• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SC 13D/A filed by MarketWise Inc.

    11/22/24 11:42:00 AM ET
    $MKTW
    Computer Software: Prepackaged Software
    Technology
    Get the next $MKTW alert in real time by email
    SC 13D/A 1 tm2427558d1_sc13da.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. 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 21201

    (410) 223-2677

    (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

     

    November 20, 2024

    (Date of Event which Requires Filing of this Statement)

     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box. ¨

     

    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

     

     

    CUSIP No. 57064P107 13D Page 2 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Monument & Cathedral Holdings, LLC
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    Maryland

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    119,118,544(1)
    8 SHARED VOTING POWER
    0
    9 SOLE DISPOSITIVE POWER
    119,118,544(1)
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    119,118,544(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    72.8%(2)
    14 TYPE OF REPORTING PERSON
    OO

     

    (1)            Consists entirely of Common Units of MarketWise, LLC (“Common Units”), which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024 and (b) 119,118,544 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Monument & Cathedral Holdings, LLC (“Monument”) of Common Units.

     

    - 2 -

     

     

    CUSIP No. 57064P107 13D Page 3 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Cobblestone Publishing, Inc.
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    Maryland

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    119,118,544(1)
    8 SHARED VOTING POWER
    0
    9 SOLE DISPOSITIVE POWER
    119,118,544(1)
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    119,118,544(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    72.8%(2)
    14 TYPE OF REPORTING PERSON*
    CO

     

    (1)            Consists of 119,118,544 Common Units held directly by Monument, which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024 and (b) 119,118,544 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Monument of Common Units.

     

    - 3 -

     

     

    CUSIP No. 57064P107 13D Page 4 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Erika Nolan
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    United States

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    0
    8 SHARED VOTING POWER
    119,118,544(1)
    9 SOLE DISPOSITIVE POWER
    0
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    119,118,544(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    72.8%(2)
    14 TYPE OF REPORTING PERSON
    IN

     

    (1)            Consists entirely of 119,118,544 Common Units held directly by Monument, which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024 and (b) 119,118,544 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Monument of Common Units.

     

    - 4 -

     

     

    CUSIP No. 57064P107 13D Page 5 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    Maryland

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    119,236,279(1)
    8 SHARED VOTING POWER
    0
    9 SOLE DISPOSITIVE POWER
    119,236,279(1)
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    119,236,279(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    72.9%(2)
    14 TYPE OF REPORTING PERSON
    OO

     

    (1)            Consists of (a) 119,118,544 Common Units held directly by Monument, which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed and (b) 117,735 Common Units held directly by the Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two (the “Trust”). The Trust disclaims beneficial ownership of all the foregoing shares owned by Monument.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024, (b) 119,118,544 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Monument of Common Units and (c) 117,735 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by the Trust of Common Units.

     

    - 5 -

     

     

    CUSIP No. 57064P107 13D Page 6 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Myles Norin, LLC
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    Maryland

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    1,087,162(1)
    8 SHARED VOTING POWER
    0
    9 SOLE DISPOSITIVE POWER
    1,087,162(1)
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    1,087,162(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    2.4%(2)
    14 TYPE OF REPORTING PERSON*
    OO

     

    (1)            Consists of 1,087,162 Common Units, which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024 and (b) 1,087,162 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Myles Norin, LLC of Common Units.

     

    - 6 -

     

     

    CUSIP No. 57064P107 13D Page 7 of 7 Pages

     

    1 NAME OF REPORTING PERSONS
    Estate of Myles Norin
    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
    (a)  ¨
    (b)  ¨
    3 SEC USE ONLY
     
    4 SOURCE OF FUNDS
    OO
    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e)   ¨
     
    6 CITIZENSHIP OR PLACE OF ORGANIZATION
    United States

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH
    7 SOLE VOTING POWER
    1,087,162(1)
    8 SHARED VOTING POWER
    0
    9 SOLE DISPOSITIVE POWER
    1,087,162(1)
    10 SHARED DISPOSITIVE POWER
    0

    11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    1,087,162(1)
    12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES   ¨
     
    13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
    2.4%(2)
    14 TYPE OF REPORTING PERSON
    IN

     

    (1)            Consists of 1,087,162 Common Units held directly by Myles Norin, LLC, which are redeemable by the holder for, at the election of the Issuer, shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one Class A common stock of the Issuer for each Common Unit redeemed.

     

    (2)            Based on (a) 44,432,380 shares of Class A Common Stock outstanding as of November 4, 2024 as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024 and (b) 1,087,162 shares of Class A Common Stock that could be issued, at the election of the Issuer, upon the redemption by Myles Norin, LLC of Common Units.

