Welcome to our dedicated page for Celsius Hldgs SEC filings (Ticker: CELH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Celsius Holdings' SEC filings reveal how this functional beverage company performs in a competitive market dominated by larger players. The company's 10-K annual reports break down revenue by product category and distribution channel, showing where growth originates and how the PepsiCo partnership impacts results. These filings also detail the competitive landscape analysis that management uses to position Celsius against Monster, Red Bull, and emerging functional drink brands.
Quarterly 10-Q filings track Celsius's trajectory between annual reports. For a growth-focused beverage company, these documents show seasonal patterns in energy drink consumption, retail expansion progress, and gross margin trends as production scales. The management discussion sections explain how new product launches and distribution gains translate into financial results.
Form 4 insider transactions show when Celsius executives and directors buy or sell company stock. For a company in growth mode, tracking whether insiders are accumulating shares or taking profits provides context beyond the headline numbers. Our platform monitors these filings automatically and presents them with AI-generated explanations of transaction significance.
8-K filings capture material events between quarterly reports: acquisition announcements like the Alani Nu deal, partnership expansions, leadership changes, and strategic initiatives. These real-time disclosures often move the stock before quarterly results incorporate their impact. Proxy statements (DEF 14A) detail executive compensation structures and how management incentives align with shareholder interests in this growth-stage company. Access all Celsius Holdings SEC filings with AI summaries that highlight what matters for beverage sector investors.
Celsius Holdings (NASDAQ:CELH) CEO & Director John Fieldly filed a Form 4 disclosing the sale of 130,803 common shares on 06/24/2025 at a weighted-average price of $45.00–$45.01, generating about $5.9 million in gross proceeds. The transaction was executed under a Rule 10b5-1 trading plan adopted on 03/07/2025. Following the sale, Fieldly’s direct ownership falls to 1,038,577 shares, a reduction of roughly 11%.
No derivative securities were involved, and no purchases were reported. Investors often view sizeable C-suite sales as a potential sentiment signal, although the pre-arranged plan provides a compliance safeguard.
William H. Milmoe, a 10% owner of Celsius Holdings (CELH), reported the settlement of three tranches of a Variable Prepaid Forward Sale Contract (VPF) originally entered on August 1, 2022. The transactions occurred between June 23-25, 2025.
Key transaction details:
- Disposed of 900,000 total shares (300,000 shares per day) at $40.1588 per share
- Transactions executed through GRAT 1, LLC, where Milmoe serves as one of two personal representatives of the Estate of Carl DeSantis
- Each tranche involved full physical settlement with the unaffiliated third-party buyer
- Settlement terms were based on volume-weighted average price between Floor Price ($30.1191) and Cap Price ($40.1588)
Following these transactions, GRAT 1's beneficial ownership decreased from 9,900,000 to 9,000,000 shares. The settlement price exceeded the Cap Price on all three transaction dates, resulting in maximum payout under the VPF terms.
Insider Trading Alert: Dean DeSantis, a 10% owner of Celsius Holdings (CELH), reported the settlement of three tranches of a Variable Prepaid Forward Sale Contract (VPF) originally entered on August 1, 2022. The transactions occurred between June 23-25, 2025.
Key transaction details:
- Total disposition of 900,000 shares of common stock (300,000 shares per day)
- Transaction price of $40.1588 per share (Cap Price)
- Shares were held indirectly through GRAT 1, LLC, where DeSantis serves as one of two personal representatives of the Estate of Carl DeSantis
- Following the transactions, GRAT 1's beneficial ownership decreased from 9,900,000 to 9,000,000 shares
The VPF settlement terms were triggered as the stock's settlement price exceeded the Cap Price of $40.1588, above the Floor Price of $30.1191. The transactions were executed as full physical settlements, with GRAT 1 delivering shares and receiving cash payments based on the predetermined formula.
Celsius Holdings (CELH) Form 144 filing reveals proposed sale of 130,803 shares with an aggregate market value of $5,886,136.95 by an insider through UBS Financial Services. The sale is planned for execution on June 24, 2025 on NASDAQ.
The securities to be sold were acquired through multiple RSU grants between 2020-2024:
- 36,000 shares (Oct 2020)
- 9,756 shares (Nov 2020)
- 31,965 shares (Jan 2022)
- 29,679 shares (Jan 2023)
- 23,403 shares (Jan 2024)
Notable recent trading activity includes a previous sale by John Fieldly on June 10, 2025, disposing of 132,171 shares for gross proceeds of $5,691,692.99. The company currently has 257,741,256 shares outstanding.
Celsius Holdings (CELH) insider William H. Milmoe, a 10% owner, has entered into a significant prepaid variable forward sale contract on June 18, 2025. The transaction involves the following key details:
- Milmoe agreed to deliver up to 100,000 shares of CELH common stock to an unaffiliated third-party purchaser
- Received an upfront payment of $3,798,794.10 on June 23, 2025
- Contract matures on June 21, 2027
- Settlement terms include: - Floor Price: $39.2979 - Cap Price: $52.3972
The shares have been pledged as collateral, with Milmoe retaining voting and dividend rights during the contract term. The final number of shares to be delivered will be determined based on CELH's stock price at settlement, with various settlement options including cash or share-based alternatives.
Celsius Holdings (NASDAQ: CELH) filed a Form 8-K on June 28, 2025, reporting the filing of legal exhibits related to an unspecified corporate action. The key exhibits include:
- Opinion from Greenberg Traurig, LLP (Exhibit 5.1)
- Consent from Greenberg Traurig, LLP (Exhibit 23.1)
- Cover Page Interactive Data File in XBRL format (Exhibit 104)
The filing was signed by Richard Mattessich, Chief Legal Officer. While this 8-K appears to be primarily administrative in nature, serving to supplement previous filings with legal documentation, investors should monitor for any subsequent disclosures that may provide additional context about the underlying corporate action requiring these legal opinions.
Celsius Holdings announced a prospectus supplement for the potential resale of 22,451,224 shares of common stock by Alani Holdings, LLC. These shares were issued on April 1, 2025 as part of Celsius' acquisition of Alani Nutrition LLC through a private transaction.
Key details of the offering:
- Last reported stock price: $44.07 per share (June 18, 2025)
- Shares represent approximately 8.70% of total outstanding shares
- Subject to lockup periods with releases in thirds on April 1, 2026, October 1, 2026, and April 1, 2027
- Selling stockholder can sell shares through various methods including broker-dealers, private transactions, or market sales
Celsius will not receive any proceeds from the sale of these shares. The offering is made pursuant to registration rights granted to Alani Holdings, with shares being sold at prevailing market prices or negotiated terms. This filing represents a significant ownership transition following the strategic acquisition of Alani Nutrition.
FAQ
What is the current stock price of Celsius Hldgs (CELH)?
What is the market cap of Celsius Hldgs (CELH)?
