Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Marcus & Millichap, Inc.MMI · Entity 4846 | Chief Accounting Officer | March 10, 2025 | March 13, 2025 |
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 & Millichap, Inc.
Report date March 10, 2025 · Filed March 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 707 |
Reported balance
After 2025-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-10 · Exercise / conversion · Acquired 147 · Balance 707 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 646 |
Reported balance
After 2025-03-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-03-10 · Tax withholding · Disposed 61 · Balance 646 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 735 |
Reported balance
After 2025-03-10 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2025-03-10 · Exercise / conversion · Acquired 89 · Balance 735 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 698 |
Reported balance
After 2025-03-10 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2025-03-10 · Tax withholding · Disposed 37 · Balance 698 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 888 |
Reported balance
After 2025-03-10 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2025-03-10 · Exercise / conversion · Acquired 190 · Balance 888 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 810 |
Reported balance
After 2025-03-10 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2025-03-10 · Tax withholding · Disposed 78 · Balance 810 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 927 |
Reported balance
After 2025-03-10 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2025-03-10 · Exercise / conversion · Acquired 117 · Balance 927 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 879 |
Reported balance
After 2025-03-10 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2025-03-10 · Tax withholding · Disposed 48 · Balance 879 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 990 |
Reported balance
After 2025-03-10 transaction · row 9
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 9 · 2025-03-10 · Exercise / conversion · Acquired 111 · Balance 990 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. |
| Common StockSEC Table I · non-derivative | Direct | 1,341 |
Reported balance
After 2025-03-10 transaction · row 10
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 10 · 2025-03-10 · Tax withholding · Disposed 46 · Balance 1,341 F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. F3: Includes 397 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2030-02-11 | Direct | 0 |
Reported balance
After 2025-03-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-03-10 · Exercise / conversion · Disposed 147 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5: The restricted stock units vest in five equal annual installments beginning March 10, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2031-02-11 | Direct | 92 |
Reported balance
After 2025-03-10 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-03-10 · Exercise / conversion · Disposed 89 · Balance 92 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F6: The restricted stock units vest in five equal annual installments beginning March 10, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2032-02-10 | Direct | 381 |
Reported balance
After 2025-03-10 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2025-03-10 · Exercise / conversion · Disposed 190 · Balance 381 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F7: The restricted stock units vest in five equal annual installments beginning March 10, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2033-02-09 | Direct | 352 |
Reported balance
After 2025-03-10 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2025-03-10 · Exercise / conversion · Disposed 117 · Balance 352 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F8: The restricted stock units vest in five equal annual installments beginning March 10, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2034-02-08 | Direct | 445 |
Reported balance
After 2025-03-10 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-03-10 · Exercise / conversion · Disposed 111 · Balance 445 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F9: The restricted stock units vest in five equal annual installments beginning March 10, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,676 |
Reported balance
Holding disclosure · report date 2025-03-10 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 7,676 F4: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025.
F3: Includes 397 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan.
F4: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees.
F5: The restricted stock units vest in five equal annual installments beginning March 10, 2021.
F6: The restricted stock units vest in five equal annual installments beginning March 10, 2022.
F7: The restricted stock units vest in five equal annual installments beginning March 10, 2023.
F8: The restricted stock units vest in five equal annual installments beginning March 10, 2024.
F9: The restricted stock units vest in five equal annual installments beginning March 10, 2025.
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, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · derivative · entry 16 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445 Underlying: Common Stock · 111 shares Expires 2034-02-08 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F9 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · derivative · entry 15 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 117 shares Expires 2033-02-09 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · derivative · entry 14 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381 Underlying: Common Stock · 190 shares Expires 2032-02-10 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · derivative · entry 13 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92 Underlying: Common Stock · 89 shares Expires 2031-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · derivative · entry 12 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 147 shares Expires 2030-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 46 | $35.47 | $1,631.62 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,341 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. F3 · balance_after: Includes 397 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 48 | $35.47 | $1,702.56 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 8 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 879 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 7 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 927 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 78 | $35.47 | $2,766.66 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 6 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 5 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 888 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 37 | $35.47 | $1,312.39 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 4 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 698 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 61 | $35.47 | $2,163.67 |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 2 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 646 F2 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2025. Read SEC document |
| March 10, 2025 Filed Mar 13, 2025 00:28 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-038259 · ownership.xml · nonDerivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 06, 2025 Filed Feb 11, 2025 02:47 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-017409 · ownership.xml · derivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 421 Underlying: Common Stock · 421 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2026. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2026. Read SEC document |
| May 02, 2024 Filed May 6, 2024 23:33 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-053812 · ownership.xml · derivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 557 Underlying: Common Stock · 557 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · date: The restricted stock unit grant was approved by the Compensation Committee on February 8, 2024, subject to shareholder approval of the Amended and Restated 2013 Omnibus Equity Incentive Plan, which was obtained at the 2024 Annual Meeting held on May 2, 2024. F3 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2025. F3 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2025. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · derivative · entry 15 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469 Underlying: Common Stock · 117 shares Expires 2033-02-09 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F9 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · derivative · entry 14 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 Underlying: Common Stock · 190 shares Expires 2032-02-10 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · derivative · entry 13 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181 Underlying: Common Stock · 89 shares Expires 2031-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · derivative · entry 12 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147 Underlying: Common Stock · 147 shares Expires 2030-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · derivative · entry 11 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 410 shares Expires 2029-02-13 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2020. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 48 | $34.06 | $1,634.88 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 8,236 F3 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 11, 2024. F4 · balance_after: Includes 431 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 117 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,853 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 78 | $34.06 | $2,656.68 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 8 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,736 F3 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 11, 2024. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 7 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,814 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 37 | $34.06 | $1,260.22 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 6 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,624 F3 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 11, 2024. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 5 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,661 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 61 | $34.06 | $2,077.66 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 4 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,572 F3 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 11, 2024. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,633 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 169 | $34.06 | $5,756.14 |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 2 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,486 F3 · kind: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 11, 2024. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2024 Filed Mar 13, 2024 01:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004806 · doc4.xml · nonDerivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 7,655 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · derivative · entry 15 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761 Underlying: Common Stock · 190 shares Expires 2032-02-10 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F9 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · derivative · entry 14 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270 Underlying: Common Stock · 89 shares Expires 2031-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · derivative · entry 13 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294 Underlying: Common Stock · 147 shares Expires 2030-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · derivative · entry 12 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410 Underlying: Common Stock · 404 shares Expires 2029-02-13 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2020. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · derivative · entry 11 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 130 shares Expires 2028-02-26 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2019. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 64 | $32.15 | $2,057.60 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,245 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F4 · balance_after: Includes 290 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 7,019 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 30 | $32.15 | $964.50 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 8 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,829 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 7 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,859 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 50 | $32.15 | $1,607.50 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 6 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,770 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 5 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,820 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 149 | $32.15 | $4,790.35 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 4 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,673 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,822 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 54 | $32.15 | $1,736.10 |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 2 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,418 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlements of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2023. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:43 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018726 · doc4.xml · nonDerivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,472 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is exercised by the reporting person, as one of the trustees. Read SEC document |
| February 09, 2023 Filed Feb 14, 2023 01:47 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 586 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008947 · doc4.xml · derivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586 Underlying: Common Stock · 586 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2024. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018675 · doc4.xml · derivative · entry 12 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 Underlying: Common Stock · 89 shares Expires 2031-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018675 · doc4.xml · derivative · entry 11 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441 Underlying: Common Stock · 147 shares Expires 2030-02-11 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. 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.