Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLLECTORS UNIVERSE INCCLCT · Entity 142969 | Director | December 05, 2017 | December 07, 2017 |
| 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.
COLLECTORS UNIVERSE INC
Report date December 05, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,836 |
Reported balance
After 2017-12-05 transaction · row 1
1 source rowRow 1 · 2017-12-05 · Grant · Acquired 1,555 · Balance 179,836 F1: Grant of restricted shares that are subject to forfeiture in the event of a cessation of service with the Company. The shares will cease to be subject to the risk of forfeiture (and, therefore, will become vested) as to 388, 389, 389 and 389 of those shares on March 5, 2018, June 5, 2018, September 5, 2018 and December 5, 2018, respectively, provided that the reporting person is still in the service of the Company on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares that are subject to forfeiture in the event of a cessation of service with the Company. The shares will cease to be subject to the risk of forfeiture (and, therefore, will become vested) as to 388, 389, 389 and 389 of those shares on March 5, 2018, June 5, 2018, September 5, 2018 and December 5, 2018, respectively, provided that the reporting person is still in the service of the Company on such date.
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 | 25,685 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 7,525 · Balance 25,685 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: 0001628280-26-041673 · wk-form4_1780952749.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,685 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 19:12 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 6,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-034208 · wk-form4_1751569935.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,160 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 20:37 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 94,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027532 · wk-form4_1718051848.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,736 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 |
| November 13, 2023 Filed Nov 15, 2023 21:27 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 5,000 | $2.70 | $13,500.00 |
DisclosureSEC source: 0001628280-23-039165 · wk-form4_1700083658.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,040 Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:22 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024253 · wk-form4_1688588501.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,040 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 2024 Annual Meeting of Shareholders and (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 |
| June 02, 2022 Filed Jun 6, 2022 21:32 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 47,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016915 · form4.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,540 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 first Annual Meeting following June 2, 2022 and (ii) June 2, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| September 27, 2021 Filed Sep 30, 2021 01:15 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 18,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019307 · wf-form4_163296448881464.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,072 F1 · shares: Represents an award of restricted stock units which will vest ion the earlier of (i) the day immediately preceding the date of the first Annual Meeting following September 27, 2021 and (ii) September 27, 2022, subject to the Reporting Person continuing in service on the Issuer's Board of Directors through the applicable vesting date. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 16:30 UTC | COLLECTORS UNIVERSE INC CLCT · Entity 142969 | GrantCommon Stock | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-020333 · rdgdoc.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,836 F1 · shares: Grant of restricted shares that are subject to forfeiture in the event of a cessation of service with the Company. The shares will cease to be subject to the risk of forfeiture (and, therefore, will become vested) as to 388, 389, 389 and 389 of those shares on March 5, 2018, June 5, 2018, September 5, 2018 and December 5, 2018, respectively, provided that the reporting person is still in the service of the Company on such date. Read SEC document |
| May 01, 2017 Filed May 2, 2017 19:30 UTC | COLLECTORS UNIVERSE INC CLCT · Entity 142969 | SaleCommon Stock | 10,000 | $27.18 | $271,798.00 |
DisclosureSEC source: 0001437749-17-007785 · rdgdoc.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,281 F1 · shares: Sale of shares under 10(b)5-1 Plan. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 16:30 UTC | COLLECTORS UNIVERSE INC CLCT · Entity 142969 | SaleCommon Stock | 10,000 | $25.68 | $256,800.00 |
DisclosureSEC source: 0001437749-17-006034 · rdgdoc.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,281 F1 · shares: Sale of shares under 10(b)5-1 Plan. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 16:15 UTC | COLLECTORS UNIVERSE INC CLCT · Entity 142969 | SaleCommon Stock | 10,000 | $25.14 | $251,400.00 |
DisclosureSEC source: 0001437749-17-004830 · rdgdoc.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,281 F1 · shares: Sale of shares under 10(b)5-1 Plan. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 16:01 UTC | COLLECTORS UNIVERSE INC CLCT · Entity 142969 | GrantCommon Stock | 2,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-043099 · rdgdoc.xml · nonDerivative · entry 1 SIMMONS VAN D · CIK 0001127312 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,281 F1 · shares: Grant of restricted shares that are subject to forfeiture in the event of a cessation of service with the Company. The shares will cease to be subject to the risk of forfeiture (and, therefore, will become vested) as to 537, 537, 537 and 538 of those shares on March 6, 2017, June 6, 2017, September 6, 2017 and December 6, 2017, respectively, provided that the reporting person is still in the service of the Company on such date. 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.