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Marcus Corp (MCS) CEO exchanges 33,915 common and Class B shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Marcus Corp President and CEO Gregory S. Marcus reported related share transactions dated March 2, 2026. He acquired 33,915 shares of Class B Common Stock and disposed of 33,915 shares of Common Stock, effectively exchanging one class of shares for another. The filing also updates his direct and indirect holdings in various stock option grants and shares held as trustee, custodian, spouse, and in a 401(k) plan.

Positive

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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 Gregory S

(Last) (First) (Middle)
THE MARCUS CORPORATION
111 EAST KILBOURN AVENUE, SUITE 1200

(Street)
MILWAUKEE WI 53202

(City) (State) (Zip)
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
X Officer (give title below) Other (specify below)
President and CEO
3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 03/02/2026 S(1) 33,915 D $0 515,119 D
Common Stock 75 I As custodian(2)
Common Stock 7,384(3) I By 401(k)
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Class B Common Stock (4) 03/02/2026 P(1) 33,915 (5) (6) Common Stock 33,915 $0 254,256 D
Stock Option (right to buy) (granted 2/28/17) $31.2 (7) 02/28/2027 Common Stock 40,000 40,000 D
Stock Option (right to buy) (granted 2/27/18) $27 (8) 02/27/2028 Common Stock 75,000 75,000 D
Stock Option (right to buy) (granted 2/26/19) $41.9 (8) 02/26/2029 Common Stock 70,200 70,200 D
Stock Option (right to buy) (granted 2/25/20) $28.88 (8) 02/25/2030 Common Stock 121,000 121,000 D
Stock Option (right to buy) (granted 5/8/20) $12.71 (8) 05/08/2030 Common Stock 80,000 80,000 D
Stock Option (right to buy) (granted 3/9/21) $21.84 (8) 03/09/2031 Common Stock 137,300 137,300 D
Stock Option (right to buy) (granted 3/8/22) $17.04 (8) 03/08/2032 Common Stock 152,000 152,000 D
Stock Option (right to buy) (granted 3/7/23) $15.99 (8) 03/07/2033 Common Stock 172,300 172,300 D
Class B Common Stock (4) (5) (6) Common Stock 13,431 13,431 I As trustee(9)
Class B Common Stock (4) (5) (6) Common Stock 10,786 10,786 I As custodian(10)
Class B Common Stock (4) (5) (6) Common Stock 18,233 18,233 I By spouse
Explanation of Responses:
1. Represents the exchange of Common Stock to Diane Marcus Gershowitz for Class B Common Stock.
2. As sole custodian of the Alexandra Marcus U/WI/UTMA.
3. Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
4. This security is convertible into common stock on a 1-for-1 basis at no cost.
5. This security is immediately exercisable.
6. No expiration date.
7. 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.
8. 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.
9. As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.
10. As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
/s/ Steven R. Barth, Attorney-in-Fact for Gregory S. Marcus 03/04/2026
** 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.

FAQ

What insider transactions did Marcus Corp (MCS) CEO Gregory Marcus report?

Gregory S. Marcus reported acquiring 33,915 shares of Class B Common Stock and disposing of 33,915 shares of Common Stock on March 2, 2026. The activity reflects an exchange between share classes rather than a net change in total shares held.

How many Marcus Corp shares were involved in Gregory Marcus’s latest Form 4?

The Form 4 shows 33,915 shares of Class B Common Stock acquired and 33,915 shares of Common Stock sold. These matching amounts indicate a one-for-one exchange between the two classes, resulting in no net change in the total number of shares held.

What does the footnote about the Marcus Corp share exchange describe?

A key footnote explains that the transaction represents the exchange of Common Stock to Diane Marcus Gershowitz for Class B Common Stock. This clarifies that the reported buy and sell were part of a structured exchange between different share classes and a named counterparty.

What stock options does Marcus Corp CEO Gregory Marcus hold according to this filing?

The filing lists multiple stock option grants, including awards originally granted in 2017 through 2023. Footnotes state some options are immediately exercisable, others vest over multi-year schedules, and one series has no expiration date, outlining his longer-term equity-based incentives.

What indirect Marcus Corp share holdings are disclosed for Gregory Marcus?

Indirect holdings include Class B Common Stock held as trustee for several family trusts, shares held as custodian under UTMA accounts, shares held by his spouse, and Common Stock held in a 401(k) plan. Footnotes further describe these custodial and trustee relationships in detail.

Did Gregory Marcus’s total Marcus Corp share count change in this Form 4?

The filing shows equal amounts of Class B Common Stock acquired and Common Stock sold, each 33,915 shares. This symmetry, and the footnote describing an exchange, indicate the activity changed the mix of share classes without altering his overall total share count.
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