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 3 of 7

64 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2022-08-22 CVLT Tax (F) −260 -$15.4K EDGAR
2022-08-18 CVLT Tax (F) −7 -$416 EDGAR
2022-06-06 CVLT Sell (S) −1,662 -$106.9K EDGAR
2022-05-27 CVLT Mixed −4,403 -$269.6K EDGAR
2022-05-24 CVLT Tax (F) −1,383 -$80.6K EDGAR
2022-05-20 CVLT Tax (F) −324 -$19.4K EDGAR
2022-05-18 CVLT Grant (A) +10,364 $0 EDGAR
2022-02-18 CVLT Mixed −500 -$32.8K EDGAR
2022-02-16 CVLT Grant (A) +269 $15.0K EDGAR
2021-11-26 CVLT Tax (F) −203 -$12.9K EDGAR
Showing 2130 of 64
Page 3 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.