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Marcus Corp (MCS) director Hoeksema granted restricted stock and holds options

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

Rhea-AI Filing Summary

The Marcus Corporation director reports new restricted stock grant and existing options. On 12/31/2025, director Timothy E. Hoeksema received 4,174 shares of Marcus Corp common stock as restricted stock at a stated price of $0. After this grant, he directly beneficially owns 49,165 common shares, with an additional 15,002 shares held indirectly by the Timothy and Janis Hoeksema Revocable Trust.

The restricted stock granted on 12/31/2025 vests 50% after the second anniversary of the grant date and 100% after the fourth anniversary. Hoeksema also holds several stock options granted under The Marcus Corporation 2004 Equity and Incentive Awards Plan, covering a total of 7,643 shares, with exercise prices ranging from $14.25 to $38.51 and expiration dates from 12/29/2026 through 12/28/2033.

Positive

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Negative

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Insider HOEKSEMA TIMOTHY E
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 4,174 $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 Common Stock -- -- --
Holdings After Transaction: Common Stock — 49,165 shares (Direct); Stock Option (Right to Buy) — 1,000 shares (Direct); Common Stock — 15,002 shares (Indirect, By Trust)
Footnotes (1)
  1. Restricted stock granted December 31, 2025 vests and becomes exercisable as follows: 50% after 2nd anniversary of date of grant and 100% after 4th anniversary of date of grant. By the Timothy and Janis Hoeksema Revocable Trust U/A Dated 01/04/2010. Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan
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*
HOEKSEMA TIMOTHY E

(Last) (First) (Middle)
770 NORTH WATER ST

(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
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
12/31/2025
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 12/31/2025 A(1) 4,174 A $0 49,165 D
Common Stock 15,002 I By Trust(2)
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
Stock Option (Right to Buy)(3) $31.55 12/29/2016 12/29/2026 Common Stock 1,000 1,000 D
Stock Option (Right to Buy)(3) $27.2 12/28/2017 12/28/2027 Common Stock 1,000 1,000 D
Stock Option (Right to Buy)(3) $38.51 12/27/2018 12/27/2028 Common Stock 1,000 1,000 D
Stock Option (Right to Buy)(3) $32.6 12/26/2019 12/26/2029 Common Stock 1,000 1,000 D
Stock Option (Right to Buy)(3) $17.95 12/30/2021 12/30/2031 Common Stock 750 750 D
Stock Option (Right to Buy)(3) $14.25 12/29/2022 12/29/2032 Common Stock 1,438 1,438 D
Stock Option (Right to Buy)(3) $14.69 12/28/2023 12/28/2033 Common Stock 1,455 1,455 D
Explanation of Responses:
1. Restricted stock granted December 31, 2025 vests and becomes exercisable as follows: 50% after 2nd anniversary of date of grant and 100% after 4th anniversary of date of grant.
2. By the Timothy and Janis Hoeksema Revocable Trust U/A Dated 01/04/2010.
3. Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan
/s/ Steven R. Barth, Attorney-in-Fact for Timothy E. Hoeksema 01/05/2026
** 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 transaction did Marcus Corp (MCS) report for 12/31/2025?

The company reported that director Timothy E. Hoeksema received a grant of 4,174 shares of restricted common stock of Marcus Corp on 12/31/2025 at a stated price of $0.

How do the new Marcus Corp (MCS) restricted shares vest for the director?

The restricted stock granted on 12/31/2025 vests as follows: 50% after the second anniversary of the grant date and 100% after the fourth anniversary of the grant date.

How many Marcus Corp (MCS) shares does the director beneficially own after this transaction?

After the 12/31/2025 grant, Timothy E. Hoeksema beneficially owns 49,165 Marcus Corp common shares directly, plus 15,002 shares indirectly held by the Timothy and Janis Hoeksema Revocable Trust.

What stock options in Marcus Corp (MCS) does the director hold following this filing?

The director holds several stock options (rights to buy common stock) granted between 2016 and 2023, covering a total of 7,643 shares, with exercise prices from $14.25 to $38.51 and expiration dates from 12/29/2026 to 12/28/2033.

Are any Marcus Corp (MCS) shares held indirectly by the reporting person?

Yes. The filing shows 15,002 common shares held indirectly by the Timothy and Janis Hoeksema Revocable Trust U/A dated 01/04/2010.

Under what plan were the Marcus Corp (MCS) stock options granted to the director?

The stock options reported in the filing were granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan, as noted in the explanation of responses.

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