Tapewire

Nasdaq · USD

MKTW

MARKETWISE, INC.

Export transactions ↓
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

JSON API
Reset

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
September 30, 2021 Filed Oct 4, 2021 19:57 UTC GrantClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019624 · wf-form4_163339186030441.xml · nonDerivative · entry 1

Sjuggerud Stephen D. · CIK 0001870983 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,000

F1 · shares: Represents an award of earn out shares, 50% of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $12.00 and the remainder of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $14.00.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 19:58 UTC
Arnold Mark PatrickDirector · Chief Executive Officer
GrantClass A Common Stock 230,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019626 · wf-form4_163339189211151.xml · nonDerivative · entry 1

Arnold Mark Patrick · CIK 0001871594 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,000

F1 · kind: Represents an award of earn out shares, 50% of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of30 consecutive trading days prior to July 21, 2025 that equals or exceeds $12.00 and the remainder of which will vest if the Issuer's Class A Common Stock achieves a priceper share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $14.00.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 23:57 UTC
McGinness James Andrew IIICorporate Controller
GrantClass A Common Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019623 · wf-form4_163339183559343.xml · nonDerivative · entry 1

McGinness James Andrew III · CIK 0001871471 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,500

F1 · shares: Represents an award of earn out shares, 50% of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of30 consecutive trading days prior to July 21, 2025 that equals or exceeds $12.00 and the remainder of which will vest if the Issuer's Class A Common Stock achieves a priceper share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $14.00.

Read SEC document
September 30, 2021 Filed Oct 4, 2021 23:57 UTC GrantClass A Common Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019622 · wf-form4_163339182017859.xml · nonDerivative · entry 1

Palmer Michael Alan · CIK 0001871433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 150,000

F1 · shares: Represents an award of earn out shares, 50% of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $12.00 and the remainder of which will vest if the Issuer's Class A Common Stock achieves a price per share for any period of 20 trading days out of 30 consecutive trading days prior to July 21, 2025 that equals or exceeds $14.00.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:16 UTC GrantClass A Common Stock 18,072 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019310 · wf-form4_163296457281051.xml · nonDerivative · entry 1

Hodgson Riaan · CIK 0001805697 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,072

F1 · shares: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:15 UTC GrantClass A Common Stock 18,072 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019307 · wf-form4_163296448881464.xml · nonDerivative · entry 1

SIMMONS VAN D · CIK 0001127312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,072

F1 · shares: Represents an award of restricted stock units which will vest ion the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:13 UTC
Galsim MarcoChief Information Officer
GrantStock Appreciation Rights · Derivative 47,229 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-21-019303 · wf-form4_163296440495609.xml · derivative · entry 2

Galsim Marco · CIK 0001870942 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,229

Underlying: Class A Common Stock · 47,229 shares

Expires 2031-09-27

F2 · derivative.exercise_date: The Stock Appreciation Rights will vest and become exercisable in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:13 UTC
Galsim MarcoChief Information Officer
GrantClass A Common Stock 56,250 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019303 · wf-form4_163296440495609.xml · nonDerivative · entry 1

Galsim Marco · CIK 0001870942 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,557.1908

F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:12 UTC
Anderson Gary DanielGENERAL COUNSEL
GrantStock Appreciation Rights · Derivative 47,229 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-21-019301 · wf-form4_163296435584698.xml · derivative · entry 2

Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,229

Underlying: Class A Common Stock · 47,229 shares

Expires 2031-09-27

F2 · derivative.exercise_date: The Stock Appreciation Rights will vest and become exercisable in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:12 UTC
Anderson Gary DanielGENERAL COUNSEL
GrantClass A Common Stock 56,250 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019301 · wf-form4_163296435584698.xml · nonDerivative · entry 1

Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,570

F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:14 UTC GrantClass A Common Stock 18,072 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019304 · wf-form4_163296442663583.xml · nonDerivative · entry 1

Burton Elizabeth Townshend · CIK 0001870945 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,072

F1 · shares: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:14 UTC
Cherry Cynthia SuzanneSenior Director of HR
GrantStock Appreciation Rights · Derivative 47,229 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-21-019305 · wf-form4_163296444625061.xml · derivative · entry 2

