JANA Partners Management, LP
CIK 1998597 · last filed 2026-04-15
JANA Partners Management, LP is a corporate insider who has filed 31 SEC Form 4 insider transactions across 4 companies since 2023. The most recent filing shows the insider bought $6.4M of LW on Apr 15, 2026. Across all open-market trades the lifetime net is −$137.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $728.7M across reported positions.
"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.
$728.70M
4
31
-$136.99M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| LW | Director | 5,348,980 | $43.55 | $232.95M | $16.07M | 4 | 2026-04-15 |
| MRCY | Director | 4,114,618 | $108.82 | $447.75M | -$144.32M | 12 | 2026-03-04 |
| THSw | Director | 0 | — | — | -$27.40M | 9 | 2026-02-11 |
| RPD | Director | 6,760,149 | $7.10 | $48.00M | $18.66M | 5 | 2025-12-04 |
Recent Filings
31 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-04-15 | LW | Buy (P) | +150,000 | $6.37M | EDGAR |
| 2026-04-09 | LW | Buy (P) | +236,000 | $9.70M | EDGAR |
| 2026-03-04 | MRCY | Sell (S) | −452,057 | -$41.41M | EDGAR |
| 2026-02-11 | THSw | Mixed | −3,862,116 | $0 | EDGAR |
| 2026-02-11 | MRCY | Sell (S) | −400,000 | -$32.40M | EDGAR |
| 2026-02-10 | THSw | Mixed | −1,959,221 | -$47.96M | EDGAR |
| 2025-12-04 | RPD | Buy (P) | +41,545 | $652.7K | EDGAR |
| 2025-11-25 | RPD | Buy (P) | +200,000 | $2.87M | EDGAR |
| 2025-11-10 | MRCY | Sell (S) | −1,000,000 | -$75.45M | EDGAR |
| 2025-10-24 | MRCY | Grant (A) | +2,362 | $0 | EDGAR |