Marcus Corp (MCS) CEO receives 1,249 gifted Class B shares, details large equity holdings
Rhea-AI Filing Summary
Marcus Corp President and CEO Gregory S. Marcus reported receiving 1,249 shares of Class B Common Stock on August 7, 2026 via a transaction coded as a bona fide gift, held indirectly through his spouse, bringing that indirect position to 47,013 shares.
He also reported substantial existing positions, including 764,137 Class B shares held directly, 515,119 Common shares held directly, and multiple stock option grants over several years covering hundreds of thousands of underlying Common shares at exercise prices between $12.71 and $41.90.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,249 shares gifted
Gift
16 txns
Insider
Marcus Gregory S
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock F3, F4, F5 | 1,249 | $0.00 | $0.00 |
| holding | Stock Option (right to buy) (granted 2/28/17) F6 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/27/18) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/26/19) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/25/20) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 5/8/20) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/9/21) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/8/22) F7 | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/7/23) F7 | -- | -- | -- |
| holding | Class B Common Stock F3, F4, F5 | -- | -- | -- |
| holding | Class B Common Stock F3, F4, F5, F8 | -- | -- | -- |
| holding | Class B Common Stock F3, F4, F5, F9 | -- | -- | -- |
| holding | Class B Common Stock F3, F4, F5, F10 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 47,013 shares (Indirect, By spouse);
Stock Option (right to buy) (granted 2/28/17) — 40,000 shares (Direct);
Stock Option (right to buy) (granted 2/27/18) — 75,000 shares (Direct);
Stock Option (right to buy) (granted 2/26/19) — 70,200 shares (Direct);
Stock Option (right to buy) (granted 2/25/20) — 121,000 shares (Direct);
Stock Option (right to buy) (granted 5/8/20) — 80,000 shares (Direct);
Stock Option (right to buy) (granted 3/9/21) — 137,300 shares (Direct);
Stock Option (right to buy) (granted 3/8/22) — 152,000 shares (Direct);
Stock Option (right to buy) (granted 3/7/23) — 172,300 shares (Direct);
Class B Common Stock — 764,137 shares (Direct);
Class B Common Stock — 307,543 shares (Indirect, As trustee);
Class B Common Stock — 31,679 shares (Indirect, As custodian);
Class B Common Stock — 509,881 shares (Indirect, By LLCs);
Common Stock — 515,119 shares (Direct);
Common Stock — 75 shares (Indirect, As custodian);
Common Stock — 7,384 shares (Indirect, By 401(k))
Footnotes (10)
- F1. As sole custodian of the Alexandra Marcus U/WI/UTMA.
- F2. Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
- F3. This security is convertible into common stock on a 1-for-1 basis at no cost.
- F4. This security is immediately exercisable.
- F5. No expiration date.
- 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. As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.
- 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. Shares held by Matinee Fifteen Holdings, LLC and Matinee Fifteen Holdings 2 LLC.
Key Figures
Gifted Class B shares: 1,249 shares
Indirect Class B via spouse: 47,013 shares
Direct Class B holdings: 764,137 shares
+5 more
8 metrics
Gifted Class B shares
1,249 shares
Class B Common Stock received as a bona fide gift on 2026-08-07
Indirect Class B via spouse
47,013 shares
Class B Common Stock held indirectly by spouse after the gift
Direct Class B holdings
764,137 shares
Class B Common Stock held directly by Gregory S. Marcus
Direct Common Stock holdings
515,119 shares
Common Stock held directly by Gregory S. Marcus
Option grant 2/28/17
$31.20 exercise price; 40,000 underlying shares
Stock Option on Common Stock expiring 2027-02-28
Option grant 2/27/18
$27.00 exercise price; 75,000 underlying shares
Stock Option on Common Stock expiring 2028-02-27
Lowest reported option strike
$12.71 exercise price; 80,000 underlying shares
Stock Option granted 5/8/20 expiring 2030-05-08
Common shares in 401(k)
7,384 shares
Common Stock held indirectly through a 401(k) Plan
Key Terms
bona fide gift, Class B Common Stock, indirect ownership, Stock Option (right to buy), +2 more
6 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Class B Common Stock financial
"Reported transactions and holdings involve Class B Common Stock."
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
"Shares are reported with indirect ownership such as by spouse or LLCs."
Stock Option (right to buy) financial
"Multiple entries list Stock Option (right to buy) grants with expirations."
401(k) Plan financial
"A footnote explains holdings in the 401(k) Plan."
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
UTMA financial
"Footnotes reference U/WI/UTMA custodial accounts."
FAQ
What insider transaction did Marcus Corp (MCS) report on August 7, 2026?
Marcus Corp reported that CEO Gregory S. Marcus received 1,249 Class B Common shares on August 7, 2026 as a bona fide gift, held indirectly through his spouse, with no sale or purchase price disclosed.
What are the key direct Class B Common Stock holdings reported by Marcus Corp (MCS) CEO?
Gregory S. Marcus reported 764,137 Class B Common shares held directly as of August 7, 2026. He also reported additional indirect Class B holdings via trusts, custodial accounts, and LLCs, each categorized separately in the ownership table.
What direct Common Stock holdings did the Marcus Corp (MCS) CEO disclose?
The CEO disclosed 515,119 shares of Common Stock held directly as of August 7, 2026, plus smaller indirect Common positions, including 7,384 shares held through a 401(k) Plan and 75 shares held as custodian.
Is the reported Marcus Corp (MCS) insider transaction part of a 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmatively using a 10b5-1 trading plan, and the bona fide gift transaction is reported without any footnote indicating it was executed under a pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
