Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MARKETWISE, INC. | 365,490 | reported | 22 May 2026 | tx 121+4,868,595−16,725,639 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 70 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 17.88 USD | |
| 20 May 2026 | PURCHASE | MARKETWISE, INC. | 20,100 | 17.21 USD | |
| 15 May 2026 | PURCHASE | MARKETWISE, INC. | 11 | 16.71 USD | |
| 18 May 2026 | PURCHASE | MARKETWISE, INC. | 3,523 | 16.50 USD | |
| 18 May 2026 | PURCHASE | MARKETWISE, INC. | 100 | 16.46 USD | |
| 12 May 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 18.50 USD | |
| 14 May 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 17.99 USD | |
| 14 May 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 18.25 USD | |
| 08 May 2026 | PURCHASE | MARKETWISE, INC. | 11,000 | 17.15 USD | |
| 08 May 2026 | PURCHASE | MARKETWISE, INC. | 11,749 | 19.22 USD | |
| 08 May 2026 | PURCHASE | MARKETWISE, INC. | 18,626 | 19.93 USD | |
| 11 May 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 18.89 USD | |
| 19 Mar 2026 | PURCHASE | MARKETWISE, INC. | 23,103 | 14.28 USD | first after silence |
| 20 Mar 2026 | PURCHASE | MARKETWISE, INC. | 7,270 | 15.76 USD | |
| 20 Mar 2026 | PURCHASE | MARKETWISE, INC. | 10,000 | 14.78 USD | |
| 12 Jun 2025 | GRANT_AWARD | MARKETWISE, INC. | 6,775 | 0.00 USD | |
| 06 Sept 2023 | OTHER | MARKETWISE, INC. | 1,000,000 | — | |
| 06 Sept 2023 | OTHER | MARKETWISE, INC. | 1,000,000 | — | |
| 06 Sept 2023 | CONVERSION | MARKETWISE, INC. | 1,000,000 | — | deriv |
| 06 Oct 2023 | GRANT_AWARD | MARKETWISE, INC. | 73,209 | 0.00 USD | deriv |
| 31 Aug 2023 | SALE | MARKETWISE, INC. | 6,311,026 | 2.00 USD | |
| 31 Aug 2023 | SALE | MARKETWISE, INC. | 6,311,026 | 2.00 USD | deriv |
| 31 Aug 2023 | SALE | MARKETWISE, INC. | 44,000 | 1.34 USD | |
| 30 Aug 2023 | SALE | MARKETWISE, INC. | 45,000 | 1.30 USD | |
| 25 Aug 2023 | SALE | MARKETWISE, INC. | 37,000 | 1.39 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 Mar 2026.