The Marcus Corporation (MCS)
Milwaukee, WI, US
Operating primarily within the United States, The Marcus Corporation is a diversified enterprise focused on entertainment and hospitality. Its operations are structured into two principal segments: Theatres, and Hotels and Resorts. The Theatres segment manages multi-screen cinema complexes and additionally encompasses Funset Boulevard, a family entertainment destination. As of December 30, 2021, this division's portfolio included 1,064 screens across 85 motion picture theatre venues in 17 states, utilizing brand identities such as Marcus Theatres, Movie Tavern by Marcus, and BistroPlex. Its Hotels and Resorts division is involved in both the ownership and direct operation of full-service accommodation properties, as well as providing management services for hotels, resorts, and other real estate assets on behalf of third parties. By December 30, 2021, it either wholly owned or held a majority interest in 8 hotels and resorts, while also managing 11 additional properties for external clients. Furthermore, the company extends its expertise to provide hospitality management services, including front desk operations, housekeeping, and property upkeep, specifically for a vacation ownership development. Established in 1935, the corporation maintains its headquarters in Milwaukee, Wisconsin.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.56% | -2.91% | -7.04% | +12.03% | +10.42% | +14.06% | +3.81% | +11.82% | -3.33% | -10.43% | +1,493.69% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
23.00
+2.8%
|
| Last Quarter | 1 |
23.00
+2.8%
|
| Last Year | 3 |
25.67
+14.8%
|
| All Time | 5 |
24.60
+10.0%
|
-
Revenue growth Entertainment: +5.6%+3.1% Q1'26: +3.8% (vs Q1'25)
-
EPS growth Entertainment: +31.6%+270.8% ★ Q1'26: +5.7% (vs Q1'25)
-
FCF margin FCF growth · Entertainment: +61.7%+1.5% ★ Q1'26: -14.2% (vs Q1'25)
-
EBIT margin Entertainment: +7.7%+2.7% Q1'26: -13.2% (vs Q1'25)
-
ROIC Entertainment: +5.2%+2.6% Q1'26: -7.0% (vs Q1'25)
-
Share dilution Entertainment: +0.0%-1.9% ★ Q1'26: -2.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Entertainment: -0.15×3.71× Q1'26: -34.62× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
327.63M
est: 445.08M (-26.4%)
|
371.08M
est: 449.57M (-17.5%)
|
383.50M
est: 444.04M (-13.6%)
|
379.07M
est: 299.01M (+26.8%)
|
377.00M
est: 422.70M (-10.8%)
|
447.94M
est: 484.88M (-7.6%)
|
488.07M
est: 531.77M (-8.2%)
|
488.07M
est: 531.77M (-8.2%)
|
543.86M
est: 536.97M (+1.3%)
|
622.71M
est: 621.05M (+0.3%)
|
707.12M
est: 698.56M (+1.2%)
|
820.86M
est: 813.81M (+0.9%)
|
237.69M
est: 263.80M (-9.9%)
|
458.24M
est: 440.97M (+3.9%)
|
677.39M
est: 669.54M (+1.2%)
|
729.58M
est: 678.78M (+7.5%)
|
735.56M
est: 728.79M (+0.9%)
|
758.46M
est: 748.73M (+1.3%)
|
790.85M
786.42M – 794.78M
+5.6% YoY
|
819.91M
809.78M – 830.11M
+3.7% YoY
|
824.55M
807.93M – 841.18M
+0.6% YoY
|
| EBITDA |
68.41M
est: 78.99M (-13.4%)
|
80.45M
est: 71.60M (+12.4%)
|
73.56M
est: 75.58M (-2.7%)
|
68.76M
est: 72.20M (-4.8%)
|
66.03M
est: 76.90M (-14.1%)
|
81.95M
est: 275.03M (-70.2%)
|
87.94M
est: -1.98M (+4,547.2%)
|
114.88M
est: -1.98M (+5,909.6%)
|
111.88M
est: 95.51M (+17.1%)
|
132.26M
est: 137.88M (-4.1%)
|
141.35M
est: 118.84M (+18.9%)
|
138.50M
est: 135.98M (+1.9%)
|
-104.48M
est: -981.0K (-10,550.3%)
|
31.84M
est: -1.64M (+2,041.4%)
|
80.41M
est: 129.43M (-37.9%)
|
101.67M
est: 104.74M (-2.9%)
|
68.72M
est: 112.46M (-38.9%)
|
90.37M
est: 115.53M (-21.8%)
|
122.03M
121.35M – 122.64M
+5.6% YoY
|
126.52M
124.95M – 128.09M
+3.7% YoY
|
127.23M
124.67M – 129.80M
+0.6% YoY
|
| EBIT |
41.14M
est: 51.37M (-19.9%)
|
48.86M
est: 49.15M (-0.6%)
|
41.33M
est: 34.64M (+19.3%)
|
36.45M
est: 39.71M (-8.2%)
|
32.18M
est: 35.76M (-10.0%)
|
48.26M
est: 107.59M (-55.1%)
|
49.25M
est: -82.47M (+159.7%)
|
74.93M
est: -82.47M (+190.9%)
|
69.71M
est: 58.89M (+18.4%)
|
80.21M
est: 69.48M (+15.4%)
|
79.67M
est: 68.61M (+16.1%)
|
66.23M
est: 68.34M (-3.1%)
|
-179.53M
est: -40.91M (-338.8%)
|
-40.29M
est: -68.39M (+41.1%)
|
13.33M
est: 31.51M (-57.7%)
|
34.37M
est: 82.02M (-58.1%)
|
763.0K
est: 88.06M (-99.1%)
|
20.18M
est: 90.47M (-77.7%)
|
95.56M
95.03M – 96.04M
+5.6% YoY
|
99.08M
97.85M – 100.31M
+3.7% YoY
|
99.64M
97.63M – 101.65M
+0.6% YoY
|
| Net Income |
33.30M
est: 28.48M (+16.9%)
|
20.49M
est: 21.24M (-3.6%)
|
17.20M
est: 14.26M (+20.7%)
|
16.12M
est: 18.19M (-11.4%)
|
13.56M
est: 12.87M (+5.4%)
|
25.00M
est: 69.02M (-63.8%)
|
24.00M
est: 35.55M (-32.5%)
|
24.00M
est: 35.55M (-32.5%)
|
37.90M
est: 31.65M (+19.8%)
|
65.00M
est: 56.49M (+15.1%)
|
53.39M
est: 43.81M (+21.9%)
|
42.02M
est: 42.41M (-0.9%)
|
-124.84M
est: -127.87M (+2.4%)
|
-43.29M
est: -57.08M (+24.2%)
|
-11.97M
est: 8.54M (-240.2%)
|
14.79M
est: 11.99M (+23.4%)
|
-7.79M
est: -6.88M (-13.3%)
|
12.69M
est: 8.49M (+49.5%)
|
14.63M
12.71M – 18.39M
+72.4% YoY
|
21.74M
20.40M – 23.08M
+48.5% YoY
|
25.65M
24.08M – 27.21M
+18.0% YoY
|
| SGA |
86.36M
est: 116.45M (-25.8%)
|
90.72M
est: 94.10M (-3.6%)
|
67.02M
est: 94.08M (-28.8%)
|
64.37M
est: 80.77M (-20.3%)
|
67.68M
est: 103.81M (-34.8%)
|
80.32M
est: 341.31M (-76.5%)
|
87.10M
est: 122.52M (-28.9%)
|
25.27M
est: 122.52M (-79.4%)
|
93.59M
est: 86.97M (+7.6%)
|
104.50M
est: 111.61M (-6.4%)
|
107.16M
est: 106.07M (+1.0%)
|
124.20M
est: 140.20M (-11.4%)
|
88.99M
est: 60.78M (+46.4%)
|
105.01M
est: 101.60M (+3.4%)
|
124.67M
est: 116.71M (+6.8%)
|
127.56M
est: 131.32M (-2.9%)
|
139.43M
est: 140.99M (-1.1%)
|
143.90M
est: 144.85M (-0.7%)
|
153.00M
152.14M – 153.76M
+5.6% YoY
|
158.62M
156.66M – 160.60M
+3.7% YoY
|
159.52M
156.30M – 162.74M
+0.6% YoY
|
| EPS |
1.08
est: 1.25 (-13.3%)
|
0.68
est: 0.91 (-25.3%)
|
0.58
est: 0.67 (-12.8%)
|
0.54
est: 0.49 (+11.3%)
|
0.46
est: 0.68 (-31.9%)
|
0.92
est: 0.92 (-0.7%)
|
0.87
est: 1.12 (-21.9%)
|
0.87
est: 1.12 (-22.0%)
|
1.37
est: 1.29 (+5.9%)
|
2.33
est: 1.46 (+60.0%)
|
1.88
est: 1.91 (-1.3%)
|
1.37
est: 1.31 (+4.6%)
|
-4.02
est: -4.01 (-0.2%)
|
-1.38
est: -1.79 (+22.9%)
|
-0.29
est: -0.26 (-13.7%)
|
0.47
est: 0.39 (+20.4%)
|
-0.24
est: -0.22 (-9.1%)
|
0.41
est: 0.28 (+48.4%)
|
0.50
0.41 – 0.59
+81.9% YoY
|
0.70
0.65 – 0.74
+38.3% YoY
|
0.82
0.77 – 0.87
+18.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Barrington Research | Outperform | Outperform | Maintain |
| 2026-04-30 | Wedbush | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B- | 2/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stephen H. Marcus | 4.40M | 14.00% | 4.34M | 58.1K | 71.6K | — | IN | United States | 2022-02-11 | ↗ |
| 2 | Matinee Fifteen Holdings, LLC | 4.17M | 14.70% | 4.17M | — | 4.17M | — | OO | Delaware | 2022-02-11 | ↗ |
| 3 | (1) BlackRock, Inc. | 3.86M | 15.90% | — | 3.78M | 3.86M | — | HC | Delaware | 2022-01-27 | ↗ |
| 4 | Lazard Asset Management LLC | 2.39M | 11.00% | 1.31M | — | 2.39M | — | IA | Delaware | 2022-02-10 | ↗ |
| 5 | DG 2008 Trust u/a/d December 31, 2010 | 2.18M | 11.30% | — | 2.18M | — | — | OO | Illinois | 2024-02-14 | ↗ |
| 6 | DG-LDJ Holdings, L.L.C. | 2.18M | 11.30% | 2.18M | — | 2.18M | — | OO | Delaware | 2024-02-14 | ↗ |
| 7 | Diane M. Gershowitz | 2.16M | 11.40% | 182.4K | 1.97M | 182.4K | — | IN | United States | 2024-02-14 | ↗ |
| 8 | BANK OF MONTREAL | 1.58M | 6.40% | 1.58M | — | 1.58M | — | HC | Canada | 2024-02-09 | ↗ |
| 9 | The Vanguard Group - 23-1945930 | 1.53M | 6.31% | — | 23.5K | 1.49M | 39.6K | IA | — | 2022-02-10 | ↗ |
| 10 | JPMORGAN CHASE & CO.13-2624428 | 1.35M | 5.40% | 1.35M | — | 1.35M | — | HC | — | 2024-02-06 | ↗ |
| 11 | Abigail P. Johnson | 1.30M | 5.35% | — | — | 1.30M | — | IN | Delaware | 2021-09-10 | ↗ |
| 12 | FMR LLC | 1.30M | 5.35% | — | — | 1.30M | — | HC | Delaware | 2021-09-10 | ↗ |
| 13 | BNP Paribas Arbitrage, SNC - France | 1.29M | 5.32% | — | — | 1.29M | — | BD | France | 2022-01-28 | ↗ |
| 14 | 30-0447847 | 1.26M | 5.20% | 1.22M | — | 1.26M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 15 | BANK OF MONTREAL, NEWYORK BRANCH | 1.16M | 4.70% | 1.16M | — | 1.16M | — | BD | United States | 2024-02-09 | ↗ |
| 16 | VSS-Southern Holdings LLC | 725.0K | 3.20% | 725.0K | — | 725.0K | — | HC, OO | Delaware | 2019-02-07 | ↗ |
| 17 | Morgan Stanley | 675.4K | 2.90% | — | 593.8K | — | 675.4K | HC, CO | — | 2021-02-11 | ↗ |
