Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gitlab Inc.GTLB · Entity 3663 | Director | December 15, 2023 | December 19, 2023 |
| MongoDB, Inc.MDB · Entity 3107 | Chief Technology Officer | July 03, 2023 | July 06, 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.
Gitlab Inc.
Report date December 15, 2023 · Filed December 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,281 |
Reported balance
After 2023-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-12-15 · Sale · Disposed 746 · Balance 10,281 F1: This transaction was entered into pursuant to a Rule 10b5-1 plan entered into by the reporting person on September 15, 2023. |
| Class A Common StockSEC Table I · non-derivative | Direct | 9,656 |
Reported balance
After 2023-12-18 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-12-18 · Sale · Disposed 625 · Balance 9,656 F1: This transaction was entered into pursuant to a Rule 10b5-1 plan entered into by the reporting person on September 15, 2023. F2: Includes shares of Class A Common Stock that have not yet vested. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was entered into pursuant to a Rule 10b5-1 plan entered into by the reporting person on September 15, 2023.
F2: Includes shares of Class A Common Stock that have not yet vested.
MongoDB, Inc.
Report date July 03, 2023 · Filed July 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,690 |
Reported balance
After 2023-07-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-07-03 · Sale · Disposed 100 · Balance 37,690 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F2: Includes 123 shares purchased under the Issuer's Employee Stock Purchase Plan on June 15, 2023. Such shares were not previously reportable under Section 16. |
| Class A Common StockSEC Table I · non-derivative | Direct | 37,390 |
Reported balance
After 2023-07-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-07-03 · Sale · Disposed 300 · Balance 37,390 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F3: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $410.22 to $411.16, 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 36,556 |
Reported balance
After 2023-07-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-07-03 · Sale · Disposed 834 · Balance 36,556 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F4: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $411.31 to $412.30, 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 35,656 |
Reported balance
After 2023-07-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2023-07-03 · Sale · Disposed 900 · Balance 35,656 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F5: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $412.40 to $413.27, 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 35,256 |
Reported balance
After 2023-07-03 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2023-07-03 · Sale · Disposed 400 · Balance 35,256 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F6: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $413.40 to $414.25, 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 35,056 |
Reported balance
After 2023-07-03 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2023-07-03 · Sale · Disposed 200 · Balance 35,056 F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F7: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $414.40 to $414.44, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person
F2: Includes 123 shares purchased under the Issuer's Employee Stock Purchase Plan on June 15, 2023. Such shares were not previously reportable under Section 16.
F3: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $410.22 to $411.16, 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.
F4: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $411.31 to $412.30, 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.
F5: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $412.40 to $413.27, 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.
F6: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $413.40 to $414.25, 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.
F7: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $414.40 to $414.44, 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.
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 |
|---|---|---|---|---|---|---|
| October 04, 2021 Filed Oct 5, 2021 21:46 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 400 | $438.18 | $175,272.00 |
DisclosureSEC source: 0001441816-21-000216 · wf-form4_163347031024240.xml · nonDerivative · entry 3 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,066 F3 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F5 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $437.92 to $438.37, 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 |
| October 04, 2021 Filed Oct 5, 2021 21:46 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 200 | $436.95 | $87,390.00 |
DisclosureSEC source: 0001441816-21-000216 · wf-form4_163347031024240.xml · nonDerivative · entry 2 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,466 F3 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F4 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $436.57 to $437.33, 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 |
| October 01, 2021 Filed Oct 5, 2021 21:46 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-21-000216 · wf-form4_163347031024240.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,666 F1 · kind: Represents shares of Class A common stock received upon the vesting of a portion of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on April 7, 2021 under the Issuer's annual bonus plan and 2016 Equity Incentive Plan, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. The remainder of the shares underlying the RSUs will be eligible for vesting on April 1, 2022. Each RSU represents the contingent right to receive one share of common stock of the Issuer. F2 · balance_after: Includes 85 shares purchased under the Issuer's Employee Stock Purchase Plan on June 15, 2021. Such shares were not previously reportable under Section 16. Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 21:16 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 621 | $358.76 | $222,789.96 |
DisclosureSEC source: 0001441816-21-000158 · wf-form4_162560613371930.xml · nonDerivative · entry 3 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,250 F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F4 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $358.48 to $359.24, 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 |
