Form 4: Monster Beverage CEO Schlosberg Adjusts Holdings
Statement of Changes in Beneficial Ownership
Hilton H. Schlosberg, Vice Chairman and CEO of Monster Beverage Corp, reported changes in his beneficial ownership of common stock and derivative securities, including distributions from partnerships and vesting schedules.
Summary
- Hilton H. Schlosberg, Vice Chairman and CEO of Monster Beverage Corp (MNST), reported changes in his beneficial ownership.
- On March 12, 2026, Schlosberg acquired 10,206 shares of common stock directly at $0 (Transaction Code G). This acquisition is noted as a result of distributions from Hilrod Holdings XV, L.P., Hilrod Holdings XVIII, L.P., and Hilrod Holdings XXVI, L.P., which increased his direct ownership.
- He disposed of 1,135 shares of common stock directly at $0 on the same date (Transaction Code G).
- Indirect beneficial ownership through Hilrod Holdings XV, L.P., Hilrod Holdings XVIII, L.P., and Hilrod Holdings XXVI, L.P. was reduced to 0 shares. This reduction resulted from distributions totaling 923,285 shares (276,109 from Hilrod XV, 360,948 from Hilrod XVIII, and 286,228 from Hilrod XXVI) (Transaction Code J).
- Shares distributed from these partnerships were received by the reporting person directly, and the remaining shares are now owned by Sterling Trustees LLC and are no longer deemed beneficially owned by Schlosberg.
- Following these transactions, Schlosberg directly beneficially owns 2,347,571 shares of common stock.
- He continues to indirectly own 11,291,136 shares via Brandon Limited Partnership No. 1 and 58,773,888 shares via Brandon Limited Partnership No. 2.
- The filing also details various employee stock options with exercise prices ranging from $23.14 to $60.30 and expiration dates from March 14, 2027, to March 14, 2035, with several tranches vesting in future years.
- Restricted Stock Units (RSUs) were also reported, with vesting dates on March 14, 2026, March 14, 2027, and March 14, 2028.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a moderately positive disclosure, primarily due to the increase in direct beneficial ownership from partnership distributions, indicating continued alignment of executive interests with shareholders, despite some indirect holdings being reallocated.
Positives
- Direct beneficial ownership of common stock increased by 10,206 shares due to distributions from partnerships, aligning executive interests with shareholders.
- Significant number of vested and future-vesting employee stock options and restricted stock units indicate continued long-term incentive alignment.
Negatives
- Indirect beneficial ownership through Hilrod Holdings XV, L.P., Hilrod Holdings XVIII, L.P., and Hilrod Holdings XXVI, L.P. was reduced to zero, with 923,285 shares distributed, and a portion no longer deemed beneficially owned by the reporting person (now owned by Sterling Trustees LLC).
- Disposal of 1,135 shares of common stock directly, though at $0, indicating a non-sale transfer.
Future Outlook
The filing does not provide forward-looking statements or guidance regarding Monster Beverage Corporation's business operations or financial performance.
Industry Context
StockSavvy.ai notes that this Form 4 filing is a routine disclosure of insider ownership changes and does not provide specific insights into broader industry trends or competitive landscape within the beverage sector. It primarily reflects executive compensation and personal investment strategies.
Related Party Transactions
- Distributions of 276,109 shares from Hilrod Holdings XV, L.P., 360,948 shares from Hilrod Holdings XVIII, L.P., and 286,228 shares from Hilrod Holdings XXVI, L.P. occurred. The reporting person is a general partner in these entities.
- A portion of these distributed shares were received directly by the reporting person, increasing his direct beneficial ownership, while the remaining shares are now owned by Sterling Trustees LLC and are no longer deemed beneficially owned by the reporting person.
Stakeholder Impact
- Shareholders: Provides transparency into the beneficial ownership structure of a key executive, showing continued equity interest and long-term incentives.
- Reporting Person (Hilton H. Schlosberg): His direct beneficial ownership of common stock increased, and his indirect ownership structure was adjusted.
Next Steps
- Vesting of 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 |
|---|---|
| 03/12/2026 | Date of earliest transaction reported, involving acquisition and disposition of common stock and distributions from partnerships. |
| 03/13/2026 | Signature date of the reporting person's attorney-in-fact. |
| 03/14/2026 | Vesting date for certain employee stock options (122,000 shares from $50.82 options, 51,167 shares from $60.30 options, 57,800 shares from $55.09 options) and Restricted Stock Units (22,534 units, 19,333 units, 21,567 units). |
| 03/14/2027 | Vesting date for certain employee stock options (51,166 shares from $60.30 options, 57,800 shares from $55.09 options) and Restricted Stock Units (19,334 units, 21,567 units). |
| 03/14/2027 | Expiration date for employee stock options with an exercise price of $23.14. |
| 03/14/2028 | Vesting date for certain employee stock options (57,800 shares from $55.09 options) and Restricted Stock Units (21,566 units). |
| 03/14/2028 | Expiration date for employee stock options with an exercise price of $29.37. |
| 03/14/2029 | Expiration date for employee stock options with an exercise price of $29.84. |
| 03/13/2030 | Expiration date for employee stock options with an exercise price of $31.20. |
| 03/12/2031 | Expiration date for employee stock options with an exercise price of $44.47. |
| 03/14/2032 | Expiration date for employee stock options with an exercise price of $36.62. |
| 03/14/2033 | Expiration date for employee stock options with an exercise price of $50.82. |
| 03/14/2034 | Expiration date for employee stock options with an exercise price of $60.30. |
| 03/14/2035 | Expiration date for employee stock options with an exercise price of $55.09. |
Keywords
Monster Beverage, MNST, Hilton Schlosberg, Form 4, Insider Trading, Beneficial Ownership, Stock Options, Restricted Stock Units, Executive Compensation, Equity Holdings
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