| 18 | BANK OF MONTREAL EUROPE PUBLIC LIMITED COMPANY | 159.4K | 0.60% | 159.4K | — | 159.4K | — | BK | Ireland | 2024-02-09 | ↗ |
| 19 | BMO CAPITAL MARKETS CORP. | 139.3K | 0.60% | 139.3K | — | 139.3K | — | BD | United States | 2024-02-09 | ↗ |
| 20 | BMO FINANCIAL CORP. | 139.3K | 0.60% | 139.3K | — | 139.3K | — | HC | United States | 2024-02-09 | ↗ |
| 21 | BANK OF MONTREAL HOLDING INC. | 120.6K | 0.50% | 120.6K | — | 120.6K | — | BK | Canada | 2024-02-09 | ↗ |
| 22 | BMO NESBITT BURNS INC. | 118.5K | 0.50% | 118.5K | — | 118.5K | — | BD | Canada | 2024-02-09 | ↗ |
| 23 | BMO ASSET MANAGEMENT INC. | 2.1K | 0.00% | 2.1K | — | 2.1K | — | IA | Canada | 2024-02-09 | ↗ |
| 24 | BMO NESBITT BURNS INC. WEALTH MANAGEMENT | 2.1K | 0.00% | 2.1K | — | 2.1K | — | BD | Canada | 2024-02-09 | ↗ |
| 25 | BMO PRIVATE INVESTMENT COUNSEL INC. | 2.1K | 0.00% | 2.1K | — | 2.1K | — | IA | Canada | 2024-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.18M -55.7K (-2.5%) | 33.75M -863.9K (-2.5%) | 6.98% -0.115 pp | 0.00% +0.000 pp | USD15.40 +0.7% | 6 qtrs — |
| 2 | ORBIS ALLAN GRAY LTD | 1.92M +141.1K (+7.9%) | 29.71M +2.2M (+7.9%) | 6.15% +0.503 pp | 0.12% +0.006 pp | USD15.28 +1.5% | 12 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.47M -26.5K (-1.8%) | 22.79M -411.6K (-1.8%) | 4.71% -0.043 pp | 0.00% 0.000 pp | USD14.69 +5.6% | 51 qtrs — |
| 4 | VANGUARD GROUP INC | 1.39M -5.3K (-0.4%) | 21.63M -81.5K (-0.4%) | 4.47% +0.023 pp | 0.00% +0.000 pp | USD21.26 -27.0% | 84 qtrs — |
| 5 | KLCM ADVISORS, INC. | 1.09M +71.0K (+7.0%) | 16.84M +1.1M (+7.0%) | 3.48% +0.256 pp | 1.45% -0.124 pp | USD13.33 +16.4% | 12 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 940.4K +27.7K (+3.0%) | 14.59M +430.2K (+3.0%) | 3.02% +0.115 pp | 0.01% +0.000 pp | USD15.88 -2.3% | 14 qtrs — |
| 7 | GAMCO INVESTORS, INC. ET AL | 915.8K +100.5K (+12.3%) | 14.20M +1.6M (+12.3%) | 2.94% +0.345 pp | 0.14% +0.014 pp | USD14.07 +10.2% | 64 qtrs — |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 605.7K +382.6K (+171.5%) | 9.39M +5.9M (+171.5%) | 1.94% +1.234 pp | 0.01% +0.003 pp | USD16.13 -3.8% | 18 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 541.3K -18.2K (-3.2%) | 8.40M -281.4K (-3.2%) | 1.74% -0.042 pp | 0.00% +0.000 pp | USD21.07 -26.4% | 78 qtrs — |
| 10 | SABER CAPITAL MANAGMENT, LLC | 505.2K +505.2K (+100.0%) | 7.84M +7.8M (+100.0%) | 1.62% +1.621 pp | 6.54% +6.538 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 11 | STATE STREET CORP | 498.9K -47.2K (-8.6%) | 7.74M -731.5K (-8.6%) | 1.60% -0.136 pp | 0.00% +0.000 pp | USD19.76 -21.5% | 51 qtrs — |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 415.1K -4.4K (-1.0%) | 6.44M -68.2K (-1.0%) | 1.33% -0.002 pp | 0.01% +0.001 pp | USD17.62 -12.0% | 17 qtrs — |
| 13 | BASTION ASSET MANAGEMENT INC. | 374.6K +154.4K (+70.1%) | 5.72M +2.3M (+68.3%) | 1.20% +0.502 pp | 3.16% +1.201 pp | USD15.51 +0.0% | 2 qtrs — |
| 14 | D. E. SHAW & CO., INC. | 343.3K +58.4K (+20.5%) | 5.32M +905.3K (+20.5%) | 1.10% +0.195 pp | 0.00% +0.000 pp | USD15.82 -2.0% | 15 qtrs — |
| 15 | ACADIAN ASSET MANAGEMENT LLC | 323.6K -16.0K (-4.7%) | 5.02M -245.0K (-4.7%) | 1.04% -0.042 pp | 0.01% -0.001 pp | USD16.62 -6.7% | 10 qtrs — |
| 16 | MARSHALL WACE, LLP | 311.3K -29.2K (-8.6%) | 4.83M -452.8K (-8.6%) | 1.00% -0.084 pp | 0.00% -0.001 pp | USD15.86 -2.2% | 15 qtrs — |
| 17 | BARCLAYS PLC | 308.0K -84.4K (-21.5%) | 4.78M -1.1M (-19.2%) | 0.99% -0.260 pp | 0.00% 0.000 pp | USD14.87 +4.3% | 51 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 297.5K +51.8K (+21.1%) | 4.61M +803.9K (+21.1%) | 0.95% +0.173 pp | 0.00% +0.000 pp | USD17.55 -11.6% | 66 qtrs — |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 291.3K -72.0K (-19.8%) | 4.52M -1.1M (-19.8%) | 0.93% -0.221 pp | 0.09% -0.026 pp | USD14.56 +6.5% | 15 qtrs — |
| 20 | MORGAN STANLEY | 276.3K -94.9K (-25.6%) | 4.29M -1.5M (-25.6%) | 0.89% -0.294 pp | 0.00% 0.000 pp | USD15.76 -1.6% | 50 qtrs — |
| 21 | CITADEL ADVISORS LLC | 233.6K +110.4K (+89.6%) | 3.62M +1.7M (+89.6%) | 0.75% +0.358 pp | 0.00% +0.000 pp | USD15.21 +2.0% | 14 qtrs — |
| 22 | NORTHERN TRUST CORP | 229.5K -38.2K (-14.3%) | 3.56M -591.8K (-14.3%) | 0.74% -0.115 pp | 0.00% 0.000 pp | USD15.68 -1.1% | 51 qtrs — |
| 23 | GABELLI FUNDS LLC | 210.0K +20.0K (+10.5%) | 3.26M +310.2K (+10.5%) | 0.67% +0.070 pp | 0.02% +0.002 pp | USD14.37 +7.9% | 64 qtrs — |
| 24 | RAYMOND JAMES FINANCIAL INC | 205.8K +41.1K (+25.0%) | 3.19M +637.5K (+25.0%) | 0.66% +0.137 pp | 0.00% +0.000 pp | USD16.13 -3.8% | 4 qtrs — |
| 25 | HEARTLAND ADVISORS INC | 205.0K +5.0K (+2.5%) | 3.18M +77.6K (+2.5%) | 0.66% +0.022 pp | 0.17% +0.007 pp | USD15.19 +2.1% | 6 qtrs — |
| 26 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 204.2K +1.0K (+0.5%) | 3.17M +15.9K (+0.5%) | 0.66% +0.009 pp | 0.07% +0.009 pp | USD14.61 +6.2% | 9 qtrs — |
| 27 | EMPOWERED FUNDS, LLC | 176.8K -18.5K (-9.5%) | 2.74M -286.6K (-9.5%) | 0.57% -0.054 pp | 0.02% -0.009 pp | USD15.06 +3.0% | 11 qtrs — |
| 28 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 167.3K +167.3K (+100.0%) | 2.59M +2.6M (+100.0%) | 0.54% +0.537 pp | 0.57% +0.569 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 29 | GOLDMAN SACHS GROUP INC | 162.7K +22.4K (+16.0%) | 2.52M +347.5K (+16.0%) | 0.52% +0.076 pp | 0.00% +0.000 pp | USD17.25 -10.1% | 55 qtrs — |
| 30 | QUBE RESEARCH & TECHNOLOGIES LTD | 148.8K -92.6K (-38.4%) | 2.31M -1.4M (-38.4%) | 0.48% -0.290 pp | 0.00% -0.002 pp | USD16.77 -7.5% | 11 qtrs — |
| 31 | UBS GROUP AG | 138.3K -67.0K (-32.6%) | 2.15M -1.0M (-32.6%) | 0.44% -0.209 pp | 0.00% 0.000 pp | USD14.44 +7.4% | 45 qtrs — |
| 32 | AQR CAPITAL MANAGEMENT LLC | 136.6K +10.9K (+8.7%) | 2.12M +169.7K (+8.7%) | 0.44% +0.039 pp | 0.00% 0.000 pp | USD13.47 +15.1% | 16 qtrs — |
| 33 | PANAGORA ASSET MANAGEMENT INC | 128.8K +9.6K (+8.1%) | 2.00M +149.0K (+8.1%) | 0.41% +0.034 pp | 0.01% 0.000 pp | USD18.29 -15.2% | 5 qtrs — |
| 34 | TREXQUANT INVESTMENT LP | 105.7K +55.9K (+112.3%) | 1.64M +867.2K (+112.3%) | 0.34% +0.181 pp | 0.01% +0.007 pp | USD16.62 -6.7% | 5 qtrs — |
| 35 | MILLENNIUM MANAGEMENT LLC | 101.1K -238.8K (-70.2%) | 1.57M -3.7M (-70.2%) | 0.32% -0.756 pp | 0.00% -0.002 pp | USD15.79 -1.8% | 57 qtrs — |
| 36 | QUANTINNO CAPITAL MANAGEMENT LP | 94.0K +68.1K (+263.1%) | 1.46M +1.1M (+263.1%) | 0.30% +0.219 pp | 0.00% +0.002 pp | USD15.70 -1.2% | 4 qtrs — |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 90.0K -2.2K (-2.3%) | 1.40M -33.4K (-2.3%) | 0.29% -0.004 pp | 0.00% +0.000 pp | USD16.74 -7.3% | 100 qtrs — |
| 38 | BANK OF AMERICA CORP /DE/ | 87.8K -14.9K (-14.5%) | 1.36M -231.4K (-14.5%) | 0.28% -0.045 pp | 0.00% +0.000 pp | USD14.59 +6.3% | 52 qtrs — |
| 39 | MARTINGALE ASSET MANAGEMENT L P | 74.6K +5.0 (+0.0%) | 1.16M +77.0 (+0.0%) | 0.24% +0.002 pp | 0.03% +0.000 pp | USD19.52 -20.5% | 7 qtrs — |
| 40 | VICTORY CAPITAL MANAGEMENT INC | 73.2K +600.0 (+0.8%) | 1.14M +9.3K (+0.8%) | 0.23% +0.004 pp | 0.00% +0.000 pp | USD22.76 -31.9% | 45 qtrs — |
| 41 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 72.6K +72.3K (+20,020.5%) | 1.13M +1.1M (+18,683.3%) | 0.23% +0.232 pp | 0.00% +0.001 pp | USD15.52 -0.1% | 3 qtrs — |
| 42 | — | 65.0K -4.0K (-5.8%) | 1.01M -62.0K (-5.8%) | 0.21% -0.011 pp | 0.70% +0.040 pp | USD15.51 +0.0% | 2 qtrs — |
| 43 | HSBC HOLDINGS PLC | 60.5K +19.9K (+49.2%) | 935.3K +314.5K (+50.7%) | 0.19% +0.065 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 12 qtrs — |
| 44 | INVESCO LTD. | 58.0K -4.6K (-7.4%) | 899.2K -71.5K (-7.4%) | 0.19% -0.013 pp | 0.00% +0.000 pp | USD16.41 -5.5% | 57 qtrs — |
| 45 | SQUAREPOINT OPS LLC | 57.3K -72.6K (-55.9%) | 888.2K -1.1M (-55.9%) | 0.18% -0.229 pp | 0.00% -0.001 pp | USD16.16 -4.0% | 30 qtrs — |
| 46 | FMR LLC | 56.9K +1.2K (+2.2%) | 883.0K +19.1K (+2.2%) | 0.18% +0.006 pp | 0.00% +0.000 pp | USD18.07 -14.2% | 21 qtrs — |
| 47 | NUVEEN, LLC | 56.7K -23.9K (-29.7%) | 879.8K -370.8K (-29.7%) | 0.18% -0.074 pp | 0.00% 0.000 pp | USD16.69 -7.1% | 4 qtrs — |
| 48 | JANE STREET GROUP, LLC | 53.7K +39.0K (+263.8%) | 833.4K +604.3K (+263.8%) | 0.17% +0.125 pp | 0.00% +0.000 pp | USD14.38 +7.9% | 12 qtrs — |
| 49 | CLEARBRIDGE INVESTMENTS, LLC | 52.2K +— (+0.0%) | 810.2K +— (+0.0%) | 0.17% +0.002 pp | 0.00% +0.000 pp | USD20.56 -24.6% | 5 qtrs — |
