As of May 04, 2026, Marketwise's top three insider holders are Cathedral Holdings, Llc Monument (TenPercentOwner, 119.12Mn shares), Frank Porter Stansberry (TenPercentOwner, 54.19Mn shares), Michael Alan Palmer (Director, 25.93Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Cathedral Holdings, Llc Monument | - | 119,118,544 | 0 | 13 Sep, 2023 |
| Frank Porter Stansberry | - | 54,186,545 | 0 | 19 Oct, 2023 |
| Michael Alan Palmer | - | 25,925,685 | 0 | 23 Jul, 2021 |
| Stephen D. Sjuggerud | - | 19,444,264 | 0 | 23 Jul, 2021 |
| Mark Patrick Arnold | Chief Executive Officer | 11,261,859 | 4,059,962 | 23 Jul, 2021 |
| Road Investment Management, L.P. Greenhaven | - | 0 | 4,293,312 | 22 May, 2024 |
| Dale Lynch | Chief Financial Officer | 2,866,344 | 0 | 23 Jul, 2021 |
| Marco Ferri | Dir Of Business Development | 1,719,910 | 1,146,434 | 23 Jul, 2021 |
| Mark Gerhard | - | 0 | 2,494,727 | 21 Sep, 2022 |
| Riaan Hodgson | - | 0 | 2,494,727 | 21 Sep, 2022 |
| Cynthia Suzanne Cherry | Chief Human Resources Officer | 376,445 | 0 | 25 Jul, 2023 |
| Gary Daniel Anderson | General Counsel | 372,056 | 0 | 25 Jul, 2023 |
| Charles N Jr Curlett | Chief Operating Officer | 345,394 | 0 | 02 Jul, 2024 |
| Frank Porter Stansberry | - | 250,381 | 0 | 23 Mar, 2026 |
| Mark Patrick Arnold | Chief Executive Officer | 249,591 | 0 | 17 Nov, 2021 |
| Riaan Hodgson | - | 237,100 | 0 | 05 Jul, 2023 |
| Mark Gerhard | - | 198,056 | 0 | 05 Jul, 2023 |
| Road Investment Management, L.P. Greenhaven | - | 0 | 194,510 | 20 Sep, 2022 |
| James Andrew Iii Mcginness | Acting Chief Financial Officer | 188,974 | 0 | 20 Dec, 2022 |
| Dale Lynch | Chief Financial Officer | 154,750 | 0 | 04 Oct, 2021 |
| Stephen D. Sjuggerud | - | 100,000 | 0 | 04 Oct, 2021 |
| Erik Mickels | Chief Financial Officer | 79,064 | 0 | 24 Mar, 2026 |
| Paul Idzik | - | 72,095 | 0 | 06 Jun, 2022 |
| Manuel Borges | - | 65,540 | 0 | 06 Jun, 2022 |
| Elizabeth Townshend Burton | - | 65,540 | 0 | 06 Jun, 2022 |
| Marco Ferri | Dir Of Business Development | 60,000 | 0 | 04 Oct, 2021 |
| David Eifrig | Chief Executive Officer | 32,894 | 0 | 06 Oct, 2025 |
| Marco Galsim | Chief Information Officer | 32,379 | 0 | 17 Mar, 2026 |
| Glenn H Tongue | - | 0 | 24,038 | 19 Sep, 2024 |
| Scott Daniel Forney | General Counsel | 21,291 | 0 | 17 Mar, 2026 |
| Glenn H Tongue | - | 20,107 | 0 | 03 Jul, 2025 |
| Amber Lee Mason | Chief Executive Officer | 19,000 | 0 | 15 Aug, 2023 |
| Van D Simmons | - | 18,160 | 0 | 03 Jul, 2025 |
| Michael Alan Palmer | - | 17,269 | 0 | 06 Oct, 2025 |
| Matthew Joseph Turner | - | 15,502 | 0 | 03 Jul, 2025 |
| Matthew Tate Smith | - | 14,960 | 0 | 03 Jul, 2025 |
| Steven Andrew Kaufman | Controller | 8,500 | 0 | 17 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 23 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 6,000 | $14.70 | 79,064 | D | S |
| 19 Mar, 2026 | Frank Porter Stansberry | Class A Common Stock | A | 23,103 | $14.28 | 233,111 | D | P |
| 20 Mar, 2026 | Frank Porter Stansberry | Class A Common Stock | A | 10,000 | $14.78 | 243,111 | D | P |
| 20 Mar, 2026 | Frank Porter Stansberry | Class A Common Stock | A | 7,270 | $15.76 | 250,381 | D | P |
| 18 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 6,666 | $14.10 | 88,398 | D | S |
| 19 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 3,334 | $13.83 | 85,064 | D | S |
| 13 Mar, 2026 | Scott Daniel Forney | Class A Common Stock | A | 2,000 | $0.00 | 22,096 | D | A |
| 13 Mar, 2026 | Steven Andrew Kaufman | Class A Common Stock | D | 350 | $14.15 | 8,500 | D | F |
| 13 Mar, 2026 | Marco Galsim | Class A Common Stock | D | 2,288 | $14.15 | 32,379 | D | F |
| 13 Mar, 2026 | Erik Mickels | Class A Common Stock | A | 43,911 | $0.00 | 100,348 | D | A |
| 13 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 5,284 | $14.15 | 95,064 | D | F |
| 13 Mar, 2026 | Scott Daniel Forney | Class A Common Stock | D | 805 | $14.15 | 21,291 | D | F |
| 10 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 3,334 | $15.20 | 63,103 | D | S |
| 11 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 6,666 | $14.73 | 56,437 | D | S |
| 16 Sep, 2025 | Marco Galsim | Class A Common Stock | D | 2,750 | $0.00 | 34,256 | D | J |
| 16 Sep, 2025 | Michael Alan Palmer | Class A Common Stock | D | 7,500 | $0.00 | 17,269 | D | J |
| 16 Sep, 2025 | David Eifrig | Class A Common Stock | D | 1,250 | $0.00 | 32,894 | D | J |
| 21 Jul, 2025 | Scott Daniel Forney | Class A Common Stock | D | 76 | $18.22 | 19,239 | D | F |
| 21 Jul, 2025 | Marco Galsim | Class A Common Stock | D | 326 | $18.22 | 37,006 | D | F |
| 21 Jul, 2025 | Steven Andrew Kaufman | Class A Common Stock | D | 76 | $18.22 | 8,850 | D | F |