Insider Trading March 20, 2026

Marketwise CFO Disposes $140k in Class A Shares Amid Recent Operational Updates

Erik Mickels sold 10,000 Marketwise shares across two days as the company reported mixed fourth-quarter 2025 results and continued strong recent price momentum

By Derek Hwang MKTW
Marketwise CFO Disposes $140k in Class A Shares Amid Recent Operational Updates
MKTW

Marketwise, Inc. (NASDAQ: MKTW) reported insider sales by Chief Financial Officer Erik Mickels totaling approximately $140,099 across two transactions on March 18 and 19, 2026. The disposals reduced Mickels' direct holdings to 85,064 shares. The sales occurred against a backdrop of solid short-term share price gains, an InvestingPro valuation assessment that flags MKTW as undervalued, and the company's fourth-quarter 2025 financials, which showed stronger billings but lower revenue year over year.

Key Points

  • CFO Erik Mickels sold a total of 10,000 Class A shares on March 18-19, 2026, for roughly $140,099, reducing his direct holdings to 85,064 shares - relevant to corporate governance and insider signals in the markets sector.
  • Marketwise reported mixed fourth-quarter 2025 results: adjusted EPS of $0.76 and revenue of $83.4 million, with a 42% year-over-year increase in Q4 billings to $78.9 million but a 14.4% decline in revenue versus the prior-year quarter - material for digital subscription services analysts and investors.
  • The stock has delivered near-term momentum with almost an 8% gain in the past week and a 56% return over the past year, while InvestingPro analysis identifies MKTW as undervalued with a P/E of 6.28 - pertinent to valuation and market sentiment assessments.

Erik Mickels, the chief financial officer of Marketwise, Inc. (NASDAQ: MKTW), completed two sales of Class A Common Stock on March 18 and March 19, 2026, disposing of a total of 10,000 shares for roughly $140,099.

On March 18, Mickels sold 6,666 shares at a weighted average price of $14.10, generating proceeds of $94,000. The execution prices for that tranche ranged from $13.57 to $14.20. After the March 18 sale, Mickels' direct ownership in Marketwise stood at 88,398 shares.

The following day, March 19, he sold 3,334 additional shares at a weighted average price of $13.83, producing proceeds of $46,099. Those shares traded between $13.70 and $13.96. After that transaction, Mickels directly owned 85,064 shares of the company.

These insider sales coincide with a period of notable market performance for Marketwise stock. The shares have risen nearly 8% over the past week and have returned approximately 56% over the last year.

From a valuation perspective, InvestingPro analysis cited in the company commentary suggests MKTW appears undervalued when measured against its Fair Value assessment and currently trades at a low earnings multiple, reporting a price-to-earnings ratio of 6.28. For investors seeking additional detail, a Pro Research Report covering MKTW is available alongside coverage of more than 1,400 other U.S. equities.

Marketwise also disclosed its financial results for the fourth quarter of 2025. The company reported adjusted earnings per share of $0.76 and revenue of $83.4 million for the quarter. Management noted that the company exceeded its full-year guidance for billings and for cash flow from operating activities, outcomes that were supported by a 42% year-over-year increase in fourth-quarter billings to $78.9 million.

At the same time, revenue for the quarter declined by 14.4% versus the same period in the prior year. The company described these figures as reflective of its performance in the digital subscription services sector. Market reaction to the reported results was muted in immediate trading, with the stock unchanged in after-hours trading following the announcement.

The combination of executive sales, recent price strength, the InvestingPro valuation signal, and mixed quarterly results provides market participants with several data points to assess. The insider sales reduced Mickels' direct holdings, while reported billings growth and improved cash flow metrics contrast with a year-over-year revenue decline in the quarter.


Context for readers

  • Insider activity: CFO sold 10,000 shares across March 18-19, 2026 for approximately $140,099 total.
  • Ownership impact: Mickels' direct share count fell from 88,398 to 85,064 following the transactions.
  • Operational snapshot: Q4 2025 adjusted EPS $0.76; Q4 revenue $83.4 million; Q4 billings rose 42% year over year to $78.9 million; revenue down 14.4% versus the year-ago quarter.
  • Market signals: nearly 8% price gain over the prior week and 56% over the past year; P/E ratio 6.28 per InvestingPro analysis.

Risks

  • Revenue contraction: Q4 revenue fell 14.4% year over year, which introduces uncertainty about top-line trends in the digital subscription services sector.
  • Mixed operational signals: although billings and operating cash flow guidance were exceeded, the divergence between rising billings and falling revenue could complicate near-term earnings and cash conversion expectations in the markets sector.
  • Limited immediate market reaction: the stock was unchanged in after-hours trading following the Q4 announcement, indicating potential investor caution or a lack of fresh catalysts.

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