MKTW / MarketWise, Inc. - Pengajuan SECLaporan Tahunan, Pernyataan Proksi

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

2025 (1)

MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 7, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer

MarketWise Appoints Erik Mickels as Chief Operating and Financial Officer BALTIMORE, - MarketWise, Inc.

Filing Fee table

Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) MARKETWISE, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Plan Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit (1) Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 2021 Incentive A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT The Securities Act of 1933 MarketWise, Inc. (Exact name of registrant as specified in its charter)

Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT Under The Securities Act of 1933 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 87-1767914 (State or other jurisdiction of incorporation or organization) (IRS Employer Identification No.) 1125 N. Charles St. Baltimore, Maryland 21201 (Addre

Amendment to the MarketWise, Inc. 2021 Incentive Award Plan

Exhibit 10.1 MARKETWISE, INC. AMENDMENT TO 2021 INCENTIVE AWARD PLAN This Amendment (this “Amendment”) to the 2021 Incentive Award Plan (as may be amended from time to time, the “Plan”) of MarketWise, Inc. (the “Company”) is effective as of June 12, 2025 (the “Effective Date”). Capitalized terms used herein but not defined shall have the meanings ascribed to such terms in the Plan. WHEREAS, Articl

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 12, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 12, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

Letter Agreement by and between Dr. David Eifrig and MarketWise, Inc. dated May 23, 2025

Exhibit 10.1 May 23, 2025 Dr. David Eifrig VIA EMAIL: [*] RE: CEO Offer Terms Dear Dr. Eifrig: Thank you for your ongoing contributions to the success of MarketWise, LLC and MarketWise, Inc. (together with their subsidiaries, affiliates, and/or successors, the “Company”). We are pleased to confirm our offer to appoint you the permanent Chief Executive Officer (“CEO”) of the Company. This letter (“

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 23, 2025 MarketWise, Inc. (Ex

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 23, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer

MarketWise Announces Appointment of Dr. David Eifrig as Chief Executive Officer BALTIMORE, May 27, 2025 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) ("MarketWise" or "the Company"), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for investors, today announced that Dr. David "Doc" Eifrig has been appointed

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT T

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (

March 31, 2025 (Unaudited)

MarketWise Reports Net Revenue of $83.5 Million for First Quarter 2025 and Net Income of $16.8 Million; First Quarter Billings increase 27% from Prior Quarter; Cash From Operating Activities Improves by $20.2 Million; Provides FY 2025 Financial Targets; Announced Quarterly and Special Dividend Totaling $0.30 per Class A Share BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“Marke

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numbe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

MarketWise Inc. Reports Preliminary Selected Unaudited First Quarter Billings of $70 Million, Over a 26% Increase from Prior Quarter; Commences Share Buyback Program; LTM Cash Dividend Yield Totals 16%

MarketWise Inc. Reports Preliminary Selected Unaudited First Quarter Billings of $70 Million, Over a 26% Increase from Prior Quarter; Commences Share Buyback Program; LTM Cash Dividend Yield Totals 16% BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial researc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 11, 2025 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 11, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

Certificate of Amendment to the Certificate of Incorporation of MarketWise, Inc. (incorporated by reference to Exhibit 3.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on March 31, 2025).

CERTIFICATE OF AMENDMENT TO THE CERTIFICATE OF INCORPORATION OF MARKETWISE, INC. MarketWise, Inc. (the “Corporation”), a corporation organized and existing under and by virtue of the General Corporation Law of the State of Delaware (the “DGCL”), does hereby certify: FIRST: That the name of the Corporation is MarketWise, Inc. The date of filing of its original Certificate of Incorporation of the Co

Regulation FD Disclosure, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

MarketWise Announces 1-for-20 Reverse Stock Split

MarketWise Announces 1-for-20 Reverse Stock Split BALTIMORE, March 31, 2025 (GLOBE NEWSWIRE) - MarketWise, Inc.

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 20, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

Letter from Deloitte & Touche LLP to the Securities and Exchange Commission, dated March 14, 2025.

exhibit161deloittesec24 March 14, 2025 Securities and Exchange Commission 100 F Street, N.

Entry into a Material Definitive Agreement, Material Modification to Rights of Security Holders, Financial Statements and Exhibits, Changes in Registrant's Certifying Accountant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTI

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact N

List of Subsidiaries of MarketWise, Inc.

Exhibit 21.1 Subsidiaries of MarketWise, Inc. Entity Name Jurisdiction of Formation MarketWise, LLC Delaware Alta Finance Group, LLC Delaware Alta Trading Group, LLC Delaware MarketWise Solutions, LLC Maryland Bonner & Partners, LLC Maryland Brownstone Research, LLC Delaware Casey Research, LLC Florida Chaikin Resources, LLC Delaware Chaikin Analytics, LLC Delaware Chaikin Investments, LLC Delawar

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

MarketWise Reports Net Income of $93.1 Million and Net Revenue of $408.7 Million for Full Year 2024, and Announces Stock Repurchase Program of up to $50 Million

MarketWise Reports Net Income of $93.1 Million and Net Revenue of $408.7 Million for Full Year 2024, and Announces Stock Repurchase Program of up to $50 Million BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for sel

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

Set forth below are all of the transactions engaged in by the Reporting Persons with respect to the Issuer’s Common Stock since the date of filing of Amendment No. 2 to Schedule 13D through and including the date of filing of this Amendment No. 3 to

Exhibit 1 Set forth below are all of the transactions engaged in by the Reporting Persons with respect to the Issuer’s Common Stock since the date of filing of Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 15, 2025 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 15, 2025 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

MarketWise Inc. Reports Preliminary Selected Unaudited Fourth Quarter 2024 Billings of $55 Million, over a 10% Increase from Prior Quarter; Announces Special Dividend of $0.03 Per Share

MarketWise Inc. Reports Preliminary Selected Unaudited Fourth Quarter 2024 Billings of $55 Million, over a 10% Increase from Prior Quarter; Announces Special Dividend of $0.03 Per Share BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, edu

MarketWise (MKTW) Investor Presentation January 2025 Important information 2 Cautionary Statement Regarding Forward-Looking Statements: This presentation contains forward-looking statements about MarketWise’s financial position, business strategy, an

MarketWise (MKTW) Investor Presentation January 2025 Important information 2 Cautionary Statement Regarding Forward-Looking Statements: This presentation contains forward-looking statements about MarketWise’s financial position, business strategy, and objectives for future operations.

MKTW / MarketWise, Inc. / Monument & Cathedral Holdings, LLC - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1 )* MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) Class A Common Stock: 57064P107 (CUSIP Number) Nicole Sullivan Monument & Cathedral Holdings, LLC 14 W. Mount Vernon Place Baltimore, MD 2

Joint Filing Agreement, dated as of November 22, 2024.

