0001140361-14-033403.txt : 20140818 0001140361-14-033403.hdr.sgml : 20140818 20140818203332 ACCESSION NUMBER: 0001140361-14-033403 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20140403 FILED AS OF DATE: 20140818 DATE AS OF CHANGE: 20140818 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Monster Beverage Corp CENTRAL INDEX KEY: 0000865752 STANDARD INDUSTRIAL CLASSIFICATION: BOTTLED & CANNED SOFT DRINKS CARBONATED WATERS [2086] IRS NUMBER: 391679918 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1 MONSTER WAY CITY: CORONA STATE: CA ZIP: 92879 BUSINESS PHONE: 909-739-6200 MAIL ADDRESS: STREET 1: 1 MONSTER WAY CITY: CORONA STATE: CA ZIP: 92879 FORMER COMPANY: FORMER CONFORMED NAME: HANSEN NATURAL CORP DATE OF NAME CHANGE: 19930328 FORMER COMPANY: FORMER CONFORMED NAME: UNIPAC CORP DATE OF NAME CHANGE: 19600201 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: SACKS RODNEY C CENTRAL INDEX KEY: 0001284353 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-18761 FILM NUMBER: 141050392 MAIL ADDRESS: STREET 1: C/O HANSEN NATURAL CORP STREET 2: 550 MONICA CIRCLE, SUITE 201 CITY: CORONA STATE: CA ZIP: 92880 4 1 doc1.xml FORM 4 X0306 4 2014-04-03 0 0000865752 Monster Beverage Corp MNST 0001284353 SACKS RODNEY C 1 MONSTER WAY CORONA CA 92879 1 1 0 0 Chairman and CEO Common Stock 2014-04-03 5 G 0 400000 0 D 1185901 D Common Stock 2014-05-08 5 G 0 200000 0 D 1027404 D Common Stock 2014-08-01 5 G 0 1000000 0 D 32477 D Common Stock 1881856 I By Brandon Limited Partnership No. 1 Common Stock 9815648 I By Brandon Limited Partnership No. 2 Common Stock 4 I By HRS Holdings, L.P. Common Stock 4 I By Hilrod Holdings, L.P. Common Stock 184924 I By Hilrod Holdings IV, L.P. Common Stock 71428 I By Hilrod Holdings V, L.P. Common Stock 257900 I By Hilrod Holdings VI, L.P. Common Stock 40072 I By Hilrod Holdings VII, L.P. Common Stock 189528 I By Hilrod Holdings VIII, L.P. Common Stock 401148 I By Hilrod Holdings IX, L.P. Common Stock 83306 I By Hilrod Holdings X, L.P. Common Stock 168414 I By Hilrod Holdings XI, L.P. Common Stock 170356 I By Hilrod Holdings XII, L.P. Common Stock 2014-04-03 5 G 0 800000 0 A 800000 I By Hilrod Holdings XIII, L.P. Common Stock 2014-08-01 5 G 0 2000000 0 A 2000000 I By Hilrod Holdings XIV, L.P. Common Stock 77121 I By RCS 2009 GRAT #2 Common Stock 35162 I By RCS Direct 2010 GRAT Common Stock 1612 I By RCS Direct 2010 GRAT #2 Employee Stock Option (right to buy) 3.294 2014-05-07 5 G 0 458636 0 D 2015-03-23 Common Stock 2110630 1156884 D Employee Stock Option (right to buy) 3.294 2015-03-23 Common Stock 289370 289370 I By Hilrod Holdings XV, L.P. Employee Stock Option (right to buy) 8.435 2015-11-11 Common Stock 1200000 960000 D Employee Stock Option (right to buy) 15.86 2014-05-07 5 G 0 307392 0 D 2018-06-02 Common Stock 800000 18912 D Employee Stock Option (right to buy) 17.82 2014-05-07 5 G 0 200000 0 D 2019-12-01 Common Stock 500000 100000 D Employee Stock Option (right to buy) 53.96 2023-06-03 Common Stock 140000 140000 D Employee Stock Option (right to buy) 53.96 2023-06-03 Common Stock 70000 70000 I By Hilrod Holdings XV, L.P. Employee Stock Option (right to buy) 70.06 2024-03-14 Common Stock 210000 210000 D Restricted Stock Units Common Stock 261000 87000 D Reflects the assignment of shares from the reporting person to Hilrod Holdings XIII, L.P., of which the reporting person is one of the general partners. The shares assigned to Hilrod Holdings XIII, L.P. are indirectly beneficially owned by the reporting person. 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, the total amount of shares directly owned increased prior to this transaction. Reflects the assignment of shares from the reporting person to a grantor retained annuity trust of which the reporting person is not the beneficial owner. 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, the total amount of shares directly owned increased following this transaction. Reflects the assignment of shares from the reporting person to Hilrod Holdings XIV, L.P., of which the reporting person is one of the general partners. The shares assigned to Hilrod Holdings XIV, L.P. are indirectly beneficially owned by the reporting person. The reporting person is one of the general partners of each of Brandon Limited Partnership No. 1, Brandon Limited Partnership No. 2, HRS Holdings, L.P., Hilrod Holdings, L.P., 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. and 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. 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. Reflects the assignment of shares from the reporting person and Hilton Schlosberg to Hilrod Holdings XIII, L.P., of which the reporting person is one of the general partners. The shares assigned to Hilrod Holdings XIII, L.P. are indirectly beneficially owned by the reporting person. Reflects the assignment of shares from the reporting person and Hilton Schlosberg to Hilrod Holdings XIV, L.P., of which the reporting person is one of the general partners. The shares assigned to Hilrod Holdings XIV, L.P. are indirectly beneficially owned by the reporting person. Reflects the distribution of shares as the proceeds of an in-kind annuity payment from such existing grantor retained annuity trust. The shares received from the in-kind annuity payment are directly beneficially owned by the reporting person. Reflects the assignment of options to a grantor retained annuity trust of which the reporting person is not the beneficial owner. The options are currently vested. The remaining options vest on December 1, 2014. The remaining options vest in two equal installments on June 3, 2015 and 2016. The options vest in three equal installments on March 14, 2015, 2016 and 2017. 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. The remaining restricted stock units vest on September 1, 2014. Not applicable. Rodney C. Sacks 2014-08-18