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The company

MDB Capital Holdings, LLC - Class A common

MDBH · Nasdaq

FinancialsConsumer & Specialty FinanceNot moving yet

MDBH stood above a rising 150-day average in 3 of the last 52 weekly readings, and has been out of that trend for the last 21 weeks. It is 35.7% below that average now. Consumer & Specialty Finance: 20% of its 80 stocks in an uptrend (−7 points in four weeks); Financials: 43% (−14 points in four weeks).

SEC filings

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 21
Industry in uptrend
20% -8 in 4 wk
Insider buys, 12 months
$112K
Insider sales, 12 months
$20K
Officials’ trades on record
0
Institutions holding
5 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 3 of 52 weeks.

20 Apr – 19 Oct
19%40%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Consumer & Specialty Finance: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$49K$0$77KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months12
Sale orders, 12 months2
Buyers · sellers2 · 1
WhoDidSharesTraded
Christopher A. MarlettCo-Founderbought917at $1.9315 Oct 2026filed 16 Oct 2026
Jeremy William JamesCFOsold10,000at $1.9913 Oct 2026filed 15 Oct 2026
Christopher A. MarlettCo-Founderbought10,000at $1.9913 Oct 2026filed 15 Oct 2026
Jeremy William JamesCFOsold60at $3.3423 Jan 2026filed 27 Jan 2026
Christopher A. MarlettCo-Founderbought1,213at $3.502 Jan 2026filed 5 Jan 2026
Jeremy William JamesCFOsold3,440at $3.3226 Jan 2025filed 27 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders5+0 on the quarter
New · exited0 · 0
Reported value$641K

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Pasadena Private Wealth, LLCunchanged · filed 11 Aug 202685,200$298K00.0%
UBS Group AGreduced · filed 13 Aug 202654,189$190K-415−0.8%
Beacon Pointe Advisors, LLCunchanged · filed 18 Aug 202630,000$105K00.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLPadded · filed 14 Aug 202612,886$48K+489+3.9%
MORGAN STANLEYadded · filed 13 Aug 2026101$354+100+10000.0%
30 Sep 2023 – 30 Jun 2026
369Sep 23Jun 24Mar 25Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Christopher A. Marlett Company insiderCo-Founder · last 15 Oct 202631 · 0
Jeremy William James Company insiderCFO · last 13 Oct 20260 · 5
Daniel Thomas Torpey Company insiderDirector · last 20 Apr 20260 · 0
Sean James Magennis Company insiderDirector · last 20 Apr 20260 · 0
Jeb Barton Terry Sr. Company insiderDirector · last 1 Feb 20260 · 0
George Hugh Brandon Company insiderPresident · last 9 Dec 20257 · 0
Susanne Meline Company insiderDirector · last 14 Aug 20250 · 0
Anthony Digiandomenico Company insiderDirector, 10% owner · last 28 Apr 202528 · 0
Mohammad Hayat Company insiderHead of Corporate Development · last 28 Apr 20250 · 0
Matthew Hayden Company insiderDirector · last 21 Oct 20240 · 0

Same industry

OPRT Oportun FinancialLeading+41%
ECPG Encore Capital GroupLeading+14%
MFIN Medallion FinancialLeading+9%
PLBC Plumas BancorpLeading+8%
PRAA PRA GroupLeading+7%
BFH Bread Financial HoldingsLeading+7%
NCPL NetcapitalIn trend+154%
MGLD The Marygold CompaniesIn trend+64%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2024 · to 31 Dec 2024-77.3%
Cash and equivalentsFY 2025 · to 31 Dec 2025$13.2M

Analyst forecasts

No analyst forecasts yet.