Form 4: Monster Beverage Co-CEO Discloses Gift of Shares and Extensive Equity Holdings in Latest SEC Filing
Insider Transaction Report
Hilton H. Schlosberg, Vice Chairman and Co-CEO of Monster Beverage Corp., has filed a Form 4 disclosing a gift of 113 shares of common stock and detailing his substantial direct and indirect beneficial ownership, including a large portfolio of employee stock options and restricted stock units.
Summary
- Hilton H. Schlosberg, Vice Chairman and Co-CEO of Monster Beverage Corp. (MNST), filed a Form 4 on June 3, 2025, detailing changes in his beneficial ownership.
- The filing reports a disposition of 113 shares of common stock on May 30, 2025, via a gift (transaction code 'G') at a price of $0.
- Following this transaction, Mr. Schlosberg directly beneficially owns 2,343,967 shares of common stock.
- Indirect beneficial ownership includes 11,291,136 shares through Brandon Limited Partnership No. 1, 58,773,888 shares through Brandon Limited Partnership No. 2, 276,109 shares through Hilrod Holdings XV, L.P., and 231,754 shares through Hilrod Holdings XVIII, L.P.
- The filing also details extensive holdings of employee stock options with various exercise prices ranging from $21.99 to $60.30 and expiration dates from March 14, 2026, to March 14, 2035.
- A significant portion of these options are currently vested, while others have future vesting schedules.
- Additionally, Mr. Schlosberg holds Restricted Stock Units (RSUs) totaling 125,901 units (22,534, 38,667, and 64,700 units) granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan, which vest in installments through March 14, 2028.
Sentiment
Score: 6
Explanation: The document is a routine insider transaction disclosure (Form 4). The gift of a small number of shares is neutral to slightly positive, as it's a transfer rather than a sale. The overall large equity holdings of the Co-CEO, including significant vested options and RSUs, indicate strong alignment with shareholder interests, contributing to a slightly positive sentiment regarding management's stake in the company's success.
Positives
- The Co-CEO maintains a very substantial direct and indirect beneficial ownership in Monster Beverage Corp., indicating strong alignment with shareholder interests.
- A large number of employee stock options are currently vested, providing the executive with immediate equity upside potential.
- The ongoing vesting schedules for both stock options and Restricted Stock Units (RSUs) incentivize long-term performance and retention of key management.
Negatives
- The document does not present any negative financial or operational information; it is a disclosure of insider transactions and holdings.
Risks
- The document is a Form 4 filing, which primarily reports insider transactions and beneficial ownership, and does not typically include disclosures of business-specific risks.
Future Outlook
This Form 4 filing is a disclosure of insider ownership and transactions and does not contain forward-looking statements or guidance regarding the company's future financial performance or strategic outlook.
Industry Context
This document is an insider transaction report for a specific executive at Monster Beverage Corp. and does not provide broader industry context or trends within the beverage sector. It primarily reflects an individual's equity holdings and a minor transaction.
Related Party Transactions
- The reported transaction is a gift of common stock by Hilton H. Schlosberg, a Director and Officer (Vice Chairman and Co-CEO) of Monster Beverage Corp., which constitutes a related party transaction under SEC rules.
Stakeholder Impact
- Shareholders: The disclosure of a key executive's substantial equity holdings, including vested options and RSUs, reinforces management's alignment with shareholder value creation, although the specific transaction (a small gift) has minimal direct impact.
- Employees: The details of executive compensation through equity grants (options and RSUs) provide insight into the company's incentive structures for its leadership.
Next Steps
- Future vesting of employee stock options on March 14, 2026, March 14, 2027, and March 14, 2028.
- Future vesting of Restricted Stock Units on March 14, 2026, March 14, 2027, and March 14, 2028.
Key Dates
| Date | Description |
|---|---|
| 03/14/2026 | Expiration date for some employee stock options; vesting date for 122,000 shares of options with $50.82 exercise price; vesting date for 51,167 shares of options with $60.30 exercise price; first vesting installment for options with $55.09 exercise price; vesting date for 22,534 Restricted Stock Units; first vesting installment for 38,667 Restricted Stock Units; first vesting installment for 64,700 Restricted Stock Units. |
| 03/14/2027 | Expiration date for some employee stock options; vesting date for 51,166 shares of options with $60.30 exercise price; second vesting installment for options with $55.09 exercise price; second vesting installment for 38,667 Restricted Stock Units; second vesting installment for 64,700 Restricted Stock Units. |
| 03/14/2028 | Expiration date for some employee stock options; third vesting installment for options with $55.09 exercise price; third vesting installment for 64,700 Restricted Stock Units. |
| 03/14/2029 | Expiration date for some employee stock options. |
| 03/13/2030 | Expiration date for some employee stock options. |
| 03/12/2031 | Expiration date for some employee stock options. |
| 03/14/2032 | Expiration date for some employee stock options. |
| 03/14/2033 | Expiration date for some employee stock options. |
| 03/14/2034 | Expiration date for some employee stock options. |
| 03/14/2035 | Expiration date for some employee stock options. |
| 05/30/2025 | Date of the reported transaction (gift of common stock). |
| 06/03/2025 | Date the Form 4 was signed and filed. |
Keywords
Monster Beverage Corp, MNST, SEC Form 4, Insider Trading, Beneficial Ownership, Stock Options, Restricted Stock Units, Executive Compensation, Hilton H. Schlosberg, Equity Holdings
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