Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETWISE, INC.MKTW · Entity 7208 | Chief Finacial Officer | July 01, 2026 | July 03, 2026 |
| Trilogy International Partners Inc.TRL.H · Entity 92572 | Senior VP, CFO | January 01, 2023 | January 03, 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 01, 2026 · Filed July 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 75,091 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Sale · Disposed 3,973 · Balance 75,091 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.
Trilogy International Partners Inc.
Report date January 01, 2023 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common shares, without par valueSEC Table I · non-derivative | Direct | 829,908 |
Reported balance
Holding disclosure · report date 2023-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 829,908 |
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 01, 2026 Filed Jul 3, 2026 00:27 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 3,973 | $19.14 | $76,043.22 |
DisclosureSEC source: 0001628280-26-047086 · wk-form4_1783038462.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Finacial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,091 F1 · shares: 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 23, 2026 Filed Mar 24, 2026 20:51 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 6,000 | $14.70 | $88,200.00 |
DisclosureSEC source: 0001628280-26-020838 · wk-form4_1774385502.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,064 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on a single day ranging from $14.50 to $15.44, 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 |
| March 19, 2026 Filed Mar 20, 2026 21:08 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 3,334 | $13.83 | $46,109.22 |
DisclosureSEC source: 0001628280-26-020239 · wk-form4_1774040899.xml · nonDerivative · entry 2 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,064 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $13.70 to $13.96, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder 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 |
| March 18, 2026 Filed Mar 20, 2026 21:08 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 6,666 | $14.10 | $93,990.60 |
DisclosureSEC source: 0001628280-26-020239 · wk-form4_1774040899.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,398 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $13.57 to $14.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder 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 |
| March 13, 2026 Filed Mar 17, 2026 22:52 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 5,284 | $14.15 | $74,768.60 |
DisclosureSEC source: 0001628280-26-018973 · wk-form4_1773787969.xml · nonDerivative · entry 2 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,064 F2 · shares: 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 13, 2026 Filed Mar 17, 2026 22:52 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 43,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018973 · wk-form4_1773787969.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,348 F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on March 15, 2027. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 20:36 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 6,666 | $14.73 | $98,190.18 |
DisclosureSEC source: 0001960480-26-000002 · wk-form4_1773347798.xml · nonDerivative · entry 2 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,437 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $14.63 to $14.87, 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 |
| March 10, 2026 Filed Mar 12, 2026 20:36 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 3,334 | $15.20 | $50,676.80 |
DisclosureSEC source: 0001960480-26-000002 · wk-form4_1773347798.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,103 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $14.96 to $15.40, 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 01, 2025 Filed Jul 3, 2025 19:12 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 3,561 | $19.82 | $70,579.02 |
DisclosureSEC source: 0001628280-25-034211 · wk-form4_1751569968.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,437 F1 · shares: 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 |
| June 17, 2025 Filed Jun 20, 2025 11:51 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 940 | $17.94 | $16,863.60 |
DisclosureSEC source: 0001628280-25-032235 · wk-form4_1750420267.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,998 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $17.40 to $18.26, inclusive. The Reporting Person has provided to the Issuer, and undertakes to provide to 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: Effective April 2, 2025, the Issuer effected a 1-for-20 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:10 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 94,720 | $0.61 | $57,400.32 |
DisclosureSEC source: 0001628280-25-013100 · wk-form4_1742242219.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,381,172 F1 · shares: 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 01, 2024 Filed Jul 3, 2024 17:55 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 657,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031059 · wk-form4_1720029303.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,475,892 F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 1, 2025. Read SEC document |
| March 21, 2024 Filed Mar 21, 2024 20:52 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 11,363 | $1.73 | $19,667.08 |
DisclosureSEC source: 0001628280-24-012560 · wk-form4_1711054367.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817,998 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:53 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 375,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-011940 · wk-form4_1710881575.xml · nonDerivative · entry 1 Mickels Erik · CIK 0001960480 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 806,635 F1 · shares: Represents an award of restricted stock units that vest in four equal annual installments commencing on March 15, 2024, with the first installment vesting on March 15, 2025. Read SEC document |
| September 08, 2023 Filed Sep 12, 2023 20:04 UTC | MARKETWISE, INC. MKTW · Entity 7208 | 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 | MARKETWISE, INC. MKTW · Entity 7208 | 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 |
| August 28, 2023 Filed Aug 29, 2023 20:13 UTC | MARKETWISE, INC. MKTW · Entity 7208 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.