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, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 44 | $38.57 | $1,697.08 |
DisclosureSEC source: 0001209191-19-019038 · 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: 3,021 F6 · 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 11, 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 |
| March 10, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-019038 · 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: 3,065 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. 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 25, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019038 · doc4.xml · derivative · entry 10 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372 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. F9 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. F9 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. Read SEC document |
| February 25, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 63 | $38.66 | $2,435.58 |
DisclosureSEC source: 0001209191-19-019038 · 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: 2,937 F5 · 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 of the date of settlement. 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 25, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 186 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-019038 · 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: 3,000 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. 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, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019038 · doc4.xml · derivative · entry 9 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 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. F8 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning February 16, 2018. F8 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 16, 2018. Read SEC document |
| February 16, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 43 | $39.56 | $1,701.08 |
DisclosureSEC source: 0001209191-19-019038 · 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: 2,814 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 19, 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 |
| February 16, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-019038 · 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: 2,857 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 183 shares purchased on May 15, 2018 and 150 shares purchased on November 18, 2018 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 13, 2019 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 2,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019038 · doc4.xml · derivative · entry 8 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,026 Underlying: Common Stock · 2,026 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. F7 · 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. F7 · 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 |
| August 06, 2018 Filed Aug 8, 2018 00:27 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 134 | $39.60 | $5,306.40 |
DisclosureSEC source: 0001209191-18-045761 · 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: 2,397 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 August 6, 2018. 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 |
| August 04, 2018 Filed Aug 8, 2018 00:27 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045761 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776 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. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. Read SEC document |
| August 04, 2018 Filed Aug 8, 2018 00:27 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045761 · 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: 2,531 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 26, 2018 Filed Mar 13, 2019 01:06 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 642 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019038 · doc4.xml · derivative · entry 7 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642 Underlying: Common Stock · 642 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. F7 · 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. F7 · 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 |
| February 25, 2018 Filed Feb 28, 2018 00:58 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014277 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558 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, 2018 Filed Feb 28, 2018 00:58 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 77 | $32.02 | $2,465.54 |
DisclosureSEC source: 0001209191-18-014277 · 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: 2,145 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 of the date of settlement. 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, 2018 Filed Feb 28, 2018 00:58 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014277 · 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: 2,222 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, 2018 Filed Feb 21, 2018 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011626 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511 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, 2018 Filed Feb 21, 2018 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 52 | $31.78 | $1,652.56 |
DisclosureSEC source: 0001209191-18-011626 · 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: 2,036 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 of the date of settlement. 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, 2018 Filed Feb 21, 2018 01:02 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011626 · 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: 2,088 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 463 shares acquired under the Issuer's Employee Stock Purchase Plan on May 15, 2017 and November 15, 2017. 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, 2017 Filed Dec 18, 2017 23:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066209 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162 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. F4 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. F4 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 4, 2016. Read SEC document |
| August 04, 2017 Filed Dec 18, 2017 23:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 146 | $25.38 | $3,705.48 |
DisclosureSEC source: 0001209191-17-066209 · 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: 1,961 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, 2017 Filed Dec 18, 2017 23:32 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066209 · 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: 2,107 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 463 shares acquired under the Issuer's Employee Stock Purchase Plan on May 15, 2017 and November 15, 2017. 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 27, 2017 Filed Mar 1, 2017 01:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 82 | $27.41 | $2,247.62 |
DisclosureSEC source: 0001209191-17-015547 · 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: 1,258 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 of the date of settlement. 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 25, 2017 Filed Mar 1, 2017 01:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015547 · doc4.xml · derivative · entry 3 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744 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. F5 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. F5 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 25, 2017. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 01:25 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015547 · 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: 1,340 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 428 shares acquired under the Issuer's Employee Stock Purchase Plan on May 16, 2016 and November 16, 2016. 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, 2017 Filed Feb 21, 2017 22:08 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantRestricted Stock Units · Derivative | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012779 · doc4.xml · derivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638 Underlying: Common Stock · 638 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 February 16, 2018. F2 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning February 16, 2018. Read SEC document |
| August 04, 2016 Filed Jan 13, 2017 01:13 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Exercise / conversionRestricted Stock Units · Derivative | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003590 · doc5.xml · derivative · entry 4 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548 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, 2016 Filed Jan 13, 2017 01:13 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | Tax withholdingCommon Stock | 146 | $26.85 | $3,920.10 |
DisclosureSEC source: 0001209191-17-003590 · doc5.xml · nonDerivative · entry 2 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 854 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 sales prices on the date of settlement. Read SEC document |
| August 04, 2016 Filed Jan 13, 2017 01:13 UTC | Marcus & Millichap, Inc. MMI · Entity 4846 | GrantCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003590 · doc5.xml · nonDerivative · entry 1 Schwarz Kurt Henry · CIK 0001606972 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Includes 428 shares acquired under the Issuer's Employee Stock Purchase Plan on May 16, 2016 and November 16, 2016. 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.