| July 02, 2021 Filed Jul 6, 2021 21:16 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 400 | $357.70 | $143,080.00 |
DisclosureSEC source: 0001441816-21-000158 · wf-form4_162560613371930.xml · nonDerivative · entry 2 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,871 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 $357.47 to $358.18, 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 |
| July 02, 2021 Filed Jul 6, 2021 21:16 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 2,557 | $356.30 | $911,059.10 |
DisclosureSEC source: 0001441816-21-000158 · wf-form4_162560613371930.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,271 F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $355.82 to $356.63, 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 |
| April 05, 2021 Filed Apr 7, 2021 22:04 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 1,821 | $286.56 | $521,825.76 |
DisclosureSEC source: 0001441816-21-000074 · wf-form4_161783302257297.xml · nonDerivative · entry 2 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,828 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 $286.15 to $286.91, 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 |
| April 05, 2021 Filed Apr 7, 2021 22:04 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 2,006 | $285.66 | $573,033.96 |
DisclosureSEC source: 0001441816-21-000074 · wf-form4_161783302257297.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,649 F1 · kind: The transactions were pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $285.10 to $286.02, 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 |
| February 26, 2021 Filed Mar 2, 2021 22:04 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 8,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-21-000037 · wf-form4_161472266002957.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,655 F1 · shares: This security represents restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The RSU award vests in quarterly installments measured from April 1, 2021 as follows: no shares of the RSUs will vest in the first year, twenty percent (20%) of the RSUs will vest in the second year, forty percent (40%) of the RSUs will vest in the third year, and forty percent (40%) of the RSUs will vest in the fourth year, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:15 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 2,541 | $349.95 | $889,222.95 |
DisclosureSEC source: 0001441816-21-000013 · wf-form4_160996771052678.xml · nonDerivative · entry 2 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,923 F1 · kind: The transaction was 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 $349.45 to $350.39, 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 |
| January 04, 2021 Filed Jan 6, 2021 21:15 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 1,286 | $348.89 | $448,672.54 |
DisclosureSEC source: 0001441816-21-000013 · wf-form4_160996771052678.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,464 F1 · kind: The transaction was pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $348.38 to $349.30, 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 |
| October 02, 2020 Filed Oct 5, 2020 22:54 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 2,879 | $232.68 | $669,885.72 |
DisclosureSEC source: 0001441816-20-000193 · wf-form4_160193844759409.xml · nonDerivative · entry 2 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,750 F1 · kind: The transaction was pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 9, 2020. Read SEC document |
| October 02, 2020 Filed Oct 5, 2020 22:54 UTC | MongoDB, Inc. MDB · Entity 3107 | SaleClass A Common Stock | 947 | $231.60 | $219,325.20 |
DisclosureSEC source: 0001441816-20-000193 · wf-form4_160193844759409.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,629 F1 · kind: The transaction was pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 9, 2020. Read SEC document |
| July 19, 2020 Filed Jul 21, 2020 22:24 UTC | MongoDB, Inc. MDB · Entity 3107 | Disposition to issuerClass A Common Stock | 1,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-20-000162 · wf-form4_159537028421970.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,576 F1 · shares: The Reporting Person resigned from the Issuer's Board of Directors (the "Board"), effective July 19, 2020, in light of his appointment as the Issuer's Chief Technology Officer. In connection with his resignation from the Board, the Compensation Committee of the Board authorized the accelerated vesting of 308 restricted stock units ("RSUs"), representing a pro-rata portion of the RSUs granted to him on February 26, 2020 in connection with his appointment as a director of the Issuer (the "Director RSUs"). The remaining 1,743 Director RSUs were forfeited, effective as of his resignation date. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 21:46 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 38,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-20-000127 · wf-form4_159355353875145.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,319 F1 · shares: This security represents restricted stock units ("RSUs") granted to the reporting person in connection with his appointment as the Issuer's Chief Technology Officer. Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. The RSUs will vest in quarterly installments beginning on October 1, 2020 as follows: forty percent (40%) of the RSUs will vest in the first year, thirty percent (30%) of the RSUs will vest in the second year, fifteen percent (15%) of the RSUs will vest in the third year, and fifteen percent (15%) of the RSUs will vest in the fourth year, subject to the reporting person's continued service with the Issuer. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:19 UTC | MongoDB, Inc. MDB · Entity 3107 | GrantClass A Common Stock | 2,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001441816-20-000048 · wf-form4_158292835311219.xml · nonDerivative · entry 1 Porter Mark · CIK 0001801141 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,051 F1 · shares: Represents 2,051 restricted stock units acquired pursuant to the Issuer's non-employee director compensation policy. 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 the restricted stock unit award shall vest in equal annual installments over three years beginning on February 26, 2021, subject to the reporting person providing continuous service to 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.