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Stansberry Frank Porter

Disclosed activity across 1 company

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40509
SEC CIK
0001871335

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
MARKETWISE, INC.MKTW · Entity 7208Director · 10% ownerJune 04, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect373,015 Reported balance After 2026-06-04 transaction · row 1
1 source row

Row 1 · 2026-06-04 · Grant · Acquired 7,525 · Balance 373,015

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.

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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 04, 2026 Filed Jun 8, 2026 21:05 UTC MARKETWISE, INC. MKTW · Entity 7208 GrantClass A Common Stock 7,525 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-041670 · wk-form4_1780952724.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 373,015

F1 · shares: 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.

Read SEC document
May 22, 2026 Filed May 26, 2026 23:01 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $17.88 $178,800.00
Disclosure

SEC source: 0001628280-26-038287 · wk-form4_1779836515.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 365,490

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $17.50 to $17.99, 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
May 20, 2026 Filed May 23, 2026 01:04 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 20,100 $17.21 $345,921.00
Disclosure

SEC source: 0001628280-26-037908 · wk-form4_1779498261.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,490

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $16.77 to $17.49, 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
May 18, 2026 Filed May 20, 2026 01:33 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 100 $16.46 $1,646.00
Disclosure

SEC source: 0001628280-26-036702 · wk-form4_1779240795.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,390

Read SEC document
May 18, 2026 Filed May 20, 2026 01:33 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 3,523 $16.50 $58,129.50
Disclosure

SEC source: 0001628280-26-036702 · wk-form4_1779240795.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 335,290

Read SEC document
May 15, 2026 Filed May 20, 2026 01:33 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 11 $16.71 $183.81
Disclosure

SEC source: 0001628280-26-036702 · wk-form4_1779240795.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,767

Read SEC document
May 14, 2026 Filed May 15, 2026 00:59 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $18.25 $182,500.00
Disclosure

SEC source: 0001628280-26-035297 · wk-form4_1778806744.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,756

Read SEC document
May 14, 2026 Filed May 15, 2026 00:59 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $17.99 $179,900.00
Disclosure

SEC source: 0001628280-26-035297 · wk-form4_1778806744.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 321,756

Read SEC document
May 12, 2026 Filed May 15, 2026 00:59 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $18.50 $185,000.00
Disclosure

SEC source: 0001628280-26-035297 · wk-form4_1778806744.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 311,756

Read SEC document
May 11, 2026 Filed May 12, 2026 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $18.89 $188,900.00
Disclosure

SEC source: 0001628280-26-034240 · wk-form4_1778621508.xml · nonDerivative · entry 4

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 301,756

F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $18.87 to $18.89, 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
May 08, 2026 Filed May 12, 2026 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 18,626 $19.93 $371,216.18
Disclosure

SEC source: 0001628280-26-034240 · wk-form4_1778621508.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,756

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $19.62 to $20.35, 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
May 08, 2026 Filed May 12, 2026 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 11,749 $19.22 $225,815.78
Disclosure

SEC source: 0001628280-26-034240 · wk-form4_1778621508.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 273,130

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $18.61 to $19.55, 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
May 08, 2026 Filed May 12, 2026 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 11,000 $17.15 $188,650.00
Disclosure

SEC source: 0001628280-26-034240 · wk-form4_1778621508.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 261,381

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $16.98 to $17.25, 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 20, 2026 Filed Mar 23, 2026 22:18 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 7,270 $15.76 $114,575.20
Disclosure

SEC source: 0001628280-26-020670 · wk-form4_1774304330.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,381

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on a single trading day ranging from $15.02 to $16.00, 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 20, 2026 Filed Mar 23, 2026 22:18 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 10,000 $14.78 $147,800.00
Disclosure

SEC source: 0001628280-26-020670 · wk-form4_1774304330.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,111

F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on a single trading day ranging from $14.63 to $14.92, 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 23, 2026 22:18 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 23,103 $14.28 $329,910.84
Disclosure

SEC source: 0001628280-26-020670 · wk-form4_1774304330.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,111

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions on a single trading day ranging from $13.79 to $14.74, 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
June 12, 2025 Filed Jul 3, 2025 22:39 UTC MARKETWISE, INC. MKTW · Entity 7208 GrantClass A Common Stock 6,775 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-034352 · wk-form4_1751582357.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,008

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 on the earlier of (i) the day immediately preceding the date of the 2026 Annual Meeting of Shareholders and (ii) June 12, 2026, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

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.

