Based on data from the past 90 days ending December 20, 2025, Marketwise's three largest insider shareholders are Chief Financial Officer Erik Mickels (66.44K shares), Chief Information Officer Marco Galsim (34.26K shares), Chief Executive Officer David Eifrig (32.89K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| & Cathedral Holdings, Llc Monument | 5,955,927 | 13 Sep, 2023 | |
| Mark Patrick Arnold | Chief Executive Officer | 215,478 | 17 Nov, 2021 |
| Riaan Hodgson | 136,591 | 05 Jul, 2023 | |
| Mark Gerhard | 134,639 | 05 Jul, 2023 | |
| Road Investment Management, L.P. Greenhaven | 119,995 | 22 May, 2024 | |
| Marco Ferri | Dir Of Business Development | 60,322 | 04 Oct, 2021 |
| Cynthia Suzanne Cherry | Chief Human Resources Officer | 18,822 | 25 Jul, 2023 |
| Gary Daniel Anderson | General Counsel | 18,603 | 25 Jul, 2023 |
| Charles N Jr Curlett | Chief Operating Officer | 17,270 | 03 Jul, 2024 |
| Frank Porter Stansberry | 210,008 | 03 Jul, 2025 | |
| James Andrew Iii Mcginness | Acting Chief Financial Officer | 9,449 | 20 Dec, 2022 |
| Dale Lynch | Chief Financial Officer | 7,738 | 04 Oct, 2021 |
| Stephen D. Sjuggerud | 5,000 | 04 Oct, 2021 | |
| Paul Idzik | 3,605 | 06 Jun, 2022 | |
| Erik Mickels | Chief Financial Officer | 66,437 | 03 Jul, 2025 |
| Manuel Borges | 3,277 | 06 Jun, 2022 | |
| Elizabeth Townshend Burton | 3,277 | 06 Jun, 2022 | |
| Glenn H Tongue | 21,309 | 03 Jul, 2025 | |
| Marco Galsim | Chief Information Officer | 34,256 | 06 Oct, 2025 |
| David Eifrig | Chief Executive Officer | 32,894 | 06 Oct, 2025 |
| Scott Daniel Forney | General Counsel | 19,239 | 25 Jul, 2025 |
| Amber Lee Mason | Chief Executive Officer | 950 | 15 Aug, 2023 |
| Van D Simmons | 18,160 | 03 Jul, 2025 | |
| Michael Alan Palmer | 17,269 | 06 Oct, 2025 | |
| Matthew Joseph Turner | 15,502 | 03 Jul, 2025 | |
| Matthew Tate Smith | 14,960 | 03 Jul, 2025 | |
| Steven Andrew Kaufman | Controller | 8,850 | 25 Jul, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 16 Sep, 2025 | Marco Galsim | Class A Common Stock | D | 2,750 | $0.00 | 34,256 | D | J |
| 21 Jul, 2025 | Marco Galsim | Class A Common Stock | D | 326 | $18.22 | 37,006 | D | F |
| 21 Jul, 2025 | Scott Daniel Forney | Class A Common Stock | D | 76 | $18.22 | 19,239 | D | F |
| 21 Jul, 2025 | Steven Andrew Kaufman | Class A Common Stock | D | 76 | $18.22 | 8,850 | D | F |
| 01 Jul, 2025 | Steven Andrew Kaufman | Class A Common Stock | D | 449 | $19.82 | 8,926 | D | F |
| 01 Jul, 2025 | Erik Mickels | Class A Common Stock | D | 3,561 | $19.82 | 66,437 | D | F |
| 01 Jul, 2025 | Marco Galsim | Class A Common Stock | D | 1,870 | $19.82 | 37,332 | D | F |
| 01 Jul, 2025 | Scott Daniel Forney | Class A Common Stock | D | 719 | $19.82 | 19,315 | D | F |
| 17 Jun, 2025 | Erik Mickels | Class A Common Stock | A | 940 | $17.94 | 69,998 | D | P |
| 12 Jun, 2025 | Matthew Tate Smith | Class A Common Stock | A | 6,775 | $0.00 | 14,960 | D | A |
| 12 Jun, 2025 | Frank Porter Stansberry | Class A Common Stock | A | 6,775 | $0.00 | 210,008 | D | A |
| 12 Jun, 2025 | Glenn H Tongue | Class A Common Stock | A | 7,317 | $0.00 | 20,107 | D | A |
| 12 Jun, 2025 | Van D Simmons | Class A Common Stock | A | 6,775 | $0.00 | 18,160 | D | A |
| 12 Jun, 2025 | Matthew Joseph Turner | Class A Common Stock | A | 7,317 | $0.00 | 15,502 | D | A |
| 12 Jun, 2025 | Van D Simmons | - | - | 18,160 | D | |||
| 14 Mar, 2025 | Steven Andrew Kaufman | Class A Common Stock | D | 6,969 | $0.61 | 9,376 | D | F |
| 14 Mar, 2025 | Marco Galsim | - | - | 38,659 | D | |||
| 14 Mar, 2025 | Scott Daniel Forney | Class A Common Stock | D | 16,061 | $0.61 | 18,844 | D | F |