Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCUS CORPMCS · Entity 5078 | Director | May 21, 2026 | May 27, 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 May 21, 2026 · Filed May 27, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,149 |
Reported balance
After 2026-05-21 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,391 · Balance 79,149 F1: Granted by Issuer in consideration of service as a director. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for PLM Foundation | 10,244 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 10,244 F2: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for PLM Foundation | 124,111 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 124,111 F2: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for PLM Foundation | 8,100 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 8,100 F2: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. |
| Common StockSEC Table I · non-derivative | IndirectAs trustee for PLM Foundation | 2,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 2,000 F2: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. |
| 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 2026-05-21 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 1,000 F3: 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 2026-05-21 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 1,000 F3: 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 2027-12-27 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 8
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 8 · Balance 1,000 F3: 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 2026-05-21 · row 9
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 9 · Balance 1,000 F3: 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 2026-05-21 · row 10
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 10 · Balance 750 F3: 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 2026-05-21 · row 11
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 11 · Balance 1,438 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. F4: Amending solely to correct previously reported Underlying Securities reported in dollars to be reported in shares. |
| 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 2026-05-21 · row 12
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 12 · Balance 1,455 F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted by Issuer in consideration of service as a director.
F2: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation.
F3: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan.
F4: Amending solely to correct previously reported Underlying Securities reported in dollars to be reported in shares.
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 27, 2026 01:25 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,391 | $17.97 | $24,996.27 |
DisclosureSEC source: 0000897069-26-001249 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,149 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| May 21, 2026 Filed May 27, 2026 21:03 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,391 | $17.97 | $24,996.27 |
DisclosureSEC source: 0000897069-26-001267 · form4a.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,149 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 4,174 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000044 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,758 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 |
| May 07, 2025 Filed May 9, 2025 21:14 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,538 | $16.25 | $24,992.50 |
DisclosureSEC source: 0000897069-25-000955 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,584 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 23:50 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-002345 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,046 F1 · kind: Restricted stock granted December 26, 2024 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 |
| May 23, 2024 Filed May 29, 2024 01:26 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,154 | $11.60 | $24,986.40 |
DisclosureSEC source: 0000897069-24-001227 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,090 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 28, 2023 Filed Jan 3, 2024 00:04 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy)( · Derivative | 1,455 | $0.00 Strike: $14.69 | $0.00 |
DisclosureSEC source: 0000897069-24-000044 · form4.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,455 Underlying: Common Stock · 1,455 shares Expires 2033-12-28 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2023 Filed Jan 3, 2024 00:04 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000044 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,936 F1 · kind: Restricted stock granted December 28, 2023 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 |
| May 11, 2023 Filed May 15, 2023 20:56 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $13.45 | $0.00 |
DisclosureSEC source: 0000897069-23-000443 · form4.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2023-05-30 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 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:56 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 1,000 | $13.45 | $13,450.00 |
DisclosureSEC source: 0000897069-23-000443 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,313 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 11, 2023 Filed May 26, 2023 00:06 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000575 · form4.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,823 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 29, 2022 Filed Jan 3, 2023 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,438 | $0.00 Strike: $14.25 | $0.00 |
DisclosureSEC source: 0001567619-23-000065 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438 Underlying: Common Stock · 1,438 shares Expires 2032-12-29 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 29, 2022 Filed Jan 3, 2023 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000065 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,313 F1 · kind: Restricted stock granted December 29, 2022 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 |
| May 26, 2022 Filed May 26, 2022 23:07 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $13.33 | $0.00 |
DisclosureSEC source: 0001567619-22-011782 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2022-05-31 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. F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 26, 2022 Filed May 26, 2022 23:07 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $13.33 | $6,665.00 |
DisclosureSEC source: 0001567619-22-011782 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,327 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 10, 2022 Filed May 11, 2022 20:42 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-010085 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,827 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 23:51 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 750 | $0.00 Strike: $17.95 | $0.00 |
DisclosureSEC source: 0001567619-22-000077 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2031-12-30 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 23:51 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000077 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,269 F1 · kind: Restricted stock granted December 30, 2021 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 |
| May 24, 2021 Filed May 26, 2021 22:48 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $10.50 | $0.00 |
DisclosureSEC source: 0001567619-21-011211 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2021-05-26 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 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 24, 2021 Filed May 26, 2021 22:48 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $10.50 | $5,250.00 |
DisclosureSEC source: 0001567619-21-011211 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,266 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, 2021 Filed May 10, 2021 13:08 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009368 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,766 F1 · kind: Restricted stock granted May 6, 2021 vests and becomes exercisable as follows: 100% after the first anniversary of the date of grant. Read SEC document |