| 50 | COVALENT PARTNERS LLC | 50.0K -117.0K (-70.1%) | 775.5K -1.8M (-70.1%) | 0.16% -0.371 pp | 3.43% -6.329 pp | USD19.05 -18.6% | 5 qtrs — |
| 51 | CAMPBELL & CO INVESTMENT ADVISER LLC | 39.2K -4.1K (-9.5%) | 608.2K -63.7K (-9.5%) | 0.13% -0.012 pp | 0.03% -0.022 pp | USD19.56 -20.7% | 5 qtrs — |
| 52 | TWO SIGMA INVESTMENTS, LP | 38.6K +38.6K (+100.0%) | 598.5K +598.5K (+100.0%) | 0.12% +0.124 pp | 0.00% +0.001 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 53 | OARSMAN CAPITAL, INC. | 34.8K +— (+0.0%) | 540.1K +— (+0.0%) | 0.11% +0.001 pp | 0.07% -0.006 pp | USD12.55 +23.6% | 7 qtrs — |
| 54 | WALLEYE TRADING LLC | 34.0K +— (+0.0%) | 527.3K +— (+0.0%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD11.66 +33.0% | 7 qtrs — |
| 55 | WELLS FARGO & COMPANY/MN | 31.2K +7.8K (+33.4%) | 483.5K +121.0K (+33.4%) | 0.10% +0.026 pp | 0.00% +0.000 pp | USD17.72 -12.5% | 57 qtrs — |
| 56 | JPMORGAN CHASE & CO | 30.8K -86.2K (-73.7%) | 478.4K -1.3M (-73.7%) | 0.10% -0.273 pp | 0.00% 0.000 pp | USD16.13 -3.8% | 40 qtrs — |
| 57 | RHUMBLINE ADVISERS | 30.7K -4.7K (-13.2%) | 475.9K -72.1K (-13.2%) | 0.10% -0.014 pp | 0.00% 0.000 pp | USD17.27 -10.2% | 52 qtrs — |
| 58 | STATE OF WISCONSIN INVESTMENT BOARD | 29.9K -13.5K (-31.0%) | 463.7K -208.7K (-31.0%) | 0.10% -0.042 pp | 0.00% -0.001 pp | USD15.51 +0.0% | 2 qtrs — |
| 59 | GSA CAPITAL PARTNERS LLP | 24.3K -34.1K (-58.4%) | 377.0K -528.0K (-58.3%) | 0.08% -0.108 pp | 0.03% -0.043 pp | USD15.92 -2.6% | 3 qtrs — |
| 60 | VERSOR INVESTMENTS LP | 22.3K +22.3K (+100.0%) | 345.9K +345.9K (+100.0%) | 0.07% +0.072 pp | 0.05% +0.054 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 61 | ALLIANCEBERNSTEIN L.P. | 21.2K +— (+0.0%) | 329.0K +— (+0.0%) | 0.07% +0.001 pp | 0.00% +0.000 pp | USD17.28 -10.2% | 61 qtrs — |
| 62 | PDT PARTNERS, LLC | 20.3K +20.3K (+100.0%) | 314.4K +314.4K (+100.0%) | 0.07% +0.065 pp | 0.02% +0.020 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 63 | XTX TOPCO LTD | 19.4K -9.5K (-33.0%) | 300.8K -147.8K (-33.0%) | 0.06% -0.030 pp | 0.01% -0.015 pp | USD16.05 -3.4% | 4 qtrs — |
| 64 | CANADA PENSION PLAN INVESTMENT BOARD | 19.0K +19.0K (+100.0%) | 294.7K +294.7K (+100.0%) | 0.06% +0.061 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 65 | ENGINEERS GATE MANAGER LP | 18.3K -22.8K (-55.4%) | 284.5K -353.3K (-55.4%) | 0.06% -0.072 pp | 0.00% -0.004 pp | USD18.88 -17.8% | 6 qtrs — |
| 66 | DEUTSCHE BANK AG\ | 16.3K +1.7K (+11.8%) | 253.1K +26.7K (+11.8%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD16.28 -4.7% | 50 qtrs — |
| 67 | PRICE T ROWE ASSOCIATES INC /MD/ | 16.1K +2.3K (+17.0%) | 250.0K +36.0K (+16.8%) | 0.05% +0.008 pp | 0.00% +0.000 pp | USD19.69 -21.2% | 5 qtrs — |
| 68 | ATOM INVESTORS LP | 16.0K +16.0K (+100.0%) | 248.3K +248.3K (+100.0%) | 0.05% +0.051 pp | 0.02% +0.020 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 69 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 15.7K +15.7K (+100.0%) | 243.9K +243.9K (+100.0%) | 0.05% +0.050 pp | 0.00% +0.002 pp | USD15.51 +0.0% | 3 qtrs — |
| 70 | SG AMERICAS SECURITIES, LLC | 15.5K +15.5K (+100.0%) | 240.0K +240.0K (+100.0%) | 0.05% +0.050 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 12 qtrs — |
| 71 | OPEROSE ADVISORS LLC | 15.4K +— (+0.0%) | 238.7K +— (+0.0%) | 0.05% +0.000 pp | 0.06% -0.004 pp | USD16.70 -7.1% | 17 qtrs — |
| 72 | POLYMER CAPITAL MANAGEMENT (US) LLC | 15.3K -9.1K (-37.2%) | 237.7K -141.0K (-37.2%) | 0.05% -0.029 pp | 0.03% -0.015 pp | USD18.52 -16.3% | 5 qtrs — |
| 73 | CREATIVE PLANNING | 15.2K +2.0K (+15.0%) | 235.0K +30.7K (+15.0%) | 0.05% +0.007 pp | 0.00% +0.000 pp | USD15.98 -2.9% | 8 qtrs — |
| 74 | MERCER GLOBAL ADVISORS INC /ADV | 14.6K +14.6K (+100.0%) | 226.7K +226.7K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 75 | FRANKLIN RESOURCES INC | 14.5K +— (+0.0%) | 224.4K +— (+0.0%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD15.78 -1.7% | 12 qtrs — |
| 76 | CONCURRENT INVESTMENT ADVISORS, LLC | 14.1K +14.1K (+100.0%) | 218.0K +218.0K (+100.0%) | 0.05% +0.045 pp | 0.00% +0.003 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 77 | PATHSTONE HOLDINGS, LLC | 13.1K +141.0 (+1.1%) | 203.2K +2.2K (+1.1%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 2 qtrs — |
| 78 | PHARVISION ADVISERS, LLC | 12.3K +12.3K (+100.0%) | 191.4K +191.4K (+100.0%) | 0.04% +0.040 pp | 0.10% +0.097 pp | USD15.51 +0.0% | 5 qtrs — |
| 79 | METLIFE INVESTMENT MANAGEMENT, LLC | 11.8K -1.7K (-12.9%) | 182.7K -27.0K (-12.9%) | 0.04% -0.005 pp | 0.00% 0.000 pp | USD16.01 -3.1% | 33 qtrs — |
| 80 | TWO SIGMA ADVISERS, LP | 11.3K +— (+0.0%) | 175.3K +— (+0.0%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD16.69 -7.1% | 4 qtrs — |
| 81 | MACKENZIE FINANCIAL CORP | 11.0K -130.0 (-1.2%) | 170.3K -2.8K (-1.6%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 2 qtrs — |
| 82 | BALYASNY ASSET MANAGEMENT L.P. | 11.0K +11.0K (+100.0%) | 170.0K +170.0K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.000 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 83 | HRT FINANCIAL LP | 10.9K +10.9K (+100.0%) | 168.0K +168.0K (+100.0%) | 0.03% +0.035 pp | 0.00% +0.001 pp | USD15.51 +0.0% | 1 qtrs NEW |
| 84 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 10.6K -120.0 (-1.1%) | 163.9K -1.9K (-1.1%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD11.50 +34.9% | 7 qtrs — |
| 85 | MEEDER ASSET MANAGEMENT INC | 10.1K +4.1K (+67.6%) | 156.8K +63.2K (+67.6%) | 0.03% +0.013 pp | 0.01% +0.003 pp | USD19.08 -18.7% | 5 qtrs — |
| 86 | SPEARS ABACUS ADVISORS LLC | 10.1K +— (+0.0%) | 156.7K +— (+0.0%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD14.49 +7.0% | 8 qtrs — |
| 87 | Y-INTERCEPT (HONG KONG) LTD | 10.1K -35.8K (-78.0%) | 156.3K -554.5K (-78.0%) | 0.03% -0.113 pp | 0.00% -0.014 pp | USD17.94 -13.5% | 5 qtrs — |
| 88 | BNP PARIBAS ARBITRAGE, SNC | 9.6K +2.1K (+27.4%) | 148.8K +32.0K (+27.4%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD15.90 -2.5% | 46 qtrs — |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND | 6.6K +— (+0.0%) | 102.4K +— (+0.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD19.51 -20.5% | 87 qtrs — |
| 90 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6.5K +— (+0.0%) | 100.0K +— (+0.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD13.11 +18.3% | 107 qtrs — |
| 91 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.9K +— (+0.0%) | 91.4K +— (+0.0%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD21.50 -27.9% | 5 qtrs — |
| 92 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 5.8K +5.0K (+656.0%) | 88.0K +77.0K (+700.0%) | 0.02% +0.016 pp | 0.00% +0.001 pp | USD15.51 +0.0% | 2 qtrs — |
| 93 | PARKSIDE FINANCIAL BANK & TRUST | 5.0K +— (+0.0%) | 78.0K +— (+0.0%) | 0.02% +0.000 pp | 0.01% 0.000 pp | USD16.00 -3.1% | 13 qtrs — |
| 94 | QUEST PARTNERS LLC | 4.9K +760.0 (+18.5%) | 75.4K +11.8K (+18.5%) | 0.02% +0.003 pp | 0.00% +0.000 pp | USD16.64 -6.8% | 4 qtrs — |
| 95 | HARBOR CAPITAL ADVISORS, INC. | 4.8K -1.1K (-19.2%) | 74.0K -17.0K (-18.7%) | 0.02% -0.004 pp | 0.01% -0.001 pp | USD16.74 -7.3% | 4 qtrs — |
| 96 | ROYAL BANK OF CANADA | 4.3K -14.2K (-76.9%) | 66.0K -222.0K (-77.1%) | 0.01% -0.045 pp | 0.00% +0.000 pp | USD16.07 -3.5% | 51 qtrs — |
| 97 | CWM, LLC | 3.9K -7.3K (-64.9%) | 61.0K -113.0K (-64.9%) | 0.01% -0.023 pp | 0.00% 0.000 pp | USD18.19 -14.7% | 17 qtrs — |
| 98 | GAMMA INVESTING LLC | 3.8K +237.0 (+6.7%) | 58.3K +3.7K (+6.7%) | 0.01% +0.001 pp | 0.00% 0.000 pp | USD15.37 +0.9% | 9 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.22% | 563.0K | 0.12% |
| 2 | OneAscent Small Cap Core ETF OASC | 0.22% | 185.2K | 0.64% |
| 3 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.16% | 2.67M | 0.47% |
| 4 | iShares Micro-Cap ETF IWC | 0.11% | 1.65M | 0.60% |
| 5 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.11% | 2.38M | 0.38% |
| 6 | Avantis U.S. Small Cap Value ETF AVUV | 0.08% | 22.65M | 0.25% |
| 7 | KraneShares Man Buyout Beta Index ETF BUYO | 0.08% | 12.8K | 0.89% |
| 8 | Vanguard Global Value Factor ETF VVL.TO | 0.05% | 304.0K | 0.38% |
| 9 | Vanguard U.S. Value Factor ETF VFVA | 0.05% | 391.0K | 0.13% |
