JANA Partners Management, LP
CIK 1998597 · last filed 2026-06-10
JANA Partners Management, LP is a corporate insider who has filed 32 SEC Form 4 insider transactions across 4 companies since 2023. The most recent filing, for RPD, was dated Jun 10, 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 $766.2M 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.
$766.18M
4
32
-$136.99M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| RPD | Director | 6,775,357 | $9.61 | $65.11M | $18.66M | 6 | 2026-06-10 |
| LW | Director | 5,348,980 | $54.62 | $292.16M | $16.07M | 4 | 2026-04-15 |
| MRCY | Director | 4,114,618 | $99.38 | $408.91M | -$144.32M | 12 | 2026-03-04 |
| TreeHouse Foods, Inc. (THS) Delisted | Director | 0 | $24.43 | $0 | -$27.40M | 9 | 2026-02-11 |
Recent Filings
32 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-10 | RPD | Other (J) | +15,208 | $0 | EDGAR |
| 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 | TreeHouse Foods, Inc. (THS) Delisted | Mixed | −3,862,116 | $0 | EDGAR |
| 2026-02-11 | MRCY | Sell (S) | −400,000 | -$32.40M | EDGAR |
| 2026-02-10 | TreeHouse Foods, Inc. (THS) Delisted | 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 |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.