MARKETWISE, INC.·4

Mar 17, 6:52 PM ET

Kaufman Steven Andrew 4

Research Summary

AI-generated summary

Updated

MarketWise (MKTW) Controller Steven Kaufman Withholds 350 Shares

What Happened
Steven Andrew Kaufman, Controller of MarketWise, had 350 shares withheld by the company to satisfy tax withholding obligations related to the vesting and net settlement of previously reported restricted stock units. The withholding was recorded at $14.15 per share for a total value of $4,953. This was not an open-market sale or purchase by the insider but a routine tax-withholding action following an equity award settlement.

Key Details

  • Transaction date: 2026-03-13; Form 4 filed: 2026-03-17 (timely filing).
  • Transaction code: F (tax withholding/net share settlement).
  • 350 shares withheld at $14.15 per share; total value $4,953.
  • Footnote: Shares were withheld by the issuer to satisfy tax withholdings in connection with vesting and net settlement of previously reported RSUs. This is not a sale by the reporting person.
  • Shares owned after the transaction: not specified in the provided filing excerpt.

Context
Tax-withholding/NET-settlement transactions are routine when restricted stock units vest and typically do not indicate a change in the insider’s view of the company. Because this was a withholding to cover taxes (not a discretionary sale), it’s generally considered administrative rather than a market signal.