| 10 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.05% | 500.2K | 0.39% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Evans Michael Reade | Officer | S-Sale | D | Common Stock | 7,671 | 19.04 | 146.1K | 45,801 | D | ↗ |
| 2026-04-13 | KISSINGER THOMAS F | Director / Officer | M-Exempt | A | Common Stock | 42,450 | 15.99 | 678.8K | 242,150 | D | ↗ |
| 2026-03-20 | Evans Michael Reade | Officer | S-Sale | D | Common Stock | 37 | 15.94 | 597.04 | 53,472 | D | ↗ |
| 2026-03-06 | KISSINGER THOMAS F | Director / Officer | S-Sale | D | Common Stock | 25,000 | 17.32 | 433.0K | 199,700 | D | ↗ |
| 2026-03-02 | Marcus Gregory S | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-02 | GERSHOWITZ DIANE M | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-23 | Paris Chad M | Officer | F-InKind | D | Common Stock | 1,146 | 0.00 | — | 70,638 | D | ↗ |
| 2026-02-23 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 7,555 | 0.00 | — | 549,034 | D | ↗ |
| 2026-02-23 | KISSINGER THOMAS F | Director / Officer | F-InKind | D | Common Stock | 2,467 | 0.00 | — | 224,700 | D | ↗ |
| 2026-02-23 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 1,520 | 0.00 | — | 53,509 | D | ↗ |
| 2026-02-22 | Paris Chad M | Officer | F-InKind | D | Common Stock | 4,643 | 0.00 | — | 71,784 | D | ↗ |
| 2026-02-22 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 19,976 | 0.00 | — | 556,589 | D | ↗ |
| 2026-02-22 | KISSINGER THOMAS F | Director / Officer | F-InKind | D | Common Stock | 7,292 | 0.00 | — | 227,167 | D | ↗ |
| 2026-02-22 | Gramz Mark A | Officer | F-InKind | D | Common Stock | 2,899 | 0.00 | — | 49,262 | D | ↗ |
| 2026-02-22 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 5,032 | 0.00 | — | 55,029 | D | ↗ |
| 2026-02-11 | Paris Chad M | Officer | A-Award | A | Common Stock | 25,760 | 0.00 | — | 76,427 | D | ↗ |
| 2026-02-11 | Marcus Gregory S | Director / Officer | A-Award | A | Common Stock | 92,640 | 0.00 | — | 576,565 | D | ↗ |
| 2026-02-11 | KISSINGER THOMAS F | Director / Officer | A-Award | A | Common Stock | 31,990 | 0.00 | — | 234,459 | D | ↗ |
| 2026-02-11 | Gramz Mark A | Officer | A-Award | A | Common Stock | 16,400 | 0.00 | — | 52,161 | D | ↗ |
| 2026-02-11 | Evans Michael Reade | Officer | A-Award | A | Common Stock | 21,580 | 0.00 | — | 60,061 | D | ↗ |
| 2025-12-31 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 46,815 | D | ↗ |
| 2025-12-31 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 63,924 | D | ↗ |
| 2025-12-31 | Ramirez Austin M | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 15,445 | D | ↗ |
| 2025-12-31 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 10,994 | I | ↗ |
| 2025-12-31 | Marcus David John | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 105,085 | D | ↗ |
| 2025-12-31 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 77,758 | D | ↗ |
| 2025-12-31 | Leff Paul Adam | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 5,308 | D | ↗ |
| 2025-12-31 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 49,165 | D | ↗ |
| 2025-12-31 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 4,174 | 0.00 | — | 17,081 | I | ↗ |
| 2025-12-31 | GERSHOWITZ DIANE M | Director / 10% Owner | A-Award | A | Common Stock | 4,174 | 0.00 | — | 38,219 | D | ↗ |
| 2025-11-05 | Marcus David John | Director | A-Award | A | Common Stock | 911 | 0.00 | — | 100,911 | D | ↗ |
| 2025-10-08 | MARCUS STEPHEN H | 10% Owner | G-Gift | D | Class B Common Stock | 8,329 | 0.00 | — | 23,063 | I | ↗ |
| 2025-09-15 | Marcus Gregory S | Director / Officer | S-Sale | D | Common Stock | 5,846 | 0.00 | — | 483,925 | D | ↗ |
| 2025-09-15 | GERSHOWITZ DIANE M | Director / 10% Owner | S-Sale | D | Class B Common Stock | 5,846 | 0.00 | — | 1,915,592 | I | ↗ |
| 2025-08-05 | Leff Paul Adam | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-05 | Evans Michael Reade | Officer | S-Sale | D | Common Stock | 935 | 8.26 | 7.7K | 0 | I | ↗ |
| 2025-05-15 | Gramz Mark A | Officer | S-Sale | D | Common Stock | 5,139 | 8.33 | 42.8K | 0 | I | ↗ |
| 2025-05-07 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 42,641 | D | ↗ |
| 2025-05-07 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 59,750 | D | ↗ |
| 2025-05-07 | Ramirez Austin M | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 11,271 | D | ↗ |
| 2025-05-07 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 6,820 | I | ↗ |
| 2025-05-07 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 73,584 | D | ↗ |
| 2025-05-07 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 44,991 | D | ↗ |
| 2025-05-07 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 12,907 | I | ↗ |
| 2025-05-07 | GERSHOWITZ DIANE M | Director / 10% Owner | A-Award | A | Common Stock | 1,538 | 16.25 | 25.0K | 36,199 | D | ↗ |
| 2025-03-03 | Marcus Gregory S | Director / Officer | P-Purchase | A | Class B Common Stock | 21,758 | 0.00 | — | 214,495 | D | ↗ |
| 2025-03-03 | GERSHOWITZ DIANE M | Director / 10% Owner | P-Purchase | A | Common Stock | 21,758 | 0.00 | — | 61,797 | D | ↗ |
| 2025-03-01 | Paris Chad M | Officer | F-InKind | A | Common Stock | 1,619 | 18.34 | 29.7K | 50,667 | D | ↗ |
| 2025-03-01 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 9,717 | 18.34 | 178.2K | 511,529 | D | ↗ |
| 2025-03-01 | KISSINGER THOMAS F | Director / Officer | F-InKind | D | Common Stock | 3,406 | 18.34 | 62.5K | 202,469 | D | ↗ |
| 2025-03-01 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 2,115 | 18.34 | 38.8K | 50,342 | D | ↗ |
| 2025-02-25 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 6,793 | 20.81 | 141.4K | 521,246 | D | ↗ |
| 2025-02-25 | KISSINGER THOMAS F | Director / Officer | F-InKind | D | Common Stock | 2,670 | 20.81 | 55.6K | 205,875 | D | ↗ |
| 2025-02-25 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 1,259 | 20.81 | 26.2K | 52,457 | D | ↗ |
| 2025-02-12 | Paris Chad M | Officer | A-Award | A | Common Stock | 14,640 | 0.00 | — | 52,286 | D | ↗ |
| 2025-02-12 | Marcus Gregory S | Director / Officer | A-Award | A | Common Stock | 62,440 | 0.00 | — | 528,039 | D | ↗ |
| 2025-02-12 | KISSINGER THOMAS F | Director / Officer | A-Award | A | Common Stock | 21,960 | 0.00 | — | 208,545 | D | ↗ |
| 2025-02-12 | Gramz Mark A | Officer | A-Award | A | Common Stock | 11,390 | 0.00 | — | 35,761 | D | ↗ |
| 2025-02-12 | Evans Michael Reade | Officer | A-Award | A | Common Stock | 14,840 | 0.00 | — | 53,716 | D | ↗ |
| 2024-12-27 | Marcus Gregory S | Director / Officer | G-Gift | A | Class B Common Stock | 5,043 | 0.00 | — | 13,431 | I | ↗ |
| 2024-12-27 | MARCUS STEPHEN H | 10% Owner | G-Gift | D | Class B Common Stock | 21,339 | 0.00 | — | 33,488 | I | ↗ |
| 2024-12-26 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 41,103 | D | ↗ |
| 2024-12-26 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 58,212 | D | ↗ |
| 2024-12-26 | Ramirez Austin M | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 9,733 | D | ↗ |
| 2024-12-26 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 21,409 | D | ↗ |
| 2024-12-26 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 72,046 | D | ↗ |
| 2024-12-26 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 43,453 | D | ↗ |
| 2024-12-26 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 2,956 | 0.00 | — | 22,034 | D | ↗ |
| 2024-12-26 | GERSHOWITZ DIANE M | Director / 10% Owner | A-Award | A | Common Stock | 2,956 | 0.00 | — | 40,039 | D | ↗ |
| 2024-11-27 | GERSHOWITZ DIANE M | Director / 10% Owner | S-Sale | A | Common Stock | 25,000 | 22.28 | 557.0K | 175,617 | I | ↗ |
| 2024-11-06 | KISSINGER THOMAS F | Director / Officer | S-Sale | D | Common Stock | 8,000 | 22.31 | 178.5K | 186,585 | D | ↗ |
| 2024-11-04 | KISSINGER THOMAS F | Director / Officer | F-InKind | D | Common Stock | 15,949 | 21.10 | 336.5K | 194,585 | D | ↗ |
| 2024-06-05 | MARCUS STEPHEN H | Director | G-Gift | D | Class B Common Stock | 11,015 | 0.00 | — | 54,827 | — | ↗ |
| 2024-05-23 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 37,147 | — | ↗ |
| 2024-05-23 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 55,256 | — | ↗ |
| 2024-05-23 | Ramirez Austin M | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 6,777 | — | ↗ |
| 2024-05-23 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 5,282 | — | ↗ |
