JANA PARTNERS LLC

CIK 1159159 · last filed 2023-09-08

JANA PARTNERS LLC is a corporate insider who has filed 168 SEC Form 4 insider transactions across 30 companies since 2007. The most recent filing shows the insider bought $5.0M of THSw on Sep 8, 2023. Across all open-market trades the lifetime net is −$936.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.56B across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$1.56B

Companies

30

Total Filings

168

Lifetime Open-Market Net

-$936.52M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
TreeHouse Foods, Inc. (THSw) Delisted Director 9,661,603 -$11.99M 6 2023-09-08
MRCY Director 4,711,386 $120.30 $566.78M $1.90M 2 2023-08-22
NEW RELIC, INC. (NEWR) Delisted Director 3,215,426 $86.99 $279.71M -$19.46M 5 2023-08-17
BKSY.WS Director 0 $0.08 $0 $0 4 2023-06-09
CAG Director 20,410,876 $13.74 $280.45M -$134.71M 9 2021-06-03
HD Supply Holdings, Inc. (HDS) Delisted Director 0 -$297.58M 14 2020-12-28
STR Sub Inc. (FLMNW) Delisted 10%+ Owner 2,385,643 $0.31 $740.3K -$19.88M 2 2018-09-24
TMH Director $49.12 $0 1 2016-03-29
Walgreens Boots Alliance, Inc. (WBA) Delisted Director 12,410,596 $11.98 $148.68M -$239.27M 2 2015-11-23
SUPERVALU INC (SVU) Delisted 10%+ Owner 29,597,582 -$43.40M 1 2015-01-09
CVEO 10%+ Owner 5,762,682 $34.53 $198.99M -$51.48M 1 2014-12-31
WALGREEN CO (WAG) Delisted Director 12,850,000 $154.66M 1 2014-10-14
OUTERWALL INC (OUTR.V) Delisted 10%+ Owner 1,722,041 -$136.00M 1 2014-03-10
OUTERWALL INC (OUTR) Delisted 10%+ Owner 3,722,041 -$3.63M 1 2013-12-30
OIS 10%+ Owner 6,120,880 $8.50 $52.03M -$34.58M 3 2013-12-30
BARNES & NOBLE INC (BKSw) Delisted 10%+ Owner 5,959,359 -$24.42M 1 2012-05-02
CONVERGYS CORP (CVG) Delisted 10%+ Owner 24,103,521 $1.94M 19 2011-08-04
CCIX 10%+ Owner 1,933,429 $10.81 $20.90M $8.07M 29 2009-06-29
ULURU Inc. (ULU) Delisted 10%+ Owner 7,974,885 -$430.4K 5 2009-05-15
ARCADIA RESOURCES, INC (KAD) Delisted 10%+ Owner 19,293,354 $0 1 2009-03-27
CPRT Director 2,395,528 $30.75 $73.66M $105.23M 9 2009-01-15
PRGX GLOBAL, INC. (PRGX) Delisted 10%+ Owner 2,312,569 -$2.97M 5 2009-01-08
AMERICAN ITALIAN PASTA CO (AIPC) Delisted 10%+ Owner 2,026,223 -$22.27M 1 2008-12-08
CNET 10%+ Owner 15,595,492 $1.04 $16.22M $38.10M 4 2008-06-18
MMS 10%+ Owner 2,072,910 $62.28 $129.10M -$54.95M 8 2007-12-07
QLTI 10%+ Owner 7,363,191 $26.82 $197.48M -$7.93M 2 2007-08-09
TWI 10%+ Owner 2,709,162 $7.72 $20.91M -$59.38M 7 2007-07-16
HAYNES INTERNATIONAL INC (HAYN) Delisted 10%+ Owner 736,900 $60.99 $44.94M -$49.73M 1 2007-03-26
Six Flags Entertainment Corp/OLD (SIXpB) Delisted 10%+ Owner 5,000,000 -$32.77M 1 2007-02-15
AMERICAN ITALIAN PASTA CO (ECR) Delisted 10%+ Owner 2,355,597 $416.8K 2 2007-01-10

Recent Filings

168 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2023-09-08 TreeHouse Foods, Inc. (THSw) Delisted Buy (P) +112,275 $5.00M EDGAR
2023-08-22 MRCY Buy (P) +50,000 $1.90M EDGAR
2023-08-17 NEW RELIC, INC. (NEWR) Delisted Mixed +2,982 $0 EDGAR
2023-08-10 TreeHouse Foods, Inc. (THSw) Delisted Buy (P) +41,500 $1.91M EDGAR
2023-07-11 MRCY Grant (A) +6,137 $0 EDGAR
2023-06-09 BKSY.WS Other (J) −2,975,908 $0 EDGAR
2023-05-04 TreeHouse Foods, Inc. (THSw) Delisted Exer (M) +5,972 $0 EDGAR
2023-05-01 TreeHouse Foods, Inc. (THSw) Delisted Grant (A) $0 EDGAR
2022-11-17 NEW RELIC, INC. (NEWR) Delisted Sell (S) −317,488 -$19.46M EDGAR
2022-09-13 BKSY.WS Grant (A) +69,767 $0 EDGAR
Showing 110 of 168
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.