Monster Beverage CEO transfers 1,151,867 shares
Monster Beverage Corp Vice Chairman and CEO Hilton H. Schlosberg reported ownership changes mainly from internal transfers and a gift of common stock.
Rhea-AI Filing Summary
Monster Beverage Corp Vice Chairman and CEO Hilton H. Schlosberg reported ownership changes mainly from internal transfers and a gift of common stock. One entry shows a bona fide gift of 5,908 shares of common stock, leaving 1,353,773 shares shown as directly owned afterward.
Another entry reflects the transfer of 1,151,867 directly held shares to trusts for which Sterling Trustees LLC acts as trustee; he no longer has voting or dispositive power over those trust-held shares and is not deemed to beneficially own them. Separate holdings lines indicate large indirect stakes through Brandon limited partnerships.
Positive
- None.
Negative
- None.
Insider Trade Summary
5,908 shares gifted
Gift
25 txns
Insider
SCHLOSBERG HILTON H
Role
Vice Chairman and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 1,151,867 | $0.00 | $0.00 |
| Gift | Common Stock | 5,908 | $0.00 | $0.00 |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Employee Stock Option (right to buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,353,773 shares (Direct);
Employee Stock Option (right to buy) — 0 contracts (Direct);
Employee Stock Option (right to buy) — 0 contracts (Indirect, By Hilrod Holdings XVIII, L.P.);
Employee Stock Option (right to buy) — 0 contracts (Indirect, By Hilrod Holdings XXIII, L.P.);
Employee Stock Option (right to buy) — 0 contracts (Indirect, By Hilrod Holdings XXVI, L.P.);
Restricted Stock Units — 0 contracts (Direct);
Common Stock — 11,291,136 shares (Indirect, By Brandon Limited Partnership No. 1);
Common Stock — 58,773,888 shares (Indirect, By Brandon Limited Partnership No. 2)
Footnotes (12)
- F1. Reflects the transfer of 1,151,867 shares owned directly by the reporting person to trusts (of which Sterling Trustees LLC is trustee). The reporting person no longer has voting or dispositive power over, and therefore is not deemed to beneficially own, any of the shares held by these trusts.
- F2. Reporting person (i) is one of the general partners of each of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, Hilrod Holdings XVIII, L.P., Hilrod Holdings XXIII, L.P. and Hilrod Holdings XXVI, L.P. and (ii) disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
- F3. The options are currently vested.
- F4. No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
- F5. The options are currently vested with respect to 102,334 shares. The remaining options vest on March 14, 2027.
- F6. The options are currently vested with respect to 57,800 shares. The remaining options vest in two equal installments on March 14, 2027 and March 14, 2028.
- F7. The options vest in three installments as follows: 45,834 shares on March 13, 2027, 45,833 shares on March 13, 2028 and 45,833 shares on March 13, 2029.
- F8. 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.
- F9. The restricted stock units vest on March 14, 2027.
- F10. Not applicable.
- F11. The restricted stock units vest in two installments as follows: 21,567 units on March 14, 2027 and 21,566 units on March 14, 2028.
- F12. The restricted stock units vest in three installments as follows: 16,334 units on March 13, 2027, 16,333 units on March 13, 2028 and 16,333 units on March 13, 2029.
Key Figures
Gifted shares: 5,908 shares
Direct shares after gift line: 1,353,773 shares
Shares transferred to trusts: 1,151,867 shares
+4 more
7 metrics
Gifted shares
5,908 shares
Bona fide gift of Monster Beverage common stock on 2026-05-22
Direct shares after gift line
1,353,773 shares
Direct Monster Beverage common stock shown following the 5,908-share gift
Shares transferred to trusts
1,151,867 shares
Direct shares moved to trusts; CEO no longer has voting or dispositive power
Direct shares after trust transfer line
1,359,681 shares
Direct Monster Beverage common stock shown following the 1,151,867-share transfer
Indirect Brandon LP No. 2 holding
58,773,888 shares
Common stock held by Brandon Limited Partnership No. 2, indirect
Indirect Brandon LP No. 1 holding
11,291,136 shares
Common stock held by Brandon Limited Partnership No. 1, indirect
Option exercise price range
$23.14–$77.11
Employee stock options on Monster Beverage common stock outstanding with various expirations
Key Terms
bona fide gift, restricted stock units, Employee Stock Option (right to buy), disclaims beneficial ownership, +2 more
6 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
restricted stock units financial
"The restricted stock units were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan."
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.
Employee Stock Option (right to buy) financial
"security_title": "Employee Stock Option (right to buy)""
disclaims beneficial ownership financial
"disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein."
voting or dispositive power financial
"no longer has voting or dispositive power over, and therefore is not deemed to beneficially own, any of the shares held by these trusts."
Omnibus Incentive Plan financial
"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.
FAQ
What did Monster Beverage (MNST) CEO Hilton Schlosberg report in this Form 4?
Hilton Schlosberg reported administrative ownership changes, including a bona fide gift of 5,908 Monster Beverage common shares and a transfer of 1,151,867 directly held shares into trusts, along with updated indirect holdings through various limited partnerships.
What indirect Monster Beverage (MNST) holdings are reported for the CEO?
Indirect holdings lines show 58,773,888 Monster Beverage common shares held by Brandon Limited Partnership No. 2 and 11,291,136 shares held by Brandon Limited Partnership No. 1, with the CEO as one of the general partners and disclaiming beneficial ownership except for his pecuniary interest.
Do the reported Monster Beverage (MNST) transactions involve market buying or selling?
The Form 4 shows no open-market purchases or sales. Reported changes include a bona fide gift coded “G” and an “other acquisition or disposition” coded “J” involving transfers to trusts, while many other entries simply update holdings and derivative positions as of the reporting date.
What derivative awards are referenced in the Monster Beverage (MNST) CEO’s Form 4?
The filing lists multiple employee stock options on Monster Beverage common stock with exercise prices between $23.14 and $77.11 and expiration dates from 2027 to 2036, along with restricted stock units granted under the 2020 Omnibus Incentive Plan and various vesting schedules described in the footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