| 2024-05-23 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 69,090 | — | ↗ |
| 2024-05-23 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 40,497 | — | ↗ |
| 2024-05-23 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 11,369 | — | ↗ |
| 2024-05-23 | GERSHOWITZ DIANE M | Director | A-Award | A | Common Stock | 2,154 | 11.60 | 25.0K | 37,083 | — | ↗ |
| 2024-03-05 | GERSHOWITZ DIANE M | Director | C-Conversion | D | Class B Common Stock | 31,770 | 0.00 | — | 1,943,196 | — | ↗ |
| 2024-02-23 | Paris Chad M | Officer | F-InKind | D | Common Stock | 1,154 | 14.69 | 17.0K | 37,646 | — | ↗ |
| 2024-02-23 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 7,898 | 14.69 | 116.0K | 465,599 | — | ↗ |
| 2024-02-23 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 2,879 | 14.69 | 42.3K | 190,534 | — | ↗ |
| 2024-02-23 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 1,772 | 14.69 | 26.0K | 38,876 | — | ↗ |
| 2024-02-22 | Paris Chad M | Officer | A-Award | A | Common Stock | 6,800 | 0.00 | — | 38,800 | — | ↗ |
| 2024-02-22 | Marcus Gregory S | Director / Officer | A-Award | A | Common Stock | 192,300 | 0.00 | — | 473,497 | — | ↗ |
| 2024-02-22 | KISSINGER THOMAS F | Officer | A-Award | A | Common Stock | 57,100 | 0.00 | — | 193,413 | — | ↗ |
| 2024-02-22 | Gramz Mark A | Officer | A-Award | A | Common Stock | 16,400 | 0.00 | — | 24,371 | — | ↗ |
| 2024-02-22 | Evans Michael Reade | Officer | A-Award | A | Common Stock | 21,300 | 0.00 | — | 32,148 | — | ↗ |
| 2024-02-19 | Marcus Gregory S | Director / Officer | F-InKind | D | Common Stock | 3,981 | 14.62 | 58.2K | 190,997 | — | ↗ |
| 2024-02-19 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 1,495 | 14.62 | 21.9K | 104,813 | — | ↗ |
| 2024-02-19 | Evans Michael Reade | Officer | F-InKind | D | Common Stock | 686 | 14.62 | 10.0K | 10,848 | — | ↗ |
| 2023-12-28 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 34,993 | — | ↗ |
| 2023-12-28 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 53,102 | — | ↗ |
| 2023-12-28 | Ramirez Austin M | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 4,623 | — | ↗ |
| 2023-12-28 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 18,453 | — | ↗ |
| 2023-12-28 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 66,936 | — | ↗ |
| 2023-12-28 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 38,343 | — | ↗ |
| 2023-12-28 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 19,078 | — | ↗ |
| 2023-12-28 | GERSHOWITZ DIANE M | Director | A-Award | A | Common Stock | 3,113 | 0.00 | — | 36,487 | — | ↗ |
| 2023-07-25 | Marcus Gregory S | Director / Officer | M-Exempt | D | Stock Option (right to buy) (granted 7/30/13) | 4,110 | 13.04 | 53.6K | 0 | — | ↗ |
| 2023-05-31 | Gramz Mark A | Officer | — | D | Common Stock | 0 | 0.00 | — | 6,700 | — | ↗ |
| 2023-05-31 | Evans Michael Reade | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,450 | — | ↗ |
| 2023-05-30 | SELIG ALLAN H | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,000 | 13.45 | 13.5K | 0 | — | ↗ |
| 2023-05-30 | GERSHOWITZ DIANE M | Director | M-Exempt | A | Common Stock | 1,000 | 13.45 | 13.5K | 33,374 | — | ↗ |
| 2023-05-24 | STARK BRIAN JAY | Director | M-Exempt | A | Common Stock | 1,000 | 13.45 | 13.5K | 31,880 | — | ↗ |
| 2023-05-23 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 30,880 | — | ↗ |
| 2023-05-23 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 48,989 | — | ↗ |
| 2023-05-23 | Ramirez Austin M | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 1,510 | — | ↗ |
| 2023-05-23 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 3,128 | — | ↗ |
| 2023-05-23 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 35,230 | — | ↗ |
| 2023-05-23 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 9,215 | — | ↗ |
| 2023-05-23 | GERSHOWITZ DIANE M | Director | A-Award | A | Common Stock | 1,510 | 0.00 | — | 32,374 | — | ↗ |
| 2023-05-11 | MILSTEIN PHILIP L | Director | M-Exempt | A | Common Stock | 1,000 | 13.45 | 13.5K | 62,313 | — | ↗ |
| 2023-03-07 | Paris Chad M | Officer | A-Award | A | Stock Option (right to buy) (granted 3/7/23) | 29,900 | 15.99 | 478.1K | 29,900 | — | ↗ |
| 2023-03-07 | Marcus Gregory S | Director / Officer | A-Award | A | Stock Option (right to buy)(granted 3/7/23) | 172,300 | 15.99 | 2.76M | 172,300 | — | ↗ |
| 2023-03-07 | KISSINGER THOMAS F | Officer | A-Award | A | Stock Option (right to buy) (granted 3/7/23) | 56,600 | 15.99 | 905.0K | 56,600 | — | ↗ |
| 2023-03-03 | Ramirez Austin M | Director | A-Award | A | Stock Option (right to buy) | 1,000 | 16.00 | 16.0K | 1,000 | — | ↗ |
| 2023-03-01 | Ramirez Austin M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | Paris Chad M | Officer | A-Award | A | Common Stock | 7,300 | 0.00 | — | 12,500 | — | ↗ |
| 2023-03-01 | Marcus Gregory S | Director / Officer | A-Award | A | Common Stock | 42,200 | 0.00 | — | 190,868 | — | ↗ |
| 2023-03-01 | KISSINGER THOMAS F | Officer | A-Award | A | Common Stock | 13,900 | 0.00 | — | 106,308 | — | ↗ |
| 2023-02-25 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 6,724 | 15.70 | 105.6K | 148,668 | — | ↗ |
| 2023-02-25 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 2,438 | 15.70 | 38.3K | 92,408 | — | ↗ |
| 2023-02-20 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 2,700 | 15.86 | 42.8K | 155,392 | — | ↗ |
| 2023-02-20 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 1,002 | 15.86 | 15.9K | 94,846 | — | ↗ |
| 2023-01-23 | GERSHOWITZ DIANE M | Director | C-Conversion | D | Class B Common Stock | 18,317 | 0.00 | — | 1,974,966 | — | ↗ |
| 2022-12-29 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 2,986 | 0.00 | — | 29,370 | — | ↗ |
| 2022-12-29 | SELIG ALLAN H | Director | A-Award | A | Stock Option (Right to Buy) | 1,438 | 0.00 | — | 1,438 | — | ↗ |
| 2022-12-29 | OLSON BRUCE J | Director | A-Award | A | Stock Option (right to buy) | 1,438 | 14.25 | 20.5K | 1,438 | D | ↗ |
| 2022-12-29 | MILSTEIN PHILIP L | Director | A-Award | A | Stock Option (Right to Buy) | 1,438 | 0.00 | — | 1,438 | — | ↗ |
| 2022-12-29 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Stock Option (Right to Buy) | 1,438 | 0.00 | — | 1,438 | — | ↗ |
| 2022-12-29 | Gehl Katherine M. | Director | A-Award | A | Stock Option (Right to Buy) | 1,438 | 0.00 | — | 1,438 | — | ↗ |
| 2022-12-29 | GERSHOWITZ DIANE M | Director | A-Award | A | Stock Option (right to buy) | 1,438 | 0.00 | — | 1,438 | — | ↗ |
| 2022-12-28 | SELIG ALLAN H | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 0.00 | — | 750 | — | ↗ |
| 2022-12-28 | OLSON BRUCE J | Director | A-Award | A | Stock Option (right to buy) | 750 | 0.00 | — | 750 | — | ↗ |
| 2022-12-28 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 0.00 | — | 750 | — | ↗ |
| 2022-12-28 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 1,250 | 0.00 | — | 14,229 | — | ↗ |
| 2022-12-28 | GERSHOWITZ DIANE M | Director | A-Award | A | Stock Option (right to buy) | 750 | 0.00 | — | 750 | — | ↗ |
| 2022-08-22 | MARCUS STEPHEN H | Officer | G-Gift | D | Class B Common Stock | 5,804 | 0.00 | — | 65,842 | — | ↗ |
| 2022-08-05 | KISSINGER THOMAS F | Officer | S-Sale | D | Common Stock | 12,500 | 17.71 | 221.4K | 95,848 | — | ↗ |
| 2022-07-18 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 46,430 | 15.50 | 719.7K | 158,092 | — | ↗ |
| 2022-05-26 | MILSTEIN PHILIP L | Director | M-Exempt | A | Common Stock | 500 | 13.33 | 6.7K | 58,327 | — | ↗ |
| 2022-05-19 | SELIG ALLAN H | Director | M-Exempt | D | Stock Option (Right to Buy) | 500 | 0.00 | — | 0 | — | ↗ |
| 2022-05-16 | STARK BRIAN JAY | Director | M-Exempt | A | Common Stock | 500 | 13.33 | 6.7K | 26,384 | — | ↗ |
| 2022-05-16 | HOEKSEMA TIMOTHY E | Director | M-Exempt | D | Stock Option (Right to Buy) | 500 | 13.33 | 6.7K | 0 | — | ↗ |
| 2022-05-15 | Paris Chad M | Officer | — | D | Stock Option (Right to Buy) | 10,000 | 18.68 | 186.8K | 0 | — | ↗ |
| 2022-05-10 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 25,884 | — | ↗ |
| 2022-05-10 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 43,993 | — | ↗ |
| 2022-05-10 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 5,069 | — | ↗ |
| 2022-05-10 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 57,827 | — | ↗ |
