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 |
|---|---|---|---|---|---|---|
| December 28, 2017 Filed Dec 29, 2017 23:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $27.20 | $0.00 |
DisclosureSEC source: 0001140361-17-047839 · doc1.xml · derivative · entry 4 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 2027-12-28 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047839 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,671 F1 · shares: Restricted stock granted December 28, 2017 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 |
| June 06, 2017 Filed Jun 8, 2017 21:03 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 12,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-024487 · doc1.xml · derivative · entry 16 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 183,628 Underlying: Common Stock · 12,631 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_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F4 · derivative.exercise_date: This security is immediately exercisable. F5 · derivative.expiration_date: No expiration date. F1 · ownership.nature: As trustee for brother's children. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 21:03 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 12,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-024487 · doc1.xml · nonDerivative · entry 3 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 12,631 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 25, 2017 Filed May 30, 2017 22:10 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001140361-17-022910 · 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 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. F1 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 25, 2017 Filed May 30, 2017 22:10 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $23.37 | $11,685.00 |
DisclosureSEC source: 0001140361-17-022910 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,171 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 04, 2017 Filed May 8, 2017 20:29 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-018851 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,671 F1 · price: Granted by Issuer in consideration of service as a director. Read SEC document |
| April 28, 2017 Filed May 8, 2017 20:29 UTC | MARCUS CORP MCS · Entity 5078 | GiftClass B Common Stock · Derivative | 3,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-018851 · doc1.xml · derivative · entry 14 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,786 Underlying: Common Stock · 3,213 shares Expires not disclosed F3 · derivative.exercise_price: This security is convertible into common stock on a 1-for-1 basis at no cost. F4 · derivative.exercise_date: This security is immediately exercisable. F5 · derivative.expiration_date: No expiration date. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock · Derivative | 3,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004927 · doc1.xml · derivative · entry 15 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,999 Underlying: Common Stock · 3,239 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 03, 2017 Filed Feb 7, 2017 22:04 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 9,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004927 · doc1.xml · nonDerivative · entry 2 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,918 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 22:04 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 3,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004927 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,400 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 22:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001140361-16-091236 · doc1.xml · derivative · entry 13 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 2026-12-29 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 22:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091236 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,911 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: 0001140361-17-001240 · doc1.xml · nonDerivative · entry 1 GERSHOWITZ DIANE M · CIK 0000917705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,161 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.