Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Snowflake Inc.SNOW · Entity 2425 | Director | May 31, 2023 | June 02, 2023 |
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.
Snowflake Inc.
Report date May 31, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 352,902 |
Last balance in matching sequence
After 2023-05-31 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2023-05-31 · Exercise / conversion · Acquired 400,000 · Balance 552,902 F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 2 · 2023-05-31 · Exercise / conversion · Acquired 30,000 · Balance 582,902 F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 3 · 2023-05-31 · Sale · Disposed 79,276 · Balance 503,626 F2: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $161.82 to $162.815, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in these footnotes. F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 4 · 2023-05-31 · Sale · Disposed 100,882 · Balance 402,744 F3: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $162.82 to $163.815, inclusive. F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 5 · 2023-05-31 · Sale · Disposed 48,598 · Balance 354,146 F4: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $163.82 to $164.72, inclusive. F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 6 · 2023-05-31 · Sale · Disposed 1,244 · Balance 352,902 F5: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $165.00 to $165.18, inclusive. F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.41 · Expires 2027-06-19 | Direct | 0 |
Reported balance
After 2023-05-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-05-31 · Exercise / conversion · Disposed 400,000 · Balance 0 F8: The shares subject to the option are fully vested and immediately exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.07 · Expires 2023-09-16 | Direct | 0 |
Reported balance
After 2023-05-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-05-31 · Exercise / conversion · Disposed 30,000 · Balance 0 F8: The shares subject to the option are fully vested and immediately exercisable. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust | 151,188 |
Reported balance
Holding disclosure · report date 2023-05-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 151,188 F6: The shares are held by The John McMahon Software Irrevocable Trust for which the Reporting Person's immediate family members are the beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectTrust | 125,737 |
Reported balance
Holding disclosure · report date 2023-05-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 125,737 F7: The shares are held by the John McMahon 1995 Family Trust for which the Reporting Person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares to be issued in connection with the vesting of one or more restricted stock units.
F2: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $161.82 to $162.815, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in these footnotes.
F3: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $162.82 to $163.815, inclusive.
F4: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $163.82 to $164.72, inclusive.
F5: The price reported in Column 4 is a weighted-average price. The shares were sold in multiple transactions ranging from $165.00 to $165.18, inclusive.
F6: The shares are held by The John McMahon Software Irrevocable Trust for which the Reporting Person's immediate family members are the beneficiaries.
F7: The shares are held by the John McMahon 1995 Family Trust for which the Reporting Person is a trustee.
F8: The shares subject to the option are fully vested and immediately exercisable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MongoDB, Inc.
Report date June 24, 2024 · Filed June 26, 2024
Section 16 reporting ended · disclosed 2024-06-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy The John D. McMahon 1995 Trust | 20,020 |
Reported balance
After 2024-06-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-06-24 · Sale · Disposed 10,000 · Balance 20,020 F1: These shares are held by The John D. McMahon 1995 Trust, a revocable trust of which the Reporting Person is a trustee. |
| Class A Common StockSEC Table I · non-derivative | Direct | 14,143 |
Reported balance
After 2024-06-25 transaction · row 2
1 source rowRow 2 · 2024-06-25 · Grant · Acquired 129 · Balance 14,143 F2: Represents fully vested shares issued to the Reporting Person who elected to receive stock in lieu of cash for services as a director under the Issuer's non-employee director compensation policy. The number of shares was calculated based on the 30-day volume-weighted average share price as of the date immediately prior to the date of issuance and the amount of fees owed to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by The John D. McMahon 1995 Trust, a revocable trust of which the Reporting Person is a trustee.
F2: Represents fully vested shares issued to the Reporting Person who elected to receive stock in lieu of cash for services as a director under the Issuer's non-employee director compensation policy. The number of shares was calculated based on the 30-day volume-weighted average share price as of the date immediately prior to the date of issuance and the amount of fees owed to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| July 12, 2018 Filed Jul 16, 2018 20:35 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 489 | $52.66 | $25,750.74 |
DisclosureSEC source: 0001441816-18-000077 · wf-form4_153177331679219.xml · nonDerivative · entry 1 McMahon John Dennis · CIK 0001397798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,489 F1 · shares: Represents 489 shares of fully vested Class A Common Stock of the Issuer issued in lieu of $25,791.78 in cash compensation pursuant to the Issuer's non-employee director compensation policy. F1 · price: Represents 489 shares of fully vested Class A Common Stock of the Issuer issued in lieu of $25,791.78 in cash compensation pursuant to the Issuer's non-employee director compensation policy. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:34 UTC | MongoDB, Inc. MDB · Entity 3107 | Exercise / conversionRestricted Stock Unit · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001441816-18-000055 · wf-form4_152849002651830.xml · derivative · entry 2 McMahon John Dennis · CIK 0001397798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,000 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 a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date. The shares underlying this restricted stock award vested in full on June 6, 2018. F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date. The shares underlying this restricted stock award vested in full on June 6, 2018. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 20:34 UTC | MongoDB, Inc. MDB · Entity 3107 | Exercise / conversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-18-000055 · wf-form4_152849002651830.xml · nonDerivative · entry 1 McMahon John Dennis · CIK 0001397798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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 · shares: Shares acquired upon the vesting of restricted stock units. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 20:18 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-18-000020 · wf-form4_152097227976933.xml · nonDerivative · entry 1 McMahon John Dennis · CIK 0001397798 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · security: These shares are represented by restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date. The shares underlying this restricted stock award shall vest in full on April 1, 2019, subject to the Reporting Person providing continuous service to the Issuer on such date. F1 · shares: These shares are represented by restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer and has no expiration date. The shares underlying this restricted stock award shall vest in full on April 1, 2019, subject to the Reporting Person providing continuous service to the Issuer on such date. 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.