James J. Whalen

Insider

First SEC filing: June 11, 2024 · Latest: June 11, 2024

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

1 buys (P) 1 sells (S) Net: $-45,317 + 71 non-open-market transactions below Avg return of open purchases vs now: 0.4% last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

71 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
July 31, 2026	JMKE	P	2,500	$23.00	$57,500	2,500 Direct	—	Acquired	0.4% (price as of 2026-08-21)
July 30, 2026	JMKE	A	55,881	—	—	55,881 Indirect	—	Acquired	(price as of 2026-08-21)
Feb. 28, 2026	FOUR	F	902	$44.07	$39,751	66,936 Direct	-1.33%	Disposed	7.2% (price as of 2026-08-21)
Feb. 27, 2026	FOUR	A	17,018	$44.07	$749,983	67,838 Direct	+33.49%	Acquired	7.2% (price as of 2026-08-21)
Feb. 20, 2026	FOUR	F	3,916	$58.49	$229,047	50,820 Direct	-7.15%	Disposed	-19.2% (price as of 2026-08-21)
Nov. 12, 2025	FOUR	S	1,438	$71.50	$102,817	54,736 Direct	-2.56%	Disposed	-33.9% (price as of 2026-08-21)
Aug. 15, 2025	FOUR	G	150	—	—	56,174 Direct	-0.27%	Disposed	(price as of 2026-08-21)
Aug. 15, 2025	FOUR	S	794	$89.90	$71,381	56,324 Direct	-1.39%	Disposed	-47.4% (price as of 2026-08-21)
March 4, 2025	FOUR	S 10b5-1	195	$94.00	$18,330	57,118 Direct	-0.34%	Disposed	-49.7% (price as of 2026-08-21)
Feb. 21, 2025	FOUR	A	20,224	$98.89	$1,999,951	57,313 Direct	+54.53%	Acquired	-52.2% (price as of 2026-08-21)
Dec. 5, 2024	FOUR	S 10b5-1	1,462	$101.07	$147,764	37,089 Direct	-3.79%	Disposed	-53.3% (price as of 2026-08-21)
Nov. 14, 2024	FOUR	A	3,506	—	—	38,551 Direct	+10.00%	Acquired	(price as of 2026-08-21)
Nov. 10, 2024	FOUR	F	2,378	$100.77	$239,631	35,045 Direct	-6.35%	Disposed	-53.1% (price as of 2026-08-21)
Nov. 10, 2024	FOUR	F	3,250	$100.77	$327,502	37,423 Direct	-7.99%	Disposed	-53.1% (price as of 2026-08-21)
Aug. 18, 2023	CVLT	S	259	$69.31	$17,951	19,366 Direct	-1.32%	Disposed	89.7% (price as of 2026-08-21)
Aug. 17, 2023	CVLT	S	334	$69.61	$23,250	19,625 Direct	-1.67%	Disposed	88.9% (price as of 2026-08-21)
June 9, 2023	CVLT	S	1,305	$71.14	$92,838	19,853 Direct	-6.17%	Disposed	84.8% (price as of 2026-08-21)
May 23, 2023	CVLT	S	1,156	$67.22	$77,706	21,158 Direct	-5.18%	Disposed	95.6% (price as of 2026-08-21)
May 23, 2023	CVLT	S	3,047	$66.96	$204,027	22,314 Direct	-12.01%	Disposed	96.3% (price as of 2026-08-21)
May 22, 2023	CVLT	A	719	—	—	25,361 Direct	+2.92%	Acquired	(price as of 2026-08-21)
May 22, 2023	CVLT	A	294	—	—	24,642 Direct	+1.21%	Acquired	(price as of 2026-08-21)
May 19, 2023	CVLT	S	295	$65.59	$19,349	24,348 Direct	-1.20%	Disposed	100.4% (price as of 2026-08-21)
May 18, 2023	CVLT	F	666	$64.73	$43,110	24,643 Direct	-2.63%	Disposed	103.1% (price as of 2026-08-21)
May 17, 2023	CVLT	F	1,322	$63.49	$83,934	25,309 Direct	-4.96%	Disposed	107.1% (price as of 2026-08-21)
May 15, 2023	CVLT	A	2,406	—	—	26,631 Direct	+9.93%	Acquired	(price as of 2026-08-21)
