MDBHNasdaqFinance ServicesFiscal year ends December 31
MDB Capital Holdings, LLC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$1.98+0.21 (+11.86%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3.4%
0M of 5M shares
Institutional holders
5
0 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
10 buys · 1 sales
Net bought $85.86K
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MDBH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pasadena Private Wealth, LLC | 85,200 | 1.57% | $298.20K | – | 0.04% |
| UBS Group AG | 54,189 | 1.00% | $189.66K | −415 | 0.00% |
| Beacon Pointe Advisors, LLC | 30,000 | 0.55% | $105.00K | – | 0.00% |
| Susquehanna International Group, Llp | 12,886 | 0.24% | $48.19K | +489 | 0.00% |
| Morgan Stanley | 101 | 0.00% | $354 | +100 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | 0M | 3.4% | 0 / 2 | 1 / 0 | 0M | 0M |
| Q1 2026 | 5 | 0M | 3.4% | 2 / 0 | 1 / 2 | 0M | 0M |
| Q4 2025 | 5 | 0M | 3.3% | 1 / 1 | 1 / 1 | 0M | 0M |
| Q3 2025 | 5 | 0M | 2.9% | 2 / 0 | 1 / 4 | 0M | 0M |
| Q2 2025 | 7 | 0M | 3.5% | 2 / 0 | 2 / 1 | 0M | 0M |
| Q1 2025 | 6 | 0M | 3.7% | 0 / 2 | 1 / 2 | 0M | 0M |
| Q4 2024 | 8 | 0M | 3.5% | 3 / 3 | 0 / 0 | 0M | 0M |
| Q3 2024 | 5 | 0M | 2.6% | 1 / 2 | 0 / 4 | 0M | 0M |
| Q2 2024 | 9 | 0M | 4.0% | 4 / 1 | 0 / 0 | 0M | 0M |
| Q1 2024 | 5 | 0M | 3.6% | 1 / 1 | 1 / 1 | 0M | 0M |
| Q4 2023 | 5 | 0M | 2.8% | 3 / 1 | 1 / 1 | 0M | 0M |
| Q3 2023 | 3 | 0M | 0.4% | 3 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MDBH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Nasdaq Composite Index Fund | 951 | 0.02% | $3.11K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher A. Marlett | Co-Founder, Director, 10% owner | 4,162,799 | 76.54% | May 4, 2026 |
| George Hugh Brandon | President, Director | 105,248 | 1.94% | Dec 11, 2025 |
| Mohammad Hayat | Head of Corporate Development, Director | 100,000 | 1.84% | Apr 29, 2025 |
| Jeremy William James | CFO | 39,839 | 0.73% | Apr 22, 2026 |
| Daniel Thomas Torpey | Director | 34,200 | 0.63% | May 8, 2026 |
| Sean James Magennis | Director | 50,000 | 0.92% | Apr 22, 2026 |
| Jeb Barton Terry Sr. | Director | 4,166 | 0.08% | Apr 9, 2026 |
| Susanne Meline | Director | 54,500 | 1.00% | Dec 23, 2025 |
| Anthony Digiandomenico | Director, 10% owner | 1,367,344 | 25.14% | Aug 8, 2025 |
| Matthew Hayden | Director | 70,000 | 1.29% | Dec 20, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel Thomas Torpey Director | Apr 20, 2026 | Award | +10,000 | $3.90 | $39.00K | 47,100 |
| Jeremy William James CFO | Feb 9, 2026 | Award | +10,000 | $3.90 | $39.00K | 39,839 |
| Sean James Magennis Director | Feb 9, 2026 | Award | +10,000 | $3.90 | $39.00K | 50,000 |
| Jeremy William James CFO | Feb 9, 2026 | Award | +10,000 | $3.20 | $32.00K | 29,839 |
| Daniel Thomas Torpey Director | Feb 9, 2026 | Award | +10,000 | $3.20 | $32.00K | 37,100 |
| Sean James Magennis Director | Feb 9, 2026 | Award | +10,000 | $3.20 | $32.00K | 40,000 |
| Jeremy William James CFO | Jan 23, 2026 | Sale | −60 | $3.34 | $200 | 23,279 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jan 2, 2026 | Buy | +1,213 | $3.50 | $4.25K | 169,933 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Dec 31, 2025 | Buy | +4,387 | $3.35 | $14.70K | 166,720 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Dec 30, 2025 | Buy | +4,400 | $3.18 | $13.99K | 162,333 |
| George Hugh Brandon President, Director | Dec 9, 2025 | Buy | +3,700 | $3.38 | $12.51K | 105,248 |
| George Hugh Brandon President, Director | Dec 8, 2025 | Buy | +600 | $3.30 | $1.98K | 101,548 |
| George Hugh Brandon President, Director | Dec 5, 2025 | Buy | +900 | $3.29 | $2.96K | 100,948 |
| George Hugh Brandon President, Director | Dec 4, 2025 | Buy | +1,900 | $3.52 | $6.69K | 100,048 |
| George Hugh Brandon President, Director | Dec 3, 2025 | Buy | +3,900 | $3.63 | $14.16K | 98,148 |
| George Hugh Brandon President, Director | Dec 2, 2025 | Buy | +1,250 | $3.50 | $4.38K | 94,248 |