Cherry Cynthia Suzanne · CIK 0001870938 · Senior Director of HR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,229

Underlying: Class A Common Stock · 47,229 shares

Expires 2031-09-27

F2 · derivative.exercise_date: The Stock Appreciation Rights will vest and become exercisable in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:14 UTC
Cherry Cynthia SuzanneSenior Director of HR
GrantClass A Common Stock 56,250 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019305 · wf-form4_163296444625061.xml · nonDerivative · entry 1

Cherry Cynthia Suzanne · CIK 0001870938 · Senior Director of HR

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,250

F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 29, 2021 21:15 UTC
Gerhard MarkDirector
GrantClass A Common Stock 18,072 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019308 · wf-form4_163296451231155.xml · nonDerivative · entry 1

Gerhard Mark · CIK 0001805699 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,072

F1 · shares: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:16 UTC
McGinness James Andrew IIICorporate Controller
GrantStock Appreciation Rights · Derivative 31,486 $0.00 Strike: $8.30 $0.00
Disclosure

SEC source: 0001628280-21-019309 · wf-form4_163296454433934.xml · derivative · entry 2

McGinness James Andrew III · CIK 0001871471 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,486

Underlying: Class A Common Stock · 31,486 shares

Expires 2031-09-27

F2 · derivative.exercise_date: The Stock Appreciation Rights will vest and become exercisable in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:16 UTC
McGinness James Andrew IIICorporate Controller
GrantClass A Common Stock 37,500 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019309 · wf-form4_163296454433934.xml · nonDerivative · entry 1

McGinness James Andrew III · CIK 0001871471 · Corporate Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,500

F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 21, 2022.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:14 UTC GrantClass A Common Stock 18,072 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019306 · wf-form4_163296446451616.xml · nonDerivative · entry 1

BORGES MANUEL · CIK 0001210460 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,072

F1 · shares: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 27, 2021 Filed Sep 30, 2021 01:13 UTC
Idzik PaulDirector
GrantClass A Common Stock 19,880 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-019302 · wf-form4_163296437701661.xml · nonDerivative · entry 1

Idzik Paul · CIK 0001566859 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,880

F1 · shares: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 09, 2021 Filed Sep 10, 2021 16:10 UTC
Ferri MarcoDIR Of Business Development
PurchaseClass A Common Stock 10,000 $8.75 $87,500.00
Disclosure

SEC source: 0001628280-21-018386 · wf-form4_163130463493039.xml · nonDerivative · entry 1

Ferri Marco · CIK 0001870951 · DIR Of Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $8.73 to $8.75, 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 31, 2021 Filed Sep 2, 2021 16:10 UTC
Anderson Gary DanielGENERAL COUNSEL
PurchaseClass A Common Stock 2,320 $8.74 $20,274.48
Disclosure

SEC source: 0001628280-21-018019 · wf-form4_163061340763062.xml · nonDerivative · entry 1

Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,320

Read SEC document
August 27, 2021 Filed Aug 31, 2021 20:10 UTC
Galsim MarcoChief Information Officer
PurchaseClass A Common Stock 1,307.1908 $7.65 $10,000.01
Disclosure

SEC source: 0001628280-21-017886 · wf-form4_163044061949035.xml · nonDerivative · entry 1

Galsim Marco · CIK 0001870942 · Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,307.1908

Read SEC document
August 25, 2021 Filed Aug 27, 2021 20:10 UTC
Lynch DaleChief Financial Officer
PurchaseClass A Common Stock 14,750 $7.01 $103,397.50
Disclosure

SEC source: 0001628280-21-017721 · wf-form4_163009502657812.xml · nonDerivative · entry 1

Lynch Dale · CIK 0001870931 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,750

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $6.98 to $7.02, 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
July 21, 2021 Filed Jul 24, 2021 01:49 UTC
Lynch DaleChief Financial Officer
GrantCommon Units · Derivative 2,866,344 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014398 · wf-form4_162709133756582.xml · derivative · entry 2

Lynch Dale · CIK 0001870931 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,866,344