May 15, 2023	CVLT	A	2,406	—	—	24,225 Direct	+11.03%	Acquired	(price as of 2026-08-21)
May 15, 2023	CVLT	A	4,813	—	—	21,819 Direct	+28.30%	Acquired	(price as of 2026-08-21)
Feb. 23, 2023	CVLT	F	227	$60.70	$13,779	17,006 Direct	-1.32%	Disposed	116.6% (price as of 2026-08-21)
Feb. 21, 2023	CVLT	F	291	$61.27	$17,830	17,233 Direct	-1.66%	Disposed	114.6% (price as of 2026-08-21)
Feb. 16, 2023	CVLT	S	301	$63.36	$19,071	17,524 Direct	-1.69%	Disposed	107.5% (price as of 2026-08-21)
Nov. 28, 2022	CVLT	S	526	$66.04	$34,737	17,524 Direct	-2.91%	Disposed	99.1% (price as of 2026-08-21)
Nov. 23, 2022	CVLT	F	204	$65.55	$13,372	18,050 Direct	-1.12%	Disposed	100.6% (price as of 2026-08-21)
Nov. 18, 2022	CVLT	F	260	$64.18	$16,687	18,254 Direct	-1.40%	Disposed	104.8% (price as of 2026-08-21)
Nov. 17, 2022	CVLT	F	7	$65.36	$458	18,514 Direct	-0.04%	Disposed	101.1% (price as of 2026-08-21)
Nov. 4, 2022	CVLT	S	593	$63.76	$37,810	18,521 Direct	-3.10%	Disposed	106.2% (price as of 2026-08-21)
Aug. 24, 2022	CVLT	F	205	$56.74	$11,632	19,114 Direct	-1.06%	Disposed	131.7% (price as of 2026-08-21)
Aug. 18, 2022	CVLT	F	260	$59.33	$15,426	19,319 Direct	-1.33%	Disposed	121.6% (price as of 2026-08-21)
Aug. 16, 2022	CVLT	F	7	$59.41	$416	29,678 Direct	-0.02%	Disposed	121.3% (price as of 2026-08-21)
June 3, 2022	CVLT	S	1,662	$64.31	$106,883	29,616 Direct	-5.31%	Disposed	104.4% (price as of 2026-08-21)
May 26, 2022	CVLT	S	3,392	$61.74	$209,422	31,278 Direct	-9.78%	Disposed	112.9% (price as of 2026-08-21)
May 25, 2022	CVLT	F	1,011	$59.56	$60,215	34,670 Direct	-2.83%	Disposed	120.7% (price as of 2026-08-21)
May 20, 2022	CVLT	F	1,383	$58.30	$80,629	35,681 Direct	-3.73%	Disposed	125.5% (price as of 2026-08-21)
May 18, 2022	CVLT	F	320	$59.97	$19,190	37,064 Direct	-0.86%	Disposed	119.2% (price as of 2026-08-21)
May 18, 2022	CVLT	F	4	$58.57	$234	37,384 Direct	-0.01%	Disposed	124.5% (price as of 2026-08-21)
May 16, 2022	CVLT	A	2,591	—	—	37,388 Direct	+7.45%	Acquired	(price as of 2026-08-21)
May 16, 2022	CVLT	A	5,182	—	—	34,797 Direct	+17.50%	Acquired	(price as of 2026-08-21)
May 16, 2022	CVLT	A	2,591	—	—	29,615 Direct	+9.59%	Acquired	(price as of 2026-08-21)
Feb. 16, 2022	CVLT	F	231	$64.76	$14,960	27,024 Direct	-0.85%	Disposed	103.0% (price as of 2026-08-21)
Feb. 16, 2022	CVLT	S 10b5-1	269	$66.14	$17,792	27,255 Direct	-0.98%	Disposed	98.8% (price as of 2026-08-21)
Feb. 14, 2022	CVLT	A	269	$55.72	$14,989	27,524 Direct	+0.99%	Acquired	135.9% (price as of 2026-08-21)
Nov. 23, 2021	CVLT	F	203	$63.68	$12,927	27,255 Direct	-0.74%	Disposed	106.5% (price as of 2026-08-21)
Nov. 16, 2021	CVLT	F	220	$60.89	$13,396	27,458 Direct	-0.79%	Disposed	115.9% (price as of 2026-08-21)
Oct. 18, 2021	CVLT	F	42	$74.92	$3,147	27,678 Direct	-0.15%	Disposed	75.5% (price as of 2026-08-21)
Aug. 24, 2021	CVLT	F	196	$77.06	$15,104	27,720 Direct	-0.70%	Disposed	70.6% (price as of 2026-08-21)
