, 2023 21:27 UTC PurchaseClass A Common Stock 5,000 $2.70 $13,500.00
Disclosure

SEC source: 0001628280-23-039165 · wk-form4_1700083658.xml · nonDerivative · entry 1

SIMMONS VAN D · CIK 0001127312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,040

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November 13, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 15,336 $2.73 $41,922.49
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 9

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 2, L.P.

Disclosed balance after: 2,529,963

F2 · ownership.nature: Greenhaven Road Capital Fund 2, L.P. ("Fund 2") is a private investment vehicle. Fund 2 directly owns these securities reported herein. The Investment Manager is the investment manager of Fund 2. The General Partner is also the general partner of Fund 2. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 13, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 10,011 $2.73 $27,366.07
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 2

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 1, L.P.

Disclosed balance after: 1,991,891

F1 · ownership.nature: Greenhaven Road Capital Fund 1, L.P. ("Fund 1") is a private investment vehicle. Fund 1 directly owns these securities reported herein. Greenhaven Road Investment Management, LP (the "Investment Manager") is the investment manager of Fund 1. MVM Funds, LLC (the "General Partner") is the general partner of Fund 1 and the Investment Manager. Scott Miller is the controlling person of the General Partner. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 10, 2023 Filed Nov 13, 2023 21:18 UTC PurchaseClass A Common Stock 10,000 $2.40 $24,000.00
Disclosure

SEC source: 0001628280-23-038625 · wk-form4_1699910297.xml · nonDerivative · entry 1

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,540

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $2.35 to $2.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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November 10, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 1,600 $2.46 $3,937.44
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 8

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 2, L.P.

Disclosed balance after: 2,545,299

F2 · ownership.nature: Greenhaven Road Capital Fund 2, L.P. ("Fund 2") is a private investment vehicle. Fund 2 directly owns these securities reported herein. The Investment Manager is the investment manager of Fund 2. The General Partner is also the general partner of Fund 2. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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November 08, 2023 Filed Nov 18, 2023 01:46 UTC
MVM Funds LLC10% owner
SaleClass A Common Stock 1,553 $2.50 $3,882.50
Disclosure

SEC source: 0001104659-23-119651 · tm2330981-1_4seq1.xml · nonDerivative · entry 7

Greenhaven Road Investment Management, L.P. · CIK 0001741129 · 10% owner

Miller Scott Stewart · CIK 0001744819 · 10% owner

MVM Funds LLC · CIK 0001741338 · 10% owner

Greenhaven Road Capital Fund 1, L.P. · CIK 0001638331 · 10% owner

Greenhaven Road Capital Fund 2, L.P. · CIK 0001736139 · 10% owner

Greenhaven Road Special Opportunities Fund LP · CIK 0001870689 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By: Greenhaven Road Capital Fund 2, L.P.

Disclosed balance after: 2,546,899

F2 · ownership.nature: Greenhaven Road Capital Fund 2, L.P. ("Fund 2") is a private investment vehicle. Fund 2 directly owns these securities reported herein. The Investment Manager is the investment manager of Fund 2. The General Partner is also the general partner of Fund 2. Each Reporting Person disclaims beneficial ownership of all securities reported herein, except to the extent of their pecuniary interest therein, if any, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities and Exchange Act of 1934 or for any other purpose.

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October 06, 2023 Filed Oct 10, 2023 18:56 UTC
Stansberry Frank PorterDirector · 10% owner
GrantRestricted Stock Unit · Derivative 73,209 $0.00 $0.00
Disclosure

SEC source: 0001871335-23-000011 · primary_doc.xml · derivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,209

Underlying: Class A Common Stock · 73,209 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock of Marketwise, Inc.

F2 · derivative.exercise_date: The RSUs represent an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2024 Annual Meeting of Shareholders and (ii) October 6, 2024, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

F2 · derivative.expiration_date: The RSUs represent an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2024 Annual Meeting of Shareholders and (ii) October 6, 2024, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

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September 12, 2023 Filed Sep 13, 2023 20:40 UTC PurchaseClass A Common Stock 5,000 $1.77 $8,850.00
Disclosure

SEC source: 0001628280-23-032200 · wk-form4_1694637640.xml · nonDerivative · entry 3

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,540

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $1.75 to $1.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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September 11, 2023 Filed Sep 13, 2023 20:40 UTC PurchaseClass A Common Stock 15,000 $1.51 $22,650.00
Disclosure

SEC source: 0001628280-23-032200 · wk-form4_1694637640.xml · nonDerivative · entry 2

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,540

Read SEC document
September 11, 2023 Filed Sep 13, 2023 20:40 UTC PurchaseClass A Common Stock 5,000 $1.75 $8,750.00
Disclosure

SEC source: 0001628280-23-032200 · wk-form4_1694637640.xml · nonDerivative · entry 1

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Deerhaven Fund LP.

