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MongoDB (MDB) CFO updates Form 3 to show 11,500 shares in trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3/A

Rhea-AI Filing Summary

MongoDB, Inc. filed an amended Form 3 to correct how Chief Financial Officer Michael J. Berry’s existing holdings are reported. The amendment clarifies that 11,500 shares of Common Stock are held indirectly by The Berry Family Trust, a revocable trust for which he serves as trustee.

This change addresses an administrative error that had previously listed the shares as directly held. The amendment does not report any new purchase, sale, or other transaction, but simply updates the nature of beneficial ownership to reflect the trust structure.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
BERRY MICHAEL J

(Last)(First)(Middle)
C/O MONGODB, INC.
1633 BROADWAY, 38TH FLOOR

(Street)
NEW YORK NEW YORK 10019

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
03/19/2026
3. Issuer Name and Ticker or Trading Symbol
MongoDB, Inc. [ MDB ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
05/29/2025
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock11,500IBy Trust(1)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. This Amendment is being filed to correct the nature of beneficial ownership, which, due to an administrative error, were listed as directly held in the original Form 3. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee.
Remarks:
/s/ Gahee Lee, Attorney in Fact03/19/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does the MongoDB (MDB) Form 3/A filing for Michael J. Berry change?

The Form 3/A updates how 11,500 MongoDB shares are classified. It corrects an administrative error, clarifying these shares are indirectly held through The Berry Family Trust rather than directly owned by CFO Michael J. Berry.

Did MongoDB CFO Michael J. Berry buy or sell MDB shares in this Form 3/A?

No new transactions are reported in this Form 3/A. The filing only amends the ownership classification of 11,500 Common Stock shares, confirming they are held by The Berry Family Trust, where Michael J. Berry is a trustee.

How many MongoDB (MDB) shares does The Berry Family Trust hold for Michael J. Berry?

The Berry Family Trust holds 11,500 MongoDB Common Stock shares attributed to Michael J. Berry. The amended Form 3 clarifies these are indirectly owned via the revocable trust, correcting the original report that showed them as directly held.

Why did MongoDB file an amended Form 3 for its CFO Michael J. Berry?

The amendment was filed to fix an administrative error in the original Form 3. It corrects the nature of beneficial ownership, showing 11,500 shares are held by The Berry Family Trust rather than directly by Michael J. Berry.

What is the nature of Michael J. Berry’s beneficial ownership in MongoDB (MDB) shares?

Michael J. Berry’s 11,500 MongoDB shares are indirectly owned through The Berry Family Trust. The trust is revocable, and he serves as a trustee, which is why the amended filing specifies the ownership as "By Trust."
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