| 2022-05-10 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 29,234 | — | ↗ |
| 2022-05-10 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 7,705 | — | ↗ |
| 2022-05-10 | GERSHOWITZ DIANE M | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 209,561 | — | ↗ |
| 2022-05-10 | BAUM DAVID M | Director | A-Award | A | Common Stock | 1,558 | 0.00 | — | 16,794 | — | ↗ |
| 2022-03-24 | NEIS DOUGLAS A | Officer | G-Gift | D | Common Stock | 360 | 0.00 | — | 50,455 | — | ↗ |
| 2022-03-08 | RODRIGUEZ ROLANDO B | Officer | A-Award | A | Stock Option (right to buy) (granted 3/8/2022) | 60,000 | 17.04 | 1.02M | 60,000 | — | ↗ |
| 2022-03-08 | Marcus Gregory S | Director / Officer | A-Award | A | Stock Option (right to buy) (granted 3/8/22) | 152,000 | 17.04 | 2.59M | 152,000 | — | ↗ |
| 2022-03-08 | KISSINGER THOMAS F | Officer | A-Award | A | Stock Option (right to buy) (granted 3/8/22) | 50,000 | 17.04 | 852.0K | 50,000 | — | ↗ |
| 2022-02-25 | RODRIGUEZ ROLANDO B | Officer | F-InKind | D | Common Stock | 5,066 | 18.08 | 91.6K | 73,690 | — | ↗ |
| 2022-02-25 | NEIS DOUGLAS A | Officer | F-InKind | D | Common Stock | 2,027 | 18.08 | 36.6K | 31,242 | — | ↗ |
| 2022-02-25 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 7,645 | 18.08 | 138.2K | 152,522 | — | ↗ |
| 2022-02-25 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 2,165 | 18.08 | 39.1K | 108,348 | — | ↗ |
| 2022-02-23 | RODRIGUEZ ROLANDO B | Officer | A-Award | A | Common Stock | 19,400 | 0.00 | — | 78,756 | — | ↗ |
| 2022-02-23 | Marcus Gregory S | Officer | A-Award | A | Common Stock | 34,300 | 0.00 | — | 160,167 | — | ↗ |
| 2022-02-23 | KISSINGER THOMAS F | Officer | A-Award | A | Common Stock | 11,200 | 0.00 | — | 110,513 | — | ↗ |
| 2022-02-22 | RODRIGUEZ ROLANDO B | Officer | F-InKind | D | Common Stock | 1,382 | 18.05 | 24.9K | 59,356 | — | ↗ |
| 2022-02-22 | NEIS DOUGLAS A | Officer | F-InKind | D | Common Stock | 800 | 18.05 | 14.4K | 30,681 | — | ↗ |
| 2022-02-22 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 1,842 | 18.05 | 33.2K | 125,867 | — | ↗ |
| 2022-02-21 | RODRIGUEZ ROLANDO B | Officer | F-InKind | D | Common Stock | 2,516 | 18.18 | 45.7K | 60,738 | — | ↗ |
| 2022-02-21 | NEIS DOUGLAS A | Officer | F-InKind | D | Common Stock | 1,218 | 18.18 | 22.1K | 31,481 | — | ↗ |
| 2022-02-21 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 3,915 | 18.18 | 71.2K | 127,709 | — | ↗ |
| 2022-02-19 | RODRIGUEZ ROLANDO B | Officer | F-InKind | D | Common Stock | 2,508 | 18.18 | 45.6K | 63,254 | — | ↗ |
| 2022-02-19 | NEIS DOUGLAS A | Officer | F-InKind | D | Common Stock | 1,259 | 18.18 | 22.9K | 32,699 | — | ↗ |
| 2022-02-19 | Marcus Gregory S | Officer | F-InKind | D | Common Stock | 3,913 | 18.18 | 71.1K | 131,624 | — | ↗ |
| 2022-02-19 | KISSINGER THOMAS F | Officer | F-InKind | D | Common Stock | 1,413 | 18.18 | 25.7K | 101,479 | — | ↗ |
| 2022-01-13 | GERSHOWITZ DIANE M | Director | C-Conversion | A | Common Stock | 19,250 | 0.00 | — | 231,999 | — | ↗ |
| 2022-01-06 | STARK BRIAN JAY | Director | M-Exempt | A | Common Stock | 1,000 | 12.89 | 12.9K | 24,326 | — | ↗ |
| 2021-12-30 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 1,250 | 0.00 | — | 23,326 | — | ↗ |
| 2021-12-30 | SELIG ALLAN H | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 17.95 | 13.5K | 750 | — | ↗ |
| 2021-12-30 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 1,250 | 0.00 | — | 12,354 | — | ↗ |
| 2021-12-30 | MILSTEIN PHILIP L | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 17.95 | 13.5K | 750 | — | ↗ |
| 2021-12-30 | HOEKSEMA TIMOTHY E | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 17.95 | 13.5K | 750 | — | ↗ |
| 2021-12-30 | Gehl Katherine M. | Director | A-Award | A | Common Stock | 1,250 | 0.00 | — | 12,979 | — | ↗ |
| 2021-12-30 | GERSHOWITZ DIANE M | Director | A-Award | A | Stock Option (Right to Buy) | 750 | 17.95 | 13.5K | 750 | — | ↗ |
| 2021-12-30 | BAUM DAVID M | Director | A-Award | A | Common Stock | 1,250 | 0.00 | — | 15,236 | — | ↗ |
| 2021-11-05 | Marcus Gregory S | Officer | S-Sale | D | Common Stock | 28,018 | 20.53 | 575.1K | 135,537 | — | ↗ |
| 2021-11-04 | Marcus Gregory S | Officer | S-Sale | D | Common Stock | 24,584 | 20.00 | 491.8K | 163,555 | — | ↗ |
| 2021-11-03 | Marcus Gregory S | Officer | S-Sale | D | Common Stock | 1,898 | 20.39 | 38.7K | 188,139 | — | ↗ |
| 2021-10-08 | MARCUS STEPHEN H | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 5,351 | 0.00 | — | 71,646 | — | ↗ |
| 2021-05-26 | GERSHOWITZ DIANE M | Director | M-Exempt | A | Common Stock | 500 | 10.50 | 5.3K | 210,746 | — | ↗ |
| 2021-05-24 | MILSTEIN PHILIP L | Director | M-Exempt | D | Stock Option (Right to Buy) | 500 | 10.50 | 5.3K | 0 | — | ↗ |
| 2021-05-18 | HOEKSEMA TIMOTHY E | Director | M-Exempt | A | Common Stock | 500 | 10.50 | 5.3K | 25,673 | — | ↗ |
| 2021-05-12 | SELIG ALLAN H | Director | M-Exempt | A | Common Stock | 500 | 10.50 | 5.3K | 40,432 | — | ↗ |
| 2021-05-06 | STARK BRIAN JAY | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 22,076 | — | ↗ |
| 2021-05-06 | SELIG ALLAN H | Director | A-Award | A | Common Stock | 2,500 | 0.00 | — | 39,932 | — | ↗ |
| 2021-05-06 | OLSON BRUCE J | Director | A-Award | A | Common Stock | 753 | 0.00 | — | 3,511 | — | ↗ |
| 2021-05-06 | MILSTEIN PHILIP L | Director | A-Award | A | Common Stock | 2,500 | 0.00 | — | 53,766 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Gregory S. Marcus Chairman of the Board, President and CEO | 950.0K | — | 4.86M | — | 1.03M | 352.9K | 7.19M | 67.59% | ↗ |
| 2 | 2024 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 579.3K | — | 1.55M | — | 320.8K | 254.4K | 2.70M | 57.30% | ↗ |
| 3 | 2024 | Michael R. Evans President of Marcus Hotels & Resorts | 488.3K | — | 601.0K | — | 250.0K | 66.4K | 1.41M | 42.76% | ↗ |
| 4 | 2024 | Mark A. Gramz President of Marcus Theatres | 461.2K | — | 365.1K | — | 194.0K | 241.0K | 1.26M | 28.94% | ↗ |
| 5 | 2024 | Chad M. Paris CFO and Treasurer | 443.4K | 25.0K | 535.7K | — | 153.0K | 55.9K | 1.21M | 44.16% | ↗ |
| 6 | 2023 | Gregory S. Marcus Chairman of the Board, President and CEO | 950.0K | — | 674.4K | 1.36M | 1.10M | 694.1K | 4.78M | 42.62% | ↗ |
| 7 | 2023 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 565.7K | — | 222.1K | 448.3K | 336.2K | 400.6K | 1.97M | 33.98% | ↗ |
| 8 | 2023 | Michael R. Evans President of Marcus Hotels & Resorts | 468.3K | — | 137.4K | 277.2K | 236.5K | 47.3K | 1.17M | 35.54% | ↗ |
| 9 | 2023 | Mark A. Gramz President of Marcus Theatres | 441.3K | — | 107.1K | 217.8K | 210.6K | 67.7K | 1.04M | 31.10% | ↗ |
| 10 | 2023 | Chad M. Paris CFO and Treasurer | 410.1K | — | 116.7K | 236.8K | 154.8K | 31.6K | 949.9K | 37.21% | ↗ |
| 11 | 2022 | Gregory S. Marcus Chairman of the Board, President and CEO | 942.4K | — | 602.0K | 1.18M | 770.4K | 25.0K | 3.52M | 50.62% | ↗ |
| 12 | 2022 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 541.4K | — | 196.6K | 388.0K | 281.3K | 39.2K | 1.45M | 40.41% | ↗ |
| 13 | 2022 | Michael R. Evans President of Marcus Hotels & Resorts | 445.2K | — | 121.1K | 250.8K | 507.9K | 31.8K | 1.36M | 27.41% | ↗ |
| 14 | 2022 | Stephen H. Marcus Former Chairman of the Board | 623.8K | — | — | — | 149.8K | 300.7K | 1.07M | 0.00% | ↗ |
| 15 | 2022 | Chad M. Paris CFO and Treasurer | 342.3K | — | 91.3K | 178.5K | 110.2K | 760.00 | 722.9K | 37.31% | ↗ |
| 16 | 2022 | Mark A. Gramz President of Marcus Theatres Corporation | 321.7K | — | — | 29.3K | 90.0K | 17.4K | 458.3K | 6.38% | ↗ |
| 17 | 2022 | Mark A. Gramz President of Marcus Theatres | 321.7K | — | — | 29.3K | 90.0K | 17.4K | 458.3K | 6.38% | ↗ |
| 18 | 2021 | Gregory S. Marcus Chairman of the Board, President and CEO | 874.6K | 487.9K | 905.5K | 1.32M | 229.4K | 16.0K | 3.83M | 58.06% | ↗ |
| 19 | 2021 | Gregory S. Marcus President and CEO | 874.6K | 487.9K | 905.5K | 1.32M | 229.4K | 16.0K | 3.83M | 58.06% | ↗ |
| 20 | 2021 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 628.4K | 257.2K | 557.5K | 543.5K | 115.0K | 182.7K | 2.28M | 48.20% | ↗ |
| 21 | 2021 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 509.4K | 156.0K | 290.6K | 453.1K | 98.9K | 33.0K | 1.54M | 48.26% | ↗ |
| 22 | 2021 | Douglas A. Neis Executive Vice President and CFO | 489.0K | 149.8K | 280.7K | 434.8K | 89.7K | 21.6K | 1.47M | 48.82% | ↗ |
