SACKS RODNEY C 4
4 · Monster Beverage Corp · Filed May 27, 2026
Research Summary
AI-generated summary of this filing
Monster Beverage (MNST) Director Rodney Sacks Transfers 697,495 Shares
What Happened
- Rodney C. Sacks, a member of Monster Beverage's board of directors, reported two dispositions on 2026-05-22: an other disposition (code J) of 697,495 shares and a gift (code G) of 11,585 shares. Both transactions show $0 per share and $0 total proceeds on the Form 4.
- The large 697,495-share transfer was to trusts; per the filing footnote, Sacks no longer has voting or dispositive power over those shares after the transfer. The 11,585-share entry is reported as a gift.
Key Details
- Transaction dates and filing: transactions dated 2026-05-22; Form 4 filed 2026-05-27.
- Price and value: both transactions reported at $0.00 per share (transfer/gift), so no cash proceeds were reported.
- Footnotes: F1 states the 697,495 shares were transferred to trusts (Sterling Trustees LLC is trustee) and Sacks disclaims voting/dispositive power thereafter.
- Shares owned after transaction: the filing does not disclose an updated total beneficial ownership in the lines provided in this summary.
- Timeliness: the Form 4 was filed five days after the transaction date—longer than the usual two-business-day SEC reporting window—so this filing appears late relative to the standard requirement.
Context
- Transfers to trusts and gifts are not market sales and do not necessarily indicate a change in sentiment about the stock; gifts are typically estate or tax planning actions.
- Code J (other disposition) here reflects a transfer of ownership/control to trusts (not a cash sale); code G denotes a gift. These are different from open-market sales that generate cash proceeds.
Insider Transaction Report
Form 4
SACKS RODNEY C
Director
Transactions
- Other
Common Stock
[F1]2026-05-22−697,495→ 217,307 total - Gift
Common Stock
2026-05-22−11,585→ 205,722 total
Holdings
- 100,000(indirect: By LLC)
Common Stock
[F2] - 11,291,136(indirect: By Partnership)
Common Stock
[F3] - 58,773,888(indirect: By Partnership)
Common Stock
[F3] - 172,596(indirect: By Hilrod Holdings XXIII, L.P.)
Employee Stock Option (right to buy)
[F4][F5][F3]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][F3]Exercise: $29.37Exp: 2028-03-14→ Common Stock - 191,050
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][F3]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][F3]Exercise: $29.84Exp: 2029-03-14→ Common Stock - 209,464
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][F3]Exercise: $31.20Exp: 2030-03-13→ Common Stock - 257,552
Employee Stock Option (right to buy)
[F4][F5]Exercise: $44.47Exp: 2031-03-12→ Common Stock - 288,670
Employee Stock Option (right to buy)
[F4][F5]Exercise: $36.62Exp: 2032-03-14→ Common Stock - 181,033
Employee Stock Option (right to buy)
[F4][F5]Exercise: $50.82Exp: 2033-03-14→ Common Stock - 153,500
Employee Stock Option (right to buy)
[F6][F5]Exercise: $60.30Exp: 2034-03-14→ Common Stock - 115,300
Employee Stock Option (right to buy)
[F7][F5]Exercise: $55.09Exp: 2035-03-14→ Common Stock - 42,800
Employee Stock Option (right to buy)
[F8][F5]Exercise: $77.11Exp: 2036-03-13→ Common Stock - 19,334
Restricted Stock Units
[F9][F10][F11][F5]→ Common Stock - 28,666
Restricted Stock Units
[F9][F12][F11][F5]→ Common Stock - 15,200
Restricted Stock Units
[F9][F13][F11][F5]→ Common Stock
Footnotes (13)
- [F1]Reflects the transfer of 697,495 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]The restricted stock units vest on March 14, 2027.
- [F11]Not applicable.
- [F12]The restricted stock units vest in two equal installments on March 14, 2027 and March 14, 2028.
- [F13]The restricted stock units vest in three installments as follows: 5,067 units on March 13, 2027, 5,067 units on March 13, 2028 and 5,066 units on March 13, 2029.
- [F2]Reporting person is the managing member of the limited liability company through his personal trust.
- [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 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 38,434 shares. The remaining options vest in two installments as follows: 38,433 shares on March 14, 2027 and 38,433 shares on March 14, 2028.
- [F8]The options vest in three installments as follows: 14,267 shares on March 13, 2027, 14,267 shares on March 13, 2028 and 14,266 shares on March 13, 2029.
- [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.
Signature
/s/ Paul J. Dechary, Attorney-in-Fact|2026-05-27