| George Hugh Brandon President, Director | Dec 1, 2025 | Buy | +2,998 | $3.49 | $10.46K | 92,998 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Oct 6, 2025 | Buy | +1,725 | $3.41 | $5.88K | 157,933 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Oct 3, 2025 | Buy | +2,275 | $3.35 | $7.62K | 156,208 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 29, 2025 | Buy | +1,645 | $3.52 | $5.79K | 153,933 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 28, 2025 | Buy | +1,575 | $3.56 | $5.61K | 152,288 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 27, 2025 | Buy | +1,288 | $3.40 | $4.38K | 150,713 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 26, 2025 | Buy | +1,414 | $3.35 | $4.74K | 149,425 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 25, 2025 | Buy | +1,232 | $3.31 | $4.08K | 148,011 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 22, 2025 | Buy | +1,200 | $3.33 | $4.00K | 146,779 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Aug 21, 2025 | Buy | +1,200 | $3.45 | $4.14K | 145,579 |
| Daniel Thomas Torpey Director | Aug 14, 2025 | Option exercise | +20,000 | – | – | 27,100 |
| Susanne Meline Director | Aug 14, 2025 | Option exercise | +10,000 | $3.40 | $34.00K | 30,000 |
| Sean James Magennis Director | Aug 14, 2025 | Option exercise | +10,000 | $3.40 | $34.00K | 30,000 |
| Jeremy William James Director | Aug 14, 2025 | Option exercise | +10,000 | $3.40 | $34.00K | 23,339 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jul 14, 2025 | Buy | +100 | $4.42 | $442 | 144,379 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 26, 2025 | Buy | +22 | $4.50 | $99 | 144,279 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 25, 2025 | Buy | +2 | $4.50 | $9 | 144,257 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 24, 2025 | Buy | +20 | $4.46 | $89 | 144,255 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 23, 2025 | Buy | +677 | $4.12 | $2.79K | 144,235 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 20, 2025 | Buy | +888 | $4.13 | $3.67K | 143,558 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 18, 2025 | Buy | +635 | $4.04 | $2.57K | 142,670 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 12, 2025 | Buy | +1,280 | $3.88 | $4.97K | 142,035 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 11, 2025 | Buy | +1,270 | $3.83 | $4.86K | 140,755 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 10, 2025 | Buy | +1,282 | $3.91 | $5.01K | 139,485 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 9, 2025 | Buy | +13 | $3.83 | $50 | 138,203 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Jun 2, 2025 | Buy | +1,327 | $3.95 | $5.24K | 138,190 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | May 30, 2025 | Buy | +1,305 | $3.90 | $5.09K | 136,863 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | May 29, 2025 | Buy | +1,300 | $3.69 | $4.80K | 135,558 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | May 28, 2025 | Buy | +1,275 | $3.90 | $4.97K | 134,258 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Apr 11, 2025 | Buy | +1,625 | $5.00 | $8.13K | 132,983 |
| Anthony Digiandomenico Director, 10% owner | Apr 7, 2025 | Buy | +1,425 | $4.90 | $6.98K | 95,699 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Apr 7, 2025 | Buy | +1,425 | $4.90 | $6.98K | 95,699 |
| Christopher A. Marlett Co-Founder, Director, 10% owner | Apr 7, 2025 | Buy | +1,425 | $4.80 | $6.84K | 131,358 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 13, 2025 | Buy | +942 | $6.15 | $5.79K | 94,274 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 12, 2025 | Buy | +290 | $6.15 | $1.78K | 93,332 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 11, 2025 | Buy | +1,000 | $6.22 | $6.22K | 93,042 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 7, 2025 | Buy | +1,000 | $6.22 | $6.22K | 92,042 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 5, 2025 | Buy | +300 | $6.24 | $1.87K | 91,042 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 4, 2025 | Buy | +398 | $6.22 | $2.48K | 90,742 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Feb 3, 2025 | Buy | +1,000 | $6.17 | $6.17K | 90,344 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Jan 31, 2025 | Buy | +1,000 | $6.20 | $6.20K | 89,344 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Jan 30, 2025 | Buy | +100 | $6.22 | $622 | 88,344 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Jan 29, 2025 | Buy | +14 | $6.21 | $87 | 88,244 |
| Anthony Digiandomenico Co-Founder, Director, 10% owner | Jan 27, 2025 | Buy | +933 | $6.21 | $5.79K | 88,230 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James Jeremy Officer | Nov 22, 2024 | 20,000 | $123.20K | Nov 25, 2024 | Vesting of RSU |