| 23 | 2021 | Stephen H. Marcus Chairman of the Board | 603.9K | 145.2K | — | — | — | 300.7K | 1.05M | 0.00% | ↗ |
| 24 | 2021 | Stephen H. Marcus Former Chairman of the Board | 603.9K | 145.2K | — | — | — | 300.7K | 1.05M | 0.00% | ↗ |
| 25 | 2021 | Michael R. Evans President of Marcus Hotels & Resorts | 410.6K | 212.5K | 96.9K | 221.3K | — | 15.5K | 956.6K | 33.26% | ↗ |
| 26 | 2021 | Mark A. Gramz President of Marcus Theatres Corporation | 259.8K | 37.7K | — | 40.4K | — | 17.9K | 355.8K | 11.35% | ↗ |
| 27 | 2021 | Chad M. Paris CFO and Treasurer | 51.8K | 12.9K | — | 82.3K | — | 18.00 | 147.0K | 55.97% | ↗ |
| 28 | 2020 | Gregory S. Marcus President and CEO | 465.8K | — | 534.3K | 1.20M | 469.9K | 1.94M | 4.61M | 37.65% | ↗ |
| 29 | 2020 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 557.1K | — | 314.3K | 440.4K | 237.5K | 462.2K | 2.01M | 37.52% | ↗ |
| 30 | 2020 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 462.2K | — | 172.9K | 362.3K | 202.3K | 521.8K | 1.72M | 31.09% | ↗ |
| 31 | 2020 | Douglas A. Neis Executive Vice President, CFO and Treasurer | 443.5K | — | 160.3K | 343.8K | 188.0K | 470.6K | 1.61M | 31.39% | ↗ |
| 32 | 2020 | Douglas A. Neis Executive Vice President and CFO | 443.5K | — | 160.3K | 343.8K | 188.0K | 470.6K | 1.61M | 31.39% | ↗ |
| 33 | 2020 | Stephen H. Marcus Chairman of the Board | 425.9K | — | — | — | — | 374.3K | 800.2K | 0.00% | ↗ |
| 34 | 2019 | Gregory S. Marcus President and CEO | 834.1K | 100.0K | 472.5K | 954.7K | 753.6K | 2.23M | 5.34M | 26.72% | ↗ |
| 35 | 2019 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 592.0K | 60.0K | 285.1K | 401.2K | 198.2K | 509.0K | 2.05M | 33.55% | ↗ |
| 36 | 2019 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 481.6K | 40.0K | 158.8K | 318.2K | 257.7K | 710.0K | 1.97M | 24.26% | ↗ |
| 37 | 2019 | Douglas A. Neis Executive Vice President and CFO | 459.7K | 40.0K | 146.6K | 297.8K | 246.1K | 670.0K | 1.86M | 23.89% | ↗ |
| 38 | 2019 | Douglas A. Neis Executive Vice President, CFO and Treasurer | 459.7K | 40.0K | 146.6K | 297.8K | 246.1K | 670.0K | 1.86M | 23.89% | ↗ |
| 39 | 2019 | Stephen H. Marcus Chairman of the Board | 564.4K | — | — | — | 140.1K | 459.9K | 1.16M | 0.00% | ↗ |
| 40 | 2018 | Gregory S. Marcus President and CEO | 745.6K | — | 443.7K | 653.3K | 987.4K | 100.5K | 2.93M | 37.43% | ↗ |
| 41 | 2018 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 545.0K | — | 287.1K | 296.1K | 649.0K | 225.0K | 2.00M | 29.13% | ↗ |
| 42 | 2018 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 455.6K | — | 143.6K | 212.5K | 303.8K | 238.0K | 1.35M | 26.31% | ↗ |
| 43 | 2018 | Douglas A. Neis Executive Vice President, CFO and Treasurer | 424.7K | — | 137.0K | 204.7K | 299.2K | 32.1K | 1.10M | 31.13% | ↗ |
| 44 | 2018 | Stephen H. Marcus Chairman of the Board | 508.3K | — | — | — | 193.8K | 313.1K | 1.02M | 0.00% | ↗ |
| 45 | 2017 | Gregory S. Marcus President and CEO | 706.4K | — | 237.6K | 536.0K | 923.2K | 1.26M | 3.66M | 21.13% | ↗ |
| 46 | 2017 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 535.0K | — | 178.2K | 268.0K | 484.4K | 310.1K | 1.78M | 25.13% | ↗ |
| 47 | 2017 | Douglas A. Neis Executive Vice President, CFO and Treasurer | 409.8K | — | 109.9K | 221.1K | 273.8K | 540.0K | 1.55M | 21.29% | ↗ |
| 48 | 2017 | Douglas A. Neis CFO and Treasurer | 409.8K | — | 109.9K | 221.1K | 273.8K | 534.6K | 1.55M | 21.36% | ↗ |
| 49 | 2017 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 452.5K | — | 112.9K | 227.8K | 282.5K | 460.2K | 1.54M | 22.18% | ↗ |
| 50 | 2017 | Stephen H. Marcus Chairman of the Board | 492.8K | — | — | — | 185.9K | 332.5K | 1.01M | 0.00% | ↗ |
| 51 | 2016 | Gregory S. Marcus President and CEO | 676.1K | — | 116.9K | 223.4K | 1.07M | 467.4K | 2.55M | 13.33% | ↗ |
| 52 | 2016 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 510.3K | 40.0K | 73.3K | 98.0K | 757.5K | 132.8K | 1.61M | 10.63% | ↗ |
| 53 | 2016 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 439.1K | 20.0K | 50.1K | 96.4K | 306.6K | 191.3K | 1.10M | 13.28% | ↗ |
| 54 | 2016 | Douglas A. Neis Executive Vice President, CFO and Treasurer | 398.2K | 20.0K | 45.5K | 87.4K | 295.6K | 177.0K | 1.02M | 12.98% | ↗ |
| 55 | 2016 | Douglas A. Neis CFO and Treasurer | 398.2K | 20.0K | 45.5K | 87.4K | 295.6K | 177.0K | 1.02M | 12.98% | ↗ |
| 56 | 2016 | Stephen H. Marcus Chairman of the Board | 458.9K | — | — | — | 232.6K | 301.1K | 992.6K | 0.00% | ↗ |
| 57 | 2015 | Gregory S. Marcus President and CEO | 622.2K | — | 78.2K | 386.6K | 493.4K | 395.7K | 1.98M | 23.52% | ↗ |
| 58 | 2015 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 473.0K | — | 101.4K | 140.6K | 409.5K | 93.9K | 1.22M | 19.86% | ↗ |
| 59 | 2015 | Rolando B. Rodriguez Executive Vice President, President and CEO of Marcus Theatres Corporation | 473.0K | — | 101.4K | 140.6K | 409.5K | 15.9K | 1.22M | 19.86% | ↗ |
| 60 | 2015 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 408.4K | 50.0K | 71.4K | 139.8K | 143.9K | 193.0K | 1.01M | 20.99% | ↗ |
| 61 | 2015 | Stephen H. Marcus Chairman of the Board | 418.4K | — | — | — | 142.0K | 412.2K | 972.6K | 0.00% | ↗ |
| 62 | 2015 | Douglas A. Neis CFO and Treasurer | 368.4K | 30.0K | 65.7K | 128.1K | 137.9K | 174.4K | 904.5K | 21.42% | ↗ |
| 63 | 2014 | Gregory S. Marcus President and CEO | 587.7K | — | 59.2K | 310.5K | 617.5K | 444.2K | 2.02M | 18.31% | ↗ |
| 64 | 2014 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 388.3K | 135.0K | 23.2K | 122.9K | 192.2K | 228.0K | 1.09M | 13.40% | ↗ |
| 65 | 2014 | Stephen H. Marcus Chairman of the Board | 398.8K | — | — | — | 134.6K | 506.6K | 1.04M | 0.00% | ↗ |
| 66 | 2014 | Douglas A. Neis CFO and Treasurer | 349.2K | 20.0K | 21.9K | 113.4K | 186.2K | 335.6K | 1.03M | 13.18% | ↗ |
| 67 | 2014 | Rolando B. Rodriguez Executive Vice President, President and CEO of Marcus Theatres Corporation | 379.0K | — | 195.6K | 54.0K | 206.9K | 561.00 | 836.1K | 29.85% | ↗ |
| 68 | 2014 | Rolando B. Rodriguez Executive Vice President, Chairman, President and CEO of Marcus Theatres Corporation | 379.0K | — | 195.6K | 54.0K | 206.9K | 561.00 | 836.1K | 29.85% | ↗ |
| 69 | 2014 | Bruce J. Olson Former Senior Vice President, Former President of Marcus Theatres Corporation | 193.8K | — | — | — | 68.1K | 158.8K | 600.8K | 0.00% | ↗ |
| 70 | 2013 | Gregory S. Marcus President and CEO | 558.5K | 40.0K | 63.4K | 270.8K | 276.7K | 43.8K | 1.55M | 21.54% | ↗ |
| 71 | 2013 | Gregory S. Marcus CEO and President | 558.5K | 40.0K | 63.4K | 270.8K | 276.7K | 43.8K | 1.55M | 21.54% | ↗ |
| 72 | 2013 | Bruce J. Olson Former Senior Vice President, Former President of Marcus Theatres Corporation | 448.8K | — | 32.8K | 140.6K | 73.3K | 36.2K | 928.9K | 18.67% | ↗ |
| 73 | 2013 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 448.8K | — | 32.8K | 140.6K | 73.3K | 36.2K | 928.9K | 18.67% | ↗ |
| 74 | 2013 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 366.2K | 25.0K | 23.5K | 114.6K | 95.0K | 26.7K | 742.2K | 18.61% | ↗ |
| 75 | 2013 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 366.2K | 25.0K | 23.5K | 114.6K | 95.0K | 26.7K | 742.2K | 18.61% | ↗ |
| 76 | 2013 | Douglas A. Neis CFO and Treasurer | 339.2K | 20.0K | 23.5K | 101.6K | 90.9K | 26.6K | 723.7K | 17.28% | ↗ |
| 77 | 2013 | Stephen H. Marcus Chairman of the Board | 383.8K | — | — | — | 86.7K | 371.5K | 688.3K | 0.00% | ↗ |
| 78 | 2012 | Gregory S. Marcus CEO and President | 559.1K | — | 51.0K | 243.6K | 624.3K | 18.1K | 1.90M | 15.49% | ↗ |
| 79 | 2012 | Gregory S. Marcus President and CEO | 559.1K | — | 51.0K | 243.6K | 624.3K | 18.1K | 1.90M | 15.49% | ↗ |
| 80 | 2012 | Bruce J. Olson Former Senior Vice President, Former President of Marcus Theatres Corporation | 450.6K | — | 26.2K | 121.8K | 305.0K | 22.4K | 1.36M | 10.92% | ↗ |
| 81 | 2012 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 450.6K | — | 26.2K | 121.8K | 305.0K | 22.4K | 1.36M | 10.92% | ↗ |
| 82 | 2012 | Stephen H. Marcus Chairman of the Board | 383.1K | — | — | — | 128.7K | 347.8K | 1.12M | 0.00% | ↗ |
| 83 | 2012 | Douglas A. Neis CFO and Treasurer | 341.6K | 5.0K | 18.5K | 91.4K | 189.3K | 15.7K | 970.4K | 11.32% | ↗ |
