JANA Partners Management, LP
CIK 1998597 · View on SEC EDGAR ↗
Insider
Activist
First SEC filing: July 24, 2025 · Latest: June 10, 2026
On this page
- Institution The 13F filer entity this person is associated with.
- 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.
Institution
Insider at
Insider transactions
7 buys (P)
6 sells (S)
Net:
$-177,627,764
+ 33 non-open-market transactions below
Avg return of open purchases vs now:
5.6%
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
33 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| April 15, 2026 | LW | P | 50,000 | $43.19 | $2,159,500 | 5,398,980 Indirect | +0.93% | Acquired | 23.5% (price as of 2026-08-21) |
| April 13, 2026 | LW | P | 100,000 | $42.12 | $4,212,000 | 5,348,980 Indirect | +1.91% | Acquired | 26.7% (price as of 2026-08-21) |
| April 8, 2026 | LW | P | 100,000 | $41.41 | $4,141,000 | 5,248,980 Indirect | +1.94% | Acquired | 28.9% (price as of 2026-08-21) |
| April 7, 2026 | LW | P | 136,000 | $40.89 | $5,561,040 | 5,148,980 Indirect | +2.71% | Acquired | 30.5% (price as of 2026-08-21) |
| March 4, 2026 | MRCY | S | 100,899 | $89.68 | $9,048,622 | 4,114,618 Indirect | -2.39% | Disposed | 4.8% (price as of 2026-08-21) |
| March 3, 2026 | MRCY | S | 168,648 | $90.12 | $15,198,558 | 4,215,517 Indirect | -3.85% | Disposed | 4.3% (price as of 2026-08-21) |
| March 2, 2026 | MRCY | S | 182,510 | $94.05 | $17,165,066 | 4,384,165 Indirect | -4.00% | Disposed | -0.1% (price as of 2026-08-21) |
| Feb. 10, 2026 | 1998597 | S | 1,959,221 | $24.48 | $47,961,730 | 3,862,116 Indirect | -33.66% | Disposed | |
| Feb. 9, 2026 | MRCY | S | 400,000 | $81.00 | $32,400,000 | 4,566,675 Indirect | -8.05% | Disposed | 16.0% (price as of 2026-08-21) |
| Nov. 28, 2025 | RPD | P | 41,545 | $15.71 | $652,672 | 6,760,149 Indirect | +0.62% | Acquired | -27.4% (price as of 2026-08-21) |
| Nov. 25, 2025 | RPD | P | 50,000 | $15.01 | $750,500 | 6,718,604 Indirect | +0.75% | Acquired | -24.0% (price as of 2026-08-21) |
| Nov. 24, 2025 | RPD | P | 150,000 | $14.13 | $2,119,500 | 6,668,604 Indirect | +2.30% | Acquired | -19.2% (price as of 2026-08-21) |
| Nov. 6, 2025 | MRCY | S | 1,000,000 | $75.45 | $75,450,000 | 4,966,675 Indirect | -16.76% | Disposed | 24.6% (price as of 2026-08-21) |
| Aug. 13, 2025 | MRCY | S | 797,000 | $65.42 | $52,139,740 | 5,964,313 Indirect | -11.79% | Disposed | 43.7% (price as of 2026-08-21) |
| Aug. 13, 2025 | RPD | P | 250,000 | $21.26 | $5,315,000 | 6,518,604 Indirect | +3.99% | Acquired | -46.3% (price as of 2026-08-21) |
| Aug. 12, 2025 | RPD | P | 163,456 | $20.07 | $3,280,562 | 6,268,604 Indirect | +2.68% | Acquired | -43.1% (price as of 2026-08-21) |
| Aug. 11, 2025 | RPD | P | 358,738 | $18.23 | $6,539,794 | 6,105,148 Indirect | +6.24% | Acquired | -37.4% (price as of 2026-08-21) |
| May 13, 2025 | 1998597 | P | 339,000 | $23.31 | $7,902,090 | 5,821,337 Indirect | +6.18% | Acquired | |
| May 12, 2025 | 1998597 | P | 17,678 | $23.09 | $408,185 | 5,482,337 Indirect | +0.32% | Acquired | |
| May 9, 2025 | 1998597 | P | 424,126 | $22.46 | $9,525,870 | 5,464,659 Indirect | +8.41% | Acquired | |
| May 9, 2025 | MRCY | S | 100,000 | $45.87 | $4,587,000 | 6,761,313 Indirect | -1.46% | Disposed | 104.9% (price as of 2026-08-21) |
| May 8, 2025 | 1998597 | P | 124,785 | $21.85 | $2,726,552 | 5,040,533 Indirect | +2.54% | Acquired | |
| May 8, 2025 | MRCY | S | 88,152 | $46.27 | $4,078,793 | 6,861,313 Indirect | -1.27% | Disposed | 103.2% (price as of 2026-08-21) |
| Aug. 27, 2024 | MRCY | P | 13,600 | $37.25 | $506,600 | 6,944,633 Indirect | +0.20% | Acquired | 152.3% (price as of 2026-08-21) |
| Feb. 28, 2024 | MRCY | P | 75,000 | $29.63 | $2,222,250 | 6,931,033 Indirect | +1.09% | Acquired | 217.2% (price as of 2026-08-21) |
