STOCK TITAN

Tax withholding on Marcus Corp (NYSE: MCS) restricted stock vesting

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

Rhea-AI Filing Summary

Marcus Corp executive Mark A. Gramz, President of Marcus Theatres, reported a routine tax-withholding event related to restricted stock vesting. On this Form 4, 12,218 shares of common stock were withheld to cover tax obligations, leaving him with 37,044 common shares held directly.

The filing also lists multiple outstanding employee stock options on common stock with exercise prices ranging from $12.71 to $41.90 per share and expiration dates between 2027 and 2033, indicating a continuing, long-dated equity incentive position.

Positive

  • None.

Negative

  • None.
Insider Gramz Mark A
Role Pres., Marcus Theatres
Type Security Shares Price Value
Tax Withholding Common Stock 12,218 $0.00 --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
holding Stock Option (Right to Buy) -- -- --
Holdings After Transaction: Common Stock — 37,044 shares (Direct, null); Stock Option (Right to Buy) — 3,500 shares (Direct, null)
Footnotes (1)
  1. Shares withheld from the vesting of shares of restricted stock granted March 1, 2023, February 22, 2024, February 12, 2025, and February 11, 2026 to pay resulting tax amounts owed.to pay resulting tax amounts owed. The options originally granted vest as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years. The options originally granted vest as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years.
Tax-withheld shares 12,218 shares Common stock delivered to cover taxes on vesting
Common shares after event 37,044 shares Direct Marcus Corp common stock holdings post withholding
Largest option block 27,500 underlying shares Stock option at $15.99 exercise price, expiring 2033-05-07
Option at $17.04 3,500 underlying shares Stock option expiring 2032-03-08
Option at $21.84 4,200 underlying shares Stock option expiring 2031-03-09
Lowest exercise price option $12.71 per share Stock option on 1,750 underlying shares, expiring 2030-05-08
Highest exercise price option $41.90 per share Stock option on 3,500 underlying shares, expiring 2029-02-26
Tax-withholding count 1 transaction Form 4 transactionSummary tax withholding dispositions
restricted stock financial
"Shares withheld from the vesting of shares of restricted stock granted March 1, 2023..."
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
Stock Option (Right to Buy) financial
""security_title": "Stock Option (Right to Buy)""
tax-withholding disposition financial
""transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
exercise price financial
""conversion_or_exercise_price": "15.9900""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vesting financial
"The options originally granted vest as follows: 40% after 2nd anniversary..."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
expiration date financial
""expiration_date": "2033-05-07T00:00:00.000Z""
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
SEC Form 4
FORM 4UNITED 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
X
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*
Gramz Mark A

(Last)(First)(Middle)
THE MARCUS CORPORATION
111 E 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Pres., Marcus Theatres
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/01/2026F(1)12,218D$037,044D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (Right to Buy)$31.2 (2)02/28/2027Common Stock3,5003,500D
Stock Option (Right to Buy)$27 (3)02/27/2028Common Stock3,5003,500D
Stock Option (Right to Buy)$41.9 (3)02/26/2029Common Stock3,5003,500D
Stock Option (Right to Buy)$28.88 (3)02/25/2030Common Stock3,5003,500D
Stock Option (Right to Buy)$12.71 (3)05/08/2030Common Stock1,7501,750D
Stock Option (Right to Buy)$21.84 (3)03/09/2031Common Stock4,2004,200D
Stock Option (Right to Buy)$17.04 (3)03/08/2032Common Stock3,5003,500D
Stock Option (Right to Buy)$15.99 (3)05/07/2033Common Stock27,50027,500D
Explanation of Responses:
1. Shares withheld from the vesting of shares of restricted stock granted March 1, 2023, February 22, 2024, February 12, 2025, and February 11, 2026 to pay resulting tax amounts owed.to pay resulting tax amounts owed.
2. The options originally granted vest as follows: 40% after 2nd anniversary of the date of grant; 60% after 3rd anniversary; 80% after 4th anniversary; and 100% after 5 years.
3. The options originally granted vest as follows: 50% after 2nd anniversary of the date of grant; 75% after 3rd anniversary; and 100% after 4 years.
/s/ Steven R. Barth, Attorney-in-Fact for Mark A. Gramz05/06/2026
** Signature of Reporting PersonDate
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)

FAQ

What insider transaction did Marcus Corp (MCS) report for Mark A. Gramz?

Marcus Corp reported that Mark A. Gramz had 12,218 common shares withheld as a tax-withholding disposition. These shares covered tax obligations from vested restricted stock, rather than being sold in the open market, and are recorded as a disposition on the Form 4.

How many Marcus Corp (MCS) shares does Mark A. Gramz hold after this Form 4?

After the tax-withholding event, Mark A. Gramz directly holds 37,044 shares of Marcus Corp common stock. This figure reflects his position following the withholding of 12,218 shares to pay taxes arising from the vesting of multiple restricted stock grants.

Was the Marcus Corp (MCS) Form 4 a stock sale by Mark A. Gramz?

The Form 4 shows a tax-withholding disposition, not an open-market sale. 12,218 shares were delivered to satisfy tax liabilities from restricted stock vesting, a common administrative step when equity awards vest, rather than a discretionary sale for investment reasons.

What stock options for Marcus Corp (MCS) does Mark A. Gramz still hold?

The filing lists several stock options (rights to buy) on Marcus Corp common stock with exercise prices from $12.71 to $41.90 and expiration dates between 2027 and 2033, representing ongoing long-term incentive compensation awards he continues to hold.

What do the Marcus Corp (MCS) Form 4 footnotes say about the withheld shares?

The footnotes explain the 12,218 withheld shares came from vesting restricted stock granted on March 1, 2023, February 22, 2024, February 12, 2025, and February 11, 2026. The shares were used specifically to pay resulting tax amounts owed on those vestings.

How do Mark A. Gramz’s Marcus Corp (MCS) options vest over time?

Footnotes describe two vesting schedules for his options. One schedule vests 40%, 60%, 80%, then 100% over five years; another vests 50%, 75%, then 100% over four years, illustrating staged, time-based vesting of his option awards.