Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | Director · 10% owner | September 23, 2026 | September 24, 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 September 23, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy DG-LDJ Holdings, LLC | 125,617.223 |
Reported balance
After 2026-09-23 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-23 · Sale · Disposed 50,000 · Balance 125,617.223 F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $27.50 to $27.87. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. |
| Common StockSEC Table I · non-derivative | Direct | 37,429 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 37,429 |
| 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 2026-09-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,000 F2: 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 $27.20 · Expires 2027-12-28 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,000 F2: 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 $38.51 · Expires 2028-12-27 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,000 F2: 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 $32.60 · Expires 2029-12-26 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,000 F2: 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 $17.95 · Expires 2031-12-30 | Direct | 750 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 750 F2: 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 $14.25 · Expires 2032-12-29 | Direct | 1,438 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,438 F2: 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 $14.69 · Expires 2033-12-28 | Direct | 1,455 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 1,455 F2: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 25 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 25 F3: This security is convertible into common stock on a 1-for-1 basis at no cost and Class B Common Stock is entitled to 10 votes per share and Common Stock is entitled to one vote per share. F4: This security is immediately exercisable. F5: No expiration date. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectBy DG-LDJ Holdings, LLC | 1,881,677 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,881,677 F3: This security is convertible into common stock on a 1-for-1 basis at no cost and Class B Common Stock is entitled to 10 votes per share and Common Stock is entitled to one vote per share. F4: This security is immediately exercisable. F5: No expiration date. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAs Trustee | 131,506 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 131,506 F3: This security is convertible into common stock on a 1-for-1 basis at no cost and Class B Common Stock is entitled to 10 votes per share and Common Stock is entitled to one vote per share. F4: This security is immediately exercisable. F5: No expiration date. F6: As trustee for brother's children. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectAs Trustee | 50,845 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 50,845 F3: This security is convertible into common stock on a 1-for-1 basis at no cost and Class B Common Stock is entitled to 10 votes per share and Common Stock is entitled to one vote per share. F4: This security is immediately exercisable. F5: No expiration date. F7: By the Ben and Celia Marcus 1992 Revocable Trust F/B/O Diane M. Gershowitz. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The prices actually received ranged from $27.50 to $27.87. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price.
F2: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan.
F3: This security is convertible into common stock on a 1-for-1 basis at no cost and Class B Common Stock is entitled to 10 votes per share and Common Stock is entitled to one vote per share.
F4: This security is immediately exercisable.
F5: No expiration date.
F6: As trustee for brother's children.
F7: By the Ben and Celia Marcus 1992 Revocable Trust F/B/O Diane M. Gershowitz.
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 |
|---|---|---|---|---|---|---|
| March 10, 2021 Filed Mar 12, 2021 22:47 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 19,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006243 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 2,412,533 Underlying: Common Stock · 19,615 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: 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 |
| March 10, 2021 Filed Mar 12, 2021 22:47 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 350 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006243 · doc1.xml · nonDerivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 0 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:47 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 19,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006243 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,746 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:47 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 19,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006243 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,361 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 |
| May 06, 2020 Filed May 8, 2020 16:54 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009275 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,746 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:30 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 10,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000641 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 Underlying: Common Stock · 10,265 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: 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 |
| January 02, 2020 Filed Jan 6, 2020 23:30 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 13,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000641 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,993 Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:30 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 10,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000641 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,973 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 26, 2019 Filed Dec 30, 2019 22:21 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001567619-19-023711 · doc1.xml · derivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2029-12-26 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 22:21 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023711 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,708 F1 · kind: Restricted stock granted December 26, 2019 vests and becomes exercisable as follows: 50% after the 2nd anniversary of the date of grant and 100% after the 4th anniversary of the date of grant. Read SEC document |
| December 26, 2019 Filed Jan 6, 2020 23:30 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001567619-20-000641 · doc1.xml · derivative · entry 5 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2029-12-26 F4 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:44 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001567619-19-011836 · doc1.xml · derivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2019-05-28 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. Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:44 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $10.78 | $5,390.00 |
DisclosureSEC source: 0001567619-19-011836 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,208 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 |
| May 07, 2019 Filed May 9, 2019 17:18 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-010232 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,708 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 13:59 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 21,542 | $40.26 | $867,261.53 |
DisclosureSEC source: 0001567619-19-008567 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 350 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.20 to $40.48. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:59 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 28,907 | $40.16 | $1,161,000.51 |
DisclosureSEC source: 0001567619-19-008332 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 21,892 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.15 to $40.205. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 21:23 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 8,973 | $40.05 | $359,368.65 |
DisclosureSEC source: 0001567619-19-008001 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 50,799 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. Read SEC document |
| March 28, 2019 Filed Mar 28, 2019 21:44 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 34,928 | $40.28 | $1,406,756.64 |
DisclosureSEC source: 0001567619-19-007795 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 59,772 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.15 to $40.47. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 27, 2019 Filed Mar 27, 2019 21:22 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 9,700 | $40.06 | $388,550.96 |
DisclosureSEC source: 0001567619-19-007730 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 94,700 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.00 to $40.07. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 26, 2019 Filed Mar 27, 2019 21:22 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 1,901 | $40.00 | $76,043.99 |