Exhibit 99.1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of a statement on Schedule 13D/A (including any subsequent amendments thereto) with respect to the securities of MarketWise, Inc. and further agree that this joint filing agreement be included as an e

MKTW / MarketWise, Inc. / Mason Amber Lee - SC 13G/A Passive Investment

SC 13G/A 1 d851445dsc13ga.htm SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13d-1(b), (c) and (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934* (Amendment No. 1)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of S

MKTW / MarketWise, Inc. / Ferri Marco - SC 13G/A Passive Investment

SC 13G/A 1 d845705dsc13ga.htm SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13d-1(b), (c) and (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934* (Amendment No. 1)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2024 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

MarketWise, Inc. Non-Employee Director Compensation Policy (Effective August 1, 2024)

Non-Employee Director Compensation Policy Effective August 1, 2024 NON-EMPLOYEE DIRECTOR COMPENSATION POLICY Introduction Non-employee members of the Board of Directors (the “Board”) of MarketWise, Inc.

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUA

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, In

MarketWise Reports Net Income of $22.7 Million and Net Revenue of $97.2 Million for Third Quarter 2024

MarketWise Reports Net Income of $22.7 Million and Net Revenue of $97.2 Million for Third Quarter 2024 BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today reported financial results for

Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 24, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission Fil

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 19, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File N

Letter Agreement, dated August 23, 2024, by and between the Company and Charles N. Curlett, Jr.

August 23, 2024 PERSONAL & CONFIDENTIAL Charles N. Curlett Jr. [*] Via electronic mail to Chad Curlett, [*] Re: Termination of Service Dear Chad: This letter agreement (this “Letter Agreement”) sets forth the mutual understanding by and between you and MarketWise, Inc. and MarketWise, LLC (collectively with their subsidiaries and affiliates, the “Company”) regarding the termination of your employm

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 ☐ TRANSITION REPORT PURSUANT TO

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (E

MarketWise Inc.

EX-99.1 2 a2q2024marketwiseceoletter.htm EX-99.1 MarketWise Inc. August 14, 2024 Dear Investors: MarketWise Inc. is in the midst of a difficult turnaround, and I have been asked to guide us through that effort. Before I get to the challenges ahead of us, let me first introduce myself… Folks around the office call me “Doc” because I went to medical school in my 40s. Before that, with an MBA from Ke

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 14, 2024 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 14, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File N

MKTW / MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SC 13D/A 1 ef20034102sc13da.htm SC 13D/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 9)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, MD 21201 (888) 610-8895 (Name, Address and Te

August 9, 2024

Exhibit 99.1 August 9, 2024 Dear Board of Directors — It is with frustration and genuine sadness that I resign as MarketWise’s Chief Executive Officer. In addition, I would like to resign as Chairman of the Board (while retaining my board seat, at least until I’m able to sell my stake in the company.) I sincerely hope that we can find new leadership that’s capable of continuing the work I began —

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2024 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 3, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MKTW / MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 8)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, MD 21201 (888) 610-8895 (Name, Address and Telephone Number of Person Authorized to Re

Non-Binding Term Sheet (incorporated by reference to Exhibit 99.9 to F. Porter Stansberry's General Statement of Acquisition of Beneficial Ownership on Schedule 13D/A, filed with the SEC on July 8, 2024).

EX-99.9 2 ef20032200ex99-9.htm EXHIBIT 99.9 Exhibit 99.9 MarketWise, Inc. Summary of Terms and Conditions of Proposed Acquisition of Porter & Company, LLC This Term Sheet summarizes the principal terms upon which MarketWise, Inc. (the “Buyer”), will acquire all of the issued and outstanding membership interests (the “Acquisition”) in Porter & Company, LLC (the “Company”) from F. Porter Stansberry

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 6, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MKTW / MarketWise, Inc. / Greenhaven Road Investment Management, L.P. - SC 13D/A Activist Investment

SC 13D/A 1 tm2415369d1sc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 2) MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value of $0.0001 (Title of Class of Securities) 57064P107 (CUSIP Number) Greenhaven Road Investment Management, LP 8 Sound Shore Drive, Suite 190 Greenwi

Porter's Plan to Rebuild Our Business: Make Everyone an Owner & Create World-Class Brands

Exhibit 99.1 *** Please see below an important letter from MarketWise CEO Porter Stansberry regarding our company. *** A Letter from Porter May 15, 2024 Porter's Plan to Rebuild Our Business: Make Everyone an Owner & Create World-Class Brands Dear Colleagues — On July 1, you are going to receive a significant amount of stock. The exact amount will be determined based on market prices and will be i

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 13, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 15, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 15, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MarketWise Inc.

MarketWise Inc. May 15, 2024 To the Shareholders of MarketWise, Inc.: Ronald Reagan was an optimist. One of his favorite jokes was about a little boy, who, on Christmas morning, came down to discover nothing under the tree but a large pile of manure. His parents were shocked to find him enthusiastically shoveling the manure out from under the tree. The boy, smiling ear to ear, said: “Isn’t this gr

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT T

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

MarketWise, Inc. Policy for Recovery of Erroneously Awarded Compensation.

Exhibit 97.1 POLICY FOR RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION Effective October 2, 2023 PAGE 1 OF 6 POLICY FOR RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION INTRODUCTION MarketWise, Inc. (the “Company”) has adopted this Policy for Recovery of Erroneously Awarded Compensation (the “Policy”), effective as of October 2, 2023 (the “Effective Date”). Capitalized terms used in this Policy but not

MarketWise, Inc. Insider Trading Policy

Exhibit 10.32 Insider Trading Policy Effective August 2, 2023 INSIDER TRADING POLICY Introduction Purpose Insider trading is a serious crime that involves trading in the securities of any company while in possession of material nonpublic information about that company. The Board of Directors of MarketWise, Inc. has adopted this Insider Trading Policy (this “Policy”) to provide guidelines to all di

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTI

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact N

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 7, 2024 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 7, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

MarketWise Inc.

MarketWise Inc. To the Shareholders of MarketWise, Inc.: Since I last wrote, an unfortunate series of events has unfolded at a business unit within our company. A former employee of one of our subsidiaries was criminally charged by federal prosecutors last month. According to the charges, from December 2019 through August 2021, Jon Mikula was surreptitiously receiving large payments for recommendi

List of Subsidiaries of MarketWise, Inc.

Exhibit 21.1 Subsidiaries of MarketWise, Inc. Entity Name Jurisdiction of Formation MarketWise, LLC Delaware Alta Finance Group, LLC Delaware MarketWise Solutions, LLC Maryland Bonner & Partners, LLC Maryland Casey Research, LLC Florida Chaikin Resources, LLC Delaware Chaikin Analytics, LLC Delaware Chaikin Investments, LLC Delaware Common Sense Publishing, LLC Florida Empire Financial Research, L

Description of Registrant’s Securities

Exhibit 4.5 MARKETWISE, INC. DESCRIPTION OF SECURITIES REGISTERED UNDER SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 The Class A common stock, par value $0.0001 per share (“Class A Common Stock”) of MarketWise, Inc. (“MarketWise”, “we,” “our,” or “us”) is listed on The Nasdaq Stock Market LLC (“Nasdaq”) under the symbol “MKTW” and is registered under Section 12 of the Securities Exchange Act

MarketWise, Inc. / Lynch Dale - SC 13G/A Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) De

MarketWise, Inc. / Ferri Marco - SC 13G Passive Investment

SC 13G 1 marcoferri-schedule13gfebr.htm SC 13G Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Cl

MarketWise, Inc. / Mason Amber Lee - SC 13G Passive Investment

SC 13G 1 ambermason-schedule13gfebr.htm SC 13G Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Cl