Disclosed balance after: 13,274

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $1.51 to $1.82, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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September 08, 2023 Filed Sep 12, 2023 20:04 UTC
Mickels ErikChief Financial Officer
Tax withholdingClass A Common Stock 83,250 $1.38 $114,885.00
Disclosure

SEC source: 0001628280-23-032064 · wk-form4_1694549059.xml · nonDerivative · entry 2

Mickels Erik · CIK 0001960480 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 431,635

F2 · kind: Represents shares of Class A Common Stock withheld by the Issuer to satisfy tax withholding obligations on the vesting and settlement of restricted stock units.

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September 08, 2023 Filed Sep 12, 2023 20:04 UTC
Mickels ErikChief Financial Officer
GrantClass A Common Stock 500,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032064 · wk-form4_1694549059.xml · nonDerivative · entry 1

Mickels Erik · CIK 0001960480 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 514,885

F1 · shares: Represents an award of restricted stock units, 50% of which vested immediately upon grant, with the remaining 50% vesting equally on March 15, 2025 and March 15, 2026, respectively, subject to the Reporting Person's continued employment through the applicable vesting date.

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September 06, 2023 Filed Oct 20, 2023 00:09 UTC ConversionCommon Units · Derivative 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · derivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,186,545

Underlying: Class A Common Stock · 1,000,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

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September 06, 2023 Filed Oct 20, 2023 00:09 UTC OtherClass A Common Stock 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,991,467

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

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September 06, 2023 Filed Oct 20, 2023 00:09 UTC OtherClass B Common Stock 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,186,545

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

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August 31, 2023 Filed Aug 31, 2023 22:20 UTC SaleClass A Common Stock 44,000 $1.34 $58,960.00
Disclosure

SEC source: 0001871335-23-000009 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,991,467

Read SEC document
August 31, 2023 Filed Sep 11, 2023 23:50 UTC
Stansberry Frank PorterDirector · 10% owner
SaleCommon Units · Derivative 6,311,026 $2.00 $12,622,052.00
Disclosure

SEC source: 0001871335-23-000010 · primary_doc.xml · derivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,186,545

Underlying: Class A Common Stock · 6,311,026 shares

Expires not disclosed

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

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August 31, 2023 Filed Sep 11, 2023 23:50 UTC
Stansberry Frank PorterDirector · 10% owner
SaleClass B Common Stock 6,311,026 $2.00 $12,622,052.00
Disclosure

SEC source: 0001871335-23-000010 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,186,545

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

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August 31, 2023 Filed Sep 13, 2023 16:37 UTC
Norin Myles10% owner
OtherCommon Units · Derivative 6,311,026 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-032199 · wk-form4_1694637420.xml · derivative · entry 3

Monument & Cathedral Holdings, LLC · CIK 0001875753 · 10% owner

Myles Norin LLC · CIK 0001876310 · 10% owner

Norin Myles · CIK 0001876312 · 10% owner

COBBLESTONE PUBLISHING INC · CIK 0000320072 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,118,544

Underlying: Class A Common Stock · 6,311,026 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

F1 · kind: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to the Reporting Person 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $22,111,867.26 under promissory notes issued by Mr. Stansberry for the benefit of the Reporting Person, dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively.

F1 · price: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to the Reporting Person 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $22,111,867.26 under promissory notes issued by Mr. Stansberry for the benefit of the Reporting Person, dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively.

F3 · derivative.exercise_date: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

F3 · derivative.expiration_date: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

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August 31, 2023 Filed Sep 13, 2023 16:37 UTC
Norin Myles10% owner
OtherClass B Common Stock 6,311,026 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-032199 · wk-form4_1694637420.xml · nonDerivative · entry 1

Monument & Cathedral Holdings, LLC · CIK 0001875753 · 10% owner

Myles Norin LLC · CIK 0001876310 · 10% owner

Norin Myles · CIK 0001876312 · 10% owner

COBBLESTONE PUBLISHING INC · CIK 0000320072 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 119,118,544

F1 · kind: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to the Reporting Person 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $22,111,867.26 under promissory notes issued by Mr. Stansberry for the benefit of the Reporting Person, dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively.

F1 · price: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to the Reporting Person 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $22,111,867.26 under promissory notes issued by Mr. Stansberry for the benefit of the Reporting Person, dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively.

Read SEC document
August 31, 2023 Filed Nov 22, 2024 11:56 UTC OtherCommon Units · Derivative 6,311,026 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-24-121967 · tm2427558-4_4seq1.xml · derivative · entry 3

Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two · CIK 0002043525 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Monument & Cathedral Holdings, LLC

Disclosed balance after: 119,118,544

Underlying: Class A Common Stock · 6,311,026 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one share of Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

F1 · kind: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to Monument & Cathedral Holdings, LLC ("Monument & Cathedral") 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $12,622,052.01 under promissory notes issued by Mr. Stansberry for the benefit of Monument & Cathedral dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively. This transaction was previously reported to the Commission on a Form 4 filed by Monument & Cathedral on September 13, 2023.