Underlying: Class A Common Stock · 2,866,344 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 24, 2021 01:49 UTC
Lynch DaleChief Financial Officer
GrantClass B Common Stock 2,866,344 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014398 · wf-form4_162709133756582.xml · nonDerivative · entry 1

Lynch Dale · CIK 0001870931 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,866,344

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Ferri MarcoDIR Of Business Development
GrantCommon Units · Derivative 1,146,434 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014397 · wf-form4_162709129901148.xml · derivative · entry 4

Ferri Marco · CIK 0001870951 · DIR Of Business Development

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,146,434

Underlying: Class A Common Stock · 1,146,434 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Ferri MarcoDIR Of Business Development
GrantCommon Units · Derivative 1,719,910 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014397 · wf-form4_162709129901148.xml · derivative · entry 3

Ferri Marco · CIK 0001870951 · DIR Of Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,719,910

Underlying: Class A Common Stock · 1,719,910 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Ferri MarcoDIR Of Business Development
GrantClass B Common Stock 1,146,434 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014397 · wf-form4_162709129901148.xml · nonDerivative · entry 2

Ferri Marco · CIK 0001870951 · DIR Of Business Development

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,146,434

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Ferri MarcoDIR Of Business Development
GrantClass B Common Stock 1,719,910 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014397 · wf-form4_162709129901148.xml · nonDerivative · entry 1

Ferri Marco · CIK 0001870951 · DIR Of Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,719,910

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:47 UTC GrantCommon Units · Derivative 19,444,264 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014395 · wf-form4_162709121630080.xml · derivative · entry 2

Sjuggerud Stephen D. · CIK 0001870983 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,444,264

Underlying: Class A Common Stock · 19,444,264 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:47 UTC GrantClass B Common Stock 19,444,264 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014395 · wf-form4_162709121630080.xml · nonDerivative · entry 1

Sjuggerud Stephen D. · CIK 0001870983 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,444,264

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Arnold Mark PatrickDirector · Chief Executive Officer
GrantCommon Units · Derivative 4,059,962 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014396 · wf-form4_162709124991048.xml · derivative · entry 4

Arnold Mark Patrick · CIK 0001871594 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 4,059,962

Underlying: Class A Common Stock · 4,059,962 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Arnold Mark PatrickDirector · Chief Executive Officer
GrantCommon Units · Derivative 11,261,859 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014396 · wf-form4_162709124991048.xml · derivative · entry 3

Arnold Mark Patrick · CIK 0001871594 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,261,859

Underlying: Class A Common Stock · 11,261,859 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Arnold Mark PatrickDirector · Chief Executive Officer
GrantClass B Common Stock 4,059,962 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014396 · wf-form4_162709124991048.xml · nonDerivative · entry 2

Arnold Mark Patrick · CIK 0001871594 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 4,059,962

Read SEC document
July 21, 2021 Filed Jul 23, 2021 21:48 UTC
Arnold Mark PatrickDirector · Chief Executive Officer
GrantClass B Common Stock 11,261,859 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014396 · wf-form4_162709124991048.xml · nonDerivative · entry 1

Arnold Mark Patrick · CIK 0001871594 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,261,859

Read SEC document
July 21, 2021 Filed Jul 24, 2021 01:46 UTC GrantCommon Units · Derivative Not disclosed $0.00 $25,925,685.00
Disclosure

SEC source: 0001628280-21-014394 · wf-form4_162709116592697.xml · derivative · entry 2

Palmer Michael Alan · CIK 0001871433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,925,685

Underlying: Class A Common Stock · 25,925,685 shares

Expires not disclosed

F1 · derivative.exercise_price: Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F2 · kind: Represents Common Units received 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.

F3 · derivative.exercise_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

F3 · derivative.expiration_date: The Common Units are redeemable at any time by the Reporting Person for, at the election of the Issuer, newly-issued Class A common stock on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock for each Common Unit redeemed. Upon the redemption of any Common Units, a number of Class B common stock equal to the number of Common Units that are redeemed will be cancelled by the Issuer for no consideration.

