Monster Beverage Corp·4

Mar 17, 7:12 PM ET

SCHLOSBERG HILTON H 4

4 · Monster Beverage Corp · Filed Mar 17, 2026

Research Summary

AI-generated summary of this filing

Updated

Monster Beverage (MNST) CEO Hilton Schlosberg Receives Awards, Sells 169,857 Shares

What Happened

  • Hilton H. Schlosberg, Vice Chairman and CEO of Monster Beverage (MNST), had equity awards/units vest and converted into common shares in mid‑March 2026. In connection with the vesting/conversion, he surrendered shares to satisfy tax withholding obligations: 137,580 shares were surrendered on 2026-03-13 at $77.11 ($10,608,794) and 32,277 shares were surrendered on 2026-03-14 at $77.05 ($2,486,943), for a total of 169,857 shares and approximately $13.10 million.
  • The filing also shows awards/grants on 2026-03-13 (totaling 456,900 award/derivative units reported across lines) and conversion/exercise entries on 2026-03-14 (63,434 shares converted/exercised). Some of the awarded restricted/performance units remain subject to future vesting (see Key Details).

Key Details

  • Primary dates and prices:
    • 2026-03-13: Awards/grants reported (codes A) — 270,400; 137,500 (derivative); 49,000 (derivative).
    • 2026-03-13: Tax withholding surrender (code F) — 137,580 shares @ $77.11 = $10,608,794.
    • 2026-03-14: Conversion/exercise (code M) — 22,534, 19,333, and 21,567 shares (total 63,434) converted to common stock.
    • 2026-03-14: Tax withholding surrender (code F) — 32,277 shares @ $77.05 = $2,486,943.
  • Shares surrendered to cover taxes: 169,857 shares, total proceeds ≈ $13,095,737.
  • Remaining vesting (footnotes):
    • Some restricted stock units/options remain unvested and vest in installments (notably March 14, 2027; March 14, 2028; March 13, 2027–2029 per footnotes F12–F14).
    • Performance share units were certified as vesting by the Compensation Committee (footnote F1).
  • Transaction codes explained: A = Award/Grant, M = Exercise/Conversion of derivative, F = Payment for exercise price/tax withholding (surrender of shares).
  • Filing timeliness: Transactions occurred 2026-03-13 and 2026-03-14; Form 4 was filed 2026-03-17. Form 4s are normally due within two business days of a reportable transaction, so this filing appears to have been submitted after that window.

Context

  • These were award vestings and conversions of RSUs/PSUs (and related exercises), not open‑market purchases or discretionary sales. The disposals reported here are “sell to cover”/tax‑withholding actions (common when executives receive vested equity) rather than voluntary market sales intended to realize investment gains.
  • For retail investors: purchases by insiders are often considered stronger signals than routine tax withholding. This filing documents standard settlement/withholding activity after vesting; it does not by itself indicate a change in the CEO’s long‑term position.

Insider Transaction Report

Form 4
Period: 2026-03-13
SCHLOSBERG HILTON H
DirectorVice Chairman and CEO
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-13+270,4002,617,971 total
  • Tax Payment

    Common Stock

    2026-03-13$77.11/sh137,580$10,608,7942,480,391 total
  • Exercise/Conversion

    Common Stock

    [F2]
    2026-03-14+22,5342,502,925 total
  • Exercise/Conversion

    Common Stock

    [F2]
    2026-03-14+19,3332,522,258 total
  • Exercise/Conversion

    Common Stock

    [F2]
    2026-03-14+21,5672,543,825 total
  • Tax Payment

    Common Stock

    2026-03-14$77.05/sh32,277$2,486,9432,511,548 total
  • Award

    Employee Stock Option (right to buy)

    [F8]
    2026-03-13+137,500137,500 total
    Exercise: $77.11Exp: 2036-03-13Common Stock (137,500 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F9][F10][F11]
    2026-03-1422,5340 total
    Common Stock (22,534 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F9][F12][F11]
    2026-03-1419,33319,334 total
    Common Stock (19,333 underlying)
  • Exercise/Conversion