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October 06, 2023 Filed Oct 10, 2023 18:56 UTC MARKETWISE, INC. MKTW · Entity 7208 GrantRestricted Stock Unit · Derivative 73,209 $0.00 $0.00
Disclosure

SEC source: 0001871335-23-000011 · primary_doc.xml · derivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,209

Underlying: Class A Common Stock · 73,209 shares

Expires not disclosed

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Class A Common Stock of Marketwise, Inc.

F2 · derivative.exercise_date: The RSUs represent an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2024 Annual Meeting of Shareholders and (ii) October 6, 2024, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

F2 · derivative.expiration_date: The RSUs represent an award of restricted stock units which will vest on the earlier of (i) the day immediately preceding the date of the 2024 Annual Meeting of Shareholders and (ii) October 6, 2024, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date.

Read SEC document
September 06, 2023 Filed Oct 20, 2023 00:09 UTC MARKETWISE, INC. MKTW · Entity 7208 ConversionCommon Units · Derivative 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · derivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,186,545

Underlying: Class A Common Stock · 1,000,000 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.

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

Read SEC document
September 06, 2023 Filed Oct 20, 2023 00:09 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass A Common Stock 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,991,467

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

Read SEC document
September 06, 2023 Filed Oct 20, 2023 00:09 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass B Common Stock 1,000,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000012 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,186,545

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On September 6, 2023, the Reporting Person redeemed 1,000,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 1,000,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 1,000,000 Class A Common Stock. Uncertainty concerning the status of the conversion delayed the filing of this Form.

Read SEC document
August 31, 2023 Filed Aug 31, 2023 22:20 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 44,000 $1.34 $58,960.00
Disclosure

SEC source: 0001871335-23-000009 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,991,467

Read SEC document
August 31, 2023 Filed Sep 11, 2023 23:50 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleCommon Units · Derivative 6,311,026 $2.00 $12,622,052.00
Disclosure

SEC source: 0001871335-23-000010 · primary_doc.xml · derivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,186,545

Underlying: Class A Common Stock · 6,311,026 shares

Expires not disclosed

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

Read SEC document
August 31, 2023 Filed Sep 11, 2023 23:50 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass B Common Stock 6,311,026 $2.00 $12,622,052.00
Disclosure

SEC source: 0001871335-23-000010 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,186,545

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. The Reporting Person completed a private sale of 6,311,026 Common Units and Class B Common Stock on August 31, 2023, but did not receive confirmation of the sale until September 8, 2023.

Read SEC document
August 30, 2023 Filed Aug 31, 2023 22:20 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 45,000 $1.30 $58,500.00
Disclosure

SEC source: 0001871335-23-000009 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,035,467

Read SEC document
August 29, 2023 Filed Aug 29, 2023 23:30 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 70,000 $1.28 $89,600.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,080,467

Read SEC document
August 28, 2023 Filed Aug 29, 2023 23:30 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 40,000 $1.35 $54,000.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,150,467

Read SEC document
August 25, 2023 Filed Aug 29, 2023 23:30 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 37,000 $1.39 $51,430.00
Disclosure

SEC source: 0001871335-23-000008 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,190,467

Read SEC document
August 24, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 55,000 $1.42 $78,100.00
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 5

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,227,467

Read SEC document
August 23, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 36,000 $1.44 $51,840.00
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 4

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,282,467

Read SEC document
August 22, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 ConversionCommon Units · Derivative 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · derivative · entry 6

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,497,571

Underlying: Class A Common Stock · 500,000 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.

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

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August 22, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 32,547 $1.49 $48,495.03
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,318,467

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August 22, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass A Common Stock 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,351,014

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

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August 22, 2023 Filed Aug 24, 2023 21:37 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass B Common Stock 500,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000007 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,497,571

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On August 22, 2023, the Reporting Person redeemed 500,000 Common Units for Class A Common Stock on a one-for-one basis. As a result of the redemption, 500,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 500,000 Class A Common Stock.

