Marcus Corp (MCS) CEO covers tax bill with 7,555 withheld shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Marcus Corp President and CEO Gregory S. Marcus used 7,555 shares of common stock on February 23, 2026 to satisfy tax obligations from vesting restricted stock, in a tax-withholding disposition rather than an open-market sale. Following this transaction, he directly held 549,034 Marcus Corp common shares.
The filing also updates balances for multiple stock option grants, with individual positions ranging from 40,000 to 172,300 options, and for various indirect holdings of Class B common stock and common stock held as trustee, custodian, by spouse, and in a 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
14 transactions reported
Mixed
14 txns
Insider
Marcus Gregory S
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 7,555 | $0.00 | -- |
| holding | Stock Option (right to buy) (granted 2/28/17) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/27/18) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/26/19) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 2/25/20) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 5/8/20) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/9/21) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/8/22) | -- | -- | -- |
| holding | Stock Option (right to buy) (granted 3/7/23) | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 549,034 shares (Direct);
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 — 13,431 shares (Indirect, As trustee);
Common Stock — 75 shares (Indirect, As custodian)
Footnotes (1)
- Shares withheld from the vesting of shares of restricted stock granted February 23, 2026 to pay resulting tax amounts owed.to pay resulting tax amounts owed. As sole custodian of the Alexandra Marcus U/WI/UTMA. Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan. 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. 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. This security is convertible into common stock on a 1-for-1 basis at no cost. This security is immediately exercisable. No expiration date. As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust. As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
FAQ
What insider transaction did Marcus Corp (MCS) CEO report on this Form 4?
Marcus Corp’s CEO Gregory S. Marcus reported using 7,555 common shares on February 23, 2026 to cover taxes from vesting restricted stock. This tax-withholding disposition returned shares for tax payment rather than being an open-market sale to third-party investors.
What does transaction code F mean in the Marcus Corp (MCS) Form 4 filing?
Transaction code F in this Form 4 represents payment of tax liability by delivering securities. Here, 7,555 shares were withheld from newly vested restricted stock granted February 23, 2026 to pay resulting tax amounts owed, instead of the CEO receiving all vested shares in stock.
What stock option positions for Marcus Corp (MCS) does the CEO report holding?
The Form 4 lists several Marcus Corp stock option grants with updated balances, including 40,000, 75,000, 70,200, 121,000, 80,000, 137,300 and 172,300 options. Footnotes describe vesting schedules, with some options becoming fully exercisable over two to five years from grant dates.
What indirect Marcus Corp (MCS) holdings are attributed to Gregory S. Marcus?
Indirect holdings include Class B common stock held as trustee of multiple family trusts and as custodian under UTMA arrangements, plus shares held by his spouse and in a 401(k) plan. Footnotes specify roles such as trustee or sole custodian for these Marcus Corp-related accounts.