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 8, 2024 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 8, 2024 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

Dear Colleagues –

Exhibit 99.1 Dear Colleagues – Last Monday a former employee of Legacy Research, Jon “William” Mikula, was charged by federal prosecutors with conspiracy to commit securities fraud. According to the charges, from December 2019 through August 2021, Mikula was surreptitiously receiving large payments for recommending low-quality stocks to subscribers of Palm Beach Venture, while claiming falsely tha

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 10, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on November 16, 2023

Exhibit 10.1 November 10, 2023 PERSONAL & CONFIDENTIAL Charles Curlett, Jr. VIA DOCUSIGN: [ * ] RE: Confirmation of Employment Terms Dear Chad: On behalf of MarketWise, LLC, we are pleased to confirm the following terms and conditions of your employment with the Company in this letter agreement (“Letter Agreement”), effective as of the date first written above (“Effective Date”). •Title and Report

Form of Restricted Stock Unit Grant Notice and Restricted Stock Unit Agreement (Non-Employee Directors)

MARKETWISE, INC. 2021 INCENTIVE AWARD PLAN RESTRICTED STOCK UNIT GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Unit Grant Notice (the “Grant Notice”) have the meanings given to them in the 2021 Incentive Award Plan (as amended from time to time, the “Plan”) of MarketWise, Inc. (the “Company”). The Company has granted to the participant listed below (“Participant”

Form of Restricted Stock Unit Grant Notice and Restricted Stock Unit Agreement (Employees)

MARKETWISE, INC. 2021 INCENTIVE AWARD PLAN RESTRICTED STOCK UNIT GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Unit Grant Notice (the “Grant Notice”) have the meanings given to them in the 2021 Incentive Award Plan (as amended from time to time, the “Plan”) of MarketWise, Inc. (the “Company”). The Company has granted to the participant listed below (“Participant”

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 9, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

MarketWise, Inc. Non-Employee Director Compensation Policy (Effective August 2, 2023)

Non-Employee Director Compensation Policy Effective August 2, 2023 NON-EMPLOYEE DIRECTOR COMPENSATION POLICY Introduction Non-employee members of the Board of Directors (the “Board”) of MarketWise, Inc.

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUA

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, In

Form of Restricted Stock Grant Notice and Restricted Stock Agreement

MARKETWISE, INC. 2021 INCENTIVE AWARD PLAN RESTRICTED STOCK GRANT NOTICE Capitalized terms not specifically defined in this Restricted Stock Grant Notice (the “Grant Notice”) have the meanings given to them in the 2021 Incentive Award Plan (as amended from time to time, the “Plan”) of MarketWise, Inc. (the “Company”). The Company has granted to the participant listed below (“Participant”) the shar

MarketWise Inc.

MarketWise Inc. To the Shareholders of MarketWise, Inc.: In the past, our company has communicated with investors via conference calls, video calls, and a variety of financial presentations. Going forward, we’re going to provide a written update each quarter. We will begin each letter with our top- and bottom-line GAAP (Generally Accepted Accounting Principles) results, plus information on the cur

incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on November 1, 2023

Exhibit 10.1 October 30, 2023 PERSONAL & CONFIDENTIAL Amber Lee Mason VIA ELECTRONIC MAIL [*] Re: Termination of Employment Dear Amber: This letter agreement (this “Letter Agreement”) sets forth the mutual understanding by and between you and MarketWise, Inc. and MarketWise, LLC (collectively with their subsidiaries and affiliates, the “Company”) regarding your separation and the termination of yo

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 17, 2023 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 17, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on October 23, 2023

Exhibit 10.1 October 20, 2023 PERSONAL & CONFIDENTIAL F. Porter Stansberry VIA EMAIL: [ * ] RE: Chairman and CEO Offer Terms Dear Porter: We are pleased to confirm your appointment as Chairman of the Board of Directors (the “Board”) and Chief Executive Officer (“CEO”) of MarketWise, Inc. (together with its subsidiaries, affiliates, and/or successors, the “Company”). In your capacity as CEO, your d

Porter Stansberry

Exhibit 99.1 Porter Stansberry @porterstansb My plan is to sell [Porter & Co.] to MarketWise – to align our interests – but to run the business independently. That fits with other MarketWise units, which are run independently and under different brand names. 1

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 19, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on October 19, 2023

Exhibit 10.1 October 15, 2023 Marco Ferri [*] Re: Termination of Employment; Transition Services Dear Marco: This letter agreement (this “Letter Agreement”) sets forth the mutual understanding by and between you and MarketWise, Inc. and MarketWise, LLC (collectively with their subsidiaries and affiliates, the “Company”) regarding the termination of your employment with the Company and certain tran

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SC 13D/A 1 ef20012893sc13da.htm SC 13D/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 7)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securiti

Consulting Agreement, dated October 16, 2023, by and among the Company, Marco Ferri and Marco Ferri, P.A.

Exhibit 10.2 October 15, 2023 Marco Ferri, President [*] Dear Marco, This letter agreement (this "Consulting Agreement") effective October 14, 2023 ("Effective Date") sets forth the terms and conditions whereby Marco Ferri, P.A., a Florida corporation ("MFPA") agree to provide services to MarketWise, Inc. and MarketWise, LLC (collectively with their subsidiaries and affiliates, the "Company"). MFP

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 13, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

MarketWise, Inc. / Monument & Cathedral Holdings, LLC - SC 13D Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) Class A Common Stock: 57064P107 (CUSIP Number) Monument & Cathedral Holdings, LLC 14 W. Mount Vernon Place Baltimore, MD 21201 Copies to: Er

Settlement Agreement, dated as of August 31, 2023, by and among Frank Porter Stansberry, an individual, and Monument & Cathedral Holdings, LLC.

Exhibit 99.6 SETTLEMENT AGREEMENT This settlement agreement of promissory notes (the “Agreement”), dated June 21, 2023, is made and entered into by and among Frank Porter Stansberry, an individual, and Monument & Cathedral Holdings, LLC, a Maryland limited liability company (such entity and Monument & Cathedral Holdings, Inc., a Maryland corporation and the predecessor-in-interest to such entity,

Joint Filing Agreement.

Exhibit 99.1 JOINT FILING AGREEMENT In accordance with Rule 13d-k(1) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of a statement on Schedule 13D (including amendments thereto) with respect to the securities of MarketWise, Inc. and further agree that this joint filing agreement be included as an exhibit to such jo

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 8, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201

Exhibit 99.7 F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201 September 8, 2023 Board of Directors of MarketWise, Inc. c/o Mark Gerhard, Chair 1125 N. Charles Street Baltimore, MD 21201 Dear Members of the Board of Directors: I greatly appreciate your invitation to join the board of directors of MarketWise Inc. Given my strident criticism of the prior board and my r

Agreement, dated as of September 8, 2023, by and between MarketWise, Inc., F. Porter Stansberry and Stokes Holding, LLC (incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on September 8, 2023).

AGREEMENT This Agreement (the “Amendment”), dated as of September 8, 2023 (the “Effective Date”), is made and entered into by and among MarketWise, Inc.