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August 10, 2023 Filed Aug 11, 2023 01:44 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 217,106 $1.58 $343,027.48
Disclosure

SEC source: 0001871335-23-000006 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,851,014

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July 26, 2023 Filed Jul 27, 2023 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 4,692 $2.00 $9,384.00
Disclosure

SEC source: 0001871335-23-000005 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,068,120

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July 25, 2023 Filed Jul 27, 2023 21:31 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 700 $2.04 $1,428.00
Disclosure

SEC source: 0001871335-23-000005 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,072,812

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July 07, 2023 Filed Jul 11, 2023 21:47 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 900 $2.00 $1,800.00
Disclosure

SEC source: 0001871335-23-000004 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,073,512

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July 05, 2023 Filed Jul 6, 2023 00:54 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 6,946 $2.00 $13,892.00
Disclosure

SEC source: 0001871335-23-000003 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,074,412

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July 03, 2023 Filed Jul 6, 2023 00:54 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 890 $2.00 $1,780.00
Disclosure

SEC source: 0001871335-23-000003 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,081,358

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June 30, 2023 Filed Jun 30, 2023 21:18 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 17,334 $2.02 $35,014.68
Disclosure

SEC source: 0001871335-23-000002 · primary_doc.xml · nonDerivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,082,248

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June 29, 2023 Filed Jun 30, 2023 21:18 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 732 $2.00 $1,464.00
Disclosure

SEC source: 0001871335-23-000002 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,099,582

Read SEC document
June 28, 2023 Filed Jun 30, 2023 21:18 UTC MARKETWISE, INC. MKTW · Entity 7208 SaleClass A Common Stock 700 $1.94 $1,358.00
Disclosure

SEC source: 0001871335-23-000002 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,100,314

Read SEC document
June 23, 2023 Filed Jun 27, 2023 23:03 UTC MARKETWISE, INC. MKTW · Entity 7208 ConversionCommon Units · Derivative 250,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000001 · primary_doc.xml · derivative · entry 3

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,997,571

Underlying: Class A Common Stock · 250,000 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.

F1 · derivative.exercise_price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

F1 · derivative.exercise_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

F1 · derivative.expiration_date: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

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June 23, 2023 Filed Jun 27, 2023 23:03 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass A Common Stock 250,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000001 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,101,014

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

Read SEC document
June 23, 2023 Filed Jun 27, 2023 23:03 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass B Common Stock 250,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001871335-23-000001 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,997,571

F1 · price: The Reporting Person originally received Common Units and Class B Common Stock as consideration for LLC units of MarketWise, LLC in connection with the Business Combination Agreement, as defined and described in the Issuer's prospectus filed with the Securities and Exchange Commission on July 1, 2021. The Common Units are redeemable for shares of Class A Common Stock on a one-for-one basis at the option of the holder. Upon the redemption of any Common Units, a number of Class B Common Stock equal to the number of Common Units that are redeemed are cancelled by the Issuer for no consideration. On June 23, 2023, the Reporting Person redeemed 250,000 Common Units for Class A Common Stock on a one-for-one basis on June 23, 2023. As a result of the redemption, 250,000 Class B Common Stock beneficially owned by the Reporting Person were cancelled and the Reporting Person acquired 250,000 Class A Common Stock.

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November 18, 2022 Filed Nov 23, 2022 01:44 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherStock Option (right to buy) · Derivative 12,806 Not disclosed Strike: $2.50 Not disclosed
Disclosure

SEC source: 0001871335-22-000007 · primary_doc.xml · derivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,280,600 shares

Expires 2022-11-18

F1 · price: Left blank per General Instruction 4(c)(iii) to Form 4.

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November 18, 2022 Filed Nov 23, 2022 01:44 UTC MARKETWISE, INC. MKTW · Entity 7208 OtherClass A Common Stock 1,280,600 $2.50 $3,201,500.00
Disclosure

SEC source: 0001871335-22-000007 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,851,014

Read SEC document
September 14, 2022 Filed Sep 16, 2022 21:30 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 19,023 $2.49 $47,367.27
Disclosure

SEC source: 0001871335-22-000006 · primary_doc.xml · nonDerivative · entry 2

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,570,414

Read SEC document
September 14, 2022 Filed Sep 16, 2022 21:30 UTC MARKETWISE, INC. MKTW · Entity 7208 PurchaseClass A Common Stock 19,105 $2.49 $47,571.45
Disclosure

SEC source: 0001871335-22-000006 · primary_doc.xml · nonDerivative · entry 1

Stansberry Frank Porter · CIK 0001871335 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,551,391

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.