Anna Surman, by and through the Administrators of her Estate, Gregory Surman and Karen Connolly; and Karen Connolly, in her individual capacity v. MongoDB, Inc.

District Court, S.D. New York·Decided July 9, 2026·No. 1:26-cv-00166·Unknown

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK ANNA SURMAN, by and through the Administrators of her Estate, GREGORY SURMAN and KAREN CONNOLLY; and KAREN CONNOLLY, in her individual capacity, Case No. 1:26-cv-00166 (JLR) Plaintiffs, OPINION AND ORDER -against- MONGODB, INC., Defendant. JENNIFER L. ROCHON, United States District Judge: On September 13, 2024, recently fired from her job at Defendant MongoDB (“MongoDB”), Annie Surman drafted a suicide note, ingested a course of lethal drugs, and died. Her parents, Gregory Surman and Karen Connolly, are now the administrators of her estate; in that capacity, they (the “Estate”) filed this action, asserting employment-discrimination and tort claims against MongoDB. Karen Connolly (“Ms. Connolly” and, together with the Estate, “Plaintiffs”) also brings a tort claim against MongoDB in her individual capacity. Currently before the Court is MongoDB’s motion to compel arbitration of some of these claims and dismiss the others. For the following reasons, that motion is GRANTED in part and DENIED in part. BACKGROUND I. Relevant Facts1 Annie Surman graduated from Columbia University in 2018. Dkt. 1-1 (the “Complaint,” or “Compl.”) ¶ 20. While studying at Columbia, Annie spent three summers working at NASA’s Jet Propulsion Lab and lent project management support to “the recently launched SPHEREx mission.” Id. ¶ 19. Following graduation, she continued to work in project management for several years, and, in July 2021, MongoDB hired her as a Technical Program Manager. Id. ¶¶ 3, 20.

According to Plaintiffs, the job at MongoDB was extremely stressful. In April 2024, Annie went on disability leave to address the “mental health struggles, including anxiety and depression,” that this “extreme work stress” had brought on. Id. ¶ 22. Even while she was away from work, however, Annie could not leave bed for days at a time, often could not “complete daily functions like . . . brushing her teeth or attending social gatherings,” and routinely felt a “desire to die.” Id. ¶¶ 23-24. Because of these ongoing “debilitating mental health struggles,” Annie advised MongoDB in “numerous exchanges” that she needed to extend her leave. Id. ¶ 26. In May 2024, Annie requested an extension of her leave to “at least” July 8, 2024; then,

on June 20, 2024, she advised that the leave would need to continue beyond July 8; and finally, in July 2024, she informed MongoDB that her provider had recommended that she stay on leave until September 2024. Id. ¶¶ 27-29. These extension requests were well received. Christian Leocata, MongoDB’s Leave Coordinator, offered to help Annie switch from short- to long-term

1 The Court draws these facts from the Complaint and accepts them as true for purposes of this motion. See Milan v. Wertheimer, 808 F.3d 961, 963 (2d Cir. 2015). Because Plaintiffs refer to the decedent as “Annie,” rather than “Ms. Surman,” the Court will do the same. disability, wished her well in recovery, and advised her to modify her out-of-office message so that it omitted any return-to-work date. Id. ¶¶ 27-30. Based on these interactions with Leocata, Annie believed that MongoDB had approved her most recent request to stay on leave through the end of September 2024. Id. ¶ 31. Accordingly, Annie “decided to begin ketamine treatment” for her depression, which would begin with four infusions between August 6 and 14, 2024. Id. ¶¶ 33, 35.

