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.
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 · Page 2 of 7

64 filings
Form 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
Showing 1120 of 64
Page 2 of 7
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.