Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETWISE, INC.MKTW · Entity 7208 | GENERAL COUNSEL | July 21, 2023 | July 25, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MARKETWISE, INC.
Report date July 21, 2023 · Filed July 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 372,056 |
Reported balance
After 2023-07-21 transaction · row 1
1 source rowRow 1 · 2023-07-21 · Tax withholding · Disposed 4,629 · Balance 372,056 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 21, 2023 Filed Jul 25, 2023 16:51 UTC | MARKETWISE, INC. MKTW · Entity 7208 | 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 |
| March 15, 2023 Filed Mar 17, 2023 16:26 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 12,658 | $1.78 | $22,531.24 |
DisclosureSEC source: 0001628280-23-008492 · wf-form4_167908476790961.xml · nonDerivative · entry 2 Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376,685 F2 · 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 |
| March 15, 2023 Filed Mar 17, 2023 16:26 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008492 · wf-form4_167908476790961.xml · nonDerivative · entry 1 Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,343 F1 · shares: Represents an award of restricted stock units that vest in four equal annual installments commencing on March 15, 2023, with the first installment vesting on March 15, 2024. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 17:46 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 153,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032350 · wf-form4_167157639453011.xml · nonDerivative · entry 1 Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,343 F1 · shares: Represents an award of restricted stock units that vest in four equal annual installments commencing on March 15, 2022, with the first installment vesting on March 15, 2023. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:49 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 4,581 | $2.94 | $13,468.14 |
DisclosureSEC source: 0001127602-22-019763 · form4.xml · nonDerivative · entry 1 Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,497 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 1,508 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2022. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 19:56 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019619 · wf-form4_163339177417029.xml · nonDerivative · entry 1 Anderson Gary Daniel · CIK 0001871937 · GENERAL COUNSEL 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,570 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 21:12 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantStock Appreciation Rights · Derivative | 47,229 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC 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 | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 31, 2021 Filed Sep 2, 2021 16:10 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 2,320 | $8.74 | $20,274.48 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.