SCHWARZ KURT HENRY

PrivateCIK: 1606972
Location

CALABASAS, CA

SCHWARZ KURT HENRY (Chief Accounting Officer) exercised options at MARCUS & MILLICHAP, INC.

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 5 exercises
InsiderSCHWARZ KURT HENRYCIK 1606972
IssuerMARCUS & MILLICHAP, INC.CIK 1578732
Officer· Chief Accounting Officer
Since Aug 2018
-270.00
Net shares
Net seller
$9.6K
Total sold
0
Open market trades
0B · 0S
15
Total transactions
654.00 acquired · 924.00 disposed
Non-Derivative Transactions10

Common Stock

Direct
M · Option Exercise

Shares

+147.00

Price / share

Trade value

% of position

26.3%
3/10/2025
560.00707.00

Common Stock

Direct
F · Tax Withholding

Shares

61.00

Price / share

$35.47

Trade value

$2.16K

% of position

8.6%
3/10/2025
707.00646.00

Common Stock

Direct
M · Option Exercise

Shares

+89.00

Price / share

Trade value

% of position

13.8%
3/10/2025
646.00735.00

Common Stock

Direct
F · Tax Withholding

Shares

37.00

Price / share

$35.47

Trade value

$1.31K

% of position

5.0%
3/10/2025
735.00698.00

Common Stock

Direct
M · Option Exercise

Shares

+190.00

Price / share

Trade value

% of position

27.2%
3/10/2025
698.00888.00

Common Stock

Direct
F · Tax Withholding

Shares

78.00

Price / share

$35.47

Trade value

$2.77K

% of position

8.8%
3/10/2025
888.00810.00

Common Stock

Direct
M · Option Exercise

Shares

+117.00

Price / share

Trade value

% of position

14.4%
3/10/2025
810.00927.00

Common Stock

Direct
F · Tax Withholding

Shares

48.00

Price / share

$35.47

Trade value

$1.70K

% of position

5.2%
3/10/2025
927.00879.00

Common Stock

Direct
M · Option Exercise

Shares

+111.00

Price / share

Trade value

% of position

12.6%
3/10/2025
879.00990.00

Common Stock

Direct
F · Tax Withholding

Shares

46.00

Price / share

$35.47

Trade value

$1.63K

% of position

3.3%
3/10/2025
1.39K1.34K
Total

Net shares

+384.00

Net value

-$9.58K

Derivative Transactions5

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

147.00 shares

Shares

147.00

Strike price

Held after

0.00

Exercisable

3/10/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

89.00 shares

Shares

89.00

Strike price

Held after

92.00

Exercisable

3/10/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

190.00 shares

Shares

190.00

Strike price

Held after

381.00

Exercisable

3/10/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

117.00 shares

Shares

117.00

Strike price

Held after

352.00

Exercisable

3/10/2025

Restricted Stock Units

Direct
M · Option Exercise
Converts to

Common Stock

111.00 shares

Shares

111.00

Strike price

Held after

445.00

Exercisable

3/10/2025
Non-Derivative Holdings (Post-Transaction)1

Common Stock

Indirect
Shares owned7.68K
Total
7.68K indirect7.68K
Derivative Holdings (Post-Transaction)0
No derivative holdings reported
SCHWARZ KURT HENRY — Insider Transaction (Form 4) Filed Mar 12, 2025 | Finecho