MDB Capital (MDBH) CFO James Jeremy William Sells $20K of Stock

James Jeremy William, the Chief Financial Officer of MDB Capital Holdings, LLC (NasdaqCM: MDBH), sold 10,000 shares on October 13, 2026, for a total of $19,900. The sale price was $1.99 per share. This transaction was not planned.

Inside James Jeremy William's Trade

William's sale comes as he holds a significant position in the company. The sale reflects a notable action from an insider, especially given his role as CFO. The shares sold are a part of his overall holdings in MDB Capital Holdings, which operates primarily as a broker-dealer in the financial services sector.

Other Institutional Activity in MDB Capital Holdings

Pasadena Private Wealth, LLC holds 85,200 shares valued at about $150,803, maintaining its position unchanged. UBS Group AG decreased its holdings by 415 shares, ending with 54,189 shares worth approximately $95,914. Beacon Pointe Advisors, LLC continues to hold 30,000 shares valued at $53,099, while Susquehanna International Group, LLP added 488 shares, bringing its total to 12,886 shares valued at about $22,808. Morgan Stanley significantly increased its position by 100 shares, totaling 101 shares worth $178.

MDB Capital Holdings, LLC Stock Up 1.1%

MDB Capital Holdings' stock recently traded around $1.77 as of October 16, 2026. This price is well below its 50-day moving average of $2.67 and its 200-day average of $3.13. The shares are also trading about 63.1% below their 52-week high of $4.80.

Recent Earnings

MDB Capital Holdings reported trailing twelve-month revenue of $5.5 million. However, the company has not been profitable, with a negative return on equity of 40.4% and an EPS of -$2.18.

Insider Buying and Selling at MDB Capital Holdings, LLC

On the same day as William's sale, Co-Founder Christopher A. Marlett bought 10,000 shares at $1.99 each, totaling $19,900. This acquisition indicates continued confidence from insiders in the company's potential despite the recent stock performance.

About MDB Capital Holdings

MDB Capital Holdings, LLC, based in Addison, Texas, operates as a broker-dealer and provides various financial services. Its operations include conducting private and public security offerings and offering research services for investment banking due diligence. The recent insider activity may signal strategic moves as the company navigates its market position.

Bottom Line

Investors should keep an eye on MDB Capital Holdings as it approaches its next financial reporting date. The recent insider trades may provide insights into the company's outlook. Additionally, the stock's performance relative to its moving averages and 52-week range will be important to watch in the coming weeks.