     

    - 7 -

     

     

    Explanatory Note

     

    The following constitutes Amendment No. 1 (this “Amendment”) to the Schedule 13D filed on September 14, 2023 by Myles Norin, LLC (“Norin LLC”), Myles Norin, Monument, and Cobblestone (the “Original Schedule 13D” and, as amended through the date of this Amendment, collectively, the “Schedule 13D”). This Amendment constitutes an exit filing with respect to Norin LLC and the Estate of Myles Norin, and corrects the omission of the Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two from the Original Schedule 13D. Capitalized terms used but not defined in this Amendment shall have the meanings set forth in the Original Schedule 13D.

     

    SCHEDULE 13D

     

    ITEM 2.Identity and Background.

     

    Item 2 is hereby amended and restated as follows:

     

    (a)This statement is filed on behalf of each of the following persons (collectively, the “Reporting Persons”):

     

    (i)Monument & Cathedral Holdings, LLC (“Monument”);

     

    (ii)Cobblestone Publishing, Inc. (“Cobblestone”);

     

    (iii)Erika Nolan (“Ms. Nolan”);

     

    (iv)Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two (the “Trust,” and together with Monument, Cobblestone and Ms. Nolan, the “Non-Exiting Reporting Persons”);

     

    (v)Estate of Myles Norin (“Norin Estate”); and

     

    (vi)Myles Norin, LLC (“Norin LLC”).

     

    This statement relates to the securities held by Monument, Norin LLC and the Trust. Ms. Nolan is the president of Cobblestone, which is the sole manager of Monument. The bylaws of Cobblestone provide the president of Cobblestone with voting control of the shares held directly or indirectly by Cobblestone. Ms. Nolan is also a director of Cobblestone. The other members of the Board of Directors of Cobblestone consist of Jules Farish Owen Bonner and Robert Compton (the “Cobblestone Directors”). Robert Compton is also the Secretary and Treasurer of Cobblestone. The Trust is the majority shareholder of Cobblestone. Norin LLC is a shareholder of the Issuer. Julie Norin (“Ms. Norin”) is the personal representative of the Norin Estate and the manager of Norin LLC.

     

    (b)The address of the principal business office of each of the Non-Exiting Reporting Persons and the Cobblestone Directors is 14 W. Mount Vernon Place, Baltimore, Maryland 21201. The address of the principal business office of Ms. Norin and Norin LLC is 1805 South Road, Baltimore, Maryland 21209.

     

    (c)Monument operates as a holding company, which, through its subsidiaries, publishes books, magazines, and newsletters on a variety of topics. Cobblestone is the sole manager of Monument. Ms. Nolan is the President and a director of Cobblestone. Robert Compton is a director of Cobblestone and the Chief Operating Officer of The Agora Companies, LLC, a holding company, with a principal office at 1001 Cathedral Street, Baltimore, MD 21201. Jules Farish Owen Bonner is a director of Cobblestone. The Trust is established as an irrevocable trust and is the majority shareholder of Cobblestone. Norin LLC operates as a holding company. Ms. Norin is the personal representative of the Norin Estate.

     

    - 8 -

     

     

    (d)During the last five years, none of the Reporting Persons, the Cobblestone Directors or Ms. Norin have been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).

     

    (e)During the last five years, none of the Reporting Persons, the Cobblestone Directors or Ms. Norin have been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

     

    (f)Monument is a Maryland limited liability company; Cobblestone is a Maryland corporation; Ms. Nolan is a citizen of the United States of America; the Trust is a personal estate planning vehicle established under the laws of the State of Maryland for Elizabeth W. P. Bonner, a citizen of the United States; the Cobblestone Directors are citizens of the United States of America; Norin, LLC is a Maryland limited liability company; Ms. Norin is a citizen of the United States of America.

     

    ITEM 3.Source and Amount of Funds or Other Consideration

     

    Item 3 is hereby amended and supplemented by adding the following as a third paragraph under “Completion of Business Combination”:

     

    Issuer issued 117,735 shares of Class B Common Stock to the Trust in the Business Combination. Pursuant to the Transaction Agreement, the Trust received 117,735 Common Units as consideration for LLC units of MarketWise, LLC.

     

    ITEM 4.Purpose of Transaction.

     

    Item 4 is hereby amended and restated as follows:

     

    The information set forth in Item 3, as amended and supplemented, is incorporated into this Item 4 by reference.

     

    All securities beneficially owned by the Reporting Persons were received in connection with the Transaction Agreement and/or the Settlement Agreement.

