Filing Details

Accession Number:
0001140361-15-016165
Form Type:
4
Zero Holdings:
No
Publication Time:
2015-04-22 21:06:37
Reporting Period:
2015-04-15
Filing Date:
2015-04-22
Accepted Time:
2015-04-22 21:06:37
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
865752 Monster Beverage Corp MNST Bottled & Canned Soft Drinks & Carbonated Waters (2086) 391679918
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1284353 C Rodney Sacks 1 Monster Way
Corona CA 92879
Chairman And Ceo Yes Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Stock Disposition 2015-04-15 42,146 $0.00 829,366 No 5 G Direct
Common Stock Acquisiton 2015-04-17 42,146 $0.00 871,512 No 5 G Direct
Common Stock Disposition 2015-04-20 53,487 $140.26 337,726 No 4 S Indirect By Hilrod Holdings IX, L.P.
Common Stock Disposition 2015-04-21 83,400 $140.26 254,326 No 4 S Indirect By Hilrod Holdings IX, L.P.
Common Stock Disposition 2015-04-21 3,200 $141.20 251,126 No 4 S Indirect By Hilrod Holdings IX, L.P.
Common Stock Disposition 2015-04-22 23,102 $140.03 228,024 No 4 S Indirect By Hilrod Holdings IX, L.P.
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 G Direct
No 5 G Direct
No 4 S Indirect By Hilrod Holdings IX, L.P.
No 4 S Indirect By Hilrod Holdings IX, L.P.
No 4 S Indirect By Hilrod Holdings IX, L.P.
No 4 S Indirect By Hilrod Holdings IX, L.P.
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Common Stock 1,881,856 Indirect By Brandon Limited Partnership No. 1
Common Stock 9,815,648 Indirect By Brandon Limited Partnership No. 2
Common Stock 34,924 Indirect By Hilrod Holdings IV, L.P.
Common Stock 71,428 Indirect By Hilrod Holdings V, L.P.
Common Stock 107,900 Indirect By Hilrod Holdings VI, L.P.
Common Stock 40,072 Indirect By Hilrod Holdings VII, L.P.
Common Stock 189,528 Indirect By Hilrod Holdings VIII, L.P.
Common Stock 83,306 Indirect By Hilrod Holdings X, L.P.
Common Stock 168,414 Indirect By Hilrod Holdings XI, L.P.
Common Stock 153,534 Indirect By Hilrod Holdings XII, L.P.
Common Stock 727,354 Indirect By Hilrod Holdings XIII, L.P.
Common Stock 2,000,000 Indirect By Hilrod Holdings XIV, L.P.
Common Stock 287,736 Indirect By Hilrod Holdings XV, L.P.
Common Stock 77,121 Indirect By RCS 2009 GRAT #2
Common Stock 35,162 Indirect By RCS Direct 2010 GRAT
Common Stock 1,612 Indirect By RCS Direct 2010 GRAT #2
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Common Stock Employee Stock Option (right to buy) $8.44 2015-11-11 1,200,000 960,000 Direct
Common Stock Employee Stock Option (right to buy) $15.86 2018-06-02 800,000 18,912 Direct
Common Stock Employee Stock Option (right to buy) $17.82 2019-12-01 500,000 100,000 Direct
Common Stock Employee Stock Option (right to buy) $53.96 2023-06-03 140,000 140,000 Direct
Common Stock Employee Stock Option (right to buy) $53.96 2023-06-03 70,000 70,000 Indirect
Common Stock Employee Stock Option (right to buy) $70.06 2024-03-14 210,000 210,000 Direct
Common Stock Employee Stock Option (right to buy) $135.48 2025-03-13 79,200 79,200 Direct
Common Stock Restricted Stock Units $0.00 38,100 38,100 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2015-11-11 1,200,000 960,000 Direct
2018-06-02 800,000 18,912 Direct
2019-12-01 500,000 100,000 Direct
2023-06-03 140,000 140,000 Direct
2023-06-03 70,000 70,000 Indirect
2024-03-14 210,000 210,000 Direct
2025-03-13 79,200 79,200 Direct
38,100 38,100 Direct
Footnotes
  1. Represents shares transferred from the reporting person to a grantor retained annuity trust with an independent trustee.
  2. As a result of the distribution of shares, which were previously reported as indirectly beneficially owned by the reporting person, as the proceeds of an in-kind annuity payment from an existing grantor retained annuity trust to the reporting person and a transfer of shares directly to the reporting person, the total amount of shares directly owned increased prior to this transaction.
  3. Represents shares transferred to the reporting person as the proceeds of in-kind annuity payments from an existing grantor retained annuity trust with an independent trustee.
  4. 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. The reporting person is the trustee of each of RCS 2009 GRAT #2, RCS Direct 2010 GRAT and RCS Direct 2010 GRAT #2.
  5. Sale of shares pursuant to a Rule 10b5-1 trading plan adopted March 13, 2015.
  6. This transaction was executed in multiple trades at prices ranging from $140.00 to $140.81. 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 of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  7. This transaction was executed in multiple trades at prices ranging from $140.00 to $140.995. 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 of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  8. This transaction was executed in multiple trades at prices ranging from $141.04 to $141.32. 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 of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  9. This transaction was executed in multiple trades at prices ranging from $140.00 to $140.12. 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 of a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  10. Reflects the distribution of shares as the proceeds of an in-kind annuity payment from existing grantor retained annuity trusts and the transfer of shares directly to the reporting person. The shares received from the in-kind annuity payment and direct transfer are directly beneficially owned by the reporting person.
  11. The options are currently vested.
  12. The remaining options vest in two equal installments on June 3, 2015 and 2016.
  13. The options are currently vested with respect to 70,000 shares. The remaining options vest in two equal installments on March 14, 2016 and 2017.
  14. The options vest in three equal installments on March 13, 2016, 2017 and 2018.
  15. 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.
  16. The restricted stock units vest in three equal installments on March 13, 2016, 2017 and 2018.
  17. Not applicable.