| Feb. 27, 2024 | MRCY | P | 284,295 | $29.21 | $8,304,257 | 6,856,033 Indirect | +4.33% | Acquired | 221.8% (price as of 2026-08-21) |
| Feb. 26, 2024 | MRCY | P | 18,618 | $28.53 | $531,172 | 6,571,738 Indirect | +0.28% | Acquired | 229.5% (price as of 2026-08-21) |
| Feb. 9, 2024 | MRCY | P | 1,335,848 | $27.90 | $37,270,159 | 6,553,120 Indirect | +25.60% | Acquired | 236.9% (price as of 2026-08-21) |
| Nov. 30, 2023 | MRCY | P | 63,648 | $34.22 | $2,178,035 | 5,217,272 Indirect | +1.24% | Acquired | 174.7% (price as of 2026-08-21) |
| Nov. 29, 2023 | MRCY | P | 117,881 | $33.22 | $3,916,007 | 5,153,624 Indirect | +2.34% | Acquired | 183.0% (price as of 2026-08-21) |
| Nov. 28, 2023 | MRCY | P | 64,435 | $33.14 | $2,135,376 | 5,035,743 Indirect | +1.30% | Acquired | 183.6% (price as of 2026-08-21) |
| Nov. 20, 2023 | MRCY | P | 315 | $34.05 | $10,726 | 4,971,308 Indirect | +0.01% | Acquired | 176.1% (price as of 2026-08-21) |
| Nov. 17, 2023 | MRCY | P | 44,057 | $34.08 | $1,501,463 | 4,970,993 Indirect | +0.89% | Acquired | 175.8% (price as of 2026-08-21) |
| Nov. 16, 2023 | MRCY | P | 215,550 | $33.28 | $7,173,504 | 4,926,936 Indirect | +4.58% | Acquired | 182.5% (price as of 2026-08-21) |
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 |
|---|---|---|---|---|---|---|---|
| Feb. 11, 2026 | 1998597 | Restricted Stock Units | Common Stock (7,727) | — | — | 7,727 | Disposed |
| Feb. 9, 2026 | 1998597 | Notional Derivative Agreements (obligation to buy) | Common Stock (22,028) | — | — | 22,028 | Disposed |
| Feb. 9, 2026 | 1998597 | Notional Derivative Agreements (obligation to buy) | Common Stock (474,950) | — | — | 474,950 | Disposed |
| Feb. 6, 2026 | 1998597 | Notional Derivative Agreements (obligation to buy) | Common Stock (24,834) | — | — | 24,834 | Disposed |
| Feb. 6, 2026 | 1998597 | Notional Derivative Agreements (obligation to buy) | Common Stock (133,790) | — | — | 133,790 | Disposed |
| April 24, 2025 | 1998597 | Restricted Stock Units | Common Stock (7,727) | — | — | 7,727 | Acquired |
| April 24, 2025 | 1998597 | Restricted Stock Units | Common Stock (4,798) | — | — | 4,798 | Disposed |
| April 25, 2024 | 1998597 | Restricted Stock Units | Common Stock (4,798) | — | — | 4,798 | Acquired |
| April 25, 2024 | 1998597 | Restricted Stock Units | Common Stock (3,261) | — | — | 3,261 | Disposed |
| Feb. 28, 2024 | 1998597 | Notional Derivative Agreements (obligation to buy) [F1] | Common Stock (193,000) | — | — | 193,000 | Acquired |
| Dec. 1, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F1] | Common Stock (59,602) | — | — | 59,602 | Acquired |
| Nov. 9, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F6] | Common Stock (16,942) | — | — | 16,942 | Acquired |
| Nov. 9, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F5] | Common Stock (128,694) | — | — | 128,694 | Acquired |
| Nov. 8, 2023 | 1998597 | Restricted Stock Units ("RSUs") | Common Stock (2,381) | — | — | 2,381 | Disposed |
| Nov. 8, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F4] | Common Stock (2,599) | — | — | 2,599 | Acquired |
| Nov. 8, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F3] | Common Stock (19,765) | — | — | 19,765 | Acquired |
| Nov. 7, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F2] | Common Stock (27,321) | — | — | 27,321 | Acquired |
| Nov. 7, 2023 | 1998597 | Notional Derivative Agreements (obligation to buy) [F1] | Common Stock (207,679) | — | — | 207,679 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 24, 2025 | LW | Common Stock, par value $1.00 per share ("Common Stock") | 5,007,519 | Indirect |
| April 24, 2025 | RPD | Common Stock, par value $0.01 per share ("Common Stock") | 5,729,914 | Indirect |
| April 24, 2025 | RPD | Notional Derivative Agreements (obligation to buy) [F2]→ Common Stock (2,688,364) | 2,688,364 | Indirect |