F. Porter Stansberry Joins MarketWise Board of Directors

F. Porter Stansberry Joins MarketWise Board of Directors BALTIMORE, MARYLAND, September 8, 2023 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the "Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced it entered into an agreement (the “Agreem

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 6)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201

EX-99.6 2 brhc20058188ex99-6.htm EXHIBIT 99.6 Exhibit 99.6 F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201 August 28, 2023 Board of Directors of MarketWise, Inc. c/o Mark Gerhard, Chair 1125 N. Charles Street Baltimore, MD 21201 Dear Members of the Board of Directors: In the company’s public statement of August 24, 2023, issued in response to my letter of August 11

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 5)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 4)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201

Exhibit 99.5 F. Porter Stansberry 1001 N. Charles St., Fourth Floor Baltimore, Maryland 21201 August 11, 2023 Board of Directors of MarketWise, Inc. c/o Mark Gerhard, Chair 1125 N. Charles Street Baltimore, MD 21201 Dear Members of the Board of Directors: The Q2 financial release shows there are very serious problems with the company’s core business. 1. The paid subscriber file size continues to d

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (E

First Amendment to Loan and Security Agreement, dated as of May 2, 2023, by and among MarketWise, LLC, as borrower, the guarantors party thereto, the lenders from time to time party thereto, HSBC Bank USA, National Association, as administrative agent, collateral agent, joint lead arranger, and joint bookrunner, and BMO Capital Markets Corp., as joint lead arranger and joint bookrunner.

EXECUTION VERSION FIRST AMENDMENT TO LOAN AND SECURITY AGREEMENT This FIRST AMENDMENT TO LOAN AND SECURITY AGREEMENT, dated as of May 2, 2023 (this “Amendment”), is by and between MARKETWISE, LLC, a Delaware limited liability company (“Borrower”) and HSBC BANK USA, NATIONAL ASSOCIATION, as administrative agent and collateral agent for the Lenders (in such capacity, “Agent”).

MarketWise Reports Financial Results for Second Quarter 2023 ~ Total Subscribers of 16.7 Million, Including 750 Thousand Paid Subscribers ~ ~ Revenues of $103.6 Million ~ ~ Billings of $96.2 Million ~ ~ Net Income of $9.7 Million ~ ~ CFFO and Adjuste

MarketWise Reports Financial Results for Second Quarter 2023 ~ Total Subscribers of 16.

Second Quarter 2023 Earnings Supplemental Presentation 2 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this “Presentation”) contains forward-looking statements within the meaning of the federal sec

a2023-08x09xmktwearnings Second Quarter 2023 Earnings Supplemental Presentation 2 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this “Presentation”) contains forward-looking statements within the meaning of the federal securities laws, including statements regarding the financial position, business strategy, and the plans and objectives of management for future operations of MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 10, 2023 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 10, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File N

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 6, 2023 MarketWise, Inc. (Ex

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 6, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

Letter Agreement, dated as of July 6, 2023, by and between MarketWise, Inc. and Erik Mickels (incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on July 6, 2023).

July 6, 2023 PERSONAL & CONFIDENTIAL Erik Mickels VIA EMAIL: [ * ] RE: Offer of Employment Terms Dear Erik: We are pleased to confirm our offer to appoint you the Chief Financial Officer (“CFO”) of MarketWise, LLC and MarketWise, Inc.

MarketWise Announces Appointment of Erik Mickels as Chief Financial Officer

MarketWise Announces Appointment of Erik Mickels as Chief Financial Officer BALTIMORE, MARYLAND, July 6, 2023 (GLOBE NEWSWIRE) - MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2023 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

MarketWise, Inc. / Arnold Mark Patrick - SC 13G/A Passive Investment

SC 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240.13d-1(b), (c) and (d) AND AMENDMENTS THERETO FILED PURSUANT TO §240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Num

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

DEFA14A 1 a2023proxystatement-availa.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numbe

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT T

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (

MarketWise Announces Initiation of Quarterly Cash Dividend

MarketWise Announces Initiation of Quarterly Cash Dividend BALTIMORE, MARYLAND, May 11, 2023 (GLOBE NEWSWIRE) - MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2023 MarketWise, Inc. (Ex

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MarketWise Reports Financial Results for First Quarter 2023 ~ Revenues of $126.2 Million ~ ~ Billings of $97.2 Million ~ ~ Net Income of $30.6 Million ~

MarketWise Reports Financial Results for First Quarter 2023 ~ Revenues of $126.2 Million ~ ~ Billings of $97.2 Million ~ ~ Net Income of $30.6 Million ~ BALTIMORE, MD - (GLOBE NEWSWIRE)—MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-direct

First Quarter 2023 Earnings Supplemental Presentation 2 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this “Presentation”) contains forward-looking statements within the meaning of the federal secu

ex9932023-05x10xmktwear First Quarter 2023 Earnings Supplemental Presentation 2 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this “Presentation”) contains forward-looking statements within the meaning of the federal securities laws, including statements regarding the financial position, business strategy, and the plans and objectives of management for future operations of MarketWise, Inc.

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 3)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

SETTLEMENT AGREEMENT

SETTLEMENT AGREEMENT This SETTLEMENT AGREEMENT (the “Agreement”), dated as of April 28, 2023, is made and entered into by and among MarketWise, Inc.

MarketWise, Inc. press release, dated May 2, 2023

FOR IMMEDIATE RELEASE MarketWise Enters into Settlement Agreement with F. Porter Stansberry in Connection with 2023 Annual Meeting Baltimore, MD –May 2, 2023 – MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or the “Company”) today announced that it has entered into a settlement agreement with F. Porter Stansberry in connection with the Company’s 2023 Annual Meeting of Shareholders (the “Agreement”)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2023 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

Letter Agreement, dated as of January 10, 2023, by and between MarketWise, Inc. and Marco Galsim

January 10, 2023 PERSONAL & CONFIDENTIAL Marco Galsim VIA EMAIL: [ * ] RE: Confirmation of Employment Terms Dear Marco: Thank you for your ongoing contributions to the success of MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact

Voting Agreement, dated as of April 17, 2023, by and between MarketWise, Inc., Monument & Cathedral Holdings, LLC and the other persons and entities listed on Schedule A thereto (incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on April 21, 2023).

VOTING AGREEMENT This VOTING AGREEMENT (the “Agreement”), dated as of April 17, 2023, is made and entered into by and among MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2023 MarketWise, Inc. (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 17, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

List of Subsidiaries of MarketWise, Inc.

Exhibit 21.1 Subsidiaries of MarketWise, Inc. Entity Name Jurisdiction of Formation MarketWise, LLC Delaware Alta Finance Group, LLC Delaware MarketWise Solutions, LLC Maryland Bonner & Partners, LLC Maryland Casey Research, LLC Florida Chaikin Resources, LLC Delaware Chaikin Analytics, LLC Delaware Chaikin Investments, LLC Delaware Common Sense Publishing, LLC Florida Empire Financial Research, L

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTI

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact N

MarketWise, Inc. Non-Employee Director Compensation Policy (Effective July 28, 2022).

Non-Employee Director Compensation Policy Effective July 28, 2022 NON-EMPLOYEE DIRECTOR COMPENSATION POLICY Introduction Non-employee members of the Board of Directors (the “Board”) of MarketWise, Inc.

