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 | 22,485 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 7,525 · Balance 22,485 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC source: 0001628280-26-041672 · wk-form4_1780952741.xml · nonDerivative · entry 1 Smith Matthew Tate · CIK 0001735552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,485 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 |
| June 12, 2025 Filed Jul 3, 2025 19:13 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 6,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034215 · wk-form4_1751570009.xml · nonDerivative · entry 1 Smith Matthew Tate · CIK 0001735552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,960 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. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:39 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 94,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027541 · wk-form4_1718051946.xml · nonDerivative · entry 1 Smith Matthew Tate · CIK 0001735552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,719 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 2025 Annual Meeting of Shareholders and (ii) June 6, 2025, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| June 30, 2023 Filed Jul 12, 2023 20:38 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024799 · wk-form4_1689194283.xml · nonDerivative · entry 2 Smith Matthew Tate · CIK 0001735552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,023 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 2024 Annual Meeting of Shareholders or (ii) June 30, 2024, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| May 01, 2023 Filed Jul 12, 2023 20:38 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 6,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024799 · wk-form4_1689194283.xml · nonDerivative · entry 1 Smith Matthew Tate · CIK 0001735552 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,523 F1 · shares: Represents an award of restricted stock units which vested on June 29, 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.