STOCK TITAN

MongoDB CFO Berry transfers 3,292 shares to family trust

After the transfer, Berry directly held 61,447 shares and The Berry Family Trust held 15,705 shares indirectly.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

MongoDB, Inc. (MDB) Chief Financial Officer Michael J. Berry transferred 3,292 shares of common stock to The Berry Family Trust on October 7, 2026. The trust is revocable, and Berry is its trustee and a beneficiary. After the transfer, Berry directly held 61,447 shares, while the trust held 15,705 shares indirectly. The transfer was described as exempt under Rule 16a-13.

Insider BERRY MICHAEL J
Role Chief Financial Officer
Type Security Shares Price Value
Other Common Stock F1 3,292 $0.00 $0.00
Other Common Stock F1, F2 3,292 $0.00 $0.00
Holdings After Transaction: Common Stock — 61,447 shares (Direct); Common Stock — 15,705 shares (Indirect, By Trust)
Footnotes (2)
  1. F1. Represents the transfer of 3,292 shares from the Reporting Person to The Berry Family Trust, which is an exempt transaction pursuant to Rule 16a-13.
  2. F2. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee and a beneficiary.
Shares transferred 3,292 shares Transferred to The Berry Family Trust on October 7, 2026
Berry direct holdings 61,447 shares Following the transfer on October 7, 2026
Trust holdings 15,705 shares Indirectly held following the transfer on October 7, 2026
Rule 16a-13 regulatory
"an exempt transaction pursuant to Rule 16a-13"
exempt transaction regulatory
"an exempt transaction pursuant to Rule 16a-13"
A transaction in which securities are sold without the issuer having to register them with the securities regulator because the sale meets legal exemptions (for example private placements, certain small offerings, or sales to accredited investors). It matters to investors because exempt transactions often involve less public disclosure and more limits on resale, like buying something from a private marketplace rather than a public store—so information access and liquidity can differ from registered offerings.
revocable trust financial
"a revocable trust of which the Reporting Person is a trustee and a beneficiary"
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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many MDB shares did Michael J. Berry transfer to The Berry Family Trust?

Michael J. Berry transferred 3,292 MongoDB common shares to The Berry Family Trust on October 7, 2026. Afterward, he directly held 61,447 shares, and the trust held 15,705 shares indirectly.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
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)
10/07/2026
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 Stock10/07/2026J(1)3,292D$061,447D
Common Stock10/07/2026J(1)3,292A$015,705IBy 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 the transfer of 3,292 shares from the Reporting Person to The Berry Family Trust, which is an exempt transaction pursuant to Rule 16a-13.
2. These shares are held by The Berry Family Trust, a revocable trust of which the Reporting Person is a trustee and a beneficiary.
Remarks:
/s/ Paul Johnston, Attorney-in-Fact10/09/2026
** 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)

Keep reading