Gregory S. Marcus - Feb 22, 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 22, 2024
Transactions value $
-$116,022
Form type
4
Date filed
2/26/2024, 06:13 PM
Previous filing
Feb 21, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MCS Common Stock Award $0 +90.2K +47.23% $0.00 281K Feb 22, 2024 Direct F1
transaction MCS Common Stock Award $0 +192K +68.39% $0.00 473K Feb 22, 2024 Direct F2
transaction MCS Common Stock Tax liability -$116K -7.9K -1.67% $14.69 466K Feb 23, 2024 Direct F3
holding MCS Common Stock 75 Feb 22, 2024 As custodian F4
holding MCS Common Stock 7.38K Feb 22, 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) 49.5K Feb 22, 2024 Common Stock 49.5K $18.34 Direct F6
holding MCS Stock Option (right to buy) (granted 7/28/15) 44.1K Feb 22, 2024 Common Stock 44.1K $20.26 Direct F6
holding MCS Stock Option (right to buy) (granted 3/1/16) 28.5K Feb 22, 2024 Common Stock 28.5K $18.68 Direct F6
holding MCS Stock Option (right to buy) (granted 2/28/17) 40K Feb 22, 2024 Common Stock 40K $31.20 Direct F6
holding MCS Stock Option (right to buy) (granted 2/27/18) 75K Feb 22, 2024 Common Stock 75K $27.00 Direct F7
holding MCS Stock Option (right to buy) (granted 2/26/19) 70.2K Feb 22, 2024 Common Stock 70.2K $41.90 Direct F7
holding MCS Stock Option (right to buy) (granted 2/25/20) 121K Feb 22, 2024 Common Stock 121K $28.88 Direct F7
holding MCS Stock Option (right to buy) (granted 5/8/20) 80K Feb 22, 2024 Common Stock 80K $12.71 Direct F7
holding MCS Stock Option (right to buy)(granted 3/9/21) 137K Feb 22, 2024 Common Stock 137K $21.84 Direct F7
holding MCS Stock Option (right to buy) (granted 3/8/22) 152K Feb 22, 2024 Common Stock 152K $17.04 Direct F7
holding MCS Stock Option (right to buy)(granted 3/7/23) 172K Feb 22, 2024 Common Stock 172K $15.99 Direct F7
holding MCS Class B Common Stock 191K Feb 22, 2024 Common Stock 191K Direct F8, F9, F10
holding MCS Class B Common Stock 10.8K Feb 22, 2024 Common Stock 10.8K As custodian F8, F9, F10, F11
holding MCS Class B Common Stock 8.39K Feb 22, 2024 Common Stock 8.39K As trustee F8, F9, F10, F12
holding MCS Class B Common Stock 18.2K Feb 22, 2024 Common Stock 18.2K 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.