Read SEC document
July 21, 2021 Filed Jul 24, 2021 01:46 UTC GrantClass B Common Stock 25,925,685 $0.00 $0.00
Disclosure

SEC source: 0001628280-21-014394 · wf-form4_162709116592697.xml · nonDerivative · entry 1

Palmer Michael Alan · CIK 0001871433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,925,685

Read SEC document
July 21, 2021 Filed Feb 14, 2022 21:39 UTC
Gomberg David10% owner
GrantPrivate Placement Warrants · Derivative 10,280,000 $1.00 Strike: $11.50 $10,280,000.00
Disclosure

SEC source: 0000899243-22-006185 · doc5.xml · derivative · entry 3

Ascendant Sponsor LP · CIK 0001805676 · 10% owner

Ascendant Sponsor GP LLC · CIK 0001805643 · 10% owner

Gomberg David · CIK 0001805731 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,280,000

Underlying: Class A Common Stock · 10,280,000 shares

Expires 2026-07-21

F3 · kind: The Private Placement Warrants are reported as acquired for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), concurrent with the Closing, because, pursuant to their terms, their exercise was not within the control of the Reporting Persons until the Closing. The Private Placement Warrants were initially acquired in a private placement from ADAC concurrent with ADAC's initial public offering.

F2 · ownership.direct: Ascendant Sponsor LP is the record holder of the securities reported herein. Ascendant Sponsor GP LLC is the sole general partner of Ascendant Sponsor LP and David Gomberg is the manager of Ascendant Sponsor GP LLC. Mr. Gomberg has voting and investment discretion with respect to the securities held of record by Ascendant Sponsor LP.

Read SEC document
July 21, 2021 Filed Feb 14, 2022 21:39 UTC
Gomberg David10% owner
Exercise / conversionClass B Ordinary Shares · Derivative 10,170,000 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-006185 · doc5.xml · derivative · entry 2

Ascendant Sponsor LP · CIK 0001805676 · 10% owner

Ascendant Sponsor GP LLC · CIK 0001805643 · 10% owner

Gomberg David · CIK 0001805731 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Ordinary Shares · 10,170,000 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: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F1 · kind: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F1 · derivative.exercise_date: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F1 · derivative.expiration_date: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F2 · ownership.direct: Ascendant Sponsor LP is the record holder of the securities reported herein. Ascendant Sponsor GP LLC is the sole general partner of Ascendant Sponsor LP and David Gomberg is the manager of Ascendant Sponsor GP LLC. Mr. Gomberg has voting and investment discretion with respect to the securities held of record by Ascendant Sponsor LP.

Read SEC document
July 21, 2021 Filed Feb 14, 2022 21:39 UTC
Gomberg David10% owner
Exercise / conversionClass A Common Stock 10,170,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-22-006185 · doc5.xml · nonDerivative · entry 1

Ascendant Sponsor LP · CIK 0001805676 · 10% owner

Ascendant Sponsor GP LLC · CIK 0001805643 · 10% owner

Gomberg David · CIK 0001805731 · 10% owner

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,170,000

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 · kind: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F1 · price: In connection with and immediately prior to the closing (the "Closing") of the business combination (the "Business Combination") between the Issuer (which was formerly known as Ascendant Digital Acquisition Corp. or "ADAC") and MarketWise, LLC, among other things, (i) each of the then issued and outstanding Class B ordinary shares of ADAC converted into Class A ordinary shares of ADAC on a one-for-one basis as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-239623), (ii) ADAC migrated to and domesticated as a Delaware corporation in accordance with Section 388 of the Delaware General Corporation Law, as amended, and the Cayman Islands Companies Act (As Revised) (the "Domestication") and (iii) each of the issued and outstanding Class A ordinary shares of ADAC converted into shares of the Issuer's (after the Domestication) Class A common stock.

F2 · ownership.direct: Ascendant Sponsor LP is the record holder of the securities reported herein. Ascendant Sponsor GP LLC is the sole general partner of Ascendant Sponsor LP and David Gomberg is the manager of Ascendant Sponsor GP LLC. Mr. Gomberg has voting and investment discretion with respect to the securities held of record by Ascendant Sponsor LP.

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.