Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ascendant Digital Acquisition Corp. IIIACDI · Entity 133528 | Director · Chief Executive Officer | November 09, 2021 | November 09, 2021 |
| Centurion Acquisition Corp.ALF · Entity 9115 | Director · Chief Executive Officer | June 10, 2024 | June 11, 2024 |
| MARKETWISE, INC.MKTW · Entity 7208 | Director | June 30, 2023 | July 05, 2023 |
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.
Ascendant Digital Acquisition Corp. III
Report date November 09, 2021 · Filed November 09, 2021
This filing explicitly reported no securities owned.
Centurion Acquisition Corp.
Report date June 10, 2024 · Filed June 11, 2024
This filing explicitly reported no securities owned.
MARKETWISE, INC.
Report date June 30, 2023 · Filed July 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 198,056 |
Reported balance
After 2023-06-30 transaction · row 1
1 source rowRow 1 · 2023-06-30 · Grant · Acquired 67,500 · Balance 198,056 F1: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Alpha Global Investments | 2,494,727 |
Reported balance
Holding disclosure · report date 2023-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,494,727 F2: Represents Class A Common Stock held directly by Alpha Global Investments, an entity over which the Reporting Person shares voting and investment discretion. |
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 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.
F2: Represents Class A Common Stock held directly by Alpha Global Investments, an entity over which the Reporting Person shares voting and investment discretion.
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 30, 2023 Filed Jul 5, 2023 16:26 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 67,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-024263 · wk-form4_1688588794.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,056 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 |
| September 19, 2022 Filed Sep 21, 2022 17:31 UTC | MARKETWISE, INC. MKTW · Entity 7208 | Disposition to issuerWarrants (Right to buy) · Derivative | 5,382,666 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0001628280-22-025298 · wf-form4_166379585261112.xml · derivative · entry 3 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Alpha Global Investments Disclosed balance after: 0 Underlying: Class A Common Stock · 1,036,163 shares Expires 2026-07-21 F1 · kind: In connection with the offer to exchange all outstanding warrants to purchase Class A common stock of the Issuer, Alpha Global Investments, an entity over which the reporting person shares voting and investment discretion, tendered its outstanding warrants to the Issuer in exchange for the shares of Class A common stock reported herein at a ratio of .1925 shares per warrant. Read SEC document |
| September 19, 2022 Filed Sep 21, 2022 17:31 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 1,036,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-22-025298 · wf-form4_166379585261112.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Alpha Global Investments Disclosed balance after: 2,494,727 F1 · kind: In connection with the offer to exchange all outstanding warrants to purchase Class A common stock of the Issuer, Alpha Global Investments, an entity over which the reporting person shares voting and investment discretion, tendered its outstanding warrants to the Issuer in exchange for the shares of Class A common stock reported herein at a ratio of .1925 shares per warrant. F1 · price: In connection with the offer to exchange all outstanding warrants to purchase Class A common stock of the Issuer, Alpha Global Investments, an entity over which the reporting person shares voting and investment discretion, tendered its outstanding warrants to the Issuer in exchange for the shares of Class A common stock reported herein at a ratio of .1925 shares per warrant. F2 · balance_after: Includes 1,458,564 shares of Class A common stock received for no consideration in a pro rata distribution in-kind exempt for reporting under Rule 16a-9. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 17:33 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 47,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016919 · form4.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,556 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 |
| November 23, 2021 Filed Nov 24, 2021 18:59 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 6,128 | $7.21 | $44,153.47 |
DisclosureSEC source: 0001628280-21-024116 · wf-form4_163779834862750.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,088 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $7.18 to $7.22, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder ofthe 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 |
| November 18, 2021 Filed Nov 18, 2021 18:28 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 10,000 | $7.60 | $75,995.00 |
DisclosureSEC source: 0001127602-21-029612 · form4.xml · nonDerivative · entry 2 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,960 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $7.58 to $7.61, 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 |
| November 17, 2021 Filed Nov 18, 2021 18:28 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 23,277 | $7.61 | $177,156.59 |
DisclosureSEC source: 0001127602-21-029612 · form4.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,960 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $7.50 to $7.6607, 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 |
| November 16, 2021 Filed Nov 17, 2021 17:37 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 5,601 | $7.60 | $42,573.20 |
DisclosureSEC source: 0001127602-21-029478 · form4.xml · nonDerivative · entry 2 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,683 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $7.55 to $7.61, 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 |
| November 15, 2021 Filed Nov 17, 2021 17:37 UTC | MARKETWISE, INC. MKTW · Entity 7208 | PurchaseClass A Common Stock | 20,010 | $7.64 | $152,896.41 |
DisclosureSEC source: 0001127602-21-029478 · form4.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,082 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $7.60 to $7.77, 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 |
| September 27, 2021 Filed Sep 29, 2021 21:15 UTC | MARKETWISE, INC. MKTW · Entity 7208 | GrantClass A Common Stock | 18,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-019308 · wf-form4_163296451231155.xml · nonDerivative · entry 1 Gerhard Mark · CIK 0001805699 · 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 on 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.