     

    Cobblestone is the sole manager of Monument. Ms. Nolan was appointed as the president of Cobblestone on November 20, 2024 and, as such, has voting control over the shares owned by Monument. The Reporting Persons and the Cobblestone Directors may have influence over the corporate activities of the Issuer that require stockholder approval, including activities that may relate to items described in subparagraphs (a) through (j) of Item 4 of Schedule 13D.

     

    Ms. Norin was qualified as personal representative of the Norin Estate on October 25, 2024. Upon the death of Myles Norin, he ceased to have beneficial ownership of the securities held by Monument and therefore beneficial ownership of such securities are not part of the Norin Estate.

     

    - 9 -

     

     

    The Non-Exiting Reporting Persons may acquire additional securities of the Issuer and may formulate plans or proposals that relate to or would result in any of the actions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D, and may seek to influence management of the Issuer or the Board of Directors of the Issuer with respect to the business and affairs of the Issuer and may from time to time consider pursuing or proposing such matters with advisors, the Issuer, or other persons.

     

    ITEM 5.Interest in Securities of the Issuer.

     

    Item 5 is hereby amended and restated as follows:

     

    (a) – (b)

     

    The information set forth on the cover pages of, and the information set forth or incorporated by reference in Items 2, 3, and 6 to the Schedule 13D, as amended, is hereby incorporated by reference in this Item 5(a)–(b).

     

    The ownership information presented below represents beneficial ownership of Class A Common Stock and Class B Common Stock of the Issuer as of November 4, 2024 based on 44,432,380 shares of Class A common stock and 279,890,147 shares of Class B common stock outstanding, as reported in the Issuer’s Form 10-Q filed with the SEC on November 7, 2024.

     

    Reporting Person 

    Class A Common
    Stock
    beneficially
    owned

      

    Percent
    of class:

       Class B
    Common Stock
    beneficially
    owned
       Percent of
    class:
     
    Monument; Cobblestone   119,118,544(1)   72.8%   119,118,544    42.6%
    Ms. Nolan   119,118,544(1)(2)   72.8%   119,118,544    42.6%
    Trust   119,236,279(1)(3)   72.9%   119,236,279    42.6%
    Norin Estate   1,087,162(4)   2.4%   1,087,162    0.4%
    Norin LLC   1,087,162(4)   2.4%   1,087,162    0.4%

     

    (1)            Consists of 119,118,544 Common Units of MarketWise, LLC (“Common Units”), which are redeemable by the holder for, at the election of the Issuer, into shares of Class A common stock of the Issuer on a one-for-one basis or a cash payment equal to the volume weighted average market price of one share of Class A common stock of the Issuer for each Common Unit redeemed. In connection with each Common Unit, a holder is issued with a corresponding share of Class B Common Stock. The shares of Class B common stock have no economic rights, but each share entitles the holder to one vote on all matters on which stockholders of the Issuer are entitled to vote generally. Upon redemption of any Common Unit the corresponding share of Class B common stock will be terminated.

     

    - 10 -

     

     

    (2)          Consists of (a) 119,118,544 Common Units held directly by Monument. Ms. Nolan is the President of Cobblestone, which is the sole manager of Monument. As a result, Ms. Nolan may be deemed to beneficially own the Common Units held by Monument.

     

    (3)          Consists of (a) 119,118,544 Common Units held directly by Monument, and (b) 117,735 Common Units held directly by the Trust. The Trust is the majority shareholder of Cobblestone. As a result, the Trust may be deemed to beneficially own the Common Units held by Monument. The Trust disclaims beneficial ownership of all the foregoing shares owned by Monument.

     

    (4)          Consists of 1,087,162 Common Units held directly by Norin LLC.

     

    (c)Not applicable.

     

    (d)Not applicable.

     

    (e)Neither of Norin LLC nor the Norin Estate ever beneficially owned five percent of the Issuer’s Class A Common Stock and this Amendment constitutes an exit filing with respect to Norin LLC and the Norin Estate.

     

    ITEM 6.Contracts, Arrangements, Understandings or Relations with Respect to Securities Issuer.

     

    Item 6 is hereby amended and restated as follows:

     

    Pursuant to Rule 13d-1(k) promulgated under the Exchange Act, the Reporting Persons have entered into a joint filing agreement attached hereto as Exhibit 99.1.

     

    The information contained in Item 3 is incorporated herein by reference.

     

    By virtue of its ownership of Common Units, Monument and the Trust are a party to the Third Amended and Restated Limited Liability Company Agreement, dated as of July 21, 2021, by and among MarketWise, LLC, Marketwise, Inc., and the members party thereto.

