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Olson Bruce J's Form 4/A amendment

Amended

Marcus Corp (MCS) · filed Jan 3, 2023

Accession no.
0001567619-23-000073
Filed
Jan 3, 2023
Trade date
Dec 28-29, 2022
Filing delay
6 days
Rule 10b5-1 plan
Not on the form (before 2023)
Original filed
Dec 30, 2022

This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market sales total $48.3K. It was filed 6 days after the trade.

This amendment replaces 0001567619-22-022105 (filed Dec 30, 2022).

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Olson Bruce JCIK 0001183313Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Dec 29, 2022Common StockAGrant or awardAcquired+2,986$0.00$015,340Direct
Dec 28, 2022Common StockSSaleDisposed−3,451$14.00F3−$48,3141,618Indirect

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Dec 29, 2022Common StockAGrant or awardAcquired+1,438$0.00$01,438Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

The Form 4 filed on December 30, 2022 incorrectly reported the awards of restricted stock and stock options on December 28, 2022. The awards did not take place until December 29, 2022. Additionally, the award values were incorrect and have been updated to reflect the correct values.

F2

Restricted stock granted December 29, 2022 vests and becomes exercisable as follows: 50% after 2nd anniversary of date of grant and 100% after 4th anniversary of date of grant.

F3

The price in Column 4 is a weighted average price. The prices actually received ranged from $13.96 to $14.04. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price.

Referenced by the price of 1 transaction in Table I.

F4

As trustee of the Bruce J. Olson & Barbara A. Olson Revocable Trust.

F5

As trustee of the Bruce Olson Family Trust.

F6

Granted pursuant to The Marcus Corporation 2004 Equity and Incentive Awards Plan.

Read the full filing on SEC EDGAR (opens in a new tab)