| May 06, 2021 Filed Jul 21, 2021 16:25 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-013759 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,019 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| May 20, 2020 Filed May 21, 2020 21:56 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $11.14 | $0.00 |
DisclosureSEC source: 0001567619-20-010953 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2020-05-27 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 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| May 20, 2020 Filed May 21, 2020 21:56 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $11.14 | $5,570.00 |
DisclosureSEC source: 0001567619-20-010953 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,266 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 17:02 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009284 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,766 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 22:23 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001567619-19-023713 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2029-12-26 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 22:23 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023713 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,013 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 |
| May 28, 2019 Filed May 28, 2019 21:27 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001567619-19-012242 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · 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 28, 2019 Filed May 28, 2019 21:27 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $10.78 | $5,390.00 |
DisclosureSEC source: 0001567619-19-012242 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,513 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 17:22 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-010236 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,013 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 22:33 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $38.51 | $0.00 |
DisclosureSEC source: 0001567619-18-008802 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2028-12-27 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 22:33 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008802 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,260 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 |
| November 27, 2018 Filed Nov 27, 2018 21:59 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 5,000 | $42.32 | $211,619.00 |
DisclosureSEC source: 0001567619-18-006992 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 10,244 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $42.2969 to $42.3428. 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 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 23:54 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 10,000 | $40.04 | $400,379.00 |
DisclosureSEC source: 0001567619-18-001235 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 15,244 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $40.00 to $40.2713. 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 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 18:47 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 10,000 | $31.52 | $315,223.00 |
DisclosureSEC source: 0001140361-18-027849 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 25,244 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $31.5125 to $31.7779. 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 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| May 08, 2018 Filed May 11, 2018 00:19 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022871 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,760 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| May 04, 2018 Filed May 7, 2018 21:28 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $17.17 | $0.00 |
DisclosureSEC source: 0001140361-18-022036 · doc1.xml · derivative · entry 6 MILSTEIN PHILIP L · CIK 0001195907 · 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. Read SEC document |
| May 04, 2018 Filed May 7, 2018 21:28 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $17.17 | $8,585.00 |
DisclosureSEC source: 0001140361-18-022036 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,007 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 |
| March 19, 2018 Filed Mar 20, 2018 14:32 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 10,000 | $30.63 | $306,254.00 |
DisclosureSEC source: 0001140361-18-014217 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 35,244 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $30.5311 to $30.6561. 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 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $27.20 | $0.00 |
DisclosureSEC source: 0001140361-17-047849 · doc1.xml · derivative · entry 9 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-12-28 F4 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047849 · doc1.xml · nonDerivative · entry 3 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,507 F2 · 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 |
| December 27, 2017 Filed Dec 29, 2017 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047849 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,007 Read SEC document |
| December 21, 2017 Filed Dec 29, 2017 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 5,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047849 · doc1.xml · nonDerivative · entry 5 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for A. B. Elbaum Disclosed balance after: 0 F3 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for Ms. Abby Black Elbaum, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| December 21, 2017 Filed Dec 29, 2017 23:57 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 14,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047849 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,007 F1 · balance_after: 42,744 shares previously held by the reporting person directly were transferred into the PLM Foundation in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 18:08 UTC | MARCUS CORP MCS · Entity 5078 | ConversionCommon Stock | 62,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-045815 · doc1.xml · nonDerivative · entry 2 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,021 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 08, 2017 Filed Dec 12, 2017 18:08 UTC | MARCUS CORP MCS · Entity 5078 | ConversionClass B Common Stock | 62,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-045815 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As partner of Northmon Investment Co. Disclosed balance after: 0 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 |
| October 04, 2017 Filed Oct 17, 2017 16:33 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-038828 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 2,500 F1 · balance_after: 20,000 shares previously held by the reporting person directly were transferred into the PLM Foundation in a transaction exempt from Section 16 reporting pursuant to Rule 16a-13. F2 · ownership.nature: The undersigned disclaims any beneficial interest in shares owned by his wife, children, held by him as trustee for Ms. Abby Black Elbaum, held by him as trustee for PLM Foundation, or held by him as co-trustee for SVM Foundation. Read SEC document |
| May 11, 2017 Filed May 15, 2017 20:49 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionStock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $23.37 | $0.00 |
DisclosureSEC source: 0001140361-17-020749 · doc1.xml · derivative · entry 7 MILSTEIN PHILIP L · CIK 0001195907 · 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. Read SEC document |
| May 11, 2017 Filed May 15, 2017 20:49 UTC | MARCUS CORP MCS · Entity 5078 | Exercise / conversionCommon Stock | 500 | $23.37 | $11,685.00 |
DisclosureSEC source: 0001140361-17-020749 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,966 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 20:34 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-018861 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,466 F1 · price: 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.