What trust-related Marcus Corp holdings are reported for David John Marcus?

The filing reports 307,543 shares of Class B Common Stock held indirectly with the nature of ownership noted as “As trustee.” A footnote explains this relates to the SMDM 2012 Family Trust, indicating trustee-held shares within the Marcus family ownership structure.

Marcus Corp (NYSE: MCS) director updates family Class B share holdings

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

4/A

Rhea-AI Filing Summary

Marcus Corp director David John Marcus filed an amended insider report that updates how his family’s Class B Common Stock holdings are categorized, reflecting family estate planning activities. The disclosure states that there is no change to the Marcus family’s collective ownership.

The filing shows indirect holdings of Class B Common Stock by his spouse, by LLCs, and as trustee of a family trust. These Class B shares are convertible into common stock on a 1-for-1 basis at no cost, are immediately exercisable, and have no expiration date.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Marcus David John

Role Director

Type	Security	Shares	Price	Value
holding	Class B Common Stock	--	--	--
holding	Class B Common Stock	--	--	--
holding	Class B Common Stock	--	--	--

Holdings After Transaction: Class B Common Stock — 43,885 shares (Indirect, By spouse)

Footnotes (1)

This security is convertible into common stock on a 1-for-1 basis at no cost. This security is immediately exercisable. No expiration date. Revised pursuant to updated reporting of the Marcus family?s ownership in connection with family estate planning activities. No change to the Marcus family?s collective ownership has occurred. Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC. As trustee of the SMDM 2012 Family Trust.

Key Figures

Spouse Class B holdings: 43,885 shares LLC Class B holdings: 253,650 shares Trust Class B holdings: 307,543 shares +2 more

5 metrics

Spouse Class B holdings 43,885 shares Indirect Class B Common Stock held by spouse

LLC Class B holdings 253,650 shares Indirect Class B Common Stock held by LLCs

Trust Class B holdings 307,543 shares Indirect Class B Common Stock held as trustee

Conversion ratio 1-for-1 Each Class B share convertible into one common share

Exercise price $0.0000 per share Class B convertible into common stock at no cost

Key Terms

Class B Common Stock, indirect ownership, immediately exercisable, Family Trust, +1 more

5 terms

Class B Common Stock financial

"This security is convertible into common stock on a 1-for-1 basis at no cost."

A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.

indirect ownership financial

"total_shares_following_transaction ... ownership_type": "indirect""

immediately exercisable financial

"This security is immediately exercisable."

Family Trust financial

"As trustee of the SMDM 2012 Family Trust."

estate planning activities financial

"updated reporting of the Marcus family?s ownership in connection with family estate planning activities."

Form 4 Insider Transactions: What Each Field Means →

04/08/2026 - 08:15 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Marcus David John

(Last)

(First)

(Middle)

THE MARCUS CORPORATION

111 EAST KILBOURN AVENUE, SUITE 1200

(Street)

MILWAUKEE

WISCONSIN

53202

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
MARCUS CORP [ MCS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
12/31/2025

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)
01/05/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Class B Common Stock	⁽¹⁾							⁽²⁾	⁽³⁾	Common Stock	43,885⁽⁴⁾		43,885⁽⁴⁾	I	By spouse
Class B Common Stock	⁽¹⁾							⁽²⁾	⁽³⁾	Common Stock	253,650⁽⁴⁾		253,650⁽⁴⁾	I	By LLCs⁽⁵⁾
Class B Common Stock	⁽¹⁾							⁽²⁾	⁽³⁾	Common Stock	307,543⁽⁴⁾		307,543⁽⁴⁾	I	As trustee⁽⁶⁾

Explanation of Responses:

1. This security is convertible into common stock on a 1-for-1 basis at no cost.

2. This security is immediately exercisable.

3. No expiration date.

4. Revised pursuant to updated reporting of the Marcus family?s ownership in connection with family estate planning activities. No change to the Marcus family?s collective ownership has occurred.

5. Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.

6. As trustee of the SMDM 2012 Family Trust.

	/s/ Steven R. Barth, Attorney-in-Fact for David John Marcus	04/08/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What does the Marcus Corp (MCS) Form 4/A filing for David John Marcus report?

The Form 4/A reports updated categorization of David John Marcus’s indirect Class B Common Stock holdings. It reflects family estate planning activities and states there is no change to the Marcus family’s collective ownership position in Marcus Corp.

Did David John Marcus buy or sell Marcus Corp (MCS) shares in this Form 4/A?

The filing does not report any purchases or sales. It lists holding entries that revise how existing Class B Common Stock positions are reported, indicating updated estate planning, while confirming no change in the Marcus family’s overall ownership stake.

How many Marcus Corp Class B shares are held indirectly by David John Marcus’s spouse?

The filing shows 43,885 shares of Class B Common Stock held indirectly by his spouse. These shares are listed as Class B securities that are convertible into common stock on a 1-for-1 basis at no cost, with immediate exercisability and no expiration date.

What Marcus Corp (MCS) holdings are attributed to LLCs associated with David John Marcus?

The Form 4/A lists 253,650 shares of Class B Common Stock held indirectly “By LLCs.” A footnote specifies these are held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC, as part of the Marcus family’s structured ownership arrangements.

How are Marcus Corp Class B shares described in terms of convertibility?

Class B Common Stock is described as convertible into common stock on a 1-for-1 basis at no cost. The securities are immediately exercisable and have no expiration date, meaning each Class B share can be turned into one share of common stock without additional payment.