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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018675 · doc4.xml · derivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 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. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2020. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018675 · doc4.xml · derivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130 Underlying: Common Stock · 128 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. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2019. Read SEC document |
| March 10, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 31 | $45.16 | $1,399.96 |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,342 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2022. 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 89 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,373 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 51 | $45.16 | $2,303.16 |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,284 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2022. 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,335 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 141 | $45.16 | $6,367.56 |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,188 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2022. 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-018675 · 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: 6,329 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 45 | $45.16 | $2,032.20 |
DisclosureSEC source: 0001209191-22-018675 · 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: 5,925 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2022. 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, 2022 Filed Mar 15, 2022 00:23 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-018675 · 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: 5,970 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 16, 2022 Filed Feb 18, 2022 22:35 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011382 · doc4.xml · derivative · entry 3 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 2027-02-16 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 vested in five equal annual installments beginning February 16, 2020. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 22:35 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 54 | $48.12 | $2,598.48 |
DisclosureSEC source: 0001209191-22-011382 · 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: 5,842 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on February 16, 2022. F4 · balance_after: Includes 295 shares purchased under the issuer's ESPP. 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 16, 2022 Filed Feb 18, 2022 22:35 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-011382 · 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: 5,601 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 10, 2022 Filed Jan 23, 2023 22:27 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 951 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004469 · doc4.xml · derivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951 Underlying: Common Stock · 951 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, 2023. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2023. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020258 · doc4.xml · derivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,218 Underlying: Common Stock · 404 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 Reporting Person was granted 2,026 restricted stock units, which vest in five equal annual installments beginning March 10, 2020. F6 · derivative.expiration_date: The Reporting Person was granted 2,026 restricted stock units, which vest in five equal annual installments beginning March 10, 2020. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020258 · doc4.xml · derivative · entry 8 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 Underlying: Common Stock · 128 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 Reporting Person was granted 642 restricted stock units, which vest in five equal annual installments beginning March 10, 2019. F5 · derivative.expiration_date: The Reporting Person was granted 642 restricted stock units, which vest in five equal annual installments beginning March 10, 2019. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 50 | $33.38 | $1,669.00 |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,471 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2021. 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, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,521 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, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 138 | $33.38 | $4,606.44 |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,374 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2021. 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, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,512 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, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 44 | $33.38 | $1,468.72 |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,108 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2021. 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, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-020258 · 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: 5,152 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 01, 2021 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020258 · doc4.xml · derivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588 Underlying: Common Stock · 147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 Reporting Person was granted 735 restricted stock units, which vest in five equal annual installments beginning March 10, 2021. F7 · derivative.expiration_date: The Reporting Person was granted 735 restricted stock units, which vest in five equal annual installments beginning March 10, 2021. Read SEC document |
| February 25, 2021 Filed Feb 27, 2021 01:21 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015041 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 186 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vested in five equal annual installments beginning February 25, 2017. F4 · derivative.expiration_date: The restricted stock units vested in five equal annual installments beginning February 25, 2017. Read SEC document |
| February 25, 2021 Filed Feb 27, 2021 01:21 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 75 | $37.47 | $2,810.25 |
DisclosureSEC source: 0001209191-21-015041 · 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: 5,024 F3 · shares: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on February 25, 2021. 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 25, 2021 Filed Feb 27, 2021 01:21 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-015041 · 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: 5,099 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 16, 2021 Filed Feb 17, 2021 01:20 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011059 · doc4.xml · derivative · entry 4 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130 Underlying: Common Stock · 127 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 February 16, 2018. F6 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 16, 2018. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 01:20 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 52 | $38.44 | $1,998.88 |
