Gregory S. Marcus - Feb 19, 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
Stock symbol
MCS
Transactions as of
Feb 19, 2024
Transactions value $
-$58,202
Form type
4
Date filed
2/21/2024, 05:56 PM
Previous filing
Aug 10, 2023
Next filing
Feb 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MCS Common Stock Tax liability -$58.2K -3.98K -2.04% $14.62 191K Feb 19, 2024 Direct F1
holding MCS Common Stock 75 Feb 19, 2024 As custodian F2
holding MCS Common Stock 7.38K Feb 19, 2024 By 401(k) Plan F3

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) 49.5K Feb 19, 2024 Common Stock 49.5K $18.34 Direct F4
holding MCS Stock Option (right to buy) (granted 7/28/15) 44.1K Feb 19, 2024 Common Stock 44.1K $20.26 Direct F4
holding MCS Stock Option (right to buy) (granted 3/1/16) 28.5K Feb 19, 2024 Common Stock 28.5K $18.68 Direct F4
holding MCS Stock Option (right to buy) (granted 2/28/17) 40K Feb 19, 2024 Common Stock 40K $31.20 Direct F4
holding MCS Stock Option (right to buy) (granted 2/27/18) 75K Feb 19, 2024 Common Stock 75K $27.00 Direct F5
holding MCS Stock Option (right to buy) (granted 2/26/19) 70.2K Feb 19, 2024 Common Stock 70.2K $41.90 Direct F5
holding MCS Stock Option (right to buy) (granted 2/25/20) 121K Feb 19, 2024 Common Stock 121K $28.88 Direct F5
holding MCS Stock Option (right to buy) (granted 5/8/20) 80K Feb 19, 2024 Common Stock 80K $12.71 Direct F5
holding MCS Stock Option (right to buy)(granted 3/9/21) 137K Feb 19, 2024 Common Stock 137K $21.84 Direct F5
holding MCS Stock Option (right to buy) (granted 3/8/22) 152K Feb 19, 2024 Common Stock 152K $17.04 Direct F5
holding MCS Stock Option (right to buy)(granted 3/7/23) 172K Feb 19, 2024 Common Stock 172K $15.99 Direct F5
holding MCS Class B Common Stock 191K Feb 19, 2024 Common Stock 191K Direct F6, F7, F8
holding MCS Class B Common Stock 10.8K Feb 19, 2024 Common Stock 10.8K As custodian F6, F7, F8, F9
holding MCS Class B Common Stock 8.39K Feb 19, 2024 Common Stock 8.39K As trustee F6, F7, F8, F10
holding MCS Class B Common Stock 18.2K Feb 19, 2024 Common Stock 18.2K By spouse F6, F7, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares withheld from the vesting of shares of restricted stock granted February 19, 2020 to pay resulting tax amounts owed.
F2 As sole custodian of the Alexandra Marcus U/WI/UTMA.
F3 Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
F4 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.
F5 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.
F6 This security is convertible into common stock on a 1-for-1 basis at no cost.
F7 This security is immediately exercisable.
F8 No expiration date.
F9 As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
F10 As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.