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
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Katherine M. Gehl 2005 Trust | 18,472 |
Reported balance
After 2026-05-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,391 · Balance 18,472 F1: Granted by Issuer in consideration of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 22,034 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,034 |
| 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 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 2026-05-21 · 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 2027-12-27 | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-05-21 · 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 2026-05-21 · 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 2026-05-21 · 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 2026-05-21 · 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 2026-05-21 · 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted by Issuer in consideration of service as a director.
F2: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan.
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 01:40 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,391 | $17.97 | $24,996.27 |
DisclosureSEC source: 0000897069-26-001259 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 18,472 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:39 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 4,174 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-000034 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 17,081 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 21:28 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,538 | $16.25 | $24,992.50 |
DisclosureSEC source: 0000897069-25-000965 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 12,907 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 26, 2024 Filed Dec 30, 2024 23:34 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-002336 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,034 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 01:13 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,154 | $11.60 | $24,986.40 |
DisclosureSEC source: 0000897069-24-001215 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 11,369 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 28, 2023 Filed Jan 2, 2024 23:54 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,455 | $0.00 Strike: $14.69 | $0.00 |
DisclosureSEC source: 0000897069-24-000040 · form4.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,455 Underlying: Common Stock · 1,455 shares Expires 2033-12-28 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2023 Filed Jan 2, 2024 23:54 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000040 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,078 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 23, 2023 Filed May 26, 2023 00:14 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000579 · form4.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 9,215 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 29, 2022 Filed Jan 4, 2023 02:26 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,438 | $0.00 Strike: $14.25 | $0.00 |
DisclosureSEC source: 0001567619-23-000076 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · 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. F1 · date: The Form 4 filed on December 30, 2022 incorrectly reported the awards of restricted stock and stock options on December 28, 2022. The awards did not take place until December 29, 2022. Additionally, the award values were incorrect and have been updated to reflect the correct values. Read SEC document |
| December 29, 2022 Filed Jan 4, 2023 02:26 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000076 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,965 F1 · date: The Form 4 filed on December 30, 2022 incorrectly reported the awards of restricted stock and stock options on December 28, 2022. The awards did not take place until December 29, 2022. Additionally, the award values were incorrect and have been updated to reflect the correct values. F2 · 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. F1 · shares: The Form 4 filed on December 30, 2022 incorrectly reported the awards of restricted stock and stock options on December 28, 2022. The awards did not take place until December 29, 2022. Additionally, the award values were incorrect and have been updated to reflect the correct values. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 14:18 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 750 | $0.00 Strike: $13.88 | $0.00 |
DisclosureSEC source: 0001567619-22-022110 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2032-12-28 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2022 Filed Dec 30, 2022 14:18 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-022110 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,229 F1 · kind: Restricted stock granted December 28, 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 10, 2022 Filed May 11, 2022 20:30 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-010065 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 7,705 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 23:56 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 750 | $0.00 Strike: $17.95 | $0.00 |
DisclosureSEC source: 0001567619-22-000085 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2031-12-30 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 23:56 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-000085 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,979 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 06, 2021 Filed May 10, 2021 13:17 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-009372 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,479 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 16:09 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-013749 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 6,147 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| May 06, 2020 Filed May 8, 2020 16:50 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-009271 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 5,394 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 22:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $32.60 | $0.00 |
DisclosureSEC source: 0001567619-19-023723 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2029-12-26 Read SEC document |
| December 26, 2019 Filed Dec 30, 2019 22:31 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023723 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,979 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 07, 2019 Filed May 9, 2019 17:32 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-010248 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 4,641 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 22:01 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $38.51 | $0.00 |
DisclosureSEC source: 0001567619-18-008793 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · 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 22:01 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-008793 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,479 F1 · shares: 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 |
| May 08, 2018 Filed May 10, 2018 23:47 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022861 · doc1.xml · nonDerivative · entry 2 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 3,888 F1 · kind: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:24 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $27.20 | $0.00 |
DisclosureSEC source: 0001140361-17-047837 · doc1.xml · derivative · entry 3 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2027-12-28 F2 · security: Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 23:24 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047837 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,979 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 |
| May 04, 2017 Filed May 8, 2017 20:27 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-018847 · doc1.xml · nonDerivative · entry 2 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Katherine M. Gehl 2005 Trust Disclosed balance after: 3,135 F1 · price: Granted by Issuer in consideration of service as a director. Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 22:27 UTC | MARCUS CORP MCS · Entity 5078 | GrantStock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001140361-16-091234 · doc1.xml · derivative · entry 6 Gehl Katherine M. · CIK 0001630013 · 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 22:27 UTC | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091234 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,229 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 22:31 UTC Amendment | MARCUS CORP MCS · Entity 5078 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-001238 · doc1.xml · nonDerivative · entry 1 Gehl Katherine M. · CIK 0001630013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479 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.