MKTW SEC Filing News — MarketWise, Inc.

Latest SEC filings for MarketWise, Inc. (MKTW) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-24.

MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses. The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; and inve…
Sector: Financial Services Industry: Financial Data & Stock Exchanges Market Cap: $52.1M
20
Total Filings
5
Bullish Classifications
3
Bearish Classifications
14
Insider Transactions
5
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for MKTW currently lean bullish. Of the 20 displayed SEC filing records, 5 carry bullish classifications versus 3 bearish classifications. These labels summarize filing attributes; they are not recommendations, probabilities, or evidence of future price direction. There were 14 insider transactions (Form 4) in this period.
MKTW Filing Activity Snapshot 2026-05-11 — 2026-09-24
Insider Transactions (Form 4)
5 buys vs 3 sells
Net insider buying in this period — more purchases than sales reported.
Largest Form 144 Filing
$974.6K
Stansberry Frank Porter (Director, 10% Owner) · 2026-05-12
51,375 shares · Form 4
Insider Transactions 14 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 14 filings in this group are Form 4s for MarketWise, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 14 insider filings shown, the breakdown is 6 compensation award, 5 open-market purchase and 3 open-market sale. 8 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Compensation award ×6
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Open-market purchase ×5
The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.
Open-market sale ×3
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Form 4 Open-market sale Insider Selling 2026-07-02

MKTW insider Galsim Marco (Chief Information Officer) sold 3,294 shares (~$63.0K)

Galsim Marco, listed as Chief Information Officer at MARKETWISE, INC., reported an open-market sale of 3,294 MKTW shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 3,294 $19.14 $63.0K
Filing: Form 4 (Insider Transaction) Insider: Galsim Marco (Chief Information Officer) Shares: 3,294 Est. Value: $63.0K
Form 4 Open-market sale Insider Selling 2026-07-02

MKTW insider Forney Scott Daniel (General Counsel) sold 711 shares (~$13.6K)

Forney Scott Daniel, listed as General Counsel at MARKETWISE, INC., reported an open-market sale of 711 MKTW shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 711 $19.14 $13.6K
Filing: Form 4 (Insider Transaction) Insider: Forney Scott Daniel (General Counsel) Shares: 711 Est. Value: $13.6K
Form 4 Open-market sale Insider Selling 2026-07-02

MKTW insider Mickels Erik (Chief Finacial Officer) sold 3,973 shares (~$76.0K)

Mickels Erik, listed as Chief Finacial Officer at MARKETWISE, INC., reported an open-market sale of 3,973 MKTW shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 3,973 $19.14 $76.0K
Filing: Form 4 (Insider Transaction) Insider: Mickels Erik (Chief Finacial Officer) Shares: 3,973 Est. Value: $76.0K
Form 4 Compensation award Tax / Compensation Filing 2026-06-08

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

SIMMONS VAN D (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 7,525 — —
Filing: Form 4 (Insider Transaction) Insider: SIMMONS VAN D (Director) Shares: 7,525
Form 4 Compensation award Tax / Compensation Filing 2026-06-08

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

Smith Matthew Tate (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 7,525 — —
Filing: Form 4 (Insider Transaction) Insider: Smith Matthew Tate (Director) Shares: 7,525
Form 4 Compensation award Tax / Compensation Filing 2026-06-08

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

Turner Matthew Joseph (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 8,127 — —
Filing: Form 4 (Insider Transaction) Insider: Turner Matthew Joseph (Director) Shares: 8,127
Form 4 Compensation award Tax / Compensation Filing 2026-06-08

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

Stansberry Frank Porter (Director, 10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 7,525 — —
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 7,525
Form 4 Compensation award Tax / Compensation Filing 2026-06-08

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

Tongue Glenn H (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 8,127 — —
Filing: Form 4 (Insider Transaction) Insider: Tongue Glenn H (Director) Shares: 8,127
Form 4 Open-market purchase Insider Buying 2026-05-26

