Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MongoDB, Inc.MDB · Entity 3107 | Chief Accounting Officer | January 01, 2026 | January 05, 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.
MongoDB, Inc.
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,501 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Tax withholding · Disposed 283 · Balance 10,501 F1: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations for the Reporting Person due upon the vesting of Restricted Stock Units previously granted to the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations for the Reporting Person due upon the vesting of Restricted Stock Units previously granted 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 |
|---|---|---|---|---|---|---|
| June 20, 2018 Filed Jul 5, 2018 22:58 UTC Amendment | MongoDB, Inc. MDB · Entity 3107 | Exercise / conversionClass B Common Stock · Derivative | 8,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041777 · doc4a.xml · derivative · entry 4 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Class A Common Stock · 8,000 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 share of Class B Common Stock is convertible at any time at the option of the reporting person into one share of Class A Common Stock and has no expiration date. The Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, and (ii) at such time as the outstanding shares of Class B common stock represent less than 10% of the aggregate number of shares of the Issuer's capital stock outstanding. F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time at the option of the reporting person into one share of Class A Common Stock and has no expiration date. The Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, and (ii) at such time as the outstanding shares of Class B common stock represent less than 10% of the aggregate number of shares of the Issuer's capital stock outstanding. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time at the option of the reporting person into one share of Class A Common Stock and has no expiration date. The Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, and (ii) at such time as the outstanding shares of Class B common stock represent less than 10% of the aggregate number of shares of the Issuer's capital stock outstanding. Read SEC document |
| June 20, 2018 Filed Jul 5, 2018 22:58 UTC Amendment | MongoDB, Inc. MDB · Entity 3107 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $6.50 | $0.00 |
DisclosureSEC source: 0001209191-18-041777 · doc4a.xml · derivative · entry 3 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Class B Common Stock · 8,000 shares Expires 2025-10-07 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 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · derivative.exercise_date: Immediately exercisable and fully vested. Read SEC document |
| June 20, 2018 Filed Jul 5, 2018 22:58 UTC Amendment | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 8,000 | $58.80 | $470,400.00 |
DisclosureSEC source: 0001209191-18-041777 · doc4a.xml · nonDerivative · entry 2 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $58.36 to $59.30, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 20, 2018 Filed Jul 5, 2018 22:58 UTC Amendment | MongoDB, Inc. MDB · Entity 3107 | ConversionClass A Common Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041777 · doc4a.xml · nonDerivative · entry 1 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 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 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: Each share of Class B Common Stock is convertible at any time at the option of the reporting person into one share of Class A Common Stock and has no expiration date. The Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, and (ii) at such time as the outstanding shares of Class B common stock represent less than 10% of the aggregate number of shares of the Issuer's capital stock outstanding. F2 · price: Each share of Class B Common Stock is convertible at any time at the option of the reporting person into one share of Class A Common Stock and has no expiration date. The Class B Common Stock will convert automatically into Class A Common Stock on the same basis upon the earlier of: (i) any transfer, whether or not for value, except for certain "Permitted Transfers" as defined in the Issuer's restated certificate of incorporation, and (ii) at such time as the outstanding shares of Class B common stock represent less than 10% of the aggregate number of shares of the Issuer's capital stock outstanding. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-18-000022 · wf-form4_152123083129581.xml · nonDerivative · entry 1 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · security: This security represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. This restricted stock unit award vests quarterly over a four-year period beginning on April 1, 2018, subject to the Reporting Person's continued service with the Issuer. F1 · shares: This security represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. This restricted stock unit award vests quarterly over a four-year period beginning on April 1, 2018, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| January 10, 2018 Filed Feb 13, 2018 22:11 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-18-000007 · wf-form4_151855984977369.xml · nonDerivative · entry 1 Bull Thomas · CIK 0001719887 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · security: This security represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2 · shares: One third of the shares underlying this restricted stock unit award vest on January 10, 2019 and the remaining shares vest in equal quarterly installments thereafter, subject to the Reporting Person's continued service with the Issuer. 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.