MarketWise Reports Fourth Quarter and Full Year 2022 Financial Results ~ FY 2022 Revenues of $512.4 Million ~ ~ FY 2022 Billings of $459.5 Million ~ ~ FY 2022 Net Income of $101.2 Million ~ ~ FY 2022 Adjusted CFFO of $59.3 Million ~

MarketWise Reports Fourth Quarter and Full Year 2022 Financial Results ~ FY 2022 Revenues of $512.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 30, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

F. Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, Maryland 21201

Exhibit 99.3 F. Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, Maryland 21201 March 13, 2023 To MarketWise Shareholders: I’m sure there is a company whose performance has been more disappointing than ours, but not many. Since January 20th I have been asking the entire board of directors (except Van Simmons) to resign. I thought it wise and beneficial for all shareholders to retur

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 2)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

SECURITIES AND EXCHANGE COMMISSION

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☐ Filed by a Party other than the Registrant ☒ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 7, 2023 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 7, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

Consulting Services Agreement, dated as of March 3, 2023, by and between MarketWise, LLC and Business Talent Group, LLC.

1 March 2, 2023 Cynthia Cherry MarketWise, LLC. 1125 North Charles Street Baltimore, MD 21201 Dear Cynthia: We are very pleased to welcome you to Business Talent Group (BTG) and to provide you with exceptional consulting services. Attached is our contract that will serve as our master agreement for this first project and all future projects. As you will see, each project and the consultant(s) cont

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2023 MarketWise, Inc. (E

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Num

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 17, 2023 MarketWise, Inc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 17, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2023 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

MarketWise Announces Appointment of Amber Lee Mason Chief Executive Officer and Board Member

Exhibit 99.1 MarketWise Announces Appointment of Amber Lee Mason Chief Executive Officer and Board Member BALTIMORE, MARYLAND, February 15, 2023 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (“MarketWise” or “the Company”), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today an

Consulting Services Agreement, dated as of March 3, 2023, by and between MarketWise, Inc. and Business Talent Group, LLC (incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K filed with the SEC on March 10, 2023)

February 14, 2023 PERSONAL & CONFIDENTIAL Amber Lee Mason VIA EMAIL: [*] RE: Offer of Employment Terms Dear Amber: We are pleased to confirm our offer to appoint you the Chief Executive Officer (“CEO”) of MarketWise, LLC and MarketWise, Inc.

MarketWise, Inc. / Schonfeld Strategic Advisors LLC Passive Investment

SC 13G/A 1 e618266sc13ga-marketwise.htm SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b)(c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No. 1) * MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities)

Letter Agreement, dated as of January 25, 2023, by and between MarketWise, Inc. and Marco Ferri

January 25, 2023 PERSONAL & CONFIDENTIAL Marco Ferri VIA EMAIL: [*] RE: Confirmation of Employment Terms Dear Marco: Thank you for your ongoing contributions to the success of MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 25, 2023 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 25, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

F. Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, Maryland 21201

EX-99.2 2 brhc10046873ex99-2.htm EXHIBIT 99.2 Exhibit 99.2 F. Porter Stansberry 1001 Cathedral Street, Fourth Floor Baltimore, Maryland 21201 January 20, 2023 Via email to Gary Anderson, General Counsel ([email protected]) for internal distribution Board of Directors MarketWise 1125 N. Charles St. Baltimore, Maryland 21201 Re: Demand for Resignation of Certain of the Board’s Directors Dear

MarketWise, Inc. / Stansberry Frank Porter - SC 13D/A Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2(a) Under the Securities Exchange Act of 1934 (Amendment No. 1)* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter

MarketWise, Inc. Executive Severance Plan, effective as of December 16, 2022 (incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed with the SEC on January 13, 2023)

MARKETWISE, INC. EXECUTIVE SEVERANCE PLAN Effective December 16, 2022 1.ESTABLISHMENT AND PURPOSE The MarketWise, Inc. Executive Severance Plan (the “Plan”) was established by the Board of Directors of MarketWise, Inc. (the “Board”), effective as of December 16, 2022. The purpose of this Plan is to promote the interests of MarketWise, Inc. (the “Company”) and its stockholders by retaining certain

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2023 MarketWise, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2023 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 3, 2023 (November 22, 2022) MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporati

Offer Letter, effective as of December 27, 2022, by and between MarketWise, Inc. and Dr. Stephen Sjuggerud.

December 22, 2022 Stephen Sjuggerud VIA EMAIL: [*] RE: Compensation Terms (Interim Chief Executive Officer) Dear Steve: Thank you for your ongoing contributions to the success of MarketWise, Inc.

Employment Agreement, effective as of May 1, 2015, by and between Stansberry & Associates Investment Research, LLC.

Execution Version EMPLOYMENT AGREEMENT This Employment Agreement (?Agreement?), which is effective May 1, 2015 (the ?Effective Date?), by and among Stansberry & Associates Investment Research, LLC (?Stansberry Research? or the ?Company?), a limited liability company doing business under the laws of Maryland, S & A Holdings (2013), LLC, a Florida limited liability company (?Holdings?), and Stephen Sjuggerud, a resident of [*] (?Executive?).

MarketWise Announces Resignation of Mark Arnold as Chairman and CEO; Dr. Stephen Sjuggerud Appointed Interim CEO

Exhibit 99.1 MarketWise Announces Resignation of Mark Arnold as Chairman and CEO; Dr. Stephen Sjuggerud Appointed Interim CEO BALTIMORE, MD, November 23, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 22, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

Separation Agreement, dated November 22, 2022, by and between MarketWise, Inc. and Mark Arnold

Confidential November 17, 2022 Mark Arnold [*] Re: Separation from Employment Dear Mark: This letter agreement (this ?Letter Agreement?) sets forth the mutual understanding by and between you and MarketWise, Inc.

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 ☐ TRANSITION REPORT PURSUA

d UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, In

MarketWise Reports Financial Results for Third Quarter 2022 ~ Total Subscribers of 16.3 Million, Including 894 Thousand Paid Subscribers ~ ~ Revenues of $119.9 Million ~ ~ Billings of $105.1 Million ~ ~ Net Income of $16.5 Million ~ ~ Adjusted CFFO o

MarketWise Reports Financial Results for Third Quarter 2022 ~ Total Subscribers of 16.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 3, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File

PROSPECTUS MARKETWISE, INC. 300,128,030 SHARES OF CLASS A COMMON STOCK

Filed Pursuant to Rule 424(b)(3) Registration Statement No. 333-258734 PROSPECTUS MARKETWISE, INC. 300,128,030 SHARES OF CLASS A COMMON STOCK This prospectus relates to the resale from time to time of (i) an aggregate of 4,994,727 shares of Class A common stock, par value $0.0001 per share (the ?Class A common stock?), of MarketWise, Inc., a Delaware corporation, held by certain of the selling sto

As filed with the U.S. Securities and Exchange Commission on September 30, 2022

As filed with the U.S. Securities and Exchange Commission on September 30, 2022 Registration No. 333-258734 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 POST-EFFECTIVE AMENDMENT NO. 2 TO FORM S-1 ON FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 2741 87-1767914 (State or ot

MarketWise, Inc. / Greenhaven Road Investment Management, L.P. - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1) Marketwise, Inc. (Name of Issuer) Class A Common Stock, par value of $0.0001 (Title of Class of Securities) 57064P107 (CUSIP Number) Greenhaven Road Investment Management, LP 8 Sound Shore Drive, Suite 190 Greenwich, CT 06830 Attention: Scott Stewart Mill

MARKETWISE, INC.