MKTW insider Stansberry Frank Porter (Director, 10% Owner) bought 10,000 shares (~$178.8K)

Stansberry Frank Porter, listed as Director, 10% Owner at MARKETWISE, INC., reported an open-market purchase of 10,000 MKTW shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 10,000 $17.88 $178.8K
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 10,000 Est. Value: $178.8K
Form 4 Open-market purchase Insider Buying 2026-05-22

MKTW insider Stansberry Frank Porter (Director, 10% Owner) bought 20,100 shares (~$345.9K)

Stansberry Frank Porter, listed as Director, 10% Owner at MARKETWISE, INC., reported an open-market purchase of 20,100 MKTW shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 20,100 $17.21 $345.9K
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 20,100 Est. Value: $345.9K
Form 4 Open-market purchase Insider Buying 2026-05-19

MKTW insider Stansberry Frank Porter (Director, 10% Owner) bought 3,634 shares (~$60.0K)

Stansberry Frank Porter, listed as Director, 10% Owner at MARKETWISE, INC., reported an open-market purchase of 3,634 MKTW shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 11 $16.71 $183.81
P Open-market purchase 3,523 $16.50 $58.1K
P Open-market purchase 100 $16.46 $1.6K
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 3,634 Est. Value: $60.0K
Form 4 Open-market purchase Insider Buying 2026-05-14

MKTW insider Stansberry Frank Porter (Director, 10% Owner) bought 30,000 shares (~$547.4K)

Stansberry Frank Porter, listed as Director, 10% Owner at MARKETWISE, INC., reported an open-market purchase of 30,000 MKTW shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 10,000 $18.50 $185.0K
P Open-market purchase 10,000 $17.99 $179.9K
P Open-market purchase 10,000 $18.25 $182.5K
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 30,000 Est. Value: $547.4K
Form 4 Open-market purchase Insider Buying 2026-05-12

MKTW insider Stansberry Frank Porter (Director, 10% Owner) bought 51,375 shares (~$974.6K)

Stansberry Frank Porter, listed as Director, 10% Owner at MARKETWISE, INC., reported an open-market purchase of 51,375 MKTW shares in a Form 4 filing. Insider buying is often treated as a bullish signal because company insiders are committing their own capital.

The insider bought shares on the open market with their own money. This is the only Form 4 category that requires a discretionary cash outlay at the prevailing price.

Transactions reported on this filing
Code Nature Shares Price Value
P Open-market purchase 11,000 $17.15 $188.6K
P Open-market purchase 11,749 $19.22 $225.8K
P Open-market purchase 18,626 $19.93 $371.2K
P Open-market purchase 10,000 $18.89 $188.9K
Filing: Form 4 (Insider Transaction) Insider: Stansberry Frank Porter (Director, 10% Owner) Shares: 51,375 Est. Value: $974.6K
Form 4 Compensation award Tax / Compensation Filing 2026-05-11

MKTW insider Form 4 filed for equity award, exercise, or tax withholding

Galsim Marco (Chief Information Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 10,000 — —
Filing: Form 4 (Insider Transaction) Insider: Galsim Marco (Chief Information Officer) Shares: 10,000
Material Events 5 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 5 in this period for MarketWise, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-24

MKTW filed 8-K — material company event

MARKETWISE, INC. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K/A Amended Material Company Update 2026-08-12

MKTW filed amended 8-K — material company event

MARKETWISE, INC. filed an amended 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K/A (Material Event Amendment)
Form 8-K Material Company Update 2026-08-06

MKTW filed 8-K — material company event

MARKETWISE, INC. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-07-10

MKTW filed 8-K — material company event

MARKETWISE, INC. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-06-08

MKTW filed 8-K — material company event

MARKETWISE, INC. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for MarketWise, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-06

MKTW filed Quarterly Report (10-Q)

MARKETWISE, INC. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

How we classify MarketWise, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on MKTW. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — MKTW SEC Filings

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MKTW Full Analysis
Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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