Marcus CEO updates Class B share holdings
Marcus Corp President and CEO Gregory S. Marcus filed an amended Form 4 updating his reported holdings of Class B Common Stock.
Rhea-AI Filing Summary
Marcus Corp President and CEO Gregory S. Marcus filed an amended Form 4 updating his reported holdings of Class B Common Stock. The amendment reflects family estate planning changes and explicitly states that no change occurred in the Marcus family’s collective ownership.
Following this update, he is shown as holding 764,137 Class B shares directly, plus indirect interests including 307,543 shares as trustee, 31,679 shares as custodian, 45,764 shares held by his spouse, and 509,881 shares held by LLCs. The Class B shares are convertible into common stock on a 1-for-1 basis at no cost and are immediately exercisable with no expiration date.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Footnotes (7)
- F1. This security is convertible into common stock on a 1-for-1 basis at no cost.
- F2. This security is immediately exercisable.
- F3. No expiration date.
- F4. 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.
- F5. As trustee of the SMGM 2012 Family Trust. The Original Form 4 included 13,431 shares as indirectly held as trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust. The reporting person does not have a pecuniary interest in these shares.
- F6. As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
- F7. Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.
Key Figures
Key Terms
Class B Common Stock financial
pecuniary interest financial
Family Trust financial
UTMA financial
Form 4/A regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Marcus Corp (MCS) Form 4/A for Gregory S. Marcus report?
What indirect MCS Class B holdings are reported for Gregory S. Marcus in the Form 4/A?
How does family estate planning affect Marcus Corp (MCS) ownership reporting in this Form 4/A?
What are the conversion terms of Marcus Corp Class B Common Stock in this filing?
AI-generated analysis. How Rhea-AI works. Not financial advice.