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| THE MARCUS CORPORATION
|
| (Name of Issuer) |
Common Stock, $1.00 par value |
| (Title of Class of Securities) |
566330 10 6 |
| (CUSIP Number) |
December 31, 2008 |
| (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) |
|
[X] |
Rule 13d-1(d) |
| * | The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. |
The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
(Continued on following page(s))
Page 1 of 6 Pages
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CUSIP
No. 566330 10 6 |
| 1 |
NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Stephen H. Marcus | |||||
| 2 |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) Not Applicable |
(a) [ ] (b) [ ] | ||||
| 3 |
SEC USE ONLY | |||||
| 4 |
CITIZENSHIP OR PLACE OF ORGANIZATION United States | |||||
| | ||||||
| NUMBER OF SHARES |
5 |
SOLE VOTING POWER 3,937,921(1) |
||||
| BENEFICIALLY OWNED |
6 |
SHARED VOTING POWER 58,073 |
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| BY EACH REPORTING |
7 |
SOLE DISPOSITIVE POWER 1,226,214 |
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| PERSON WITH: |
8 |
SHARED DISPOSITIVE POWER 58,073 |
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| | ||||||
| 9 |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,995,994(1) | |||||
| 10 |
CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) N/A |
[ ] | ||||
| 11 |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 13.4% | |||||
| 12 |
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN | |||||
| (1) | Includes 2,711,707 shares beneficially owned by Marcus Family Holdings LLC. As of December 31, 2008, Mr. Marcus and several trusts that he established (and of which he is a beneficiary) held 68.5% of the membership units of Marcus Family Holdings LLC. |
Page 2 of 6 Pages
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CUSIP
No. 566330 10 6 |
| 1 |
NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Marcus Family Holdings LLC | |||||
| 2 |
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) Not Applicable |
(a) [ ] (b) [ ] | ||||
| 3 |
SEC USE ONLY | |||||
| 4 |
CITIZENSHIP OR PLACE OF ORGANIZATION United States | |||||
| | ||||||
| NUMBER OF SHARES |
5 |
SOLE VOTING POWER 2,711,707 |
||||
| BENEFICIALLY OWNED |
6 |
SHARED VOTING POWER 0 |
||||
| BY EACH REPORTING |
7 |
SOLE DISPOSITIVE POWER 2,711,707 |
||||
| PERSON WITH: |
8 |
SHARED DISPOSITIVE POWER 0 |
||||
| | ||||||
| 9 |
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,711,707 | |||||
| 10 |
CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) N/A |
[ ] | ||||
| 11 |
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 9.1% | |||||
| 12 |
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) OO | |||||
Page 3 of 6 Pages
This Amendment No. 30 to Schedule 13G with regard to The Marcus Corporation is being filed on behalf of the undersigned to amend Item 4 of the originally filed Schedule 13G. Except as expressly stated herein, there have been no material changes in the information set forth in the Schedule 13G.
| Item 4. | Ownership: |
| Stephen H. Marcus |
| (a) | Amount Beneficially Owned: 3,995,994 |
| (b) | Percent of Class: 13.4% |
| (c) | Number of shares as to which such person has: |
| (i) | sole power to vote or to direct the vote: 3,937,921 |
| (ii) | shared power to vote or to direct the vote: 58,073 |
| (iii) | sole power to dispose or to direct the disposition of: 1,226,214 |
| (iv) | shared power to dispose or to direct the disposition of: 58,073 |
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 (which Mr. 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 outstanding shares of Class B Common Stock 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 the Marcus Family Holdings LLC; |
| (iii) | 2,689,812 shares of Class B Common Stock held by the Marcus Family Holdings LLC; |
| (iv) | 1,226,214 shares of Class B Common Stock held by the Stephen H. Marcus 1990 Revocable Trust; |
Page 4 of 6 Pages
| (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 and Mr. Marcus, for shares held individually, each have the right to receive dividends and proceeds from the sale of securities held thereby.
| Marcus Family Holdings LLC |
| (a) | Amount Beneficially Owned: 2,711,707 |
| (b) | Percent of Class: 9.1% |
| (c) | Number of shares as to which such person has: |
| (i) | sole power to vote or to direct the vote: 2,711,707 |
| (ii) | shared power to vote or to direct the vote: 0 |
| (iii) | sole power to dispose or to direct the disposition of: 2,711,707 |
| (iv) | shared power to dispose or to direct the disposition of: 0 |
Other than with respect to 21,895 shares of Common Stock, all of the reported beneficial ownership of Common Stock held by Marcus Family Holdings LLC 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 outstanding shares of Class B Common Stock into shares of Common Stock.
Marcus Family Holdings LLC has the right to receive dividends and proceeds from the sale of securities held thereby.
| Exhibits: |
1. Agreement to file jointly. (Previously filed as Exhibit 1 to the reporting parties’ Schedule 13G filed February 13, 2004.)
Page 5 of 6 Pages
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.
Dated: February 9, 2009
/s/ Stephen H. Marcus
Stephen H. Marcus
MARCUS FAMILY HOLDINGS LLC
| By: | /s/ Stephen H. Marcus
Stephen H. Marcus Manager |
Page 6 of 6 Pages