Aug. 17, 2021	CVLT	F	208	$74.43	$15,481	27,916 Direct	-0.74%	Disposed	76.6% (price as of 2026-08-21)
Aug. 17, 2021	CVLT	S 10b5-1	132	$74.43	$9,825	28,124 Direct	-0.47%	Disposed	76.6% (price as of 2026-08-21)
Aug. 13, 2021	CVLT	A	132	$60.57	$7,995	28,256 Direct	+0.47%	Acquired	117.1% (price as of 2026-08-21)
Aug. 10, 2021	CVLT	F	613	$74.99	$45,969	28,124 Direct	-2.13%	Disposed	75.3% (price as of 2026-08-21)
July 16, 2021	CVLT	F	42	$76.07	$3,195	28,737 Direct	-0.15%	Disposed	72.8% (price as of 2026-08-21)
May 26, 2021	CVLT	S 10b5-1	1,300	$75.14	$97,682	28,779 Direct	-4.32%	Disposed	75.0% (price as of 2026-08-21)
May 25, 2021	CVLT	F	44	$73.88	$3,251	30,079 Direct	-0.15%	Disposed	78.0% (price as of 2026-08-21)
May 25, 2021	CVLT	F	1,566	$72.25	$113,144	30,123 Direct	-4.94%	Disposed	82.0% (price as of 2026-08-21)
May 18, 2021	CVLT	F	357	$67.40	$24,062	31,689 Direct	-1.11%	Disposed	95.1% (price as of 2026-08-21)
May 17, 2021	CVLT	A	3,762	—	—	28,284 Direct	+15.34%	Acquired	(price as of 2026-08-21)
May 17, 2021	CVLT	A	1,881	—	—	30,165 Direct	+6.65%	Acquired	(price as of 2026-08-21)
May 17, 2021	CVLT	A	1,881	—	—	32,046 Direct	+6.24%	Acquired	(price as of 2026-08-21)
April 16, 2021	CVLT	F	42	$68.86	$2,892	24,522 Direct	-0.17%	Disposed	90.9% (price as of 2026-08-21)
Feb. 17, 2021	CVLT	F	237	$67.84	$16,078	24,564 Direct	-0.96%	Disposed	93.8% (price as of 2026-08-21)
Feb. 17, 2021	CVLT	S 10b5-1	367	$67.84	$24,897	24,801 Direct	-1.46%	Disposed	93.8% (price as of 2026-08-21)
Feb. 12, 2021	CVLT	A	367	$36.09	$13,245	25,168 Direct	+1.48%	Acquired	264.3% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	M	1,504	$45.44	$68,342	1,504 Direct	-50.00%	Disposed	189.3% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	M	1,400	$45.39	$63,546	1,400 Direct	-50.00%	Disposed	189.6% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	S	1,504	$70.35	$105,806	24,801 Direct	-5.72%	Disposed	86.9% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	M	1,504	$45.44	$68,342	26,305 Direct	+6.06%	Acquired	189.3% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	S	1,400	$70.35	$98,490	24,801 Direct	-5.34%	Disposed	86.9% (price as of 2026-08-21)
Feb. 11, 2021	CVLT	M	1,400	$45.39	$63,546	26,201 Direct	+5.64%	Acquired	189.6% (price as of 2026-08-21)
Feb. 1, 2021	CVLT	S	731	$64.11	$46,864	24,801 Direct	-2.86%	Disposed	105.1% (price as of 2026-08-21)
Jan. 19, 2021	CVLT	F	46	$57.45	$2,643	25,532 Direct	-0.18%	Disposed	128.8% (price as of 2026-08-21)
Nov. 17, 2020	CVLT	F	13	$43.90	$571	25,578 Direct	-0.05%	Disposed	199.5% (price as of 2026-08-21)
Nov. 17, 2020	CVLT	F	209	$42.77	$8,939	25,591 Direct	-0.81%	Disposed	207.4% (price as of 2026-08-21)
Oct. 16, 2020	CVLT	F	41	$43.61	$1,788	25,800 Direct	-0.16%	Disposed	201.5% (price as of 2026-08-21)
Oct. 14, 2020	CVLT	F	47	$43.40	$2,040	25,841 Direct	-0.18%	Disposed	202.9% (price as of 2026-08-21)
