Marcus Gregory S 4
Accession 0000897069-23-001027
Filed
Jul 27, 8:00 PM ET
Accepted
Jul 28, 9:43 AM ET
Size
29.7 KB
Accession
0000897069-23-001027
Insider Transaction Report
- Exercise/Conversion
Common Stock
2023-07-25$13.04/sh+57,500$749,800→ 248,368 total - Tax Payment
Common Stock
2023-07-25$15.00/sh−53,390$800,850→ 244,258 total - Exercise/Conversion
Stock Option (right to buy) (granted 7/30/13)
2023-07-25−4,110→ 0 totalExercise: $13.04Exp: 2023-07-30→ Common Stock (57,500 underlying)
- 49,500
Stock Option (right to buy) (granted 7/29/14)
Exercise: $18.34Exp: 2024-07-29→ Common Stock (49,500 underlying) - 70,200
Stock Option (right to buy) (granted 2/26/19)
Exercise: $41.90Exp: 2029-02-26→ Common Stock (70,200 underlying) - 7,267(indirect: By 401(k))
Common Stock
- 44,100
Stock Option (right to buy) (granted 7/28/15)
Exercise: $20.26Exp: 2025-07-28→ Common Stock (44,100 underlying) - 40,000
Stock Option (right to buy) (granted 2/28/17)
Exercise: $31.20Exp: 2027-02-28→ Common Stock (40,000 underlying) - 75,000
Stock Option (right to buy) (granted 2/27/18)
Exercise: $27.00Exp: 2028-02-27→ Common Stock (75,000 underlying) - 121,000
Stock Option (right to buy) (granted 2/25/20)
Exercise: $28.88Exp: 2030-02-25→ Common Stock (121,000 underlying) - 75(indirect: As custodian)
Common Stock
- 28,500
Stock Option (right to buy) (granted 3/1/16)
Exercise: $18.68Exp: 2026-03-01→ Common Stock (28,500 underlying) - 80,000
Stock Option (right to buy) (granted 5/8/20)
Exercise: $12.71Exp: 2030-05-08→ Common Stock (80,000 underlying) - 137,300
Stock Option (right to buy)(granted 3/9/21)
Exercise: $21.84Exp: 2031-03-09→ Common Stock (137,300 underlying) - 152,000
Stock Option (right to buy) (granted 3/8/22)
Exercise: $17.04Exp: 2022-03-08→ Common Stock (152,000 underlying) - 172,300
Stock Option (right to buy)(granted 3/7/23)
Exercise: $15.99Exp: 2023-03-07→ Common Stock (172,300 underlying) - 191,056
Class B Common Stock
→ Common Stock (191,056 underlying) - 10,786(indirect: As custodian)
Class B Common Stock
→ Common Stock (10,786 underlying) - 18,233(indirect: By Spouse)
Class B Common Stock
→ Common Stock (18,233 underlying) - 8,388(indirect: By Trust)
Class B Common Stock
→ Common Stock (8,388 underlying)
Footnotes (10)
- [F1]As sole custodian of the Alexandra Marcus U/WI/UTMA.
- [F10]As trustee of the Gabriella Marcus Trust, the Daniella Marcus Trust and the Jessica Marcus Trust.
- [F2]Represents a net exercise of outstanding options. The reporting person received 4,110 shares of common stock on net exercise of option to purchase 57,500 shares of common stock. The Company withheld 53,390 shares of common stock underlying the option for payment of the exercise price and tax withholdings, using the closing stock price on July 25, 2023 of $15.00, pursuant to the terms of The Marcus Corporation 2004 Equity and Incentive Awards Plan.
- [F3]Balance reflects the most current data available with regard to the reporting person's holdings in the 401(k) Plan.
- [F4]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.
- [F5]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.
- [F6]This security is convertible into common stock on a 1-for-1 basis at no cost.
- [F7]This security is immediately exercisable.
- [F8]No expiration date.
- [F9]As sole custodian of the Alexandra Marcus U/WI/UTMA, the Michael Marcus U/WI/UTMA, and the Samantha Marcus U/WI/UTMA.
Documents
Issuer
MARCUS CORP
CIK 0000062234
Related Parties
1- filerCIK 0001333075
Filing Metadata
- Form type
- 4
- Filed
- Jul 27, 8:00 PM ET
- Accepted
- Jul 28, 9:43 AM ET
- Size
- 29.7 KB