Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETWISE, INC.MKTW · Entity 7208 | Chief Information Officer | 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 | 39,495 |
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 3,294 · Balance 39,495 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 410 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 410 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 00:28 UTC | MARKETWISE, INC. MKTW · Entity 7208 | SaleClass A Common Stock | 3,294 | $19.14 | $63,047.16 |
DisclosureSEC source: 0001628280-26-047088 · wk-form4_1783038478.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,495 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 410 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2026. Read SEC document |
| May 05, 2026 Filed May 11, 2026 20:46 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-033618 · wk-form4_1778532365.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,379 F1 · date: The filing date is due to an inadvertent administrative error and not any error of the reporting person. F2 · shares: Represents an award of restricted stock units which will vest in four equal annual installments on July 1, 2026, July 1, 2027, July 1, 2028, and July 1, 2029. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 22:52 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 2,288 | $14.15 | $32,375.20 |
DisclosureSEC source: 0001628280-26-018971 · wk-form4_1773787957.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,379 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 411 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2025. Read SEC document |
| September 16, 2025 Filed Oct 6, 2025 23:01 UTC | MARKETWISE, INC. MKTW · Entity 7208 | OtherClass A Common Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044390 · wk-form4_1759791682.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,256 F1 · kind: Represents unvested earn out shares that were released from escrow and cancelled by the Issuer because the requisite stock price triggering events did not occur before the earn out period expired on July 21, 2025. Read SEC document |
| July 21, 2025 Filed Jul 25, 2025 20:46 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 326 | $18.22 | $5,939.72 |
DisclosureSEC source: 0001628280-25-036070 · wk-form4_1753476355.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,006 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 19:12 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 1,870 | $19.82 | $37,063.40 |
DisclosureSEC source: 0001628280-25-034210 · wk-form4_1751569958.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,332 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 544 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 20:09 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 31,541 | $0.61 | $19,113.85 |
DisclosureSEC source: 0001628280-25-013095 · wk-form4_1742242136.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 773,184.19 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 20:09 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 4,683 | $1.12 | $5,244.96 |
DisclosureSEC source: 0001628280-24-032478 · wk-form4_1721678986.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 799,725.1908 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. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 17:54 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 345,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031057 · wk-form4_1720029241.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 804,408.1908 F1 · shares: Represents an award of restricted stock units which will vest in four equal annual installments beginning on July 1, 2025. F2 · balance_after: Includes 4,311 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on June 30, 2024. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:54 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 23,215 | $1.91 | $44,340.65 |
DisclosureSEC source: 0001628280-24-011942 · wk-form4_1710881661.xml · nonDerivative · entry 2 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,703.1908 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 20:54 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-011942 · wk-form4_1710881661.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,918.1908 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 2,350 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2023. Read SEC document |
| July 21, 2023 Filed Jul 25, 2023 20:50 UTC | MARKETWISE, INC. MKTW · Entity 7208 | 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 |
| March 15, 2023 Filed Mar 17, 2023 20:27 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 12,808 | $1.78 | $22,798.24 |
DisclosureSEC source: 0001628280-23-008494 · wf-form4_167908485698060.xml · nonDerivative · entry 2 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,205.1908 F3 · 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 20:27 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008494 · wf-form4_167908485698060.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,013.1908 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. F2 · balance_after: Includes 2,206 shares of Class A Common Stock acquired pursuant to the Issuer's employee stock purchase plan on December 31, 2022. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 22:44 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 153,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-032348 · wf-form4_167157626204704.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,807.1908 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 26, 2022 00:46 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Tax withholdingClass A Common Stock | 4,619 | $2.94 | $13,579.86 |
DisclosureSEC source: 0001127602-22-019759 · form4.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,961.1908 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 1,023 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 23:56 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019620 · wf-form4_163339178911123.xml · nonDerivative · entry 1 Galsim Marco · CIK 0001870942 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,557.1908 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 30, 2021 01:13 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantStock Appreciation Rights · Derivative | 47,229 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC 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 | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 27, 2021 Filed Aug 31, 2021 20:10 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 1,307.1908 | $7.65 | $10,000.01 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.