Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Monster Beverage CorpMNST · Entity 2931 | Chief Financial Officer | May 15, 2026 | May 15, 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 May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,553 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Sale · Disposed 7,000 · Balance 62,553 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.82 · Expires 2033-03-14 | Direct | 3,334 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 3,334 F1: The options are fully vested. F2: 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 $50.82 · Expires 2033-03-14 | Direct | 3,334 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,334 F1: The options are fully vested. F2: 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 $60.30 · Expires 2034-03-14 | Direct | 6,366 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 6,366 F3: The options are currently vested with respect to 3,366 shares. The remaining options vest on March 14, 2027. F2: 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 $55.09 · Expires 2035-03-14 | Direct | 14,000 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 14,000 F4: The options are currently vested with respect to 3,500 shares. The remaining options vest in three equal installments on March 14, 2027, March 14, 2028 and March 14, 2029. F2: 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 $77.11 · Expires 2036-03-13 | Direct | 10,800 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 10,800 F5: The options vest in three equal installments on March 13, 2027, March 13, 2028 and March 13, 2029. F2: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,000 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,000 F6: 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. F7: The restricted stock units vest on March 14, 2027. F8: Not applicable. F2: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,375 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,375 F6: 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 in three equal installments on March 14, 2027, March 14, 2028 and March 14, 2029. F8: Not applicable. F2: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,600 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,600 F6: 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. F10: The restricted stock units vest in three equal installments on March 13, 2027, March 13, 2028 and March 13, 2029. F8: Not applicable. F2: 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: The options are fully vested.
F2: No transaction is being reported at this time. This line is only reporting holdings as of the date hereof.
F3: The options are currently vested with respect to 3,366 shares. The remaining options vest on March 14, 2027.
F4: The options are currently vested with respect to 3,500 shares. The remaining options vest in three equal installments on March 14, 2027, March 14, 2028 and March 14, 2029.
F5: The options vest in three equal installments on March 13, 2027, March 13, 2028 and March 13, 2029.
F6: 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.
F7: The restricted stock units vest on March 14, 2027.
F8: Not applicable.
F9: The restricted stock units vest in three equal installments on March 14, 2027, March 14, 2028 and March 14, 2029.
F10: The restricted stock units vest in three equal installments on March 13, 2027, March 13, 2028 and 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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 5, 2017 18:31 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023749 · doc1.xml · derivative · entry 8 KELLY THOMAS J · CIK 0001286599 · Senior VP - Monster Energy Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 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. F9 · derivative.exercise_price: The restricted stock units were granted under the Monster Beverage Corporation 2011 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. F10 · derivative.exercise_date: The restricted stock units are currently vested. F11 · derivative.expiration_date: Not applicable. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 18:31 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionCommon Stock | 4,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-023749 · doc1.xml · nonDerivative · entry 1 KELLY THOMAS J · CIK 0001286599 · Senior VP - Monster Energy Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,151 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 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. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:51 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-088834 · doc1.xml · derivative · entry 9 KELLY THOMAS J · CIK 0001286599 · Senior VP - Monster Energy Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 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. F15 · derivative.exercise_price: The restricted stock units were granted under the Monster Beverage Corporation 2011 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. F19 · derivative.exercise_date: The remaining restricted stock units vest on December 1, 2017. F17 · derivative.expiration_date: Not applicable. F20 · balance_after: These restricted stock units were previously reported as covering 1,000 shares of common stock, but were adjusted to reflect the stock split that occurred on November 9, 2016. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:51 UTC | Monster Beverage Corp MNST · Entity 2931 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $43.64 | $0.00 |
DisclosureSEC source: 0001140361-16-088834 · doc1.xml · derivative · entry 7 KELLY THOMAS J · CIK 0001286599 · Senior VP - Monster Energy Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2026-12-01 F14 · derivative.exercise_date: Granted December 1, 2016 pursuant to the Company's 2011 Stock Option Plan (which is a Rule 16b-3(d)(1) plan) and Equity Grant Procedures. The options vest in five installments as follows: 4,000 shares on December 1, 2017; 6,000 shares on December 1, 2018; 8,000 shares on December 1, 2019; 10,000 shares on December 1, 2020; 12,000 shares on December 1, 2021. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 21:51 UTC | Monster Beverage Corp MNST · Entity 2931 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-088834 · doc1.xml · nonDerivative · entry 1 KELLY THOMAS J · CIK 0001286599 · Senior VP - Monster Energy Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,651 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 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. 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 11,434 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.