DisclosureSEC source: 0001209191-21-011059 · 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: 4,913 F4 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on February 16, 2021. F3 · 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 16, 2021 Filed Feb 17, 2021 01:20 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-011059 · 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: 4,965 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 · balance_after: Includes 215 shares acquired on December 17, 2020 under the Issuer's employee stock purchase plan. F3 · 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 11, 2021 Filed Feb 17, 2021 01:20 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011059 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448 Underlying: Common Stock · 448 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. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2022. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:10 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045553 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 390 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 August 4, 2016. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 22:10 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 135 | $26.81 | $3,619.35 |
DisclosureSEC source: 0001209191-20-045553 · 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: 4,623 F4 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on August 4, 2020. F3 · 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 |
| August 04, 2020 Filed Aug 6, 2020 22:10 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-045553 · 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: 4,758 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 · balance_after: Includes 215 shares acquired under the Issuer's employee stock purchase plan. F3 · 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, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018617 · doc4.xml · derivative · entry 6 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622 Underlying: Common Stock · 404 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 Reporting Person was granted 2,026 restricted stock units, which vest in five equal annual installments beginning March 10, 2020. F5 · derivative.expiration_date: The Reporting Person was granted 2,026 restricted stock units, which vest in five equal annual installments beginning March 10, 2020. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018617 · doc4.xml · derivative · entry 5 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386 Underlying: Common Stock · 128 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Reporting Person was granted 642 restricted stock units, which vest in five equal annual installments beginning March 10, 2019. F4 · derivative.expiration_date: The Reporting Person was granted 642 restricted stock units, which vest in five equal annual installments beginning March 10, 2019. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 140 | $28.90 | $4,046.00 |
DisclosureSEC source: 0001209191-20-018617 · 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: 4,153 F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is held by the Reporting Person, as one of the trustees. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 404 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018617 · 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: 4,293 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 held by the Reporting Person, as one of the trustees. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 44 | $28.90 | $1,271.60 |
DisclosureSEC source: 0001209191-20-018617 · 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: 3,889 F3 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on March 10, 2020. F2 · ownership.nature: Voting and investment power over the shares held by The Schwarz Family Trust dated September 25, 2003 is held by the Reporting Person, as one of the trustees. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:09 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-018617 · 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: 3,933 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 held by the Reporting Person, as one of the trustees. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:54 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013285 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186 Underlying: Common Stock · 186 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 01:54 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 63 | $33.26 | $2,095.38 |
DisclosureSEC source: 0001209191-20-013285 · 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: 3,805 F3 · shares: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on February 25, 2020. 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 25, 2020 Filed Feb 27, 2020 01:54 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-013285 · 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: 3,868 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 16, 2020 Filed Feb 20, 2020 01:33 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010840 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257 Underlying: Common Stock · 127 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 February 16, 2018. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 16, 2018. Read SEC document |
| February 16, 2020 Filed Feb 20, 2020 01:33 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 45 | $37.33 | $1,679.85 |
DisclosureSEC source: 0001209191-20-010840 · 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: 3,682 F4 · shares: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on February 18, 2020. F3 · 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 16, 2020 Filed Feb 20, 2020 01:33 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010840 · 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: 3,727 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 · balance_after: Includes 163 shares purchased on November 15, 2019 pursuant to the Company's Employee Stock Purchase Plan. F3 · 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 11, 2020 Filed Mar 12, 2021 22:48 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-020258 · doc4.xml · derivative · entry 7 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735 Underlying: Common Stock · 735 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. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning March 10, 2021. Read SEC document |
| August 04, 2019 Filed Aug 6, 2019 23:42 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044899 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Common Stock · 386 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 August 4, 2016. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. Read SEC document |
| August 04, 2019 Filed Aug 6, 2019 23:42 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 134 | $31.03 | $4,158.02 |
DisclosureSEC source: 0001209191-19-044899 · 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: 3,437 F4 · price: Shares withheld by the Issuer in payment of the withholding tax liability incurred upon the above-reported settlement of RSUs. The amount of shares withheld is based on the closing sale price on August 5, 2019. F3 · 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 |
| August 04, 2019 Filed Aug 6, 2019 23:42 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-044899 · 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: 3,571 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 · balance_after: Include 164 shares of common stock acquired via the Issuer's ESPP. F3 · 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, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019038 · doc4.xml · derivative · entry 11 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514 Underlying: Common Stock · 128 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F10 · derivative.exercise_date: Twenty percent will vest on each of the first five anniversaries commencing on the tenth (10th) day of the month following the grant date, subject to the recipient remaining a Service Provider through each such vesting date. F10 · derivative.expiration_date: Twenty percent will vest on each of the first five anniversaries commencing on the tenth (10th) day of the month following the grant date, subject to the recipient remaining a Service Provider through each such vesting date. 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.