Prospectus Supplement No. 8 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends, and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospect

MarketWise, Inc. Announces Successful Completion of Exchange Offer and Consent Solicitation

Exhibit 99.1 MarketWise, Inc. Announces Successful Completion of Exchange Offer and Consent Solicitation BALTIMORE, MARYLAND, September 19, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, today announ

MarketWise, Inc. Announces Successful Completion of Exchange Offer and Consent Solicitation

Exhibit 99.1 MarketWise, Inc. Announces Successful Completion of Exchange Offer and Consent Solicitation BALTIMORE, MARYLAND, September 19, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, today announ

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 19, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission Fil

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 2) MARKETWISE, INC. (Name of Subject Company and Filin

SC TO-I/A 1 mktw-scheduletoxia2.htm SC TO-I/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 2) MARKETWISE, INC. (Name of Subject Company and Filing Person (Issuer)) Warrants to Acquire Shares of Class A Common Stock 57064P 115 (Title of Class of Secu

AMENDMENT NO. 1 TO WARRANT AGREEMENT

AMENDMENT NO. 1 TO WARRANT AGREEMENT This amendment (this ?Amendment?) is made as of September 15, 2022, by and between MarketWise, Inc., a Delaware corporation (the ?Company?), and Continental Stock Transfer & Trust Company, a New York corporation, as warrant agent (the ?Warrant Agent?), and constitutes an amendment to that certain Warrant Agreement, dated as of July 23, 2020 (the ?Existing Warra

MarketWise, Inc. Announces Successful Warrant Exchange Offer

Exhibit 99.1 MarketWise, Inc. Announces Successful Warrant Exchange Offer BALTIMORE, MARYLAND, September 15, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, today announced the expiration and results

Amendment No. 1 to Warrant Agreement, dated September 15, 2022, by and between MarketWise, Inc. and Continental Stock Transfer & Trust Company.

AMENDMENT NO. 1 TO WARRANT AGREEMENT This amendment (this ?Amendment?) is made as of September 15, 2022, by and between MarketWise, Inc., a Delaware corporation (the ?Company?), and Continental Stock Transfer & Trust Company, a New York corporation, as warrant agent (the ?Warrant Agent?), and constitutes an amendment to that certain Warrant Agreement, dated as of July 23, 2020 (the ?Existing Warra

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2022 MarketWise, In

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission Fil

MARKETWISE, INC.

Prospectus Supplement No. 7 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends, and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospect

MarketWise, Inc. Announces Successful Warrant Exchange Offer

Exhibit 99.1 MarketWise, Inc. Announces Successful Warrant Exchange Offer BALTIMORE, MARYLAND, September 15, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, today announced the expiration and results

MarketWise, Inc. Announces Successful Warrant Exchange Offer

Exhibit 99.1 MarketWise, Inc. Announces Successful Warrant Exchange Offer BALTIMORE, MARYLAND, September 15, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, today announced the expiration and results

Entry into a Material Definitive Agreement, Material Modification to Rights of Security Holders, Financial Statements and Exhibits, Other Events, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission Fil

Amendment No. 1 to Warrant Agreement, dated September 15, 2022, by and between MarketWise, Inc. and Continental Stock Transfer & Trust Company (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on September 15, 2022).

AMENDMENT NO. 1 TO WARRANT AGREEMENT This amendment (this ?Amendment?) is made as of September 15, 2022, by and between MarketWise, Inc., a Delaware corporation (the ?Company?), and Continental Stock Transfer & Trust Company, a New York corporation, as warrant agent (the ?Warrant Agent?), and constitutes an amendment to that certain Warrant Agreement, dated as of July 23, 2020 (the ?Existing Warra

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 13, 2022 (September 11, 2022) MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorpora

MARKETWISE, INC.

Prospectus Supplement No. 6 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends, and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospect

PROSPECTUS/OFFER TO EXCHANGE MARKETWISE, INC. Offer to Exchange Warrants to Acquire Shares of Class A Common Stock MarketWise, Inc. Shares of Class A Common Stock MarketWise, Inc. Consent Solicitation THE OFFER PERIOD (AS DEFINED BELOW) AND WITHDRAWA

Filed pursuant to Rule 424(b)(3) Registration No. 333-266927 PROSPECTUS/OFFER TO EXCHANGE MARKETWISE, INC. Offer to Exchange Warrants to Acquire Shares of Class A Common Stock of MarketWise, Inc. for Shares of Class A Common Stock of MarketWise, Inc. and Consent Solicitation THE OFFER PERIOD (AS DEFINED BELOW) AND WITHDRAWAL RIGHTS WILL EXPIRE AT 11:59 P.M., EASTERN TIME, ON SEPTEMBER 14, 2022, OR

MarketWise, Inc. / Stansberry Frank Porter - SC 13D Activist Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D (Rule 13d-101) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO ? 240.13d-1(a) AND AMENDMENTS THERETO FILED PURSUANT TO ? 240.13d-2(a) Under the Securities Exchange Act of 1934 MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Frank Porter Stansberry 1217 St

MARKETWISE, INC. 1125 N. Charles St. Baltimore, Maryland 21201

MARKETWISE, INC. 1125 N. Charles St. Baltimore, Maryland 21201 September 9, 2022 VIA EDGAR Securities and Exchange Commission Division of Corporate Finance Office of Mergers & Acquisitions 100 F Street, N.E. Washington, D.C. 20549 Re: MarketWise, Inc. Registration Statement on Form S-4 File No. 333-266927 To the addressee set forth above: MarketWise, Inc. (the ?Registrant?) hereby requests, pursua

Dealer Manager Agreement (incorporated by reference to Exhibit 10.16 to the Company’s Amendment No. 1 to Registration Statement on Form S-4, filed with the SEC on August 31, 2022).

Exhibit 10.16 MarketWise, Inc. Dealer Manager and Solicitation Agent Agreement New York, New York August 17, 2022 BofA Securities, Inc., as Dealer Manager c/o BofA Securities, Inc. One Bryant Park New York, New York 10036 Ladies and Gentlemen: MarketWise, Inc., a Delaware corporation (the ?Company? or ?we?), plans to make an offer (such offer as described in the Prospectus (as defined below), toge

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 31, 2022 (August 30, 2022) MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation)

Form of Letter of Transmittal and Consent (incorporated by reference to Exhibit 99.1 to the Company’s Amendment No. 1 to Registration Statement on Form S-4, filed with the SEC on August 31, 2022).

Exhibit 99.1 LETTER OF TRANSMITTAL AND CONSENT Offer to Exchange Warrants to Acquire Shares of Class A Common Stock of MarketWise, Inc. for Shares of Class A Common Stock of MarketWise, Inc. and Consent Solicitation THE OFFER AND CONSENT SOLICITATION (AS DEFINED BELOW) AND WITHDRAWAL RIGHTS WILL EXPIRE AT 11:59 P.M., EASTERN TIME, ON SEPTEMBER 14, 2022, OR SUCH LATER TIME AND DATE TO WHICH WE MAY

MARKETWISE, INC.