     

    Monument and the Trust are also party to the Amended and Restated Registration Rights Agreement, dated July 21, 2021, by and among the Issuer, Ascendant Sponsor LP, a Cayman Islands exempted limited partnership, the person identified as “MarketWise Holders” on the signature pages thereto and the person or entities identified as “Other Holders” on the signature pages thereto, pursuant to which the Issuer is required to register for resale the securities held by Monument and the Trust.

     

    ITEM 7.Material to be Filed as Exhibits

     

    Item 7 is hereby amended by deleting existing Exhibit No. 99.1 and replacing it with the following:

     

    Exhibit No. Description
       
    99.1 Joint Filing Agreement, dated as of November 22, 2024.

     

    - 11 -

     

     

    SIGNATURES

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Date: November 22, 2024

     

      Monument & Cathedral Holdings, LLC
         
      By: Cobblestone Publishing, Inc., as Manager
         
      By: /s/ Erika Nolan
      Name: Erika Nolan
      Title: President
         
      Cobblestone Publishing, Inc.
         
      By: /s/ Erika Nolan
      Name: Erika Nolan
      Title: President
         
      Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two
         
      By: /s/ Margaret F. DeCampo
      Name: Margaret F. DeCampo
      Title: Trustee
         
      By: /s/ William R. Bonner, Jr.
      Name: William R. Bonner, Jr.
      Title: Trustee
         
      By: /s/ William Wesley Bonner
      Name: William Wesley Bonner
      Title: Trustee
         
      By: /s/ Maria Bonner Lombardi
      Name: Maria Bonner Lombardi
      Title: Trustee
         
      Erika Nolan
         
        /s/ Erika Nolan
         
      Estate of Myles Norin
         
      By: /s/ Julie Norin
      Name: Julie Norin
      Title: Personal Representative
         
         
      Myles Norin, LLC
         
      By: /s/ Julie Norin
      Name: Julie Norin
      Title: Manager

     

    - 12 -

    Get the next $MKTW alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $MKTW

    DatePrice TargetRatingAnalyst
    12/1/2023$3.00 → $3.50Buy → Neutral
    UBS
    3/25/2022Outperform → Mkt Perform
    Raymond James
    3/11/2022$11.00 → $6.00Outperform → Neutral
    Wedbush
    3/11/2022$16.00 → $14.00Market Outperform
    JMP Securities
    3/11/2022$11.00 → $7.00Buy
    Needham
    3/11/2022$11.00 → $5.50Outperform
    Raymond James
    11/12/2021$15.00 → $11.00Outperform
    Raymond James
    9/17/2021$13.00Buy
    Needham
    More analyst ratings

    $MKTW
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • 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 Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024. Dr. Eifrig has overseen notable achievements during his tenure as interim CEO, including improved financial performance over the last two quarters. He has demonstrated a clear vision for the company's future while ear

      5/27/25 4:45:45 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • 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, May 08, 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 self-directed investors, today reported financial results for first quarter 2025.(1) First Quarter 2025 Highlights(1) Paid Subscribers were 473 thousand as of March 31, 2025 compared with 683 thousand as of March 31, 2024(3)Total Net Revenue was $83.5 million in 1Q 2025 compared with $109.0 million in 1Q 2024(2)Total Billings was $70.5 million in 1Q 2025 compared with $55.4 million in 4Q 2024 and $77.2 million in 1Q 2024 – excluding the 1Q 20

      5/8/25 7:44:49 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025

      BALTIMORE, May 02, 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 self-directed investors, today announced that Chief Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on Tuesday, June 24, 2025. If you have questions about MarketWise or are interested in conducting a conference call or meeting with management, please contact the company's investor relations at [email protected]. About the UBS SMID-Cap Multisector Virtual Conference The inaugural UBS

      5/2/25 7:45:53 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13D/A filed by MarketWise Inc.

      SC 13D/A - MARKETWISE, INC. (0001805651) (Subject)

      11/22/24 11:42:00 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by MarketWise Inc.

      SC 13G/A - MARKETWISE, INC. (0001805651) (Subject)

      11/13/24 4:31:57 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by MarketWise Inc.

      SC 13G/A - MARKETWISE, INC. (0001805651) (Subject)

      11/13/24 4:31:51 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • General Counsel Forney Scott Daniel covered exercise/tax liability with 16,061 shares, decreasing direct ownership by 4% to 376,879 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      3/17/25 4:11:03 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Chief Financial Officer Mickels Erik covered exercise/tax liability with 94,720 shares, decreasing direct ownership by 6% to 1,381,172 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      3/17/25 4:10:28 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Controller Kaufman Steven Andrew covered exercise/tax liability with 6,969 shares, decreasing direct ownership by 4% to 187,517 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      3/17/25 4:09:49 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    SEC Filings

    See more
    • MarketWise Inc. filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - MARKETWISE, INC. (0001805651) (Filer)

      5/27/25 4:47:30 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - MARKETWISE, INC. (0001805651) (Filer)

      5/8/25 7:45:49 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • SEC Form 10-Q filed by MarketWise Inc.