Aug. 18, 2020	CVLT	F	189	$41.76	$7,893	25,888 Direct	-0.72%	Disposed	214.8% (price as of 2026-08-21)
Aug. 18, 2020	CVLT	S 10b5-1	200	$41.76	$8,352	26,077 Direct	-0.76%	Disposed	214.8% (price as of 2026-08-21)
Aug. 14, 2020	CVLT	A	200	$36.09	$7,218	26,277 Direct	+0.77%	Acquired	264.3% (price as of 2026-08-21)
July 16, 2020	CVLT	F	41	$37.82	$1,551	26,077 Direct	-0.16%	Disposed	247.6% (price as of 2026-08-21)
July 14, 2020	CVLT	F	47	$36.73	$1,726	26,118 Direct	-0.18%	Disposed	257.9% (price as of 2026-08-21)
May 22, 2020	CVLT	A	5,200	—	—	20,965 Direct	+32.98%	Acquired	(price as of 2026-08-21)
May 22, 2020	CVLT	A	5,200	—	—	26,165 Direct	+24.80%	Acquired	(price as of 2026-08-21)
May 20, 2020	CVLT	S	1,293	$35.89	$46,406	15,765 Direct	-7.58%	Disposed	266.3% (price as of 2026-08-21)
May 18, 2020	CVLT	F	892	$34.90	$31,131	17,058 Direct	-4.97%	Disposed	276.7% (price as of 2026-08-21)
April 16, 2020	CVLT	F	91	$39.31	$3,577	17,950 Direct	-0.50%	Disposed	234.4% (price as of 2026-08-21)
April 14, 2020	CVLT	F	104	$41.58	$4,324	18,041 Direct	-0.57%	Disposed	216.2% (price as of 2026-08-21)
Feb. 18, 2020	CVLT	S	356	$51.15	$18,209	18,145 Direct	-1.92%	Disposed	157.0% (price as of 2026-08-21)
Feb. 14, 2020	CVLT	A	356	$35.09	$12,492	18,501 Direct	+1.96%	Acquired	274.7% (price as of 2026-08-21)
Feb. 3, 2020	CVLT	S	188	$46.99	$8,834	18,145 Direct	-1.03%	Disposed	179.8% (price as of 2026-08-21)
Jan. 16, 2020	CVLT	F	90	$45.76	$4,118	18,333 Direct	-0.49%	Disposed	187.3% (price as of 2026-08-21)
Jan. 14, 2020	CVLT	F	105	$44.86	$4,710	18,423 Direct	-0.57%	Disposed	193.1% (price as of 2026-08-21)
Nov. 1, 2019	CVLT	S	1,066	$50.16	$53,471	18,528 Direct	-5.44%	Disposed	162.1% (price as of 2026-08-21)
Nov. 1, 2019	CVLT	S	323	$50.20	$16,215	19,594 Direct	-1.62%	Disposed	161.9% (price as of 2026-08-21)

Showing latest 100 of 105 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
July 30, 2026	JMKE	Incentive Units of Jersey Mike's HoldCo, LLC	Class A Common Stock (55,881)	—	—	55,881	Acquired
Feb. 11, 2021	CVLT	Options to Purchase Common Stock	Common Stock (1,504)	$45.44	Oct. 14, 2024	1,504	Disposed
Feb. 11, 2021	CVLT	Options to Purchase Common Stock	Common Stock (1,400)	$45.39	March 13, 2025	1,400	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
July 30, 2026	JMKE	Incentive Units of Jersey Mike's HoldCo, LLC→ Class A Common Stock (55,881)	55,881	Indirect
June 11, 2024	FOUR	Class A Common Stock	40,673	Direct
April 5, 2019	CVLT	Common Stock	15,257	Direct
April 5, 2019	CVLT	Options to Purchase Common Stock→ Common Stock (1,600)	1,600	Direct
April 5, 2019	CVLT	Options to Purchase Common Stock→ Common Stock (790)	790	Direct
April 5, 2019	CVLT	Options to Purchase Common Stock→ Common Stock (3,008)	3,008	Direct
April 5, 2019	CVLT	Options to Purchase Common Stock→ Common Stock (2,800)	2,800	Direct