MongoDB, Inc. (NASDAQ: MDB) CFO Michael Berry reports 21,826-share stock gifts

Rhea-AI Filing Summary

MongoDB, Inc. Chief Financial Officer Michael J. Berry reported two bona fide gift transfers of common stock on July 8, 2026, totaling 21,826 shares. The gifts include a donation to The Berry Family Trust, a revocable trust. Following these transfers, Berry holds 66,825 shares directly and 12,413 shares indirectly through the trust.

Insights

Equity compensation and insider trading analyst

CFO reported non-market gifts of shares while retaining a sizable position.

Chief Financial Officer Michael J. Berry reported two bona fide gifts of MongoDB common stock on July 8, 2026, totaling 21,826 shares. One transaction reflects a donation to The Berry Family Trust, a revocable trust, and the other a similar-sized gift from his direct holdings.

Because these are G-code gift dispositions at a reported price of $0.0000 per share, they do not represent open-market sales or trading decisions. After the gifts, Berry still holds 66,825 shares directly and 12,413 shares indirectly via the trust, so his overall equity exposure to MongoDB remains meaningful.

Insider Trade Summary

21,826 shares gifted

Mixed 2 txns

Insider BERRY MICHAEL J

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Gift	Common Stock	10,913	$0.00	--
Gift	Common Stock	10,913	$0.00	--

Holdings After Transaction: Common Stock — 66,825 shares (Direct, null); Common Stock — 12,413 shares (Indirect, By Trust)

Footnotes (1)

1. Represents shares of common stock donated as a gift by the Reporting Person to The Berry Family Trust, a revocable trust. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee.

Key Figures

Gifted shares: 21,826 shares Per-transaction gifted shares: 10,913 shares Direct holdings after gifts: 66,825 shares +2 more

5 metrics

Gifted shares 21,826 shares Total bona fide gifts of MongoDB common stock on July 8, 2026

Per-transaction gifted shares 10,913 shares Each of the two G-code gift transactions of common stock

Direct holdings after gifts 66,825 shares MongoDB common stock held directly by Michael J. Berry following transactions

Indirect holdings after gifts 12,413 shares MongoDB common stock held indirectly via The Berry Family Trust after transactions

Reported transaction price $0.0000 per share Price per share reported for each bona fide gift of common stock

Key Terms

bona fide gift, indirect ownership, revocable trust

3 terms

bona fide gift financial

"transaction_code_description: "Bona fide gift" for each transaction"

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

indirect ownership financial

"These shares are held by The Berry Family Trust, reported as indirect"

revocable trust financial

"The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee"

A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/10/2026 - 05:08 PM Accepted by SEC EDGAR 07/10/2026 - 05:07 PM Learn about SEC filing dates

FAQ

What insider transaction did MongoDB (MDB) CFO Michael J. Berry report?

MongoDB CFO Michael J. Berry reported two bona fide gifts of MongoDB common stock on July 8, 2026. These were charitable-style transfers, not open-market sales or purchases, and were reported under transaction code G.

How many MongoDB (MDB) shares did the CFO gift in this Form 4?

Michael J. Berry gifted a total of 21,826 shares of MongoDB common stock. The Form 4 shows two G-code transactions of 10,913 shares each, both reported at a price of $0.0000 per share.

What are Michael J. Berry’s MongoDB (MDB) holdings after the reported gifts?

After the gifts, Michael J. Berry holds 66,825 shares of MongoDB common stock directly and 12,413 shares indirectly. The indirect shares are held through The Berry Family Trust, a revocable trust where he serves as trustee.

How is The Berry Family Trust involved in the MongoDB (MDB) Form 4 filing?

One transaction reflects shares donated as a gift to The Berry Family Trust, a revocable trust. A footnote explains that the trust holds these MongoDB shares and that Michael J. Berry is a trustee, so they are reported as indirect ownership.

Does the MongoDB (MDB) CFO’s Form 4 show any open-market stock sales or purchases?

No. The Form 4 reports only G-code bona fide gifts, not open-market sales or purchases. Both transactions are recorded at $0.0000 per share and represent transfers by gift, rather than trading activity in MongoDB stock.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

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. Issuer Name and Ticker or Trading Symbol
MongoDB, Inc. [ MDB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/08/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/08/2026		G(1)		10,913	D	$0	66,825	D
Common Stock	07/08/2026		G(1)		10,913	A	$0	12,413	I	By Trust(2)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares of common stock donated as a gift by the Reporting Person to The Berry Family Trust, a revocable trust.

2. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee.

Remarks:

	/s/ Andrew Stephens, Attorney-in-Fact	07/10/2026
	** Signature of Reporting Person	Date
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 4 (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 4: SEC 1474 (03-26)