Nevertheless, on July 29, 2024, a doctor working with MongoDB’s long-term disability provider informed Annie’s mental health provider, by letter, that he had determined Annie could return to work. Id. ¶¶ 28, 38. The letter sought a response in ten days, but Annie’s provider requested additional time. Id. ¶ 39. Meanwhile, on July 31, 2024, MongoDB’s Employee Experience Senior Manager Meghan Wall sent Annie an email advising her that she must return to work by August 8, 2024, or be fired. Id. ¶ 40. The same day, and without providing any notice to Annie, MongoDB canceled her health benefits. Id. ¶ 44. On August 6, 2024, two days before the return-to-work date MongoDB had imposed, Annie emailed MongoDB to request a “delay of her termination and extension of her accommodation of unpaid leave” so that she could receive her scheduled ketamine treatment and

attend an appointment with her providers in mid-August. Id. ¶ 48. She ascribed the lateness of her reply to her “condition,” which “ha[d] made it difficult for [her] to function lately.” Id. ¶ 49. She also asked MongoDB to “engage in discussions with her about alternative reasonable accommodations” following her doctor’s appointment in mid-August. Id. ¶ 51. The next morning, however, MongoDB responded to inform her that she would be fired if she did not return to work on August 8, and that “any discussion about reasonable accommodation would need to occur by” close of business. Id. ¶ 53. Also on August 7, 2024, Annie’s mental health provider “sent documentation to MongoDB outlining the impossibility” of her returning to work the next day; however, the Estate alleges “upon information and belief” that MongoDB “completely disregarded” that documentation. Id. ¶ 56. On August 8, 2024, MongoDB fired Annie. Id. ¶ 60. The same day, Ms. Connolly called MongoDB and spoke with Wall, warning her that firing Annie “would have catastrophic consequences for Annie’s well-being.” Id. ¶ 60. In a follow-up email, Ms. Connolly warned further “that this is the direst of circumstances,” and that there was only “a small window (hours)

to avoid possible tragedy and for your company to avoid litigation.” Id. ¶ 63. MongoDB did not change course. Id. ¶ 64. That evening, after “explicitly and repeatedly citing the shame she felt at being fired,” Annie attempted suicide, but Ms. Connolly successfully intervened. Id. ¶¶ 66, 69. Ms. Connolly demanded that Annie seek inpatient mental health treatment, and Annie, though she acquiesced, nevertheless told Ms. Connolly that “she would carry out her plan to take her own life” as soon as that treatment had ended. Id. ¶ 71. MongoDB’s August 8, 2024 termination email stated that Annie’s health benefits would continue through the end of the month, but, as previously noted, MongoDB had already canceled those benefits; Annie and Ms. Connolly therefore had to pay for COBRA coverage to afford Annie’s inpatient treatment. Id. ¶¶ 74-76. During that treatment, “Annie identifie[d] ‘signing up

for COBRA’ as a trigger for her suicidal ideation.” Id. ¶ 77. On September 13, 2024, after her release from treatment, Annie attempted suicide again. Id. ¶ 80-81. She took “lethal drugs” that evening and, “as [they] took effect,” “called 9-1-1 to report her own impending death.” Id. ¶¶ 81-82. Paramedics responding to the scene “broke through the door of her apartment” and found Annie “still breathing,” but she “went into cardiac arrest” on the way to the hospital. Id. ¶ 85. She was pronounced dead at 10:48 p.m. Id. ¶ 86. On July 2, 2021, before Annie commenced her employment, she and MongoDB signed an Employee Invention Assignment, Confidentiality and Arbitration Agreement. See Dkt. 19-2 ¶ 4; see also Dkt. 19-3 (the “Agreement”). The Agreement contains an arbitration clause, which provides that “[t]he parties agree to submit to mandatory binding arbitration any and all claims arising out of or related to [Annie’s] employment with [MongoDB] and the termination thereof, including, but not limited to, . . . wrongful termination, torts, . . . and/or discrimination based upon any federal, state or local ordinance, statute, regulation or constitutional provision.” Agreement ¶ 17 (the “Arbitration Clause”). The Agreement further provides that, “[e]xcept as

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Anna Surman, by and through the Administrators of her Estate, Gregory Surman and Karen Connolly; and Karen Connolly, in her individual capacity v. MongoDB, Inc., (S.D.N.Y. 2026).

Anna Surman, by and through the Administrators of her Estate, Gregory Surman and Karen Connolly; and Karen Connolly, in her individual capacity v. MongoDB, Inc. (Anna Surman, by and through the Administrators of her Estate, Gregory Surman and Karen Connolly; and Karen Connolly, in her individual capacity v. MongoDB, Inc.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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