Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | CFO and Treasurer | March 24, 2022 | March 31, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MARCUS CORP
Report date March 24, 2022 · Filed March 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Neis Revocable Trust | 50,455 |
Reported balance
After 2022-03-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-03-24 · Gift · Disposed 360 · Balance 50,455 |
| Common StockSEC Table I · non-derivative | Direct | 31,242 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31,242 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 1,167 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,167 |
| Stock Option (right to buy) (granted 7/29/14)SEC Table II · derivative / convertible security · Conversion / exercise price $18.34 · Expires 2024-07-29 | Direct | 16,400 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 16,400 F1: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. |
| Stock Option (right to buy) (granted 7/28/15)SEC Table II · derivative / convertible security · Conversion / exercise price $20.26 · Expires 2025-07-28 | Direct | 17,400 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 17,400 F1: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. |
| Stock Option (right to buy) (granted 3/1/16)SEC Table II · derivative / convertible security · Conversion / exercise price $18.68 · Expires 2026-03-01 | Direct | 11,150 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,150 F1: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. |
| Stock Option (right to buy) (granted 2/28/17)SEC Table II · derivative / convertible security · Conversion / exercise price $31.20 · Expires 2027-02-28 | Direct | 16,500 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 16,500 F1: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. |
| Stock Option (right to buy) (granted 2/27/18)SEC Table II · derivative / convertible security · Conversion / exercise price $27.00 · Expires 2028-02-27 | Direct | 23,500 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 23,500 F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years. |
| Stock Option (right to buy) (granted 2/26/19)SEC Table II · derivative / convertible security · Conversion / exercise price $41.90 · Expires 2029-02-26 | Direct | 21,900 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 21,900 F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years. |
| Stock Option (right to buy) (granted 2/25/20)SEC Table II · derivative / convertible security · Conversion / exercise price $28.88 · Expires 2030-02-25 | Direct | 36,400 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 36,400 F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years. |
| Stock Option (right to buy) (granted 5/8/20)SEC Table II · derivative / convertible security · Conversion / exercise price $12.71 · Expires 2030-05-08 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 20,000 F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years. |
| Stock Option (right to buy)(granted 3/9/21)SEC Table II · derivative / convertible security · Conversion / exercise price $21.84 · Expires 2031-03-09 | Direct | 45,200 |
Reported balance
Holding disclosure · report date 2022-03-24 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 45,200 F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years. |
Filing footnotes · ownership attribution and instrument terms
F1: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years.
F2: The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 14, 2018 Filed Mar 17, 2018 00:10 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 13,512 | $15.59 | $210,652.08 |
DisclosureSEC source: 0001140361-18-013922 · doc1.xml · nonDerivative · entry 2 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,796 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 23:22 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (right to buy) (granted 2/27/18) · Derivative | 23,500 | $0.00 Strike: $27.00 | $0.00 |
DisclosureSEC source: 0001140361-18-010902 · doc1.xml · derivative · entry 13 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,500 Underlying: Common Stock · 23,500 shares Expires 2028-02-27 F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:38 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 5,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-009928 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,908 F1 · shares: Restricted stock granted February 21, 2018 vests and becomes exercisable as follows: 50% after 3rd anniversary of the date of grant and 100% after 5th anniversary of the date of grant or upon death, disability or retirement. Read SEC document |
| December 20, 2017 Filed Jan 16, 2018 15:31 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-001975 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,658 Read SEC document |
| June 05, 2017 Filed Jun 6, 2017 16:33 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 3,000 | $33.83 | $101,475.00 |
DisclosureSEC source: 0001140361-17-023907 · doc1.xml · nonDerivative · entry 3 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,383 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:33 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (right to buy) (granted 8/2/07) · Derivative | 9,969 | $0.00 Strike: $20.40 | $0.00 |
DisclosureSEC source: 0001140361-17-023907 · doc1.xml · derivative · entry 5 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,969 shares Expires 2017-08-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:33 UTC | MARCUS CORP MCS · Entity 5078 | Tax withholdingCommon Stock | 5,956 | $34.15 | $203,397.40 |
DisclosureSEC source: 0001140361-17-023907 · doc1.xml · nonDerivative · entry 2 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,383 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 16:33 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 9,969 | $20.40 | $203,367.60 |
DisclosureSEC source: 0001140361-17-023907 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2017 Filed Mar 17, 2018 00:10 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-013922 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,284 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 00:13 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (right to buy) (granted 2/28/17) · Derivative | 16,500 | $0.00 Strike: $31.20 | $0.00 |
DisclosureSEC source: 0001140361-17-010085 · doc1.xml · derivative · entry 13 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Stock · 16,500 shares Expires 2027-02-28 F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:19 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009210 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,370 F1 · shares: Restricted stock granted February 22, 2017 vests and becomes exercisable as follows: 50% after 3rd anniversary of the date of grant and 100% after 5th anniversary of the date of grant or upon death, disability or retirement. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (right to buy) (granted 7/28/09) · Derivative | 6,821 | $0.00 Strike: $13.34 | $0.00 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · derivative · entry 8 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,179 Underlying: Common Stock · 6,821 shares Expires 2019-07-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (right to buy) (granted 7/29/08) · Derivative | 6,488 | $0.00 Strike: $15.59 | $0.00 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · derivative · entry 7 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,512 Underlying: Common Stock · 6,488 shares Expires 2018-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (right to buy) (granted 8/2/07) · Derivative | 5,031 | $0.00 Strike: $20.40 | $0.00 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · derivative · entry 6 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,969 Underlying: Common Stock · 5,031 shares Expires 2017-08-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Tax withholdingCommon Stock | 11,672 | $25.26 | $294,834.72 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · nonDerivative · entry 4 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,670 Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 6,821 | $13.34 | $90,992.14 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · nonDerivative · entry 3 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,342 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 6,488 | $15.59 | $101,147.92 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · nonDerivative · entry 2 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,521 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 18:58 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 5,031 | $20.40 | $102,632.40 |
DisclosureSEC source: 0001140361-16-081219 · doc1.xml · nonDerivative · entry 1 NEIS DOUGLAS A · CIK 0001183316 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,033 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.