Form 4: Monster Beverage Director Sacks Updates Holdings

Monster Beverage Corp. Director Rodney C. Sacks filed an updated statement of beneficial ownership, detailing his direct and indirect holdings of common stock and employee stock options.

Summary

• Rodney C. Sacks, a Director of Monster Beverage Corp (MNST), has provided an updated statement of beneficial ownership.
• Direct common stock ownership stands at 737,882 shares.
• Indirect common stock ownership through various entities (RCS1, LLC, Brandon Limited Partnerships, Hilrod Holdings L.P.s) totals 71,088,309 shares.
• Total common stock beneficially owned, combining direct and indirect holdings, is 71,826,191 shares.
• On November 11, 2025, other general partners of Hilrod XVIII and Hilrod XXVI exercised options, leading to an update in the aggregate holdings of these entities.
• Sacks disclaims beneficial ownership of securities held by partnerships except to the extent of his pecuniary interest.
• Employee stock options are held with exercise prices ranging from $23.14 to $60.30 and expiration dates from March 14, 2027, to March 14, 2035, covering a total of 3,108,000 shares.
• Restricted Stock Units (RSUs) were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan, representing a contingent right to receive common stock upon vesting, totaling 104,201 units.

Sentiment

Score: 5

Explanation: This is a routine Form 4 filing reporting beneficial ownership, which is neutral in sentiment. It provides transparency on insider holdings but does not contain information that would inherently drive positive or negative sentiment.

Positives

• Significant beneficial ownership by a director, aligning interests with shareholders.
• A substantial number of vested and unvested employee stock options and restricted stock units, indicating long-term incentive and commitment.

Negatives

• No specific negative information is disclosed in this beneficial ownership statement.

Risks

• No specific risks are detailed in this beneficial ownership statement.

Future Outlook

This statement primarily reports current beneficial ownership and does not contain explicit forward-looking statements or guidance regarding the company's future performance or strategic outlook.

Industry Context

This Form 4 is a routine disclosure of insider holdings and does not provide information relevant to broader industry trends or competitive analysis.

Related Party Transactions

• Indirect beneficial ownership is reported through entities where Rodney C. Sacks serves as a general partner or managing member (e.g., RCS1, LLC, Brandon Limited Partnership No. 1 & 2, Hilrod Holdings L.P.s).
• Rodney C. Sacks disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Stakeholder Impact

• Provides transparency to shareholders regarding the beneficial ownership of a key director.
• Aligns the interests of the director with shareholders through significant equity holdings and long-term incentives.

Next Steps

• Vesting of 122,000 shares of options (exercise price $50.82) on March 14, 2026.
• Vesting of 51,167 shares of options (exercise price $60.30) on March 14, 2026, and another 51,166 shares on March 14, 2027.
• Vesting of 38,434 shares of options (exercise price $55.09) on March 14, 2026; 38,433 shares on March 14, 2027; and 38,433 shares on March 14, 2028.
• Vesting of 22,534 Restricted Stock Units on March 14, 2026.
• Vesting of 19,333 Restricted Stock Units on March 14, 2026, and 19,334 units on March 14, 2027.
• Vesting of 14,334 Restricted Stock Units on March 14, 2026, 14,333 units on March 14, 2027, and 14,333 units on March 14, 2028.

Key Dates

Keywords

Monster Beverage, MNST, Rodney Sacks, Form 4, beneficial ownership, stock options, restricted stock units, insider holdings, director holdings