James J. Whalen

CIK 1770896 · See Remarks · last filed 2026-03-03

James J. Whalen is a corporate insider who has filed 64 SEC Form 4 insider transactions across 3 companies since 2019. The most recent filing, for FOURpA, was dated Mar 3, 2026. Across all open-market trades the lifetime net is −$1.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $7.6M 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

$7.59M

Companies

3

Total Filings

64

Lifetime Open-Market Net

-$1.74M

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
FOURpA See Remarks 50,820 $54.30 $2.76M -$174.2K 3 2026-03-03
FOUR See Remarks 57,118 $41.18 $2.35M -$166.1K 4 2025-03-05
CVLT Chief Accounting Officer 19,366 $127.76 $2.47M -$1.40M 57 2023-08-21

Recent Filings

64 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2026-03-03 FOURpA Mixed +12,200 $481.2K EDGAR
2025-11-14 FOURpA Sell (S) −1,438 -$102.8K EDGAR
2025-08-19 FOURpA Mixed −944 -$71.4K EDGAR
2025-03-05 FOUR Sell (S) −195 -$18.3K EDGAR
2025-02-24 FOUR Grant (A) +20,224 $2.00M EDGAR
2024-12-10 FOUR Sell (S) −1,462 -$147.8K EDGAR
2024-11-15 FOUR Mixed −2,122 -$567.1K EDGAR
2023-08-21 CVLT Sell (S) −593 -$41.2K EDGAR
2023-06-13 CVLT Sell (S) −1,305 -$92.8K EDGAR
2023-05-23 CVLT Mixed −3,485 -$301.1K EDGAR
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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.