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.

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 7 of 7

64 filings

Form 4 transactions across all companies, newest first.

Filed	Symbol	Action	Net Shares	Net $	Link
2019-10-17	CVLT	Tax (F)	−504	-$22.6K	EDGAR
2019-08-16	CVLT	Grant (A)	+323	$11.5K	EDGAR
2019-07-18	CVLT	Tax (F)	−181	-$9.1K	EDGAR
2019-05-16	CVLT	Grant (A)	+5,022	$0	EDGAR

Showing 61–64 of 64

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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.