Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Monster Beverage Corp
Report date June 05, 2019 · Filed June 07, 2019
Section 16 reporting ended · disclosed 2019-06-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-06-05 · Exercise / conversion · Disposed 3,123 · Balance 0 F2: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below. F3: Not applicable. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,367 |
Reported balance
After 2019-06-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-06-05 · Grant · Acquired 3,123 · Balance 6,367 F4: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F5: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F2: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below. F6: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. |
| Common StockSEC Table I · non-derivative | Direct | 14,280 |
Reported balance
Holding disclosure · report date 2019-06-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 14,280 F1: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
Filing footnotes · ownership attribution and instrument terms
F1: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
F2: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below.
F3: Not applicable.
F4: Each Deferred Stock Unit is economically equivalent to one share of Common Stock.
F5: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation.
F6: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 05, 2019 Filed Jun 7, 2019 20:10 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantDeferred Stock Units · Derivative | 3,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-013047 · doc1.xml · derivative · entry 3 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,367 Underlying: Common Stock · 3,123 shares Expires not disclosed F4 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F5 · shares: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F2 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below. F5 · price: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F6 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. F6 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 20:10 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 3,123 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-013047 · doc1.xml · derivative · entry 2 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,123 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below. F2 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 5 below. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 07, 2018 Filed Jun 8, 2018 21:41 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantRestricted Stock Units · Derivative | 3,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027914 · doc1.xml · derivative · entry 4 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,123 Underlying: Common Stock · 3,123 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. F6 · derivative.exercise_date: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2019 annual shareholder meeting, provided that the reporting person continues as a director of the Company through such date. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:41 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantDeferred Stock Units · Derivative | 3,244 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027914 · doc1.xml · derivative · entry 5 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,244 Underlying: Common Stock · 3,244 shares Expires not disclosed F7 · derivative.exercise_price: Each Deferred Stock Unit is economically equivalent to one share of Common Stock. F8 · shares: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F3 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 9 below. F8 · price: Deferred Stock Units credited to the reporting person under the Monster Beverage Corporation Deferred Compensation Plan for Non-Employee Directors (the "Deferral Plan"), a sub-plan of the Monster Beverage Corporation 2017 Compensation Plan for Non-Employee Directors, effective May 1, 2017, which may include voluntary deferred compensation. F9 · derivative.exercise_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. F9 · derivative.expiration_date: The Deferred Stock Units credited under the Deferral Plan are settled (other than fractional units) in stock and are generally payable in the form elected or provided under the Deferral Plan on the earliest of: (i) a specified date or event designated by the reporting person, (ii) in the calendar year following the year in which the reporting person's service with the Board separates, or (iii) upon death, disability or change in control as defined under the Deferral Plan. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:41 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 3,244 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027914 · doc1.xml · derivative · entry 3 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,244 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 9 below. F3 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. These restricted stock units were settled as shares of common stock and the Reporting Person has elected to defer the same, see footnote 9 below. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:41 UTC | Monster Beverage Corp MNST · Entity 2931 | OtherCommon Stock | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027914 · doc1.xml · nonDerivative · entry 2 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shoreland Investments Limited Disclosed balance after: 0 F2 · price: The reporting person is no longer a director of Shoreland Investments Limited and, accordingly, disclaims beneficial ownership of these securities. F2 · balance_after: The reporting person is no longer a director of Shoreland Investments Limited and, accordingly, disclaims beneficial ownership of these securities. F2 · ownership.nature: The reporting person is no longer a director of Shoreland Investments Limited and, accordingly, disclaims beneficial ownership of these securities. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 23:23 UTC | Monster Beverage Corp MNST · Entity 2931 | SaleCommon Stock | 7,770 | $56.09 | $435,819.30 |
DisclosureSEC source: 0001140361-18-012512 · doc1.xml · nonDerivative · entry 1 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,280 F1 · price: This transaction was executed in multiple trades at prices ranging from $56.08 to $56.15. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 23:26 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantRestricted Stock Units · Derivative | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-025626 · doc1.xml · derivative · entry 4 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,244 Underlying: Common Stock · 3,244 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. F7 · derivative.exercise_date: The restricted stock units vest with respect to 100% of such restricted stock units on the last business day prior to the Company's 2018 annual shareholder meeting, provided that the reporting person continues as a director of the Company through such date. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 23:26 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 3,237 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-025626 · doc1.xml · derivative · entry 3 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,237 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. The reporting person settled these restricted stock units in shares of common stock. F1 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. The reporting person settled these restricted stock units in shares of common stock. F5 · derivative.expiration_date: Not applicable. Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 23:26 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionCommon Stock | 3,237 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-025626 · doc1.xml · nonDerivative · entry 1 EPSTEIN NORMAN · CIK 0001266253 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents either (i) a contingent right to receive one share of the Company's common stock or (ii) a cash amount equal to the number of shares received as of the vesting date. The reporting person settled these restricted stock units in shares of common stock. F2 · balance_after: On November 9, 2016, the common stock of Monster Beverage Corporation split 3-for-1, resulting in the reporting person's ownership of 12,542 additional shares of common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.