Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marcus & Millichap, Inc.MMI · Entity 4846 | Director | May 05, 2020 | May 07, 2020 |
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 & Millichap, Inc.
Report date May 05, 2020 · Filed May 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,324 |
Reported balance
After 2020-05-05 transaction · row 1
1 source rowRow 1 · 2020-05-05 · Grant · Acquired 2,788 · Balance 5,324 F1: The shares shall vest on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 100,576 |
Reported balance
Holding disclosure · report date 2020-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100,576 F2: Shares held by the Millichap Family Trust. Mr. Millichap has voting and/or dispositive power with respect to the shares held by the Millichap Family Trust as co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares shall vest on the first anniversary of the date of grant.
F2: Shares held by the Millichap Family Trust. Mr. Millichap has voting and/or dispositive power with respect to the shares held by the Millichap Family Trust as co-trustee.
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 |
|---|---|---|---|---|---|---|
| May 05, 2020 Filed May 7, 2020 17:34 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,788 | $26.90 | $74,997.20 |
DisclosureSEC source: 0001209191-20-027762 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,324 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 1,757 | $42.68 | $74,988.76 |
DisclosureSEC source: 0001209191-19-027873 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,112 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 20:17 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionDeferred Stock Units · Derivative | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057485 · doc4.xml · derivative · entry 2 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,666 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. F2 · derivative.exercise_date: The deferred stock units vest immediately. The deferred stock units settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. F2 · derivative.expiration_date: The deferred stock units vest immediately. The deferred stock units settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. Read SEC document |
| November 05, 2018 Filed Nov 6, 2018 20:17 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 16,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-057485 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,355 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. F1 · price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. Read SEC document |
| May 04, 2018 Filed May 8, 2018 19:12 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028701 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,689 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 19:31 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionDeferred Stock Unit · Derivative | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-059850 · doc4.xml · derivative · entry 2 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,666 Underlying: Common Stock · 16,667 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. F2 · derivative.exercise_date: The deferred stock units vest immediately. The deferred stock units will be settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. F2 · derivative.expiration_date: The deferred stock units vest immediately. The deferred stock units will be settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 19:31 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-059850 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,547 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. F1 · price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 19:26 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047994 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,880 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 19:17 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047988 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,880 F1 · shares: The shares shall vest on the first anniversary of the date of grant. Read SEC document |
| May 04, 2017 Filed May 8, 2017 20:34 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 2,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030732 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,288 F1 · shares: The shares shall vest 33-1/3rd per year on the first, second and third anniversary of the date of grant. Read SEC document |
| November 05, 2016 Filed Nov 8, 2016 20:17 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionDeferred Stock Unit · Derivative | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148958 · doc4.xml · derivative · entry 2 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 16,667 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. F2 · derivative.exercise_date: The deferred stock units vest immediately. The deferred stock units will be settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. F2 · derivative.expiration_date: The deferred stock units vest immediately. The deferred stock units will be settled in the Issuer stock at a rate of 20% per year beginning one year from the date of the grant. Read SEC document |
| November 05, 2016 Filed Nov 8, 2016 20:17 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-148958 · doc4.xml · nonDerivative · entry 1 MILLICHAP WILLIAM A · CIK 0001194685 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,957 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. F1 · price: Each deferred stock unit represents a contingent right to receive one share of the Issuer common stock. 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.