Gregory S. Marcus - 22 Feb 2024 Form 4 Insider Report for MARCUS CORP (MCS)

Role
President and CEO, Director
Signature
/s/ Steven R. Barth, Attorney-in-Fact for Gregory S. Marcus
Issuer symbol
MCS
Transactions as of
22 Feb 2024
Net transactions value
-$116,022
Form type
4
Filing time
26 Feb 2024, 18:13:22 UTC
Previous filing
21 Feb 2024
Next filing
31 Dec 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MCS Common Stock Award $0 +90,200 +47% $0.000000 281,197 22 Feb 2024 Direct F1
transaction MCS Common Stock Award $0 +192,300 +68% $0.000000 473,497 22 Feb 2024 Direct F2
transaction MCS Common Stock Tax liability $116,022 -7,898 -1.7% $14.69 465,599 23 Feb 2024 Direct F3
holding MCS Common Stock 75 22 Feb 2024 As custodian F4
holding MCS Common Stock 7,384 22 Feb 2024 By 401(k) Plan F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding MCS Stock Option (right to buy) (granted 7/29/14) 49,500 22 Feb 2024 Common Stock 49,500 $18.34 Direct F6
holding MCS Stock Option (right to buy) (granted 7/28/15) 44,100 22 Feb 2024 Common Stock 44,100 $20.26 Direct F6
holding MCS Stock Option (right to buy) (granted 3/1/16) 28,500 22 Feb 2024 Common Stock 28,500 $18.68 Direct F6
holding MCS Stock Option (right to buy) (granted 2/28/17) 40,000 22 Feb 2024 Common Stock 40,000 $31.20 Direct F6
holding MCS Stock Option (right to buy) (granted 2/27/18) 75,000 22 Feb 2024 Common Stock 75,000 $27.00 Direct F7
holding MCS Stock Option (right to buy) (granted 2/26/19) 70,200 22 Feb 2024 Common Stock 70,200 $41.90 Direct F7
holding MCS Stock Option (right to buy) (granted 2/25/20) 121,000 22 Feb 2024 Common Stock 121,000 $28.88 Direct F7
holding MCS Stock Option (right to buy) (granted 5/8/20) 80,000 22 Feb 2024 Common Stock 80,000 $12.71 Direct F7
holding MCS Stock Option (right to buy)(granted 3/9/21) 137,300 22 Feb 2024 Common Stock 137,300 $21.84 Direct F7
holding MCS Stock Option (right to buy) (granted 3/8/22) 152,000 22 Feb 2024 Common Stock 152,000 $17.04 Direct F7
holding MCS Stock Option (right to buy)(granted 3/7/23) 172,300 22 Feb 2024 Common Stock 172,300 $15.99 Direct F7
holding MCS Class B Common Stock 191,056 22 Feb 2024 Common Stock 191,056 Direct F8, F9, F10
holding MCS Class B Common Stock 10,786 22 Feb 2024 Common Stock 10,786 As custodian F8, F9, F10, F11
holding MCS Class B Common Stock 8,388 22 Feb 2024 Common Stock 8,388 As trustee F8, F9, F10, F12
holding MCS Class B Common Stock 18,233 22 Feb 2024 Common Stock 18,233 By spouse F8, F9, F10
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Restricted stock granted February 22, 2024 vests and becomes exercisable as follows: 50% after 2nd anniversary of date of grant and 100% after 3rd anniversary of date of grant.
F2 Restricted stock granted February 22, 2024 vests and becomes exercisable as follows: 100% after 4th anniversary of date of grant.
F3 Shares withheld from the vesting of shares of restricted stock granted February 23, 2022 to pay resulting tax amounts owed.
F4 As sole custodian of the Alexandra Marcus U/WI/UTMA.
F5 Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
F6 The options originally granted vest and become exercisable as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years.
F7 The options originally granted vest and become exercisable as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years.
F8 This security is convertible into common stock on a 1-for-1 basis at no cost.
F9 This security is immediately exercisable.
F10 No expiration date.
F11 As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
F12 As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.