Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARKETWISE, INC.MKTW · Entity 7208 | Director | June 04, 2026 | June 08, 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 June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 28,234 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 8,127 · Balance 28,234 F1: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2027 Annual Meeting of Shareholders and (ii) June 4, 2027, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. |
| Class A Common StockSEC Table I · non-derivative | Indirectby Deerhaven Fund LP. | 1,201 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,201 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2027 Annual Meeting of Shareholders and (ii) June 4, 2027, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JMP GROUP LLC
Report date November 15, 2021 · Filed November 17, 2021
Section 16 reporting ended · disclosed 2021-11-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-11-15 transaction · row 1
1 source rowRow 1 · 2021-11-15 · Disposition to issuer · Disposed 223,471 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 8, 2021 (as amended from time to time, the "Merger Agreement"), among JMP Group LLC (the "Company"), Citizens Financial Group, Inc. ("Citizens") and Jolt Acquisition LLC, in exchange for $7.50 per share in cash, without interest. |
| Common SharesSEC Table I · non-derivative | IndirectBy Deerhaven Fund, LP | 0 |
Reported balance
After 2021-11-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-11-15 · Disposition to issuer · Disposed 34,886 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 8, 2021 (as amended from time to time, the "Merger Agreement"), among JMP Group LLC (the "Company"), Citizens Financial Group, Inc. ("Citizens") and Jolt Acquisition LLC, in exchange for $7.50 per share in cash, without interest. F2: Reflects common shares held by the Deer Haven Fund, of which Mr. Tongue is the general partner. |
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-15 · Disposition to issuer · Disposed 3,274 · Balance 0 F3: Pursuant to the Merger Agreement, all outstanding restricted share units of the Company were assumed by Citizens and replaced with 511 restricted stock units of Citizens representing the right to receive 511 shares of common stock of Citizens, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of September 8, 2021 (as amended from time to time, the "Merger Agreement"), among JMP Group LLC (the "Company"), Citizens Financial Group, Inc. ("Citizens") and Jolt Acquisition LLC, in exchange for $7.50 per share in cash, without interest.
F2: Reflects common shares held by the Deer Haven Fund, of which Mr. Tongue is the general partner.
F3: Pursuant to the Merger Agreement, all outstanding restricted share units of the Company were assumed by Citizens and replaced with 511 restricted stock units of Citizens representing the right to receive 511 shares of common stock of Citizens, par value $0.01 per share.
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, 2018 Filed Jul 2, 2018 20:35 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001794 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,491 Underlying: Common Shares · 3,745 shares Expires 2018-07-01 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:35 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001794 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,626 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 15, 2018. Read SEC document |
| April 02, 2018 Filed Apr 2, 2018 21:35 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001215 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,236 Underlying: Common Shares · 3,745 shares Expires 2018-04-01 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_date: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 15, 2018. F1 · derivative.expiration_date: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 15, 2018. Read SEC document |
| April 02, 2018 Filed Apr 2, 2018 21:35 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001215 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,881 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | GrantRestricted Share Unit · Derivative | 14,981 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001165 · form.xml · derivative · entry 1 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,981 Underlying: Common Shares · 14,981 shares Expires not disclosed F1 · derivative.exercise_date: The restricted share units vest 25% on April 1, 2018, 25% on July 1, 2018, 25% on October 1, 2018, and 25% on January 1, 2019; provided the Reporting Person remains in service of the board of directors and its committees (as applicable) at such date. F1 · derivative.expiration_date: The restricted share units vest 25% on April 1, 2018, 25% on July 1, 2018, 25% on October 1, 2018, and 25% on January 1, 2019; provided the Reporting Person remains in service of the board of directors and its committees (as applicable) at such date. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 18:49 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000052 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,242 shares Expires 2018-01-01 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 18:49 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-000052 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,136 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 16, 2017. Read SEC document |
| October 02, 2017 Filed Oct 10, 2017 10:00 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002911 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,242 Underlying: Common Shares · 3,242 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| October 02, 2017 Filed Oct 10, 2017 10:00 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002911 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,894 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 16, 2017. Read SEC document |
| August 03, 2017 Filed Aug 3, 2017 21:07 UTC | JMP GROUP LLC JMP · Entity 133349 | PurchaseCommon Shares | 10,000 | $5.41 | $54,100.00 |
DisclosureSEC source: 0001246360-17-002501 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,652 Read SEC document |
| July 02, 2017 Filed Jul 5, 2017 22:00 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,241 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002311 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,484 Underlying: Common Shares · 3,241 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| July 02, 2017 Filed Jul 5, 2017 22:00 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002311 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,652 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 16, 2017. Read SEC document |
| May 02, 2017 Filed May 2, 2017 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | PurchaseCommon Shares | 1,624 | $5.65 | $9,175.60 |
DisclosureSEC source: 0001246360-17-001698 · form.xml · nonDerivative · entry 4 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deerhaven Fund, LP Disclosed balance after: 34,886 Read SEC document |
| May 01, 2017 Filed May 2, 2017 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | PurchaseCommon Shares | 10,000 | $5.74 | $57,400.00 |
DisclosureSEC source: 0001246360-17-001698 · form.xml · nonDerivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deerhaven Fund, LP Disclosed balance after: 33,262 Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | PurchaseCommon Shares | 9,240 | $5.79 | $53,499.60 |
DisclosureSEC source: 0001246360-17-001698 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deerhaven Fund, LP Disclosed balance after: 23,262 Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 17:28 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 3,241 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001567 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,725 Underlying: Common Shares · 3,241 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| April 01, 2017 Filed Apr 5, 2017 17:28 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 3,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001567 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,411 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 · shares: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 16, 2017. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 22:00 UTC | JMP GROUP LLC JMP · Entity 133349 | GrantRestricted Share Unit · Derivative | 12,966 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-001419 · form.xml · derivative · entry 1 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,966 Underlying: Common Shares · 12,966 shares Expires not disclosed F1 · derivative.exercise_date: The restricted share units vest 25% on April 1, 2017, 25% on July 1, 2017, 25% on October 1, 2017, and 25% on January 1, 2018; provided the Reporting Person remains in service of the board of directors and its committees (as applicable) at such date. F1 · derivative.expiration_date: The restricted share units vest 25% on April 1, 2017, 25% on July 1, 2017, 25% on October 1, 2017, and 25% on January 1, 2018; provided the Reporting Person remains in service of the board of directors and its committees (as applicable) at such date. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:42 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 2,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000057 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,907 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 17:42 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000057 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,170 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 · shares: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 17, 2016. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionRestricted Share Unit · Derivative | 2,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001246360-16-006909 · form.xml · derivative · entry 3 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,907 Underlying: Common Shares · 2,907 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. F2 · derivative.exercise_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. F2 · derivative.expiration_date: Each unit represents a right to receive one common share or an amount equal to the fair market value of one common share on the applicable vesting date. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 20:21 UTC | JMP GROUP LLC JMP · Entity 133349 | Exercise / conversionCommon Shares | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-16-006909 · form.xml · nonDerivative · entry 2 Tongue Glenn H · CIK 0001409325 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,263 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 · security: Acquisition of common shares resulting from the vesting and delivery of 25% of the restricted share units granted on March 17, 2016. 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.