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 |
|---|---|---|---|---|---|---|
| December 29, 2016 Filed Dec 30, 2016 22:41 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001140361-16-091244 · doc1.xml · derivative · entry 17 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 2026-12-29 F3 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 22:41 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091244 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,463 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 22:36 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001248 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,713 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 |
| December 06, 2016 Filed Dec 7, 2016 17:11 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088949 · doc1.xml · nonDerivative · entry 3 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As trustee for PLM Foundation Disclosed balance after: 0 F1 · 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 02, 2016 Filed Dec 7, 2016 17:11 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088949 · 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: 15,000 F1 · 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 02, 2016 Filed Dec 7, 2016 17:11 UTC | MARCUS CORP MCS · Entity 5078 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088949 · doc1.xml · nonDerivative · entry 1 MILSTEIN PHILIP L · CIK 0001195907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,213 Read SEC document |
| September 26, 2016 Filed Sep 27, 2016 19:49 UTC | MARCUS CORP MCS · Entity 5078 | SaleCommon Stock | 4,000 | $24.29 | $97,156.00 |
DisclosureSEC source: 0001140361-16-080810 · 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: 0 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $24.2328 to $24.43. 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. 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.