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 6 of 7

64 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2020-07-16 CVLT Tax (F) −47 -$1.7K EDGAR
2020-05-27 CVLT Grant (A) +10,400 $0 EDGAR
2020-05-20 CVLT Mixed −2,185 -$77.5K EDGAR
2020-04-20 CVLT Tax (F) −91 -$3.6K EDGAR
2020-04-16 CVLT Tax (F) −104 -$4.3K EDGAR
2020-02-18 CVLT Mixed -$5.7K EDGAR
2020-02-05 CVLT Sell (S) −188 -$8.8K EDGAR
2020-01-21 CVLT Tax (F) −90 -$4.1K EDGAR
2020-01-16 CVLT Tax (F) −105 -$4.7K EDGAR
2019-11-05 CVLT Sell (S) −1,389 -$69.7K EDGAR
Showing 5160 of 64
Page 6 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.