DisclosureSEC source: 0001567619-19-007730 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 104,400 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.00 to $40.02. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 21, 2019 Filed Mar 22, 2019 21:33 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 4,418 | $40.00 | $176,720.00 |
DisclosureSEC source: 0001567619-19-007496 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 106,301 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. Read SEC document |
| March 18, 2019 Filed Mar 18, 2019 22:07 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 45,000 | $40.56 | $1,825,114.50 |
DisclosureSEC source: 0001567619-19-007134 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 110,719 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.50 to $40.68. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 22:07 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 1,600 | $41.18 | $65,887.52 |
DisclosureSEC source: 0001567619-19-007134 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 155,719 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $41.10 to $41.25. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 14, 2019 Filed Mar 14, 2019 21:43 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 11,824 | $41.00 | $484,807.65 |
DisclosureSEC source: 0001567619-19-006903 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 157,319 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F3 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.95 to $41.04. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 13, 2019 Filed Mar 14, 2019 21:43 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 17,716 | $41.40 | $733,490.23 |
DisclosureSEC source: 0001567619-19-006903 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 169,143 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $41.35 to $41.53. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 20:49 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 13,491 | $41.50 | $559,907.53 |
DisclosureSEC source: 0001567619-19-006787 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 186,859 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 4, 2019. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $41.25 to $42.20. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 20:15 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006665 · doc1.xml · derivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 2,432,148 Underlying: Common Stock · 200,000 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. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 20:15 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006665 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 200,350 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 12, 2019 Filed Feb 14, 2019 17:32 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004170 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,730 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. F2 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 17:32 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004170 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,955 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 17:32 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004170 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,455 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 |
| January 18, 2019 Filed Jan 22, 2019 20:09 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001421 · doc1.xml · derivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DG-LDJ Holdings, LLC Disclosed balance after: 2,632,148 Underlying: Common Stock · 200,000 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. F2 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 20:09 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001421 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,955 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 |
| January 08, 2019 Filed Jan 11, 2019 16:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 9,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000997 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,230 Underlying: Common Stock · 9,045 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. F2 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 08, 2019 Filed Jan 11, 2019 16:04 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 9,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000997 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955 Read SEC document |
| January 08, 2019 Filed Jan 11, 2019 16:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 9,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-000997 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,000 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 27, 2018 Filed Dec 28, 2018 22:08 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $38.51 | $0.00 |
DisclosureSEC source: 0001567619-18-008796 · doc1.xml · derivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-12-27 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 22:08 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008796 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,955 F1 · kind: Restricted stock granted December 27, 2018 vests and becomes exercisable as follows: 50% after 2nd anniversary of the date of grant and 100% after 4th anniversary of the date of grant. Read SEC document |
| August 30, 2018 Filed Sep 5, 2018 22:23 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 2,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-002169 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,455 Read SEC document |
| August 03, 2018 Filed Aug 6, 2018 19:26 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 10,224 | $37.68 | $385,244.41 |
DisclosureSEC source: 0001140361-18-035570 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 0 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $37.40 to $38.10. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. F3 · ownership.nature: As trustee for brother's children. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 19:26 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 41,898 | $38.17 | $1,599,397.49 |
DisclosureSEC source: 0001140361-18-035570 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 10,224 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $38.00 to $38.40. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. F3 · ownership.nature: As trustee for brother's children. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 22:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 52,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-034857 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 131,506 Underlying: Common Stock · 52,122 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. F2 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. F1 · ownership.nature: As trustee for brother's children. Read SEC document |
| July 30, 2018 Filed Aug 1, 2018 22:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 52,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-034857 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 52,122 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 · ownership.nature: As trustee for brother's children. Read SEC document |
| May 29, 2018 Filed May 29, 2018 23:49 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $17.17 | $0.00 |
DisclosureSEC source: 0001140361-18-026105 · doc1.xml · derivative · entry 4 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2018-05-29 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. F4 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 29, 2018 Filed May 29, 2018 23:49 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $17.17 | $8,585.00 |
DisclosureSEC source: 0001140361-18-026105 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,735 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 |
| May 08, 2018 Filed May 11, 2018 00:16 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022867 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,235 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| April 06, 2018 Filed Apr 10, 2018 21:53 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 12,750 | $30.86 | $393,410.18 |
DisclosureSEC source: 0001140361-18-018081 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 0 F1 · shares: Includes 119 shares acquired under a dividend reinvestment plan in exempt transactions not required to be reported pursuant to Rule 16(a)-11. F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $30.80 to $30.95. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F3 · ownership.nature: As trustee for brother's children. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:26 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 8,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-001117 · doc1.xml · derivative · entry 5 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,275 Underlying: Common Stock · 8,511 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. F2 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F3 · derivative.exercise_date: This security is immediately exercisable. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:26 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 11,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-001117 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,482 Read SEC document |
| January 04, 2018 Filed Jan 5, 2018 23:26 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 8,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-001117 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,182 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.