As of May 30, 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 |
|---|---|---|---|---|
| Van D Simmons | - | 18,160 | 0 | 03 Jul, 2025 |
| Manuel Borges | - | 65,540 | 0 | 06 Jun, 2022 |
| Glenn H Tongue | - | 0 | 24,038 | 19 Sep, 2024 |
| Paul Idzik | - | 72,095 | 0 | 06 Jun, 2022 |
| Matthew Tate Smith | - | 14,960 | 0 | 03 Jul, 2025 |
| Road Investment Management, L.P. Greenhaven | - | 0 | 4,293,312 | 22 May, 2024 |
| Riaan Hodgson | - | 0 | 2,494,727 | 21 Sep, 2022 |
| Mark Gerhard | - | 0 | 2,494,727 | 21 Sep, 2022 |
| Dale Lynch | Chief Financial Officer | 2,866,344 | 0 | 23 Jul, 2021 |
| Cynthia Suzanne Cherry | Chief Human Resources Officer | 376,445 | 0 | 25 Jul, 2023 |
| Marco Galsim | Chief Information Officer | 32,379 | 0 | 17 Mar, 2026 |
| Elizabeth Townshend Burton | - | 65,540 | 0 | 06 Jun, 2022 |
| Marco Ferri | Dir Of Business Development | 1,719,910 | 1,146,434 | 23 Jul, 2021 |
| Stephen D. Sjuggerud | - | 19,444,264 | 0 | 23 Jul, 2021 |
| Frank Porter Stansberry | - | 54,186,545 | 0 | 19 Oct, 2023 |
| Michael Alan Palmer | - | 25,925,685 | 0 | 23 Jul, 2021 |
| James Andrew Iii Mcginness | Acting Chief Financial Officer | 188,974 | 0 | 20 Dec, 2022 |
| Mark Patrick Arnold | Chief Executive Officer | 11,261,859 | 4,059,962 | 23 Jul, 2021 |
| Gary Daniel Anderson | General Counsel | 372,056 | 0 | 25 Jul, 2023 |
| Cathedral Holdings, Llc Monument | - | 119,118,544 | 0 | 13 Sep, 2023 |
| Amber Lee Mason | Chief Executive Officer | 19,000 | 0 | 15 Aug, 2023 |
| Erik Mickels | Chief Financial Officer | 79,064 | 0 | 24 Mar, 2026 |
| Matthew Joseph Turner | - | 15,502 | 0 | 03 Jul, 2025 |
| David Eifrig | Chief Executive Officer | 32,894 | 0 | 06 Oct, 2025 |
| Charles N Jr Curlett | Chief Operating Officer | 345,394 | 0 | 02 Jul, 2024 |
| Scott Daniel Forney | General Counsel | 21,291 | 0 | 17 Mar, 2026 |
| 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 |
| 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 |
| 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 | 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 |
| 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 |
| 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 |
| 19 Mar, 2026 | Erik Mickels | Class A Common Stock | D | 3,334 | $13.83 | 85,064 | D | S |
| 13 Mar, 2026 | Erik Mickels | Class A Common Stock | A | 43,911 | $0.00 | 100,348 | D | A |
| 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 | 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 |