Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | Director | August 07, 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 CORP
Report date August 07, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy Spouse | 45,134 |
Reported balance
After 2026-08-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-07 · Gift · Acquired 1,249 · Balance 45,134 F1: This security is convertible into common stock on a 1-for-1 basis at no cost. F2: This security is immediately exercisable. F3: No expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 106,476 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 106,476 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy LLCs | 253,650 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 253,650 F1: This security is convertible into common stock on a 1-for-1 basis at no cost. F2: This security is immediately exercisable. F3: No expiration date. F4: Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAs trustee | 307,543 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 307,543 F1: This security is convertible into common stock on a 1-for-1 basis at no cost. F2: This security is immediately exercisable. F3: No expiration date. F5: As trustee of the SMDM 2012 Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: This security is convertible into common stock on a 1-for-1 basis at no cost.
F2: This security is immediately exercisable.
F3: No expiration date.
F4: Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.
F5: As trustee of the SMDM 2012 Trust.
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 07, 2026 Filed Aug 12, 2026 01:34 UTC | MARCUS CORP MCS · Entity 5078 | GiftClass B Common Stock · Derivative | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001635 · form4.xml · derivative · entry 2 Marcus David John · CIK 0002095163 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 45,134 Underlying: Common Stock · 1,249 shares Expires not disclosed F1 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F2 · derivative.exercise_date: This security is immediately exercisable. F3 · derivative.expiration_date: No expiration date. Read SEC document |
| May 21, 2026 Filed May 27, 2026 01:13 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,391 | $17.97 | $24,996.27 |
DisclosureSEC source: 0000897069-26-001240 · form4.xml · nonDerivative · entry 1 Marcus David John · CIK 0002095163 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,476 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:34 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 4,174 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000031 · form4.xml · nonDerivative · entry 1 Marcus David John · CIK 0002095163 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,085 F1 · kind: Restricted stock granted December 31, 2025 vests and becomes exercisable as follows: 50% after 2nd anniversary of date of grant and 100% after 4th anniversary of date of grant. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:43 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 911 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001675 · form4.xml · nonDerivative · entry 1 Marcus David John · CIK 0002095163 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,911 F1 · kind: Granted by Issuer in consideration of service as a director. 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.