Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | Director · President and CEO | 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 | 47,013 |
Reported balance
After 2026-08-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-07 · Gift · Acquired 1,249 · Balance 47,013 F3: This security is convertible into common stock on a 1-for-1 basis at no cost. F4: This security is immediately exercisable. F5: No expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 515,119 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 515,119 |
| Common StockSEC Table I · non-derivative | IndirectAs custodian | 75 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 75 F1: As sole custodian of the Alexandra Marcus U/WI/UTMA. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,384 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,384 F2: Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan. |
| 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 | 40,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 40,000 F6: 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 | 75,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 75,000 F7: 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 | 70,200 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 70,200 F7: 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 | 121,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 121,000 F7: 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 | 80,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 80,000 F7: 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 | 137,300 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 137,300 F7: 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 3/8/22)SEC Table II · derivative / convertible security · Conversion / exercise price $17.04 · Expires 2032-03-08 | Direct | 152,000 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 152,000 F7: 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 3/7/23)SEC Table II · derivative / convertible security · Conversion / exercise price $15.99 · Expires 2033-03-07 | Direct | 172,300 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 172,300 F7: 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. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 764,137 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 764,137 F3: This security is convertible into common stock on a 1-for-1 basis at no cost. F4: This security is immediately exercisable. F5: No expiration date. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAs trustee | 307,543 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 307,543 F3: This security is convertible into common stock on a 1-for-1 basis at no cost. F4: This security is immediately exercisable. F5: No expiration date. F8: As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAs custodian | 31,679 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 31,679 F3: This security is convertible into common stock on a 1-for-1 basis at no cost. F4: This security is immediately exercisable. F5: No expiration date. F9: As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy LLCs | 509,881 |
Reported balance
Holding disclosure · report date 2026-08-07 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 509,881 F3: This security is convertible into common stock on a 1-for-1 basis at no cost. F4: This security is immediately exercisable. F5: No expiration date. F10: Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: As sole custodian of the Alexandra Marcus U/WI/UTMA.
F2: Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
F3: This security is convertible into common stock on a 1-for-1 basis at no cost.
F4: This security is immediately exercisable.
F5: No expiration date.
F6: 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.
F7: 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.
F8: As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.
F9: As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
F10: Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.
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 01, 2017 Filed Aug 3, 2017 21:54 UTC | MARCUS CORP MCS · Entity 5078 | Tax withholdingCommon Stock | 11,068 | $27.65 | $306,030.20 |
DisclosureSEC source: 0001140361-17-030098 · doc1.xml · nonDerivative · entry 2 Marcus Gregory S · CIK 0001333075 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,741 Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 21:54 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 15,000 | $20.40 | $306,000.00 |
DisclosureSEC source: 0001140361-17-030098 · doc1.xml · nonDerivative · entry 1 Marcus Gregory S · CIK 0001333075 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,809 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 28, 2017 Filed Mar 2, 2017 00:12 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (right to buy) (granted 2/28/17) · Derivative | 40,000 | $0.00 Strike: $31.20 | $0.00 |
DisclosureSEC source: 0001140361-17-010084 · doc1.xml · derivative · entry 14 Marcus Gregory S · CIK 0001333075 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2027-02-28 F3 · 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 22:18 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009209 · doc1.xml · nonDerivative · entry 1 Marcus Gregory S · CIK 0001333075 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,809 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.