Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marcus & Millichap, Inc.MMI · Entity 4846 | EVP and CFO | August 10, 2026 | August 12, 2026 |
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 August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,590 |
Reported balance
After 2026-08-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-10 · Exercise / conversion · Acquired 1,500 · Balance 42,590 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 42,709 |
Reported balance
After 2026-08-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-10 · Tax withholding · Disposed 761 · Balance 42,709 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2026. F3: Includes 880 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-10 · Exercise / conversion · Disposed 1,500 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4: The restricted stock units vest in five equal annual installments beginning August 10, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2026.
F3: Includes 880 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan.
F4: The restricted stock units vest in five equal annual installments beginning August 10, 2021.
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 |
|---|---|---|---|---|---|---|
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · derivative · entry 6 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · derivative · entry 5 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 744 | $36.01 | $26,791.44 |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · nonDerivative · entry 4 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,027 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2023. F3 · balance_after: Includes 547 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · nonDerivative · entry 3 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,224 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 744 | $36.01 | $26,791.44 |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · nonDerivative · entry 2 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,724 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2023. Read SEC document |
| August 10, 2023 Filed Aug 15, 2023 00:07 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-045743 · doc4.xml · nonDerivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,468 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 8,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018716 · doc4.xml · derivative · entry 3 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,418 Underlying: Common Stock · 8,854 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 3,916 | $32.15 | $125,899.40 |
DisclosureSEC source: 0001209191-23-018716 · doc4.xml · nonDerivative · entry 2 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,968 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F3 · balance_after: Includes 131 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:37 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 8,854 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018716 · doc4.xml · nonDerivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,753 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 01:51 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 12,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008951 · doc4.xml · derivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,508 Underlying: Common Stock · 12,508 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045607 · doc4.xml · derivative · entry 5 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045607 · doc4.xml · derivative · entry 4 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 1,488 | $39.46 | $58,716.48 |
DisclosureSEC source: 0001209191-22-045607 · doc4.xml · nonDerivative · entry 3 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,899 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2022. F3 · balance_after: Includes 406 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-045607 · doc4.xml · nonDerivative · entry 2 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:29 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-045607 · doc4.xml · nonDerivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,481 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 10, 2022 Filed Jan 23, 2023 22:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 44,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004467 · doc4.xml · derivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,272 Underlying: Common Stock · 44,272 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 22:15 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051253 · doc4.xml · derivative · entry 3 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. F3 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2021. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 22:15 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 519 | $39.92 | $20,718.48 |
DisclosureSEC source: 0001209191-21-051253 · doc4.xml · nonDerivative · entry 2 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981 F2 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on August 10, 2021. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 22:15 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-051253 · doc4.xml · nonDerivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 21:34 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-050021 · doc4.xml · derivative · entry 1 DeGennaro Steven F. · CIK 0001821552 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 10, 2022. 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.