Form 4: Monster Beverage CEO Gifts Shares, Details Holdings

Sentiment:

Insider Transaction Report 1 December 2025 6:17 PM

Monster Beverage Corp's Vice Chairman and CEO, Hilton H. Schlosberg, reported a gift of 8,909 common shares and updated his beneficial ownership.

Summary

Hilton H. Schlosberg, Vice Chairman and CEO of Monster Beverage Corp, reported a disposition of 8,909 shares of common stock.
The transaction, coded as a gift ("G"), occurred on November 28, 2025, with a price of $0 per share.
Following this transaction, Schlosberg directly beneficially owns 2,338,500 shares of common stock.
Indirect beneficial ownership includes significant holdings through Brandon Limited Partnership No. 1 (11,291,136 shares), Brandon Limited Partnership No. 2 (58,773,888 shares), Hilrod Holdings XV, L.P. (276,109 shares), Hilrod Holdings XVIII, L.P. (377,945 shares), Hilrod Holdings XXIII, L.P. (52,342 shares), and Hilrod Holdings XXVI, L.P. (423,432 shares).
The filing also updated indirect holdings for Hilrod Holdings XVIII, XXIII, and XXVI L.P. due to an option exercise by another general partner on November 26, 2025.
Schlosberg disclaims beneficial ownership of these indirect securities except to the extent of his pecuniary interest.
The filing details various employee stock options with exercise prices ranging from $23.14 to $60.30 and expiration dates through March 2035.
Restricted Stock Units (RSUs) totaling 22,534, 38,667, and 64,700 units are also reported, with vesting schedules extending through March 2028.

Sentiment

Score: 6

Explanation: The sentiment is neutral to slightly positive. While there's a disposition of shares, it's a gift, not a sale, and the executive retains substantial direct and indirect holdings, along with significant unvested equity, indicating continued long-term alignment with the company's success. The transaction was also made pursuant to a Rule 10b5-1 plan, suggesting it was pre-planned and not reactive.

Positives

The transaction was a gift, not a sale for personal profit, which can be viewed as a philanthropic act.
The reporting person continues to hold a substantial number of shares directly (2,338,500) and indirectly through various partnerships, indicating continued alignment with shareholder interests.
The existence of numerous unexercised employee stock options and unvested restricted stock units provides a long-term incentive for management performance.

Negatives

A reduction in direct beneficial ownership, even if a gift, technically decreases the insider's direct stake in the company.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This insider transaction report reflects a routine change in beneficial ownership for a key executive within the beverage industry. It does not provide specific insights into broader industry trends or competitive landscape.

Related Party Transactions

Hilton H. Schlosberg is a general partner of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, Hilrod Holdings XV, L.P., Hilrod Holdings XVIII, L.P., Hilrod Holdings XXIII, L.P., and Hilrod Holdings XXVI, L.P., through which he indirectly holds shares.
An option exercise by another general partner of Hilrod Holdings XVIII, XXIII, and XXVI L.P. on November 26, 2025, impacted the reported indirect holdings.

Stakeholder Impact

Shareholders: The gift of shares by a key executive, while a reduction in direct ownership, is generally not seen as a negative signal, especially given the executive's continued substantial holdings and long-term equity incentives. The transaction being under a 10b5-1 plan suggests a pre-planned action rather than a reactive one.
Employees: The continued holding of significant stock options and restricted stock units by the Vice Chairman and CEO aligns his interests with the long-term success of the company, which can benefit employees through a stable and growing business.

Next Steps

Vesting of remaining employee stock options on March 14, 2026, March 14, 2027, and March 14, 2028.
Vesting of restricted stock units on March 14, 2026, March 14, 2027, and March 14, 2028.

Key Dates

Date	Description
2025-11-26	Earliest transaction date reported; other general partner of Hilrod Holdings XVIII, XXIII, and XXVI exercised options.
2025-11-28	Date of common stock disposition (gift) by Hilton H. Schlosberg.
2025-12-01	Signature date of the filing by Paul J. Dechary, attorney-in-fact.
2026-03-14	Vesting date for remaining options at $50.82, first installment of options at $60.3, first installment of options at $55.09, all 22,534 restricted stock units, and first installment of 38,667 and 64,700 restricted stock units.
2027-03-14	Expiration date for employee stock options with an exercise price of $23.14; second installment vesting date for options at $60.3 and $55.09; second installment vesting date for 38,667 and 64,700 restricted stock units.
2028-03-14	Expiration date for employee stock options with an exercise price of $29.37; third installment vesting date for options at $55.09 and 64,700 restricted stock units.
2029-03-14	Expiration date for employee stock options with an exercise price of $29.84.
2030-03-13	Expiration date for employee stock options with an exercise price of $31.2.
2031-03-12	Expiration date for employee stock options with an exercise price of $44.47.
2032-03-14	Expiration date for employee stock options with an exercise price of $36.62.
2033-03-14	Expiration date for employee stock options with an exercise price of $50.82.
2034-03-14	Expiration date for employee stock options with an exercise price of $60.3.
2035-03-14	Expiration date for employee stock options with an exercise price of $55.09.

Keywords

Monster Beverage, MNST, Hilton Schlosberg, Insider Transaction, Form 4, Stock Gift, Executive Compensation, Beneficial Ownership, Stock Options, Restricted Stock Units

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.