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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 3 | 5 |
| Apr 2026 | 0 | 0 |
| May 2026 | 12 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 3 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 15, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 3,426 | $2.99 | $10,243.74 |
DisclosureSEC 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. Read SEC document |
| November 15, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 2,237 | $2.99 | $6,688.63 |
DisclosureSEC 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. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:25 UTC |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 30,000 | $2.79 | $83,700.00 |
DisclosureSEC 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 Read SEC document |
| November 14, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 24,961 | $2.85 | $71,071.46 |
DisclosureSEC 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. Read SEC document |
| November 14, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 16,295 | $2.85 | $46,396.75 |
DisclosureSEC 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. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 21:27 UTC |
SIMMONS VAN DDirector
|
PurchaseClass A Common Stock | 5,000 | $2.70 | $13,500.00 |
DisclosureSEC 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 Read SEC document |
| November 13, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 15,336 | $2.73 | $41,922.49 |
DisclosureSEC 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. Read SEC document |
| November 13, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 10,011 | $2.73 | $27,366.07 |
DisclosureSEC 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. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 21:18 UTC |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 10,000 | $2.40 | $24,000.00 |
DisclosureSEC 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. Read SEC document |
| November 10, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 1,600 | $2.46 | $3,937.44 |
DisclosureSEC 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. Read SEC document |
| November 08, 2023 Filed Nov 18, 2023 01:46 UTC |
Miller Scott Stewart10% owner
MVM Funds LLC10% owner
Greenhaven Road Capital Fund 1, L.P.10% owner
Greenhaven Road Capital Fund 2, L.P.10% owner
|
SaleClass A Common Stock | 1,553 | $2.50 | $3,882.50 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:40 UTC |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 5,000 | $1.77 | $8,850.00 |
DisclosureSEC 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. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:40 UTC |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 15,000 | $1.51 | $22,650.00 |
DisclosureSEC 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 |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 5,000 | $1.75 | $8,750.00 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| September 08, 2023 Filed Sep 12, 2023 20:04 UTC |
Mickels ErikChief Financial Officer
|
GrantClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| September 06, 2023 Filed Oct 20, 2023 00:09 UTC |
Stansberry Frank Porter10% owner
|
ConversionCommon Units · Derivative | 1,000,000 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| September 06, 2023 Filed Oct 20, 2023 00:09 UTC |
Stansberry Frank Porter10% owner
|
OtherClass A Common Stock | 1,000,000 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| September 06, 2023 Filed Oct 20, 2023 00:09 UTC |
Stansberry Frank Porter10% owner
|
OtherClass B Common Stock | 1,000,000 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| August 31, 2023 Filed Aug 31, 2023 22:20 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 44,000 | $1.34 | $58,960.00 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| August 31, 2023 Filed Sep 13, 2023 16:37 UTC |
Monument & Cathedral Holdings, LLC10% owner
Myles Norin LLC10% owner
Norin Myles10% owner
COBBLESTONE PUBLISHING INC10% owner
|
OtherCommon Units · Derivative | 6,311,026 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| August 31, 2023 Filed Sep 13, 2023 16:37 UTC |
Monument & Cathedral Holdings, LLC10% owner
Myles Norin LLC10% owner
Norin Myles10% owner
COBBLESTONE PUBLISHING INC10% owner
|
OtherClass B Common Stock | 6,311,026 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
|
| August 31, 2023 Filed Nov 22, 2024 11:56 UTC | OtherClass B Common Stock | 6,311,026 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
|
| August 30, 2023 Filed Aug 31, 2023 22:20 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 45,000 | $1.30 | $58,500.00 |
DisclosureSEC 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 Read SEC document |
| August 29, 2023 Filed Aug 29, 2023 23:30 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 70,000 | $1.28 | $89,600.00 |
DisclosureSEC 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 Read SEC document |
| August 28, 2023 Filed Aug 29, 2023 23:30 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 40,000 | $1.35 | $54,000.00 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 23:30 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 37,000 | $1.39 | $51,430.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 55,000 | $1.42 | $78,100.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 36,000 | $1.44 | $51,840.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
ConversionCommon Units · Derivative | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| August 22, 2023 Filed Aug 24, 2023 21:37 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 32,547 | $1.49 | $48,495.03 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
OtherClass A Common Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
OtherClass B Common Stock | 500,000 | Not disclosed | Not disclosed |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| August 11, 2023 Filed Aug 15, 2023 20:04 UTC |
Tongue Glenn HDirector
|
PurchaseClass A Common Stock | 6,800 | $1.71 | $11,628.00 |
DisclosureSEC 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. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 01:44 UTC |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 217,106 | $1.58 | $343,027.48 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 4,692 | $2.00 | $9,384.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 700 | $2.04 | $1,428.00 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 900 | $2.00 | $1,800.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 6,946 | $2.00 | $13,892.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 890 | $2.00 | $1,780.00 |
DisclosureSEC 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 |
Stansberry Frank Porter10% owner
|
SaleClass A Common Stock | 17,334 | $2.02 | $35,014.68 |
DisclosureSEC 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 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.