Molson Coors Beverage SEC Filings

Molson Coors Beverage Company filed an update on the previously announced departure of Chief Commercial Officer Michelle St. Jacques, effective November 14, 2025, outlining her separation terms. Under a General Waiver and Release Agreement, she is eligible for Severance Pay of $750,282, payable over 52 weeks through November 14, 2026, or in a lump sum. She may receive a prorated 2025 MCIP award payable in March 2026 and a separate cash payment equal to her target MCIP bonus of $675,254 at the end of the severance period, subject to conditions.

If she joins a competitor, she forfeits remaining severance and related bonus eligibility and may have to repay certain amounts, including portions of any lump sum already received. Unvested restricted stock units and performance share units scheduled to vest in February 2026 will be canceled, with a cash payment of approximately equivalent value under the U.S. Severance Pay Plan. She will also receive continued insurance benefits, potential COBRA coverage, and is subject to ongoing cooperation, non-disparagement, and confidentiality obligations.

Molson Coors Beverage Co. (TAP) director reported an open-market purchase of 7,500 shares of Class B Common Stock at $46.7899 on 11/10/2025.

Following the transaction, the reporting person beneficially owns 22,654 shares directly and 3,000 shares indirectly through Molbros AT Inc.

State Street Corporation filed a Schedule 13G reporting beneficial ownership of 10,517,520 shares of Molson Coors Beverage Company common stock, representing 5.7% of the class as of September 30, 2025.

The filing shows 0 sole voting and dispositive power, with 7,475,506 shares under shared voting power and 10,516,810 shares under shared dispositive power. State Street certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Molson Coors Beverage Co (TAP) reported an insider transaction: a director purchased 2,245 shares of Class B Common Stock at $44.465 on 11/05/2025. Following the trade, direct holdings were 30,586 shares. Indirect holdings included 300,000 shares by Adolph Coors Company LLC and 44,879 shares by the David S Coors Descendant's Trust U/A dated January 22, 2010.

Molson Coors Beverage Company reported a sharp third‑quarter loss driven by a non‑cash goodwill write‑down. The company recorded a $3,645.7 million partial goodwill impairment in the Americas, resulting in Q3 operating loss of $3,431.1 million and net loss attributable to the company of $2,927.6 million (diluted EPS -$14.79).

Net sales were $2,973.5 million versus $3,042.7 million a year ago. Additional non‑cash charges included a $198.6 million partial impairment of the Staropramen family of brands and a $75.3 million impairment of Blue Run Spirits. Cash was $950.2 million; total long‑term debt including current portion was $6,255.4 million with $2,407.2 million current. The company declared a $0.47 quarterly dividend and repurchased 6,011,221 shares year‑to‑date for $334.9 million. Molson Coors announced an Americas restructuring plan to eliminate approximately 400 salaried positions with expected charges of $35–$50 million, and appointed Rahul Goyal as CEO effective October 1, 2025.

Molson Coors Beverage Company furnished a Form 8-K to announce it issued a news release reporting financial results for the fiscal quarter ended September 30, 2025. The news release is attached as Exhibit 99.1 and is dated November 4, 2025.

The company states this information is being furnished, not filed, under Item 2.02, and therefore is not subject to liability under Section 18 of the Exchange Act nor incorporated by reference except as expressly set forth.

Molson Coors (TAP) reported an initial statement of beneficial ownership for its Chief Information Officer following an event on October 6, 2025. The officer holds 7,931 Class B Common Stock, which includes 5,525 unvested RSUs scheduled to vest in full as follows: 2,233 on Feb 27, 2026, 1,605 on Mar 4, 2027, and 1,687 on Mar 5, 2028.

Derivative holdings comprise three employee stock option grants for Class B shares: 5,980 at $53.75 expiring Feb 27, 2033 (vesting in three equal annual installments beginning Feb 27, 2024); 6,057 at $62.34 expiring Mar 4, 2034 (vests in full on Mar 4, 2027); and 6,464 at $59.3 expiring Mar 5, 2035 (vests in full on Mar 5, 2028).

Dodge & Cox reports beneficial ownership of 18,631,224 shares of Molson Coors Beverage Company Class B common stock, representing 10.0% of the class. The filing shows 17,895,949 shares with sole voting power and 18,631,224 shares with sole dispositive power. The report notes that clients of Dodge & Cox, including the Dodge & Cox Stock Fund, have rights to dividends and sale proceeds; the Stock Fund holds 13,942,525 shares (about 7.5%). The statement certifies the holdings are in the ordinary course of business and not intended to change control.