424B3 1 marketwise8-kxcfodeparture.htm 424B3 Prospectus Supplement No. 5 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends, and supplements the prospectus dated March 15, 2022 (the “Prospectus”), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258

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1271 Avenue of the Americas New York, New York 10020-1401 Tel: +1.212.906.1200 Fax: +1.212.751.4864 www.lw.com FIRM / AFFILIATE OFFICES Austin Milan Beijing Munich Boston New York Brussels Orange County Century City Paris August 31, 2022 Chicago Riyadh Dubai San Diego Via EDGAR Transmission D?sseldorf San Francisco Frankfurt Seoul Hamburg Shanghai Division of Corporation Finance Hong Kong Silicon

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1) MARKETWISE, INC. (Name of Subject Company and Filin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 1) MARKETWISE, INC. (Name of Subject Company and Filing Person (Issuer)) Warrants to Acquire Shares of Class A Common Stock 57064P 115 (Title of Class of Securities) (CUSIP Number of Class of Securities)

As filed with the U.S. Securities and Exchange Commission on August 31, 2022.

As filed with the U.S. Securities and Exchange Commission on August 31, 2022. Registration No. 333-266927 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MARKETWISE, INC. (Exact name of registrant as specified in its charter) Delaware 2741 87-1767914 (State or other jurisdiction of incorpora

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 17, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File N

MarketWise, Inc. Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants

Exhibit 99.1 MarketWise, Inc. Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants BALTIMORE, MARYLAND, August 17, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, tod

initial filing of this registration statement

Exhibit 10.17 EXECUTION VERSION TENDER AND SUPPORT AGREEMENT This TENDER AND SUPPORT AGREEMENT (this ?Agreement?), dated as of August 16, 2022, is entered into by and among MarketWise, Inc., a Delaware corporation (the ?Company?), each of the persons listed on Schedule A hereto (each, a ?Public Warrant Holder?) and each of the persons listed on Schedule B hereto (each, a ?Private Warrant Holder? a

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 MARKETWISE, INC. (Name of Subject Company and Filing Person (Issuer))

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE TO TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 MARKETWISE, INC. (Name of Subject Company and Filing Person (Issuer)) Warrants to Acquire Shares of Class A Common Stock 57064P 115 (Title of Class of Securities) (CUSIP Number of Class of Securities) Gary Anderson Gene

Form of Letter of Transmittal and Consent.

Exhibit 99.1 LETTER OF TRANSMITTAL AND CONSENT Offer to Exchange Warrants to Acquire Shares of Class A Common Stock of MarketWise, Inc. for Shares of Class A Common Stock of MarketWise, Inc. and Consent Solicitation THE OFFER AND CONSENT SOLICITATION (AS DEFINED BELOW) AND WITHDRAWAL RIGHTS WILL EXPIRE AT 11:59 P.M., EASTERN TIME, ON SEPTEMBER 14, 2022, OR SUCH LATER TIME AND DATE TO WHICH WE MAY

MarketWise, Inc. Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants

Exhibit 99.1 MarketWise, Inc. Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants BALTIMORE, MARYLAND, August 17, 2022 (GLOBE NEWSWIRE) - MarketWise, Inc. (NASDAQ: MKTW) (?MarketWise? or the ?Company?), a leading multi-brand digital subscription services platform providing premium financial research, software, education, and tools for self-directed investors, tod

Form of Letter to Clients of Brokers, Dealers, Commercial Banks, Trust Companies, and Other Nominees

Exhibit 99.4 LETTER TO CLIENTS OF BROKERS, DEALERS, COMMERCIAL BANKS, TRUST COMPANIES, AND OTHER NOMINEES Offer to Exchange Warrants to Acquire Shares of Class A Common Stock of MarketWise Inc. for Shares of Class A Common Stock of MarketWise Inc. and Consent Solicitation THE OFFER AND CONSENT SOLICITATION (EACH AS DEFINED BELOW) AND WITHDRAWAL RIGHTS WILL EXPIRE AT 11:59 P.M., EASTERN TIME, ON SE

Filing Fee Table.

Exhibit 107 Calculation of Filing Fee Table Form S-4 (Form Type) MARKETWISE, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Fees to be paid Equity Cl

Form of Notice of Guaranteed Delivery.

Exhibit 99.2 NOTICE OF GUARANTEED DELIVERY OF WARRANTS OF MARKETWISE, INC. Pursuant to the Prospectus/Offer to Exchange, dated August 17, 2022 Instructions for Use Unless defined herein, terms used in this notice of guaranteed delivery (this ?Notice of Guaranteed Delivery?) shall have the definitions set forth in the prospectus/offer to exchange, dated August 17, 2022 (as amended or supplemented f

MARKETWISE, INC.

Prospectus Supplement No. 4 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends, and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospect

on signature page to the initial filing of this registration s

As filed with the U.S. Securities and Exchange Commission on August 17, 2022. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MARKETWISE, INC. (Exact name of registrant as specified in its charter) Delaware 2741 87-1767914 (State or other jurisdiction of incorporation or organization) (Pr

Form of Letter to Brokers, Dealers, Commercial Banks, Trust Companies, and Other Nominees

Exhibit 99.3 LETTER TO BROKERS, DEALERS, COMMERCIAL BANKS, TRUST COMPANIES, AND OTHER NOMINEES Offer to Exchange Warrants to Acquire Shares of Class A Common Stock of MarketWise, Inc. for Shares of Class A Common Stock of MarketWise, Inc. and Consent Solicitation THE OFFER AND CONSENT SOLICITATION (EACH AS DEFINED BELOW) AND WITHDRAWAL RIGHTS WILL EXPIRE AT 11:59 P.M., EASTERN TIME, ON SEPTEMBER 1

Form of Dealer Manager Agreement.

Exhibit 10.16 MarketWise, Inc. Dealer Manager and Solicitation Agent Agreement New York, New York August 17, 2022 BofA Securities, Inc., as Dealer Manager c/o BofA Securities, Inc. One Bryant Park New York, New York 10036 Ladies and Gentlemen: MarketWise, Inc., a Delaware corporation (the ?Company? or ?we?), plans to make an offer (such offer as described in the Prospectus (as defined below), toge

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 17, 2022 MarketWise, Inc.

425 1 marketwisexwarrantexchang.htm 425 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 17, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdict

Filing Fee Table.

Exhibit 107 Calculation of Filing Fee Table SC TO-I (Form Type) MARKETWISE, INC. (Exact Name of Registrant as Specified in its Charter) Table 1: Transaction Valuation Transaction Valuation(1) Fee Rate Amount of Filing Fee(2) Fees to be paid $10,378,297.66 $0.0000927 $962.07 Fees previously paid Total Transaction Valuation $962.07 Total Fees Due for Filing $962.07 Total Fee Offsets ? Net Fee Due $9

MarketWise Reports Financial Results for Second Quarter 2022 ~ Total Subscribers of 15.9 Million, Including 898 Thousand Paid Subscribers ~ ~ Revenues of $128.0 Million ~ ~ Billings of $117.5 Million ~ ~ Net Income of $34.0 Million ~ ~ Adjusted CFFO

MarketWise Reports Financial Results for Second Quarter 2022 ~ Total Subscribers of 15.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 ☐ TRANSITION REPORT PURSUANT TO S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exa

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 8, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

MARKETWISE, INC.

