James J. Whalen
CIK 1770896 · See Remarks · last filed 2026-03-03
"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.
Recent Filings · Page 2 of 7
64 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-05-19 | CVLT | Tax (F) | −1,988 | -$127.0K | EDGAR |
| 2023-05-17 | CVLT | Grant (A) | +9,625 | $0 | EDGAR |
| 2023-02-27 | CVLT | Tax (F) | −227 | -$13.8K | EDGAR |
| 2023-02-23 | CVLT | Tax (F) | −291 | -$17.8K | EDGAR |
| 2023-02-21 | CVLT | Sell (S) | −301 | -$19.1K | EDGAR |
| 2022-11-30 | CVLT | Sell (S) | −526 | -$34.7K | EDGAR |
| 2022-11-23 | CVLT | Tax (F) | −204 | -$13.4K | EDGAR |
| 2022-11-21 | CVLT | Tax (F) | −267 | -$17.1K | EDGAR |
| 2022-11-08 | CVLT | Sell (S) | −593 | -$37.8K | EDGAR |
| 2022-08-26 | CVLT | Tax (F) | −205 | -$11.6K | EDGAR |
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.