Form SCHEDULE 13G MARCUS CORP Filed by: Marcus Gregory S
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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MARCUS CORP (Name of Issuer) |
Common Stock (Title of Class of Securities) |
(CUSIP Number) |
03/31/2026 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
| Rule 13d-1(b) |
| Rule 13d-1(c) |
| Rule 13d-1(d) |
SCHEDULE 13G
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| CUSIP No. |
| 1 | Names of Reporting Persons
Marcus Gregory S | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b) | ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
WISCONSIN
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
2,531,122.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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| 11 | Percent of class represented by amount in row (9)
10.66 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IN |
SCHEDULE 13G
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| Item 1. | ||
| (a) | Name of issuer:
MARCUS CORP | |
| (b) | Address of issuer's principal executive offices:
111 EAST KILBOURN AVENUE, SUITE 1200, MILWAUKEE, Wisconsin, 53202 | |
| Item 2. | ||
| (a) | Name of person filing:
The filers of this Schedule 13G are: (i) Gregory S. Marcus ("Mr. Marcus"). | |
| (b) | Address or principal business office or, if none, residence:
c/o The Marcus Corporation, 111 E. Kilbourn Avenue, Suite 1200, Milwaukee, Wisconsin 53202 | |
| (c) | Citizenship:
United States | |
| (d) | Title of class of securities:
Common Stock | |
| (e) | CUSIP No.:
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| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); | |
| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); | |
| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); | |
| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); | |
| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E); | |
| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F); | |
| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G); | |
| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); | |
| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); | |
| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K). | |
| Item 4. | Ownership | |
| (a) | Amount beneficially owned:
Mr. Marcus: 2,531,122 | |
| (b) | Percent of class:
Mr. Marcus: 10.66% %
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| (c) | Number of shares as to which the person has:
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| (i) Sole power to vote or to direct the vote:
Mr. Marcus: 2,430,622 | ||
| (ii) Shared power to vote or to direct the vote:
Mr. Marcus: 1,588,103 | ||
| (iii) Sole power to dispose or to direct the disposition of:
Mr. Marcus: 943,019 | ||
| (iv) Shared power to dispose or to direct the disposition of:
Mr. Marcus: 943,019
Other than with respect to 1,327,273 shares of Common Stock (which Mr. Marcus has sole voting and dispositive power), all of the reported beneficial ownership of Common Stock results from the beneficial ownership of shares of Class B Common Stock, which are convertible at any time into Common Stock on a share-for-share basis. The percent of class figure assumes conversion of all shares of Class B Common Stock held by Mr. Marcus into shares of Common Stock.
Mr. Marcus' beneficial ownership consists of the following:
(i) 522,503 shares of Common Stock held individually by Mr. Marcus;
(ii) 75 shares of Common Stock held by the Alexandra Marcus U/WI/UTMA;
(iii) 804,725 shares of Common Stock which Mr. Marcus has the right to acquire upon the exercise of stock options;
(iv) 254,256 shares of Class B Common Stock held individually by Mr. Marcus;
(v) 307,543 shares of Class B Common Stock held by the SMGM 2012 Family Trust;
(vi) 31,679 shares of Class B Common Stock for which Mr. Marcus serves as the sole custodian;
(vii) 45,764 shares of Class B Common Stock held by the spouse of Mr. Marcus;
(viii) 501,528 shares of Class B Common Stock held by Matinee Fifteen;
(ix) 8,353 shares of Class B Common Stock heldy by Matinee Fifteen Holdings 2, LLC; and
(x) 54,696 shares of Class B Common Stock held in trusts for which Mr. Marcus serves as Trustee.
The trusts, Matinee Fifteen Holdings 2 LLC and Mr. Marcus, for shares held individually, each have the right to receive dividends and proceeds from the sale of securities held thereby. | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
Not Applicable
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| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
Not Applicable
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| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
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| Item 10. | Certifications: |
Not Applicable
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| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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