MDBH on Nasdaq

MDB Capital Holdings, LLC

We believe that only this type of community can provide suitable financing options that will meet the needs of small public venture companies.4 From its latest annual report

Price unavailable

Last updated Oct 19, 2026.

Overview

-$21.2MNet income, fiscal 20252

Compare with another stock.

  • TickerMDBH on Nasdaq1
  • IndustryFinance Services1
  • HeadquartersDallas, Texas1
  • Incorporated inDE3
  • Business address4209 Meadowdale Ln, Dallas, Tx 952293
  • Filer categoryNon-accelerated filer, Smaller reporting company, Emerging growth company3
  • Legal formLimited Liability Company

See how the biggest companies compare on our leaderboards

We believe that only this type of community can provide suitable financing options that will meet the needs of small public venture companies.4 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

-35.0%Return on equity2

Financial statements

Operating income562$4.9M in 2025+303% since 2022
0$2.0M$4.0M$6.0M2022: $1.2M$1.2M20222023: $6.0M$6.0M2023+392%2024: $2.2M$2.2M2024−64%2025: $4.9M$4.9M2025+128%
Net income562-$21.2M in 2025+300% since 2022
-$30.0M-$20.0M-$10.0M0$10.0M$20.0M2022: -$5.3M-$5.3M20222023: -$7.0M-$7.0M2023+31%2024: $11.7M$11.7M20242025: -$21.2M-$21.2M2025

Every line of the income statement as filed: the last 3 fiscal years, latest first.2

Period ending2025-12-312024-12-312023-12-31
Unrealized (loss) on investment securities, net from the licensed broker dealer (Notes 1 and 2)-$331.0K-$275.0K
Unrealized gain on investment securities, net from non-licensed broker dealer (Notes 1 and 2)$85.0K
Realized gain on investment securities, net from the licensed broker dealer$14.0K
Fee income (from our licensed broker dealer)$4.3M$2.2M
Impairment of investment securities-$200.0K-$50.0K
Other operating income$861.0K$411.0K
Total operating income, net$4.9M$2.2M
Compensation$15.0M$20.1M
Operating expense, related party$1.8M$1.5M
Professional fees$1.9M$3.1M
Information technology$1.1M$922.0K
Clearing and other charges$556.0K$1.1M
General and administrative-other$2.2M$2.6M
Total general and administrative costs$22.6M$29.3M
Research and development costs, net of grants $0 and $2,003 in 2024 and 2024$1.5M
Total operating costs$22.6M$30.8M
Net operating loss-$17.7M-$28.6M
Miscellaneous income$75.0K$112.0K
Interest income$617.0K$1.2M
Interest expense-$72.0K
Gain related to dilution events$61.0K$130.0K
Gain on deconsolidation of subsidiary$39.3M
Net income (loss) before income taxes-$17.0M$12.0M
Income taxes$11.0K$2.0K
Net income (loss) before equity method investee-$17.0M$12.0M
Equity in loss of equity method investee-$4.3M-$420.0K
Net income (loss)-$21.3M$11.6M
Less net loss attributable to non-controlling interest-$21.0K-$90.0K
Net income (loss) attributable to MDB Capital Holdings, LLC-$21.2M$11.7M
Research and development, Grants$0$2.0M

Compare MDB Capital Holdings, LLC with another company

Leadership

Who has led MDB Capital Holdings, LLC, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Christopher A. Marlett2023–now

President

  1. George Hugh Brandon2023–now

Chief financial officer

  1. Jeremy William James2024–now
2025
Board members and other officers (15)

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive Officer, DirectorMo Hayat named Jun 23, 202223

Timeline

  1. Aug 2, 2023New chief executive Christopher A. Marlett becomes CEO9

Filings

131 filings to the SEC since October 2021: 3 annual reports, 10 quarterly reports, 12 major events, 73 insider forms, 2 large holders, 1 private raises, 30 other. The latest 20:

  1. Oct 15, 20264 EDGAR
  2. Oct 15, 20264 EDGAR
  3. Aug 13, 202610-Q EDGAR
  4. May 14, 202610-Q EDGAR
  5. May 8, 20264 EDGAR
  6. May 8, 20264 EDGAR
  7. May 8, 20263 EDGAR
  8. May 4, 20264 EDGAR
  9. Apr 22, 20264 EDGAR
  10. Apr 22, 20264 EDGAR
  11. Apr 22, 20264 EDGAR
  12. Apr 9, 20263 EDGAR
  13. Apr 7, 20264 EDGAR
  14. Mar 31, 202610-K EDGAR
  15. Feb 12, 20264 EDGAR
  16. Feb 12, 20264 EDGAR
  17. Feb 12, 20264 EDGAR
  18. Feb 2, 20268-K EDGAR
  19. Jan 27, 20264 EDGAR
  20. Jan 5, 20264 EDGAR

The 131 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

68 open-market trades by officers, directors and large owners since October 2021: 64 buys and 4 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jan 23, 2026James Jeremy WilliamCFOSale60$3.34$200Form 4
Jan 2, 2026MARLETT CHRISTOPHER ACo-FounderBuy1,213$3.50$4.2KForm 4
Dec 31, 2025MARLETT CHRISTOPHER ACo-FounderBuy4,387$3.35$14.7KForm 4
Dec 30, 2025MARLETT CHRISTOPHER ACo-FounderBuy4,400$3.18$14.0KForm 4
Dec 9, 2025Brandon George HughPresidentBuy3,700$3.38$12.5KForm 4
Dec 8, 2025Brandon George HughPresidentBuy600$3.30$2.0KForm 4
Dec 5, 2025Brandon George HughPresidentBuy900$3.29$3.0KForm 4
Dec 4, 2025Brandon George HughPresidentBuy1,900$3.52$6.7KForm 4
Dec 3, 2025Brandon George HughPresidentBuy3,900$3.63$14.2KForm 4
Dec 2, 2025Brandon George HughPresidentBuy1,250$3.50$4.4KForm 4
Dec 1, 2025Brandon George HughPresidentBuy2,998$3.49$10.5KForm 4
Oct 6, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,725$3.41$5.9KForm 4
Oct 3, 2025MARLETT CHRISTOPHER ACo-FounderBuy2,275$3.35$7.6KForm 4
Aug 29, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,645$3.52$5.8KForm 4
Aug 28, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,575$3.56$5.6KForm 4
Aug 27, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,288$3.40$4.4KForm 4
Aug 26, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,414$3.35$4.7KForm 4
Aug 25, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,232$3.31$4.1KForm 4
Aug 22, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,200$3.33$4.0KForm 4
Aug 21, 2025MARLETT CHRISTOPHER ACo-FounderBuy1,200$3.45$4.1KForm 4

All 68 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Jun 10, 2022Raised $25.3 million in a private offering of equity Form D: 192 investors so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Pasadena Private Wealth, LLC85,200$298.2K0.0%No change
UBS Group AG54,189$189.7K0.0%−415
Beacon Pointe Advisors, LLC30,000$105.0K0.0%No change
Susquehanna International Group, Llp12,886$48.2K0.0%+489
Morgan Stanley101$3540.0%+100

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25