Welcome to our dedicated page for Marketwise SEC filings (Ticker: MKTW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The MarketWise, Inc. (MKTW) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. MarketWise describes itself as a multi-brand digital subscription services platform that offers premium financial research, software, education, and tools for self-directed investors, and its filings expand on how this business model is reflected in its financial and corporate reporting.
Investors can review Form 8-K filings in which MarketWise reports material events. Recent 8-Ks furnish earnings press releases that detail quarterly Net Revenue, Billings, Net Income, Cash from Operating Activities, and non-GAAP measures such as Adjusted CFFO, Free Cash Flow, and EBITDA. Other 8-Ks describe Board and stockholder actions, including amendments to the company’s 2021 Incentive Award Plan and information from the annual meeting.
Additional 8-K disclosures address capital markets and corporate finance developments. MarketWise has reported a 1-for-20 reverse stock split of its Class A common stock, the authorization of a stock repurchase program, and notices related to Nasdaq listing compliance. The company has also filed 8-Ks describing an unsolicited, non-binding proposal from Monument & Cathedral Holdings, LLC to acquire equity interests not already owned by that party, and the formation of a Special Committee of the Board to evaluate that proposal and any alternatives.
Through Stock Titan, users can track new MarketWise filings as they are pulled from EDGAR in real time and use AI-powered summaries to understand the key points of lengthy documents. This includes quickly seeing the main drivers in quarterly earnings releases, the nature of any material corporate actions, and the details of Board or stockholder approvals disclosed in 8-Ks or related materials.
For investors analyzing MKTW, these filings provide insight into the company’s subscription-based operations, capital allocation choices, incentive plans, and any significant transaction proposals under consideration by the Board.
MARKETWISE, INC. Schedule 13G: Pinkney Partners, L.P. reports beneficial ownership of 135,000 shares of Class A Common Stock, representing approximately 5.5% of the outstanding shares. The filing states sole voting and dispositive power over these 135,000 shares is exercised through investment advisor BBT Capital Management Advisors, LLC pursuant to an Investment Advisory and Management Agreement.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported an open-market sale of 6,000 shares of Class A Common Stock. The shares were sold at a weighted average price of $14.70 per share. After this transaction, Mickels directly owns 79,064 shares of MarketWise stock.
The reported price is an average of multiple trades executed on the same day in a range from $14.50 to $15.44 per share, as described in the footnote.
MarketWise, Inc. director and 10% owner Frank Porter Stansberry reported open-market purchases of Class A Common Stock. He bought a total of 40,373 shares across three transactions on March 19–20 at weighted average prices between about $14 and $16 per share. Following these purchases, he directly owns 250,381 shares. The filing notes the trades were executed in multiple transactions within intraday price ranges from $13.79 to $16.00, with full trade-by-trade details available on request.
MarketWise, Inc. major shareholder Frank Porter Stansberry has increased and updated his reported stake in the company. He now reports beneficial ownership of 3,081,266 shares of Class A common stock, representing 58.29% of the class, adjusted for a 1-for-20 reverse stock split effected on April 2, 2025.
The filing shows he acquired 40,373 Class A shares in open market purchases from March 19 to March 20, 2026 for an aggregate purchase price of $592,292.42 using personal funds, stating he believed the stock was undervalued at the time. His holdings include 239,946 shares purchased in the market and via redemptions, 3,660 shares from vested restricted stock units, and the right to acquire 2,837,659 additional shares underlying Common Units of MarketWise, LLC. The 58.29% ownership calculation is based on 2,448,135 Class A shares outstanding as of March 2, 2026, plus the units he can convert.
Erik A. Mickels filed Form 144 reporting Class A share transactions and notices of proposed sales. The filing lists four open-market dispositions: 03/10/2026 3,334 shares for $50,669.09; 03/11/2026 6,666 shares for $98,174.69; 03/18/2026 6,666 shares for $94,016.11; and 03/19/2026 3,334 shares for $46,119.57.
The filing also lists Class A restricted stock vesting entries from the issuer dated 07/01/2025 (3,817 shares) and 03/13/2026 (2,183 shares). The broker-dealer shown is Fidelity Brokerage Services LLC.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported open-market sales of Class A common stock totaling 10,000 shares. He sold 6,666 shares on March 18 at a weighted average price of $14.10 per share and 3,334 shares on March 19 at a weighted average price of $13.83 per share. After these transactions, he directly holds 85,064 shares of Class A common stock.
MKTW reported insider dispositions of Class A shares by Erik A. Mickels. The filing lists three transactions: 03/10/2026 sale of 3,334 shares for $50,669.09, 03/11/2026 sale of 6,666 shares for $98,174.69, and 03/18/2026 sale of 6,666 shares for $94,016.11.
The filing also shows a restricted stock vesting event of 3,334 Class A shares on 03/13/2026 described as compensation.
MKTW submits a Rule 144 notice regarding Class A common stock sales. The filing identifies a planned disposition tied to restricted stock vesting with a reported quantity of 3334 shares and lists recent sales by Erik A. Mickels totaling reported transactions of 3334, 6666, and 6666 shares on 03/10/2026, 03/11/2026, and 03/18/2026.
Erik A. Mickels reported Form 144 notices for Class A shares of MKTW, indicating sales activity and vested restricted shares. The filing lists sales of 3,334 Class A shares on 03/10/2026 for $50,669.09 and 6,666 Class A shares on 03/11/2026 for $98,174.69. It also records restricted stock vesting of 6,200 Class A shares on 03/14/2025 and 466 Class A shares on 07/01/2025.
MarketWise, Inc. reported that its General Counsel, Scott Daniel Forney, received an award of 2,000 shares of Class A Common Stock in the form of restricted stock units. These RSUs will vest in four equal annual installments beginning on March 15, 2027, providing time-based equity compensation.
The filing also shows 805 shares of Class A Common Stock withheld by the company at $14.15 per share to cover tax obligations tied to the vesting and net settlement of previously reported RSUs, which is explicitly described as not a sale. Following these transactions, Forney directly holds 21,291 shares of Class A Common Stock, including 857 shares acquired through the company’s employee stock purchase plan on December 31, 2025.