Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Monster Beverage CorpMNST · Entity 2931 | Director · Vice Chairman and CEO | September 14, 2026 | September 16, 2026 |
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.
Monster Beverage Corp
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,705,846 |
Reported balance
After 2026-09-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-14 · Gift · Disposed 1,690 · Balance 2,705,846 F1: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the reporting person received one additional share for every one share of common stock held prior to the Stock Split. F2: This amount reflects the reported transaction and 5 less shares (pre Stock Split) that were inadvertently omitted from the reporting person's Form 4 filed on March 13, 2026 due to an administrative error. |
| Common StockSEC Table I · non-derivative | IndirectBy Brandon Limited Partnership No. 1 | 22,582,272 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22,582,272 F1: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the reporting person received one additional share for every one share of common stock held prior to the Stock Split. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Brandon Limited Partnership No. 2 | 117,547,776 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 117,547,776 F1: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the reporting person received one additional share for every one share of common stock held prior to the Stock Split. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.57 · Expires 2027-03-14 | Direct | 8,652 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,652 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.68 · Expires 2028-03-14 | Direct | 6,808 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,808 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.92 · Expires 2029-03-14 | Direct | 388,800 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 388,800 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.60 · Expires 2030-03-13 | Direct | 425,336 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 425,336 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.24 · Expires 2031-03-12 | Direct | 519,600 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 519,600 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.31 · Expires 2032-03-14 | Direct | 582,800 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · Balance 582,800 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.41 · Expires 2033-03-14 | Direct | 366,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · Balance 366,000 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.15 · Expires 2034-03-14 | Direct | 307,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · Balance 307,000 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F7: The options are currently vested with respect to 204,668 shares. The remaining options vest on March 14, 2027. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.55 · Expires 2035-03-14 | Direct | 346,800 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · Balance 346,800 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F8: The options are currently vested with respect to 115,600 shares. The remaining options vest in two equal installments on March 14, 2027 and March 14, 2028. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.56 · Expires 2036-03-13 | Direct | 275,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · Balance 275,000 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F9: The options vest in three installments as follows: 91,668 shares on March 13, 2027, 91,666 shares on March 13, 2028 and 91,666 shares on March 13, 2029. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.57 · Expires 2027-03-14 | IndirectBy Hilrod Holdings XVIII, L.P. | 99,852 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 99,852 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.57 · Expires 2027-03-14 | IndirectBy Hilrod Holdings XXIII, L.P. | 307,484 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 307,484 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.68 · Expires 2028-03-14 | IndirectBy Hilrod Holdings XXIII, L.P. | 345,192 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 345,192 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.92 · Expires 2029-03-14 | IndirectBy Hilrod Holdings XXIII, L.P. | 388,800 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 388,800 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.60 · Expires 2030-03-13 | IndirectBy Hilrod Holdings XXIII, L.P. | 340,264 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 340,264 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.57 · Expires 2027-03-14 | IndirectBy Hilrod Holdings XXVI, L.P. | 806,012 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 806,012 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.68 · Expires 2028-03-14 | IndirectBy Hilrod Holdings XXVI, L.P. | 704,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 704,000 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.92 · Expires 2029-03-14 | IndirectBy Hilrod Holdings XXVI, L.P. | 388,800 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 388,800 F4: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half. F5: The options are currently vested. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,668 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · Balance 38,668 F10: 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. F11: The restricted stock units vest on March 14, 2027. F12: Not applicable. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. F13: Due to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units were doubled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 86,266 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · Balance 86,266 F10: 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. F14: The restricted stock units vest in two installments as follows: 43,134 units on March 14, 2027 and 43,132 units on March 14, 2028. F12: Not applicable. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. F13: Due to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units were doubled. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 98,000 |
Reported balance
Holding disclosure · report date 2026-09-14 · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · Balance 98,000 F10: 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. F15: The restricted stock units vest in three installments as follows: 32,668 units on March 13, 2027, 32,666 units on March 13, 2028 and 32,666 units on March 13, 2029. F12: Not applicable. F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. F13: Due to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units were doubled. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 10, 2026, the common stock of the Company split 2-for-1 (the "Stock Split"). As a result, the reporting person received one additional share for every one share of common stock held prior to the Stock Split.