    Restricted Stock Units

    [F9][F13][F11]
    2026-03-1421,56743,133 total
    Common Stock (21,567 underlying)
  • Award

    Restricted Stock Units

    [F9][F14][F11]
    2026-03-13+49,00049,000 total
    Common Stock (49,000 underlying)
Holdings
  • Common Stock

    [F3]
    (indirect: By Partnership)
    11,291,136
  • Common Stock

    [F3]
    (indirect: By Partnership)
    58,773,888
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $23.14Exp: 2027-03-14Common Stock
    4,326
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XVIII, L.P.)
    Exercise: $23.14Exp: 2027-03-14Common Stock
    49,926
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXIII, L.P.)
    Exercise: $23.14Exp: 2027-03-14Common Stock
    153,742
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXVI, L.P.)
    Exercise: $23.14Exp: 2027-03-14Common Stock
    403,006
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $29.37Exp: 2028-03-14Common Stock
    3,404
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXIII, L.P.)
    Exercise: $29.37Exp: 2028-03-14Common Stock
    172,596
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXVI, L.P.)
    Exercise: $29.37Exp: 2028-03-14Common Stock
    352,000
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $29.84Exp: 2029-03-14Common Stock
    194,400
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXIII, L.P.)
    Exercise: $29.84Exp: 2029-03-14Common Stock
    194,400
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXVI, L.P.)
    Exercise: $29.84Exp: 2029-03-14Common Stock
    194,400
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $31.20Exp: 2030-03-13Common Stock
    212,668
  • Employee Stock Option (right to buy)

    [F4][F5][F3]
    (indirect: By Hilrod Holdings XXIII, L.P.)
    Exercise: $31.20Exp: 2030-03-13Common Stock
    170,132
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $44.47Exp: 2031-03-12Common Stock
    259,800
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $36.62Exp: 2032-03-14Common Stock
    291,400
  • Employee Stock Option (right to buy)

    [F4][F5]
    Exercise: $50.82Exp: 2033-03-14Common Stock
    183,000
  • Employee Stock Option (right to buy)

    [F6][F5]
    Exercise: $60.30Exp: 2034-03-14Common Stock
    153,500
  • Employee Stock Option (right to buy)

    [F7][F5]
    Exercise: $55.09Exp: 2035-03-14Common Stock
    173,400
Footnotes (14)
  • [F1]Received upon the achievement of the vesting criteria applicable to performance share units granted under the Monster Beverage Corporation 2020 Omnibus Incentive Plan (the "2020 Omnibus Incentive Plan"), achievement of which was certified by the Compensation Committee of the Company's Board of Directors. Each performance share unit represents a contingent right to receive one share of the Company's common stock as of the applicable vesting date.
  • [F10]The restricted stock units are fully vested.
  • [F11]Not applicable.
  • [F12]The remaining restricted stock units vest on March 14, 2027.
  • [F13]The remaining restricted stock units vest in two installments as follows: 21,567 units on March 14, 2027 and 21,566 units on March 14, 2028.
  • [F14]The restricted stock units vest in three installments as follows: 16,334 units on March 13, 2027, 16,333 units on March 13, 2028 and 16,333 units on March 13, 2029.
  • [F2]Each restricted stock unit represents a contingent right to receive one share of the Company's common stock as of the vesting date. Accordingly, these restricted stock units were settled in shares of common stock.
  • [F3]Reporting person (i) is one of the general partners of each of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, Hilrod Holdings XVIII, L.P., Hilrod Holdings XXIII, L.P. and Hilrod Holdings XXVI, L.P. and (ii) disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
  • [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 102,334 shares. The remaining options vest on March 14, 2027.
  • [F7]The options are currently vested with respect to 57,800 shares. The remaining options vest in two equal installments on March 14, 2027 and March 14, 2028.
  • [F8]The options vest in three installments as follows: 45,834 shares on March 13, 2027; 45,833 shares on March 13, 2028 and 45,833 shares on March 13, 2029.
  • [F9]The restricted stock units were granted under the 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.
Signature
Paul J. Dechary, attorney-in-fact|2026-03-17

Documents

1 file
  • 4
    form4.xmlPrimary