SC 13G/A: MARCUS CORP

AI Summary

SC 13G/A filing by MARCUS CORP.

Risk Assessment

Risk Level: low

FAQ

Filing Documents

• tm58.htm (SC 13G/A) — 63KB
• 0000897069-24-000353.txt ( ) — 65KB

(a)

Item 1(a). Name of Issuer: The Marcus Corporation

(b)

Item 1(b). Address of Issuer's Principal Executive Offices: 100 East Wisconsin Avenue, Suite 2900, Milwaukee, WI 53202

(a)

Item 2(a). Name of Person Filing: The filers of this Schedule 13G are: (i) Stephen H. Marcus ("Mr. Marcus") and (ii) Matinee Fifteen Holdings, LLC ("Matinee Fifteen"). As of December 31, 2022, Mr. Marcus, and trusts that he established (and of which he is a beneficiary) held 19.7% of the membership units of Matinee Fifteen. Attached as Exhibit 1 hereto is an agreement between Mr. Marcus and Matinee Fifteen that this Schedule 13G amendment is filed on behalf of each of them.

(b)

Item 2(b). Address of Principal Business Office or, if none, Residence: (For each of Mr. Marcus and Matinee Fifteen) c/o The Marcus Corporation, 100 East Wisconsin Avenue, Suite 1900, Milwaukee, Wisconsin 53202

(c)

Item 2(c). Citizenship Mr. Marcus is a United States citizen. Matinee Fifteen is a Delaware limited liability company.

(d)

Item 2(d). Title of Class of Securities: Common Stock

(e)

Item 2(e). CUSIP Number 566330106 Item 3. If this statement is filed pursuant to sections 240.13d-1(b), or 240.13d-2(b) or (c), check whether the person filing is a: Not Applicable Item 4. Mr. Marcus (a) Amount Beneficially Owned: 4,433,104 (b) Percent of Class: 14% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote: 4,315,192 (ii) shared power to vote or to direct the vote: 52,070 (iii) sole power to dispose or to direct the disposition of: 65,842 (iv) shared power to dispose or to direct the disposition of: 52,070 CUSIP No. 566330106 Other than with respect to (i) 6,003 shares of Common Stock (which Mr. Marcus shares voting and dispositive power), and (ii) 21,895 shares of Common Stock (whichMr. Marcus has sole voting and no 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) 6,003 shares of Common Stock held by a trust whereby Mr. Marcus serves as Trustee; (ii) 21,895 shares of Common Stock held by Matinee Fifteen; (iii) 4,249,350 shares of Class B Common Stock held by Matinee Fifteen; (iv) 100,000 shares of Class B Common Stock held by Matinee Fifteen Holdings 2, LLC; (v) 65,842 shares of Class B Common Stock held by the Stephen H. Marcus 1990 Revocable Trust; (vi) 50,845 shares of Class B Common Stock held by the Ben and Celia Marcus 1992 Revocable Trust F/B/O Stephen H. Marcus; and (vii) 1,225 shares of Class B Common Stock held by trusts whereby 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

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