      10-Q - MARKETWISE, INC. (0001805651) (Filer)

      5/8/25 7:38:25 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    Financials

    Live finance-specific insights

    See more

    $MKTW
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • 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, May 08, 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 self-directed investors, today reported financial results for first quarter 2025.(1) First Quarter 2025 Highlights(1) Paid Subscribers were 473 thousand as of March 31, 2025 compared with 683 thousand as of March 31, 2024(3)Total Net Revenue was $83.5 million in 1Q 2025 compared with $109.0 million in 1Q 2024(2)Total Billings was $70.5 million in 1Q 2025 compared with $55.4 million in 4Q 2024 and $77.2 million in 1Q 2024 – excluding the 1Q 20

      5/8/25 7:44:49 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise to Present at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025

      BALTIMORE, May 02, 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 self-directed investors, today announced that Chief Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on Tuesday, June 24, 2025. If you have questions about MarketWise or are interested in conducting a conference call or meeting with management, please contact the company's investor relations at [email protected]. About the UBS SMID-Cap Multisector Virtual Conference The inaugural UBS

      5/2/25 7:45:53 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise Declares Quarterly Dividend of $0.20 Per Share on Common Stock; Announces Special Dividend of $0.10 Per Share

      BALTIMORE, May 02, 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 self-directed investors, today announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.20 per share on May 1, 2025. A comparable distribution of $0.20 per unit has also been approved to holders of MarketWise, LLC units. The Company also announced a special dividend to shareholders of Class A common stock of $0.10 per share, which totals approximately $0.3 million in the aggregate. The regul

      5/2/25 7:22:47 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise downgraded by UBS with a new price target

      UBS downgraded MarketWise from Buy to Neutral and set a new price target of $3.50 from $3.00 previously

      12/1/23 7:35:54 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise downgraded by Raymond James

      Raymond James downgraded MarketWise from Outperform to Mkt Perform

      3/25/22 7:11:04 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Marketwise downgraded by Wedbush with a new price target

      Wedbush downgraded Marketwise from Outperform to Neutral and set a new price target of $6.00 from $11.00 previously

      3/11/22 8:18:46 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    Leadership Updates

    Live Leadership Updates

    See more
    • 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 Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024. Dr. Eifrig has overseen notable achievements during his tenure as interim CEO, including improved financial performance over the last two quarters. He has demonstrated a clear vision for the company's future while ear

      5/27/25 4:45:45 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise Announces Appointment of Erik Mickels as Chief Financial Officer

      BALTIMORE, July 06, 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 that Erik Mickels has been appointed Chief Financial Officer of the Company, effective August 15, 2023. Prior to joining MarketWise, Mr. Mickels served since 2016 as the Group Chief Financial Officer and Senior Vice President of Trilogy International Partners, Inc. (TSXV:TRL) ("Trilogy"), a member of the TSX Venture Exchange. During his tenure at Trilogy, Mr. Mickels served as Vice President of Finance a

      7/6/23 5:15:00 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • MarketWise Announces Appointment of Amber Lee Mason Chief Executive Officer and Board Member

      BALTIMORE, Feb. 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 announced that Amber Lee Mason has been appointed Chief Executive Officer of the Company and a member of the board of directors, effective immediately. Dr. Stephen Sjuggerud has stepped down from his current role as Interim Chief Executive Officer. Throughout her career with MarketWise, Ms. Mason has been responsible for designing and implementing strategy, managing revenue, and overseeing operations across the Comp

      2/15/23 8:30:00 AM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology

    $MKTW
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Tongue Glenn H bought $11,019 worth of shares (15,764 units at $0.70), increasing direct ownership by 2% to 255,812 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      9/19/24 4:15:39 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Mickels Erik bought $19,667 worth of shares (11,363 units at $1.73), increasing direct ownership by 1% to 817,998 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      3/21/24 4:52:56 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology
    • Tongue Glenn H bought $25,750 worth of shares (15,000 units at $1.72), increasing direct ownership by 11% to 148,540 units (SEC Form 4)

      4 - MARKETWISE, INC. (0001805651) (Issuer)

      3/20/24 4:08:56 PM ET
      $MKTW
      Computer Software: Prepackaged Software
      Technology