SCHLOSBERG HILTON H 4
4 · Monster Beverage Corp · Filed May 27, 2026
Research Summary
AI-generated summary of this filing
Monster (MNST) Vice Chairman & CEO Hilton Schlosberg Transfers 1.15M Shares
What Happened
- Hilton H. Schlosberg, Vice Chairman and CEO of Monster Beverage Corp (MNST), reported dispositions on May 22, 2026: he transferred 1,151,867 shares to trusts (reported as "other disposition (J)") and gifted 5,908 shares (reported as "G"). Both transactions show $0 proceeds (no open‑market sale).
- Per the filing footnote, the 1,151,867 shares were moved into trusts for which Sterling Trustees LLC is trustee; Schlosberg no longer has voting or dispositive power over those shares and therefore is not deemed to beneficially own them. The gift likewise conveys ownership without cash proceeds.
Key Details
- Transaction date: May 22, 2026. Report filed: May 27, 2026 (appears to be filed after the typical two-business-day Form 4 window).
- Prices reported: $0.00 per share (transfer to trusts and gift — not an open-market sale); total cash proceeds = $0.
- Shares moved: 1,151,867 transferred to trusts; 5,908 gifted.
- Shares owned after transaction: filing notes Schlosberg is no longer deemed to beneficially own the 1,151,867 transferred shares; the filing does not state his total remaining beneficial holdings in this summary section.
- Notable footnotes: F1 explains the transfer to trusts and loss of voting/dispositive power. Other footnotes (F8–F12, F3–F7, etc.) in the filing describe outstanding options and restricted stock unit vesting schedules but do not affect these transfer/gift transactions.
Context
- These were not open‑market sales or purchases: transfers to trusts and gifts do not generate cash proceeds and do not necessarily signal a change in sentiment about the company. Transfers to trusts often reflect estate planning or asset-management steps; gifts are personal transfers. No options were exercised or shares sold for cash in these reported transactions.
Insider Transaction Report
- Other
Common Stock
[F1]2026-05-22−1,151,867→ 1,359,681 total - Gift
Common Stock
2026-05-22−5,908→ 1,353,773 total
- 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)
[F3][F4]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 49,926(indirect: By Hilrod Holdings XVIII, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 153,742(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 403,006(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $23.14Exp: 2027-03-14→ Common Stock - 3,404
Employee Stock Option (right to buy)
[F3][F4]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 172,596(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 352,000(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 194,400
Employee Stock Option (right to buy)
[F3][F4]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 194,400(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 194,400(indirect: By Hilrod Holdings XXVI, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 212,668
Employee Stock Option (right to buy)
[F3][F4]Exercise: $31.20Exp: 2030-03-13→ Common Stock - 170,132(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F3][F4][F2]Exercise: $31.20Exp: 2030-03-13→ Common Stock - 259,800
Employee Stock Option (right to buy)
[F3][F4]Exercise: $44.47Exp: 2031-03-12→ Common Stock - 291,400
Employee Stock Option (right to buy)
[F3][F4]Exercise: $36.62Exp: 2032-03-14→ Common Stock - 183,000
Employee Stock Option (right to buy)
[F3][F4]Exercise: $50.82Exp: 2033-03-14→ Common Stock - 153,500
Employee Stock Option (right to buy)
[F5][F4]Exercise: $60.30Exp: 2034-03-14→ Common Stock - 173,400
Employee Stock Option (right to buy)
[F6][F4]Exercise: $55.09Exp: 2035-03-14→ Common Stock - 137,500
Employee Stock Option (right to buy)
[F7][F4]Exercise: $77.11Exp: 2036-03-13→ Common Stock - 19,334
Restricted Stock Units
[F8][F9][F10][F4]→ Common Stock - 43,133
Restricted Stock Units
[F8][F11][F10][F4]→ Common Stock - 49,000
Restricted Stock Units
[F8][F12][F10][F4]→ Common Stock
Footnotes (12)
- [F1]Reflects the transfer of 1,151,867 shares owned directly by the reporting person to trusts (of which Sterling Trustees LLC is trustee). The reporting person no longer has voting or dispositive power over, and therefore is not deemed to beneficially own, any of the shares held by these trusts.
- [F10]Not applicable.
- [F11]The restricted stock units vest in two installments as follows: 21,567 units on March 14, 2027 and 21,566 units on March 14, 2028.
- [F12]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]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.
- [F3]The options are currently vested.
- [F4]No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
- [F5]The options are currently vested with respect to 102,334 shares. The remaining options vest on March 14, 2027.
- [F6]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.
- [F7]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.
- [F8]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.
- [F9]The restricted stock units vest on March 14, 2027.