Monster Beverage officer reports equity holdings
Monster Beverage’s CAO & Deputy CFO Matthew Burroughs discloses initial holdings of options, RSUs, and 1,998 common shares in Form 3.
Rhea-AI Filing Summary
Monster Beverage Corp (MNST) reports that officer Matthew Burroughs, its CAO & Deputy CFO, has filed an initial statement of beneficial ownership. He holds multiple employee stock options on common stock with exercise prices between $14.68 and $38.56 expiring from 2028 through 2036, with portions already vested and the rest vesting in scheduled installments. He also holds several grants of restricted stock units that vest between March 2027 and March 2030, plus 1,998 shares of Monster Beverage common stock held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
14 transactions reported
Mixed
14 txns
Insider
Burroughs Matthew
Role
CAO & Deputy CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Employee Stock Option (right to buy) F1 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F1 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F1 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F1 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F2 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F3 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F4 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F5 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F6 | -- | -- | -- |
| holding | Employee Stock Option (right to buy) F7 | -- | -- | -- |
| holding | Restricted Stock Units F10, F8, F9 | -- | -- | -- |
| holding | Restricted Stock Units F10, F11, F9 | -- | -- | -- |
| holding | Restricted Stock Units F10, F12, F9 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (right to buy) — 178,106 contracts (Direct);
Restricted Stock Units — 9,780 contracts (Direct);
Common Stock — 1,998 shares (Direct)
Footnotes (12)
- F1. The options are fully vested.
- F2. The options are currently vested with respect to 25,200 shares. The remaining options vest on March 14, 2027.
- F3. The options are currently vested with respect to 13,500 shares. The remaining options vest in two installments as follows: 7,500 shares on March 14, 2027 and 9,000 shares on March 14, 2028.
- F4. The options are currently vested with respect to 10,000 shares. The remaining options vest in three installments as follows: 8,000 shares on March 14, 2027, 10,000 shares on March 14, 2028 and 12,000 shares on March 14, 2029.
- F5. The options are currently vested with respect to 4,800 shares. The remaining options vest in three equal installments on September 3, 2027, 2028 and 2029.
- F6. The options are currently vested with respect to 4,500 shares. The remaining options vest in three equal installments on March 14, 2027, 2028 and 2029.
- F7. The options vest in four equal installments on March 13, 2027, 2028, 2029 and 2030.
- F8. The restricted stock units vest on March 14, 2027.
- F9. Not Applicable.
- F10. The restricted stock units were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock as of the vesting date.
- F11. The restricted stock units vest in three equal installments on March 14, 2027, 2028 and 2029.
- F12. The restricted stock units vest in four equal installments on March 13, 2027, 2028, 2029 and 2030.
Key Figures
Direct common stock holdings: 1,998 shares
Stock option grant at $18.31: 36,000 underlying shares at $18.31
Stock option grant at $30.15: 40,000 underlying shares at $30.15
+4 more
7 metrics
Direct common stock holdings
1,998 shares
Common Stock held directly following the reported holdings as of September 3, 2026
Stock option grant at $18.31
36,000 underlying shares at $18.31
Employee stock option expiring March 14, 2032; currently vested as to 25,200 shares
Stock option grant at $30.15
40,000 underlying shares at $30.15
Employee stock option expiring March 14, 2034 with staged vesting from 2027 to 2029
Stock option grant at $25.41
30,000 underlying shares at $25.41
Employee stock option expiring March 14, 2033; 13,500 shares currently vested with remaining installments through 2029
Restricted Stock Units (single-vest grant)
1,080 underlying shares
RSUs vesting in full on March 14, 2027
Restricted Stock Units (three-installment grant)
4,500 underlying shares
RSUs vesting in three equal installments on March 14, 2027, 2028 and 2029
Restricted Stock Units (four-installment grant)
4,200 underlying shares
RSUs vesting in four equal installments on March 13, 2027, 2028, 2029 and 2030
Key Terms
Employee Stock Option, Restricted Stock Units, Omnibus Incentive Plan, vest
4 terms
Employee Stock Option financial
"The security title is listed as "Employee Stock Option (right to buy)""
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
Restricted Stock Units financial
"The security title is reported as "Restricted Stock Units" with underlying shares"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Omnibus Incentive Plan financial
"RSUs were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan"
An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.
vest financial
"Footnotes describe when options and restricted stock units vest in future installments"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 for MNST disclose about Matthew Burroughs?
It discloses that Matthew Burroughs, CAO & Deputy CFO of Monster Beverage Corp, holds various stock options, restricted stock units, and 1,998 shares of common stock directly. The filing is an initial statement of his beneficial ownership in MNST.
What stock options on MNST common stock does Matthew Burroughs report?
He reports multiple employee stock options on MNST common stock, including grants over 36,000 shares at $18.31 expiring March 14, 2032 and 40,000 shares at $30.15 expiring March 14, 2034, along with other option grants at different strike prices and maturities.
What restricted stock units in MNST does Matthew Burroughs hold?
He holds RSUs covering 1,080, 4,500 and 4,200 underlying MNST common shares. These RSUs were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan and vest on specific dates between March 2027 and March 2030.
Are Matthew Burroughs’ MNST options vested or unvested?
Some options are fully vested, while others are partially vested with remaining portions vesting on specified future dates, such as March 14, 2027, 2028 and 2029, or in equal annual installments between 2027 and 2030, as detailed in the footnotes.
Does the MNST Form 3 show any recent buy or sell transactions by Matthew Burroughs?
No. The Form 3 lists holdings of options, RSUs, and common shares as of September 3, 2026 but does not report any purchase or sale transactions. Transaction direction fields are reported as unknown or neutral.
AI-generated analysis. How Rhea-AI works. Not financial advice.