F2: This amount reflects the reported transaction and 5 less shares (pre Stock Split) that were inadvertently omitted from the reporting person's Form 4 filed on March 13, 2026 due to an administrative error.
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: Due to the Stock Split, the number of shares allowed to be purchased by the reporting person were doubled and the exercise price per share was reduced by one-half.
F5: The options are currently vested.
F6: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
F7: The options are currently vested with respect to 204,668 shares. The remaining options vest on March 14, 2027.
F8: The options are currently vested with respect to 115,600 shares. The remaining options vest in two equal installments on March 14, 2027 and March 14, 2028.
F9: The options vest in three installments as follows: 91,668 shares on March 13, 2027, 91,666 shares on March 13, 2028 and 91,666 shares on March 13, 2029.
F10: 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.
F11: The restricted stock units vest on March 14, 2027.
F12: Not applicable.
F13: Due to the Stock Split, the number of shares of common stock to be settled by the Company and delivered to the reporting person under the Company's equity incentive compensation plans or agreements governing restricted stock units were doubled.
F14: The restricted stock units vest in two installments as follows: 43,134 units on March 14, 2027 and 43,132 units on March 14, 2028.
F15: The restricted stock units vest in three installments as follows: 32,668 units on March 13, 2027, 32,666 units on March 13, 2028 and 32,666 units on March 13, 2029.
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 |
|---|---|---|---|---|---|---|
| October 04, 2016 Filed Oct 14, 2016 19:13 UTC | Monster Beverage Corp MNST · Entity 2931 | GiftEmployee Stock Option (right to buy) · Derivative | 62,076 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC source: 0001140361-16-082784 · doc1.xml · derivative · entry 21 SCHLOSBERG HILTON H · CIK 0001284352 · Director · Vice Chairman and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,541 Underlying: Common Stock · 62,076 shares Expires 2018-06-02 F5 · kind: Reflects the assignment of options from the reporting person to Hilrod Holdings XVI, L.P., of which the reporting person is one of the general partners. The options assigned to Hilrod Holdings XVI, L.P. are indirectly beneficially owned by the reporting person. F6 · derivative.exercise_date: The options are currently vested. Read SEC document |
| September 06, 2016 Filed Oct 14, 2016 19:13 UTC | Monster Beverage Corp MNST · Entity 2931 | GiftCommon Stock | 9,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-082784 · doc1.xml · nonDerivative · entry 13 SCHLOSBERG HILTON H · CIK 0001284352 · Director · Vice Chairman and President 10b5-1 filing: Not disclosed Ownership: Indirect · By Hilrod Holdings XIII, L.P. Disclosed balance after: 480,318 F3 · kind: Reflects the assignment of shares from Hilrod Holdings XIII, L.P. to a grantor retained annuity trust of which the reporting person is not the beneficial owner. F2 · ownership.nature: The reporting person is one of the general partners of each of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, Hilrod Holdings IV, L.P., Hilrod Holdings V, L.P., Hilrod Holdings VI, L.P., Hilrod Holdings VII, L.P., Hilrod Holdings VIII, L.P., Hilrod Holdings IX, L.P., Hilrod Holdings X, L.P., Hilrod Holdings XI, L.P., Hilrod Holdings XII, L.P., Hilrod Holdings XIII, L.P., Hilrod Holdings XIV, L.P., Hilrod Holdings XV, L.P., and Hilrod Holdings XVI, L.P. The reporting person is the trustee of RCS 2008 GRAT #2, RCS Direct 2010 GRAT, RCS Direct 2010 GRAT #2 and RCS Direct 2011 GRAT. 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.