SCHLOSBERG HILTON H 4
4 · Monster Beverage Corp · Filed Mar 13, 2026
Research Summary
AI-generated summary of this filing
Monster (MNST) Vice Chairman/CEO Hilton H. Schlosberg Transfers ~924K Shares
What Happened
Hilton H. Schlosberg, Vice Chairman, CEO and a director of Monster Beverage Corp (MNST), reported multiple gift/transfer transactions on March 12, 2026. The filing shows a gift acquisition of 10,206 shares (code G, $0.00) and disposals totaling 924,420 shares (codes G and J, $0.00) across four reported disposition lines (1,135; 276,109; 360,948; 286,228). These were transfers/distributions at no cash price (each reported at $0.00). Net, the reporting person’s directly held shares decreased by roughly 914,214 shares, though footnotes indicate some shares were distributed to him and some were moved to a trustee.
Key Details
- Transaction date: March 12, 2026 (reported on Form 4 filed March 13, 2026)
- Codes: G = Gift; J = Other acquisition/disposition (transfer/distribution)
- Shares: +10,206 (gifted to him), disposals of 1,135; 276,109; 360,948; 286,228 — total disposals 924,420 shares; net change ≈ -914,214 shares
- Price: $0.00 on all reported lines (no cash consideration)
- Shares owned after transaction: not explicitly stated in the excerpt; footnotes say direct ownership increased for certain distributed shares while other shares are now held by Sterling Trustees LLC and not deemed beneficially owned by the reporting person
- Notable footnotes: F1–F3 describe distributions from Hilrod-related partnerships and that the reporting person (a general partner) disclaims beneficial ownership of certain partnership holdings except for his pecuniary interest; F3 notes some distributed shares became directly owned by Schlosberg and remaining shares are held by a trustee
- Timeliness: Filing was made one day later (reporting period 3/12, filed 3/13) — appears timely
Context
- These reported entries are gifts/transfers and “other” dispositions (not open-market sales). Gifts and internal distributions/transfers generally do not signal the same market sentiment as outright sales; they can reflect estate planning, trust transfers, or partnership distributions.
- Footnotes indicate the transactions involved distributions from partnerships (Hilrod entities) and transfers to a trustee (Sterling Trustees LLC), which affects whether shares are considered beneficially owned by Schlosberg.
- No option exercises or cashless transactions are reported in these lines.
Insider Transaction Report
- Gift
Common Stock
[F1]2026-03-12+10,206→ 2,348,706 total - Gift
Common Stock
2026-03-12−1,135→ 2,347,571 total - Other
Common Stock
[F3][F2]2026-03-12−276,109→ 0 total(indirect: By Hilrod Holdings XV, L.P.) - Other
Common Stock
[F3][F2]2026-03-12−360,948→ 0 total(indirect: By Hilrod Holdings XVIII, L.P.) - Other
Common Stock
[F3][F2]2026-03-12−286,228→ 0 total(indirect: By Hilrod Holdings XXVI, L.P.)
- 11,291,136(indirect: By Partnership)
Common Stock
[F2] - 58,773,888(indirect: By Partnership)
Common Stock
[F2] - 4,326
Employee Stock Option (right to buy)
[F4][F5]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 49,926(indirect: By Hilrod Holdings XVIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 153,742(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 403,006(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 3,404
Employee Stock Option (right to buy)
[F4][F5]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 172,596(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 352,000(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 194,400
Employee Stock Option (right to buy)
[F4][F5]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 194,400(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 194,400(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 212,668
Employee Stock Option (right to buy)
[F4][F5]Exercise: $31.20Exp: 2030-03-13→ Common Stock - 170,132(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F2]Exercise: $31.20Exp: 2030-03-13→ Common Stock - 259,800
Employee Stock Option (right to buy)
[F4][F5]Exercise: $44.47Exp: 2031-03-12→ Common Stock - 291,400
Employee Stock Option (right to buy)
[F4][F5]Exercise: $36.62Exp: 2032-03-14→ Common Stock - 183,000
Employee Stock Option (right to buy)
[F6][F5]Exercise: $50.82Exp: 2033-03-14→ Common Stock - 153,500
Employee Stock Option (right to buy)
[F7][F5]Exercise: $60.30Exp: 2034-03-14→ Common Stock - 173,400
Employee Stock Option (right to buy)
[F8][F5]Exercise: $55.09Exp: 2035-03-14→ Common Stock - 22,534
Restricted Stock Units
[F9][F10][F11][F5]→ Common Stock - 38,667
Restricted Stock Units
[F9][F12][F11][F5]→ Common Stock - 64,700
Restricted Stock Units
[F9][F13][F11][F5]→ Common Stock
Footnotes (13)
- [F1]As a result of the distribution of shares from Hilrod Holdings XV, L.P. ("Hilrod XV"), Hilrod Holdings XVIII, L.P. ("Hilrod XVIII") and Hilrod Holdings XXVI, L.P. ("Hilrod XXVI"), which were previously reported as indirectly beneficially owned by the reporting person, the total amount of shares directly owned has increased.
- [F10]The restricted stock units vest on March 14, 2026.
- [F11]Not applicable.
- [F12]The restricted stock units vest in two installments as follows: 19,333 units on March 14, 2026 and 19,334 units on March 14, 2027.
- [F13]The restricted stock units vest in three installments as follows: 21,567 units on March 14, 2026, 21,567 units on March 14, 2027 and 21,566 units on March 14, 2028.
- [F2]Reporting person (i) is one of the general partners of each of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, Hilrod Holdings XV, Hilrod Holdings XVIII, Hilrod Holdings XXIII, L.P. and Hilrod Holdings XXVI, and (ii) disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
- [F3]Reflects the distribution of shares to the reporting person as one of the general partners of Hilrod Holdings XV, Hilrod Holdings XVIII and Hilrod Holdings XXVI. The shares received from the distribution are directly beneficially owned by the reporting person. The remaining shares are now owned by Sterling Trustees LLC and such shares are not deemed beneficially owned by the reporting person.
- [F4]The options are currently vested.
- [F5]No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
- [F6]The options are currently vested with respect to 122,000 shares. The remaining options vest on March 14, 2026.
- [F7]The options are currently vested with respect to 51,167 shares. The remaining options vest in two installments as follows: 51,167 shares on March 14, 2026 and 51,166 shares on March 14, 2027.
- [F8]The options vest in three equal installments on March 14, 2026, March 14, 2027 and March 14, 2028.
- [F9]The restricted stock units were granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company's common stock as of the vesting date.