MDB Capital director reports 4,166 indirect shares

MDB Capital Holdings, LLC director Terry Jeb Barton Sr. filed an initial Form 3 reporting his beneficial ownership in the company.

Accepted by SEC EDGAR 04/09/2026 - 05:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

MDB Capital Holdings, LLC director Terry Jeb Barton Sr. filed an initial Form 3 reporting his beneficial ownership in the company. The filing shows indirect ownership of 4,166 Class A Common Shares of MDB Capital Holdings, held through his spouse as of the reported date.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Terry Jeb Barton Sr.

Role Director

Type	Security	Shares	Price	Value
Holding	Class A Common Shares	--	--	--

Holdings: Class A Common Shares — 4,166 shares (Indirect, Spouse)

Key Figures

Indirectly owned shares: 4,166 shares Holding entries: 1 entry Reported buy transactions: 0

3 metrics

Indirectly owned shares 4,166 shares Class A Common Shares held through spouse after reported date

Holding entries 1 entry Single Class A Common Shares holding reported on Form 3

Reported buy transactions 0 No buy transactions indicated in transaction summary

Key Terms

Form 3, Class A Common Shares, indirect ownership

3 terms

Form 3 regulatory

"Form 3 reports Terry Jeb Barton Sr.’s initial beneficial ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Class A Common Shares financial

"indirect ownership of 4,166 Class A Common Shares of MDB Capital"

A Class A common share is a specific type of ordinary company share that represents an ownership stake and usually carries particular voting rights or payout priorities compared with other share classes. For investors it matters because those differences affect how much influence you have over company decisions, how dividends or liquidation proceeds might be distributed, and how easily the shares trade — like choosing between car models where one has extra features (more control) and another focuses on price or availability (liquidity).

indirect ownership financial

"The 4,166 shares are reported as indirect ownership through his spouse"

FAQ

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

What does the MDBH Form 3 filing by Terry Jeb Barton Sr. report?

The Form 3 reports Terry Jeb Barton Sr.’s initial beneficial ownership in MDB Capital Holdings. It discloses 4,166 Class A Common Shares held indirectly through his spouse, establishing his starting equity position as a company director.

How many MDBH shares does Terry Jeb Barton Sr. report owning?

He reports indirect ownership of 4,166 Class A Common Shares of MDB Capital Holdings. These shares are attributed to him through his spouse’s holdings, as shown in the Form 3 ownership table for the reported date.

Is the MDBH Form 3 a buy or sell transaction?

The Form 3 is not a buy or sell; it is an initial ownership report. It lists 4,166 Class A Common Shares held indirectly through his spouse, without indicating any recent purchase or sale activity in this filing.

How are the MDBH shares held by Terry Jeb Barton Sr. characterized?

The 4,166 MDBH Class A Common Shares are reported as indirectly owned, with the nature of ownership identified as “Spouse.” This means the shares are held in the spouse’s name but are attributed to him for reporting purposes.

Why is MDBH director ownership reported on Form 3?

Form 3 is required when someone becomes an officer, director, or large shareholder. It establishes a baseline of MDBH shares beneficially owned by Terry Jeb Barton Sr., here showing 4,166 Class A Common Shares held indirectly through his spouse.

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

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SEC Form 3

FORM 3

UNITED 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^*

Terry Jeb Barton Sr.

(Last) (First) (Middle)

C/O 14135 MIDWAY ROAD,

SUITE G-150

(Street)

ADDISON, TEXAS 75001

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
02/01/2026

3. Issuer Name and Ticker or Trading Symbol
MDB Capital Holdings, LLC [ MDBH ]

3a. Foreign Trading Symbol

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

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

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

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

X	Form 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)
Class A Common Shares	4,166	I	Spouse

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 Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	/s/ Jeb Terry	04/09/2026
	** 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 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)