| 84 | 2012 | William J. Otto Former President and COO Marcus Hotels, Inc. | 191.1K | — | 19.4K | 91.4K | — | 385.4K | 970.3K | 11.42% | ↗ |
| 85 | 2012 | Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary | 362.3K | 5.0K | 19.4K | 101.5K | 192.3K | 14.8K | 917.3K | 13.18% | ↗ |
| 86 | 2012 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 362.3K | 5.0K | 19.4K | 101.5K | 192.3K | 14.8K | 917.3K | 13.18% | ↗ |
| 87 | 2011 | Gregory S. Marcus CEO and President | 522.3K | — | 54.5K | 299.4K | 150.0K | 10.0K | 1.27M | 27.97% | ↗ |
| 88 | 2011 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 423.9K | — | 28.1K | 149.7K | 42.5K | 10.7K | 912.8K | 19.47% | ↗ |
| 89 | 2011 | Stephen H. Marcus Chairman of the Board | 358.8K | — | — | — | 63.9K | 361.6K | 844.5K | 0.00% | ↗ |
| 90 | 2011 | Douglas A. Neis CFO and Treasurer | 318.9K | — | 19.7K | 112.3K | 61.1K | 9.6K | 698.6K | 18.90% | ↗ |
| 91 | 2011 | William J. Otto President and COO Marcus Hotels, Inc. | 328.9K | — | 23.4K | 124.8K | 50.0K | 8.8K | 669.9K | 22.11% | ↗ |
| 92 | 2011 | William J. Otto Former President and COO Marcus Hotels, Inc. | 328.9K | — | 23.4K | 124.8K | 50.0K | 8.8K | 669.9K | 22.11% | ↗ |
| 93 | 2011 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 338.9K | — | 19.7K | 112.3K | 75.0K | 9.3K | 662.3K | 19.93% | ↗ |
| 94 | 2010 | Gregory S. Marcus CEO President | 500.0K | — | 49.5K | 319.6K | 162.6K | 8.7K | 1.23M | 29.90% | ↗ |
| 95 | 2010 | Gregory S. Marcus CEO and President | 500.0K | — | 49.5K | 319.6K | 162.6K | 8.5K | 1.23M | 29.90% | ↗ |
| 96 | 2010 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 414.0K | — | 27.0K | 174.3K | 93.9K | 10.3K | 1.15M | 17.47% | ↗ |
| 97 | 2010 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 414.0K | — | 27.0K | 174.3K | 93.9K | 10.3K | 1.15M | 17.47% | ↗ |
| 98 | 2010 | Stephen H. Marcus Chairman of the Board | 350.0K | — | — | — | 64.5K | 295.2K | 878.7K | 0.00% | ↗ |
| 99 | 2010 | Stephen H. Marcus Chairman of the Board | 350.0K | — | — | — | 64.5K | 295.2K | 878.7K | 0.00% | ↗ |
| 100 | 2010 | William J. Otto Former President and COO Marcus Hotels, Inc. | 320.0K | — | 22.5K | 145.3K | 46.4K | 7.9K | 669.0K | 25.07% | ↗ |
| 101 | 2010 | William J. Otto President and COO Marcus Hotels, Inc. | 320.0K | — | 22.5K | 145.3K | 46.4K | 7.9K | 669.0K | 25.07% | ↗ |
| 102 | 2010 | William J. Otto President and COO Marcus Hotels, Inc. | 320.0K | — | 22.5K | 145.3K | 46.4K | 7.9K | 669.0K | 25.07% | ↗ |
| 103 | 2010 | Douglas A. Neis CFO and Treasurer | 309.0K | — | 18.0K | 116.2K | 64.5K | 8.2K | 666.9K | 20.12% | ↗ |
| 104 | 2010 | Douglas A. Neis CFO and Treasurer | 309.0K | — | 18.0K | 116.2K | 64.5K | 8.2K | 666.9K | 20.12% | ↗ |
| 105 | 2010 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 329.0K | — | 18.0K | 116.2K | 67.5K | 8.7K | 628.4K | 21.36% | ↗ |
| 106 | 2010 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 329.0K | — | 18.0K | 116.2K | 67.5K | 8.7K | 628.4K | 21.36% | ↗ |
| 107 | 2009 | Gregory S. Marcus CEO and President | 464.0K | — | — | 667.0K | 127.9K | 10.5K | 1.37M | 48.81% | ↗ |
| 108 | 2009 | Gregory S. Marcus CEO President | 464.0K | — | — | 667.0K | 127.9K | 8.5K | 1.37M | 48.81% | ↗ |
| 109 | 2009 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 402.0K | — | — | 166.8K | 156.3K | 10.5K | 884.5K | 18.85% | ↗ |
| 110 | 2009 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 402.0K | — | — | 166.8K | 156.3K | 10.5K | 884.5K | 18.85% | ↗ |
| 111 | 2009 | Stephen H. Marcus Chairman of the Board | 520.3K | — | — | — | 164.5K | 237.7K | 685.5K | 0.00% | ↗ |
| 112 | 2009 | Stephen H. Marcus Chairman of the Board | 520.3K | — | — | — | 164.5K | 237.7K | 685.5K | 0.00% | ↗ |
| 113 | 2009 | Douglas A. Neis CFO and Treasurer | 297.0K | — | — | 133.4K | 59.5K | 8.8K | 632.7K | 21.08% | ↗ |
| 114 | 2009 | Douglas A. Neis CFO and Treasurer | 297.0K | — | — | 133.4K | 59.5K | 8.8K | 632.7K | 21.08% | ↗ |
| 115 | 2009 | William J. Otto President and COO Marcus Hotels, Inc. | 318.0K | — | — | 166.8K | 20.8K | 9.7K | 625.2K | 26.67% | ↗ |
| 116 | 2009 | William J. Otto President and COO Marcus Hotels, Inc. | 318.0K | — | — | 166.8K | 20.8K | 9.7K | 625.2K | 26.67% | ↗ |
| 117 | 2009 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 316.0K | — | — | 133.4K | 63.4K | 10.1K | 602.9K | 22.13% | ↗ |
| 118 | 2009 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 316.0K | — | — | 133.4K | 63.4K | 10.1K | 602.9K | 22.13% | ↗ |
| 119 | 2008 | Stephen H. Marcus Chairman of the Board | 620.7K | — | — | — | 262.2K | 102.5K | 1.09M | 0.00% | ↗ |
| 120 | 2008 | Bruce J. Olson Senior Vice President, President of Marcus Theatres Corporation | 373.1K | 10.0K | — | 145.8K | 98.5K | 11.5K | 717.9K | 20.31% | ↗ |
| 121 | 2008 | Gregory S. Marcus CEO President | 348.1K | 6.0K | — | 145.8K | 97.6K | 10.5K | 656.0K | 22.23% | ↗ |
| 122 | 2008 | William J. Otto President and COO Marcus Hotels, Inc. | 297.6K | — | — | 145.8K | 69.1K | 11.1K | 589.5K | 24.73% | ↗ |
| 123 | 2008 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 277.6K | 9.0K | — | 145.8K | 64.3K | 11.5K | 569.7K | 25.59% | ↗ |
| 124 | 2008 | Douglas A. Neis CFO and Treasurer | 266.6K | 6.0K | — | 145.8K | 62.0K | 10.2K | 550.6K | 26.48% | ↗ |
| 125 | 2007 | Stephen H. Marcus Corporation William J. Otto President and COO Marcus Hotels, Inc. Thomas F. Kissinger Vice President, General Counsel and Secretary Gregory S. Marcus Senior Vice Corporate Development | 586.5K | — | — | — | 492.8K | 95.9K | 1.01M | 0.00% | ↗ |
| 126 | 2006 | Stephen H. Marcus Chairman of the Board, President and Chief | 537.8K | 334.4K | — | — | — | 8.0K | 880.2K | 0.00% | ↗ |
| 127 | 2006 | Bruce J. Olson Senior Vice President | 335.9K | 85.8K | — | — | — | 6.0K | 427.7K | 0.00% | ↗ |
| 128 | 2006 | Gregory S. Marcus Senior Vice President - Corporate Development | 261.1K | 54.2K | — | — | — | 105.5K | 420.8K | 0.00% | ↗ |
| 129 | 2006 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 237.2K | 49.2K | — | — | — | 77.5K | 363.9K | 0.00% | ↗ |
| 130 | 2006 | William J. Otto President, Marcus Hotels Resorts | 258.3K | 65.7K | — | — | — | 4.3K | 328.3K | 0.00% | ↗ |
| 131 | 2005 | Stephen H. Marcus Chairman of the Board, President and Chief | 517.8K | 355.7K | — | — | — | 199.2K | 1.07M | 0.00% | ↗ |
| 132 | 2005 | Bruce J. Olson Senior Vice President | 333.7K | 142.0K | — | — | — | 6.6K | 482.3K | 0.00% | ↗ |
| 133 | 2005 | Gregory S. Marcus Senior Vice President - Corporate Development | 248.4K | 57.0K | — | — | — | 80.3K | 385.7K | 0.00% | ↗ |
| 134 | 2005 | William J. Otto President, Marcus Hotels Resorts | 243.4K | 55.0K | — | — | — | 33.9K | 332.3K | 0.00% | ↗ |
| 135 | 2005 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 226.2K | 51.9K | — | — | — | 42.0K | 320.1K | 0.00% | ↗ |
| 136 | 2004 | Stephen H. Marcus Chairman of the Board, President and Chief | 498.0K | 324.0K | — | — | — | 5.7K | 827.7K | 0.00% | ↗ |
| 137 | 2004 | William J. Otto President, Marcus Hotels Resorts | 229.1K | 60.0K | — | — | — | 3.8K | 292.8K | 0.00% | ↗ |
| 138 | 2004 | Gregory S. Marcus Senior Vice President - Corporate Development | 234.0K | 50.8K | — | — | — | 2.6K | 287.3K | 0.00% | ↗ |
| 139 | 2004 | Thomas F. Kissinger Vice President, General Counsel and Secretary | 213.0K | 46.4K | — | — | — | 3.9K | 263.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Gregory S. Marcus | President, Chief Executive Officer & Chairman | 2M | male |
| Thomas F. Kissinger | Senior EVice President, General Counsel, Secretary & Director | 994.7K | male |
| Michael R. Evans | President of Marcus Hotels & Resorts division | 953.8K | male |
| Chad Paris | Chief Financial Officer & Treasurer | 910.2K | male |
| Mark A. Gramz | President of Marcus Theatres Corporation | 698.9K | male |
| Steven S. Bartelt | Director of Legal Affairs & Assistant Secretary | — | male |
| Steven V. Martin | Chief Human Resources Officer | — | male |
| Kim Lueck | Chief Information Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-03-31 | 2021-04-05 | Ashley Hinson Arenholz | IA01 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for MCS
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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