Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETWISE, INC.MKTW · Entity 7208 | General Counsel | July 01, 2026 | July 03, 2026 |
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 | 21,459 |
Reported balance
After 2026-07-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-01 · Sale · Disposed 711 · Balance 21,459 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. F2: Includes 879 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026. |
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.
F2: Includes 879 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026.
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 | 711 | $19.14 | $13,608.54 |
DisclosureSEC source: 0001628280-26-047087 · wk-form4_1783038470.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,459 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. F2 · balance_after: Includes 879 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:52 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 805 | $14.15 | $11,390.75 |
DisclosureSEC source: 0001628280-26-018974 · wk-form4_1773787975.xml · nonDerivative · entry 2 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,291 F3 · 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 | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018974 · wk-form4_1773787975.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,096 F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on March 15, 2027. F2 · balance_after: Includes 857 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2025. Read SEC document |
| July 21, 2025 Filed Jul 25, 2025 20:46 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 76 | $18.22 | $1,384.72 |
DisclosureSEC source: 0001628280-25-036073 · wk-form4_1753476398.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,239 F1 · date: The filing date is due to an inadvertent administrative error and not any error of the reporting person. 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 |
| July 01, 2025 Filed Jul 3, 2025 19:13 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 719 | $19.82 | $14,250.58 |
DisclosureSEC source: 0001628280-25-034213 · wk-form4_1751569989.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,315 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. F2 · balance_after: Includes 1,191 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2025. F3 · 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 20:11 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 16,061 | $0.61 | $9,732.97 |
DisclosureSEC source: 0001628280-25-013102 · wk-form4_1742242256.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,879 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. F2 · balance_after: Includes 5,000 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2024. Read SEC document |
| July 19, 2024 Filed Jul 22, 2024 20:10 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 1,502 | $1.12 | $1,682.24 |
DisclosureSEC source: 0001628280-24-032479 · wk-form4_1721679018.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,940 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 01, 2024 Filed Jul 3, 2024 17:53 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 172,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031056 · wk-form4_1720029204.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,442 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 15, 2024 Filed Mar 19, 2024 20:53 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 7,833 | $1.91 | $14,961.03 |
DisclosureSEC source: 0001628280-24-011941 · wk-form4_1710881611.xml · nonDerivative · entry 2 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,745 F3 · 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 15, 2024 Filed Mar 19, 2024 20:53 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-011941 · wk-form4_1710881611.xml · nonDerivative · entry 1 Forney Scott Daniel · CIK 0002001432 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,578 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. F2 · balance_after: Includes 5,000 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2023. 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.