Kurt H. Schwarz - 10 Mar 2025 Form 4 Insider Report for Marcus & Millichap, Inc. (MMI)

Reporting relationship: Chief Accounting Officer
Issuer ticker: MMI
Reported as of: 10 Mar 2025
Net transaction value: -$9,577
SEC form: 4
Accepted by SEC: 12 Mar 2025, 20:28:12 UTC
Prior SEC filing: 10 Feb 2025
Source filing: View source filing
Reporting owner signature: /s/ Kurt H. Schwarz

Key filing fact

Kurt H. Schwarz filed Form 4 for Marcus & Millichap, Inc. (MMI) on 12 Mar 2025.

Key facts

This page summarizes Kurt H. Schwarz's Form 4 filing for Marcus & Millichap, Inc. (MMI).
15 reported transactions and 5 derivative rows are listed below.
Accepted by SEC: 12 Mar 2025, 20:28.

Change

Previous filing in this sequence was filed on 10 Feb 2025.
Current net transaction value: -$9,577.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MMI transaction

Common Stock

Options Exercise

Transaction value
Shares: +147
Change %: +26%
Price
Shares after: 707
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

MMI transaction

Common Stock

Tax liability

Transaction value: $2,164
Shares: -61
Change %: -8.6%
Price: $35.47
Shares after: 646
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2

MMI transaction

Common Stock

Options Exercise

Transaction value
Shares: +89
Change %: +14%
Price
Shares after: 735
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

MMI transaction

Common Stock

Tax liability

Transaction value: $1,312
Shares: -37
Change %: -5%
Price: $35.47
Shares after: 698
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2

MMI transaction

Common Stock

Options Exercise

Transaction value
Shares: +190
Change %: +27%
Price
Shares after: 888
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

MMI transaction

Common Stock

Tax liability

Transaction value: $2,767
Shares: -78
Change %: -8.8%
Price: $35.47
Shares after: 810
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2

MMI transaction

Common Stock

Options Exercise

Transaction value
Shares: +117
Change %: +14%
Price
Shares after: 927
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

MMI transaction

Common Stock

Tax liability

Transaction value: $1,703
Shares: -48
Change %: -5.2%
Price: $35.47
Shares after: 879
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2

MMI transaction

Common Stock

Options Exercise

Transaction value
Shares: +111
Change %: +13%
Price
Shares after: 990
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F1

MMI transaction

Common Stock

Tax liability

Transaction value: $1,632
Shares: -46
Change %: -3.3%
Price: $35.47
Shares after: 1,341
Date: 10 Mar 2025
Ownership: Direct
Footnotes: F2, F3

MMI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,676
Date: 10 Mar 2025
Ownership: By Trust
Footnotes: F4

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MMI transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -147
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 147
Exercise price
Footnotes: F1, F5

MMI transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -89
Change %: -49%
Price: $0.000000
Shares after: 92
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 89
Exercise price
Footnotes: F1, F6

MMI transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -190
Change %: -33%
Price: $0.000000
Shares after: 381
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 190
Exercise price
Footnotes: F1, F7

MMI transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -117
Change %: -25%
Price: $0.000000
Shares after: 352
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 117
Exercise price
Footnotes: F1, F8

MMI transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -111
Change %: -20%
Price: $0.000000
Shares after: 445
Date: 10 Mar 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 111
Exercise price
Footnotes: F1, F9

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 footnotes

Footnote F1

Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

Footnote 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.

Footnote F3

Includes 397 shares of Common Stock purchased under the Issuer's Employee Stock Purchase Plan.

Footnote 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.

Footnote F5

The restricted stock units vest in five equal annual installments beginning March 10, 2021.

Footnote F6

The restricted stock units vest in five equal annual installments beginning March 10, 2022.

Footnote F7

The restricted stock units vest in five equal annual installments beginning March 10, 2023.

Footnote F8

The restricted stock units vest in five equal annual installments beginning March 10, 2024.

Footnote F9

The restricted stock units vest in five equal annual installments beginning March 10, 2025.