F1 · price: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to Monument & Cathedral Holdings, LLC ("Monument & Cathedral") 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $12,622,052.01 under promissory notes issued by Mr. Stansberry for the benefit of Monument & Cathedral dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively. This transaction was previously reported to the Commission on a Form 4 filed by Monument & Cathedral on September 13, 2023.

F3 · derivative.exercise_date: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one share of Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

F3 · derivative.expiration_date: Represents units of membership interests ("Common Units") of MarketWise, LLC, a Delaware limited liability company and a direct subsidiary of the Issuer. Subject to the terms and conditions of the operating agreement of MarketWise, LLC, Common Units are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one share of Class A common stock of the Issuer for each Common Unit redeemed. Upon redemption of any Common Unit, the corresponding share of Class B common stock of the holder of Common Units will be terminated. Common Units do not have an expiration date.

F2 · ownership.nature: The securities are held directly by Monument & Cathedral. The Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two (the "E. Bonner Trust Number 2") is the majority shareholder of Cobblestone Publishing, Inc., which is the sole manager of Monument & Cathedral. As such, the E. Bonner Trust Number 2 may be deemed to beneficially own the securities held of record by Monument & Cathedral. The E. Bonner Trust Number 2 disclaims ownership of such securities except to the extent of its pecuniary interest therein.

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August 31, 2023 Filed Nov 22, 2024 11:56 UTC OtherClass B Common Stock 6,311,026 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-24-121967 · tm2427558-4_4seq1.xml · nonDerivative · entry 1

Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two · CIK 0002043525 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By Monument & Cathedral Holdings, LLC

Disclosed balance after: 119,118,544

F1 · kind: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to Monument & Cathedral Holdings, LLC ("Monument & Cathedral") 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $12,622,052.01 under promissory notes issued by Mr. Stansberry for the benefit of Monument & Cathedral dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively. This transaction was previously reported to the Commission on a Form 4 filed by Monument & Cathedral on September 13, 2023.

F1 · price: On August 31, 2023, pursuant to a settlement agreement with Frank Porter Stansberry, dated June 21, 2023, Mr. Stansberry transferred to Monument & Cathedral Holdings, LLC ("Monument & Cathedral") 6,311,026 shares of Class B common stock of the Issuer and 6,311,026 Common Units (as defined in footnote 3) in consideration for the release and discharge of Mr. Stansberry's obligations to pay the aggregate amount of $12,622,052.01 under promissory notes issued by Mr. Stansberry for the benefit of Monument & Cathedral dated as of May 1, 2015 and July 1, 2020, in the principal amounts of $8,000,000 and $3,000,000 respectively. This transaction was previously reported to the Commission on a Form 4 filed by Monument & Cathedral on September 13, 2023.

F2 · ownership.nature: The securities are held directly by Monument & Cathedral. The Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two (the "E. Bonner Trust Number 2") is the majority shareholder of Cobblestone Publishing, Inc., which is the sole manager of Monument & Cathedral. As such, the E. Bonner Trust Number 2 may be deemed to beneficially own the securities held of record by Monument & Cathedral. The E. Bonner Trust Number 2 disclaims ownership of such securities except to the extent of its pecuniary interest therein.

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August 30, 2023 Filed Aug 31, 2023 22:20 UTC SaleClass A Common Stock 45,000 $1.30 $58,500.00
Disclosure

SEC source: 0001871335-23-000009 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,035,467

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August 29, 2023 Filed Aug 29, 2023 23:30 UTC SaleClass A Common Stock 70,000 $1.28 $89,600.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,080,467

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August 28, 2023 Filed Aug 29, 2023 23:30 UTC SaleClass A Common Stock 40,000 $1.35 $54,000.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,150,467

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August 28, 2023 Filed Aug 29, 2023 20:13 UTC
Mickels ErikChief Financial Officer
PurchaseClass A Common Stock 14,285 $1.36 $19,427.60
Disclosure

SEC source: 0001628280-23-030870 · wk-form4_1693340030.xml · nonDerivative · entry 1

Mickels Erik · CIK 0001960480 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,885

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $1.36 to $1.37, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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August 25, 2023 Filed Aug 29, 2023 23:30 UTC SaleClass A Common Stock 37,000 $1.39 $51,430.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,190,467

Read SEC document
August 24, 2023 Filed Aug 24, 2023 21:37 UTC SaleClass A Common Stock 55,000 $1.42 $78,100.00
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 5

