Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | Director | May 04, 2017 | May 08, 2017 |
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 May 04, 2017 · Filed May 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,877 |
Reported balance
After 2017-05-04 transaction · row 1
1 source rowRow 1 · 2017-05-04 · Grant · Acquired 753 · Balance 21,877 F1: Granted by Issuer in consideration of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,204 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,204 F2: By the Bronson J. and Jacqueline A. Haase Living Trust dated 8/17/1999. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.17 · Expires 2018-05-29 | Direct | 500 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 500 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.78 · Expires 2019-05-28 | Direct | 500 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 500 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.14 · Expires 2020-05-27 | Direct | 500 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 500 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.50 · Expires 2021-05-26 | Direct | 500 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 500 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.33 · Expires 2022-05-31 | Direct | 500 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 500 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.45 · Expires 2023-05-30 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,000 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.84 · Expires 2024-05-29 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,000 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.97 · Expires 2025-12-31 | Direct | 583 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 583 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.55 · Expires 2026-12-29 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,000 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted by Issuer in consideration of service as a director.
F2: By the Bronson J. and Jacqueline A. Haase Living Trust dated 8/17/1999.
F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan.
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 04, 2017 Filed May 8, 2017 20:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-018854 · doc1.xml · nonDerivative · entry 1 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,877 F1 · price: Granted by Issuer in consideration of service as a director. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:45 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $19.65 | $0.00 |
DisclosureSEC source: 0001140361-17-001256 · doc1.xml · derivative · entry 11 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-05-28 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 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:45 UTC | MARCUS CORP MCS · Entity 5078 | Tax withholdingCommon Stock | 616 | $31.90 | $19,650.40 |
DisclosureSEC source: 0001140361-17-001256 · doc1.xml · nonDerivative · entry 2 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,124 Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:45 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 1,000 | $19.65 | $19,650.00 |
DisclosureSEC source: 0001140361-17-001256 · doc1.xml · nonDerivative · entry 1 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,740 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 |
| December 29, 2016 Filed Dec 30, 2016 22:33 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001140361-16-091238 · doc1.xml · derivative · entry 12 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2026-12-29 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 22:33 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091238 · doc1.xml · nonDerivative · entry 1 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,490 F1 · shares: Restricted stock granted December 29, 2016 vests and becomes exercisable as follows: 50% after 3rd anniversary of the date of the grant and 100% after 5th anniversary of the date of the grant or upon death, disability or retirement. Read SEC document |
| December 29, 2016 Filed Jan 9, 2017 22:33 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001242 · doc1.xml · nonDerivative · entry 1 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,740 F1 · shares: Restricted stock granted December 29, 2016 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. F2 · shares: The Form 4 filed on December 30, 2016 reported that the reporting person received 1,250 shares. The reporting person actually received 1,500 shares in this transaction. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:55 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001140361-16-089208 · doc1.xml · derivative · entry 4 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2017-05-31 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. F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:55 UTC | MARCUS CORP MCS · Entity 5078 | Tax withholdingCommon Stock | 384 | $30.50 | $11,712.00 |
DisclosureSEC source: 0001140361-16-089208 · doc1.xml · nonDerivative · entry 2 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,240 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:55 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $23.37 | $11,685.00 |
DisclosureSEC source: 0001140361-16-089208 · doc1.xml · nonDerivative · entry 1 HAASE BRONSON J · CIK 0001183320 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,624 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 · balance_after: Includes 138 shares of Common Stock acquired through automatic reinvestment of dividends under the Marcus Corporation Dividend Reinvestment and Associate Stock Purchase Plan as of December 7, 2016. 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.