Prospectus Supplement No. 3 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospectu

* * * *

555 Eleventh Street, N.W., Suite 1000 Washington, D.C. 20004-1304 Tel: +1.202.637.2200 Fax: +1.202.637.2201 www.lw.com FIRM / AFFILIATE OFFICES Austin Moscow Beijing Munich Boston New York Brussels Orange County Century City Paris Chicago Riyadh July 20, 2022 Dubai San Diego D?sseldorf San Francisco Via EDGAR Transmission Frankfurt Seoul Hamburg Shanghai Division of Corporate Finance Hong Kong Sil

MARKETWISE, INC.

Prospectus Supplement No. 2 Filed pursuant to Rule 424(b)(3) (To Prospectus dated March 15, 2022) Registration Statement No. 333-258734 MARKETWISE, INC. This prospectus supplement updates, amends and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospectu

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 2, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numb

MARKETWISE, INC.

Filed pursuant to Rule 424(b)(3) Registration Statement No. 333-258734 Prospectus Supplement No. 1 (To Prospectus dated March 15, 2022) MARKETWISE, INC. This prospectus supplement updates, amends and supplements the prospectus dated March 15, 2022 (the ?Prospectus?), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-258734). Capitalized terms used in this prospectu

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Numbe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 ☐ TRANSITION REPORT PURSUANT TO

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Ex

MarketWise Reports Financial Results for First Quarter 2022 ~ Total Subscribers of 15.4 Million, Including 909 Thousand Paid Subscribers ~ ~ Revenues of $136.8 Million ~ ~ Billings of $136.0 Million ~ ~ Net Income of $23.0 Million ~

MarketWise Reports Financial Results for First Quarter 2022 ~ Total Subscribers of 15.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.

MarketWise, Inc. / Charleston Ivy, LLC - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

Investor Presentation March 23, 2022 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this “Presentation”) contains forward-looking statements within the meaning of the federal securities laws, includ

Investor Presentation March 23, 2022 IMPORTANT INFORMATION Cautionary Statement Regarding Forward-Looking Statements This presentation (this ?Presentation?) contains forward-looking statements within the meaning of the federal securities laws, including statements regarding the financial position, business strategy, and the plans and objectives of management for future operations of MarketWise, Inc.

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

MARKETWISE, INC. 311,076,515 SHARES OF CLASS A COMMON STOCK 5,382,666 WARRANTS TO PURCHASE SHARES OF CLASS A COMMON STOCK 30,980,000 SHARES OF CLASS A COMMON STOCK UNDERLYING WARRANTS

424B3 1 posamresale424b3.htm 424B3 Filed pursuant to Rule 424(b)(3) Registration Statement No. 333-258734 MARKETWISE, INC. 311,076,515 SHARES OF CLASS A COMMON STOCK 5,382,666 WARRANTS TO PURCHASE SHARES OF CLASS A COMMON STOCK 30,980,000 SHARES OF CLASS A COMMON STOCK UNDERLYING WARRANTS This prospectus relates to the resale from time to time of (i) an aggregate of 17,984,212 shares of Class A co

MarketWise, Inc. / Kelly Jared M - SC 13G Passive Investment

SC 13G 1 jaredkelly-schedule13gmarc.htm SC 13G Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Cl

MarketWise, Inc. / Cruz Fernando - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to ? 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to ? 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021. OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 10, 2022 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39405 87-1767914 (State or other jurisdiction of incorporation) (Commission File Nu

As filed with the U.S. Securities and Exchange Commission on March 10, 2021

As filed with the U.S. Securities and Exchange Commission on March 10, 2021 Registration No. 333-258734 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Post-Effective Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MarketWise, Inc. (Exact name of registrant as specified in its charter) Delaware 2741 87-1767914 (State or other jurisdiction

MarketWise Reports Fourth Quarter and Full Year 2021 Financial Results ~ 2021 Revenue Increase of 50.8% Year-Over-Year to $549 Million ~ ~ 2021 Billings Increase of 33.0% Year-Over-Year to $730 Million ~ ~ 2021 Adjusted CFFO Increase of 46.8% Year-Ov

MarketWise Reports Fourth Quarter and Full Year 2021 Financial Results ~ 2021 Revenue Increase of 50.

MarketWise, Inc. / Schonfeld Strategic Advisors LLC Passive Investment

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b)(c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No.

MarketWise, Inc. / Palmer Michael Alan - SC 13G Passive Investment

SC 13G 1 marketwiseinc-michaelpalme.htm SC 13G Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Cl

MarketWise, Inc. / Markish Ryan - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

MarketWise, Inc. / Ferri Marco - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to ? 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to ? 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

MarketWise, Inc. / Mason Amber Lee - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

MarketWise, Inc. / Monument & Cathedral Holdings, LLC - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

MarketWise, Inc. / Arnold Mark Patrick - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to ? 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to ? 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

MarketWise, Inc. / Sjuggerud Stephen D. - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to ? 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to ? 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (AMENDMENT NO. 2) MARKETWISE, INC. (formerly Ascendant Digital Acquisition Corp.) (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.0001 PER SHARE (Title of Class of Securities) 57064P107 (CUSIP Number) DECEMBER 31, 2021 (Date of event which requires filing of this state

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EX-99.1 2 none-ex99126.htm EX-99.1 Exhibit 1 JOINT FILING AGREEMENT This joint filing agreement (this “Agreement”) is made and entered into as of this 14th day of February 2022, by and between Ascendant Sponsor LP, Ascendant Sponsor GP LLC and David Gomberg. The parties to this Agreement hereby acknowledge and agree that the foregoing statement on Schedule 13G in respect of the shares of Class A c

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Amendment No. )* Under the Securities Exchange Act of 1934 MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Titles of Class of Securities) 57064P 107 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate

MarketWise, Inc. / Lynch Dale - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to § 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to § 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1) MarketWise, Inc. (Name of Issuer) Class A Common Stock, par value $0.0001 per share (Title of Class of Securities) 57064P107 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate

MarketWise, Inc. / Stansberry Frank Porter - SC 13G Passive Investment

Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G (Rule 13d-102) Information to be Included in Statements Filed Pursuant to ? 240.13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to ? 240.13d-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* MarketWise, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 57064P107 (CUSIP Number) Dec

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EXHIBIT 99.1 JOINT FILING AGREEMENT February 11, 2021 Pursuant to and in accordance with the Securities Exchange Act of 1934, as amended (the ?Exchange Act?), and the rules and regulations thereunder, each party hereto hereby agrees to the joint filing, on behalf of each of them, of any filing required by such party under Section 13 or Section 16 of the Exchange Act or any rule or regulation there

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Ascendant Digital Acquisition Corp. (Name of Issuer) Class A ordinary shares, $0.0001 par value (Title of Class of Securities) G05155109 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to