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,227,467

Read SEC document
August 23, 2023 Filed Aug 24, 2023 21:37 UTC SaleClass A Common Stock 36,000 $1.44 $51,840.00
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 4

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,282,467

Read SEC document
August 22, 2023 Filed Aug 24, 2023 21:37 UTC ConversionCommon Units · Derivative 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · derivative · entry 6

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,497,571

Underlying: Class A Common Stock · 500,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

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August 22, 2023 Filed Aug 24, 2023 21:37 UTC SaleClass A Common Stock 32,547 $1.49 $48,495.03
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,318,467

Read SEC document
August 22, 2023 Filed Aug 24, 2023 21:37 UTC OtherClass A Common Stock 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,351,014

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

Read SEC document
August 22, 2023 Filed Aug 24, 2023 21:37 UTC OtherClass B Common Stock 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,497,571

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

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August 11, 2023 Filed Aug 15, 2023 20:05 UTC
Mason Amber LeeChief Executive Officer
PurchaseClass A Common Stock 19,000 $1.70 $32,300.00
Disclosure

SEC source: 0001628280-23-029550 · wk-form4_1692129930.xml · nonDerivative · entry 1

Mason Amber Lee · CIK 0001911345 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $1.58 to $1.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

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August 11, 2023 Filed Aug 15, 2023 20:04 UTC PurchaseClass A Common Stock 6,800 $1.71 $11,628.00
Disclosure

SEC source: 0001628280-23-029549 · wk-form4_1692129889.xml · nonDerivative · entry 1

Tongue Glenn H · CIK 0001409325 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Deerhaven Fund LP.

Disclosed balance after: 8,274

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $1.69 to $1.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.

F2 · balance_after: Includes 1,474 shares of Class A common stock inadvertently reported as directly owned in the Reporting Person's Form 3 filed on May 11, 2023. The shares are held directly by Deerhaven Fund L.P. The Reporting Person is the general partner of Deerhaven Fund LP.

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August 10, 2023 Filed Aug 11, 2023 01:44 UTC SaleClass A Common Stock 217,106 $1.58 $343,027.48
Disclosure

SEC source: 0001871335-23-000006 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,851,014

Read SEC document
July 26, 2023 Filed Jul 27, 2023 21:31 UTC SaleClass A Common Stock 4,692 $2.00 $9,384.00
Disclosure

SEC source: 0001871335-23-000005 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,068,120

Read SEC document
July 25, 2023 Filed Jul 27, 2023 21:31 UTC SaleClass A Common Stock 700 $2.04 $1,428.00
Disclosure

SEC source: 0001871335-23-000005 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,072,812

Read SEC document
July 21, 2023 Filed Jul 25, 2023 16:51 UTC
Anderson Gary DanielGENERAL COUNSEL
Tax withholdingClass A Common Stock 4,629 $1.79 $8,285.91
Disclosure

SEC source: 0001628280-23-025594 · wk-form4_1690318284.xml · nonDerivative · entry 1

Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 372,056

F1 · kind: 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.

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July 21, 2023 Filed Jul 25, 2023 20:50 UTC
Galsim MarcoChief Information Officer
Tax withholdingClass A Common Stock 4,683 $1.79 $8,382.57
Disclosure

SEC source: 0001628280-23-025591 · wk-form4_1690318230.xml · nonDerivative · entry 1

Galsim Marco · CIK 0001870942 · Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 375,568.1908

F1 · kind: 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.

F2 · balance_after: Includes 3,046 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2023.

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July 21, 2023 Filed Jul 25, 2023 16:51 UTC
Cherry Cynthia SuzanneChief Human Resources Officer
Tax withholdingClass A Common Stock 4,683 $1.79 $8,382.57
Disclosure

SEC source: 0001628280-23-025592 · wk-form4_1690318259.xml · nonDerivative · entry 1

Cherry Cynthia Suzanne · CIK 0001870938 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 376,445

F1 · kind: 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.

Read SEC document
July 07, 2023 Filed Jul 11, 2023 21:47 UTC SaleClass A Common Stock 900 $2.00 $1,800.00
Disclosure

SEC source: 0001871335-23-000004 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,073,512

Read SEC document
July 05, 2023 Filed Jul 6, 2023 00:54 UTC SaleClass A Common Stock 6,946 $2.00 $13,892.00
Disclosure

SEC source: 0001871335-23-000003 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,074,412

Read SEC document
July 03, 2023 Filed Jul 6, 2023 00:54 UTC SaleClass A Common Stock 890 $2.00 $1,780.00
Disclosure

SEC source: 0001871335-23-000003 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,081,358

Read SEC document
June 30, 2023 Filed Jun 30, 2023 21:18 UTC SaleClass A Common Stock 17,334 $2.02 $35,014.68
Disclosure

SEC source: 0001871335-23-000002 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,082,248

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.