STOCK TITAN

[Form 4] MongoDB, Inc. Insider Trading Activity

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MongoDB, Inc. Chief Financial Officer Michael J. Berry reported a routine equity compensation event. The company withheld 7,082 shares of common stock at $335.90 per share to cover his tax withholding obligations when previously granted restricted stock units vested.

After this tax-withholding disposition, Berry directly holds 77,738 shares of MongoDB common stock. In addition, a revocable vehicle called The Berry Family Trust, of which he is a trustee, holds 1,500 shares reported as indirect ownership.

Positive

  • None.

Negative

  • None.
Insider BERRY MICHAEL J
Role Chief Financial Officer
Type Security Shares Price Value
Tax Withholding Common Stock 7,082 $335.90 $2.38M
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 77,738 shares (Direct, null); Common Stock — 1,500 shares (Indirect, By Trust)
Footnotes (1)
  1. 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. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee.
Tax-withheld shares 7,082 shares Shares withheld to satisfy tax obligations on RSU vesting
Withholding price $335.90 per share Value used for tax-withholding disposition of common stock
Direct holdings after transaction 77,738 shares MongoDB common stock directly held by CFO Michael Berry
Indirect holdings via trust 1,500 shares Shares held by The Berry Family Trust, a revocable trust
Tax-withholding transactions 1 event Single F-code transaction for tax withholding in this filing
Holding entries 1 entry Separate holding line for trust-owned common stock
Restricted Stock Units financial
"due upon the vesting of Restricted Stock Units previously granted"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding obligations financial
"withheld by the Issuer to satisfy tax withholding obligations for the Reporting Person"
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.
indirect ownership financial
"These shares are held by The Berry Family Trust, a revocable trust"
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
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SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock07/01/2026F(1)7,082D$335.977,738D
Common Stock1,500IBy 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee.
Remarks:
/s/ Paul Johnston, Attorney-in-Fact07/06/2026
** 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 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)

FAQ

What did MongoDB (MDB) CFO Michael Berry report in this Form 4?

MongoDB CFO Michael Berry reported a tax-related share disposition. The company withheld 7,082 shares of common stock to satisfy tax obligations triggered by the vesting of previously granted restricted stock units, a standard mechanism rather than an open-market sale.

How many MongoDB shares were withheld for Michael Berry’s taxes?

MongoDB withheld 7,082 common shares for Michael Berry’s tax obligations. These shares were valued at $335.90 each and were used to cover taxes arising when his restricted stock units vested, rather than being sold on the open market.

How many MongoDB shares does the CFO hold after this transaction?

After the tax-withholding transaction, CFO Michael Berry directly holds 77,738 MongoDB common shares. Separately, a revocable vehicle called The Berry Family Trust, where he serves as trustee, holds an additional 1,500 shares reported as indirect ownership in the filing.

Was the MongoDB CFO’s Form 4 transaction an open-market sale of shares?

No, the Form 4 describes a tax-withholding disposition, not an open-market sale. MongoDB withheld 7,082 shares to satisfy Michael Berry’s tax obligations when previously granted restricted stock units vested, which is a routine equity compensation and payroll tax mechanism.

What is The Berry Family Trust’s role in MongoDB (MDB) share ownership?

The Berry Family Trust is a revocable vehicle that holds 1,500 MongoDB common shares. Michael Berry is a trustee of this trust, so those shares are reported as indirectly owned, separate from his 77,738 directly held shares disclosed after the tax-withholding event.