JANA Partners Management, LP

Insider

10% Owner

Trades at: RPD· LW· MRCY· THS· NEWR

30D 90D 1Y

Net shares · 365d

-3.2M

1.4M buy · 4.6M sell

Net value · 365d

-$214.6M

$34.7M in · $249.4M out

Sentiment · 365d

Net selling

12% buying · 88% selling

Open-market trades · 365d

1.4M buy · 4.6M sell

Trading track record · all companies

Running net of open-market buys − sells across every company. Tap the line or a marker for details. ▲ buy · ▼ sell.

Transactions · 365d

Open-market Buys Sells All types

LW Buy·P
Apr 15, 26

Director

$6.4M

150.0K sh · $42.48 avg · 2 lots

Own +3%
LW Buy·P
Apr 8, 26

Director

$9.7M

236.0K sh · $41.11 avg · 2 lots

Own +5%
RPD Buy·P
Nov 28, 25

Director,TenPercentOwner,Other

$652.7K

41.5K sh · $15.71

Own +1%
RPD Buy·P
Nov 25, 25

Director,TenPercentOwner,Other

$2.9M

200.0K sh · $14.35 avg · 2 lots

Own +3%
RPD Buy·P
Aug 13, 25

Director,Other

$15.1M

772.2K sh · $19.60 avg · 3 lots

Own +13%

Date▾	Ticker	Role	Type	Shares	Own Δ	Price	Value
Apr 15, 2026	LW	Director	Buy P	150.0K · 2 lots	+3%	$42.48 avg	$6.4M
Apr 8, 2026	LW	Director	Buy P	236.0K · 2 lots	+5%	$41.11 avg	$9.7M
Nov 28, 2025	RPD	Director,TenPercentOwner,Other	Buy P	41.5K	+1%	$15.71	$652.7K
Nov 25, 2025	RPD	Director,TenPercentOwner,Other	Buy P	200.0K · 2 lots	+3%	$14.35 avg	$2.9M
Aug 13, 2025	RPD	Director,Other	Buy P	772.2K · 3 lots	+13%	$19.60 avg	$15.1M

Buy Sell Non-market (grant · exercise · gift)

About JANA Partners Management, LP

This profile aggregates every SEC Form 4 insider transaction reported by JANA Partners Management, LP across all companies they trade. Open-market purchases (code P) and sales (code S) are the highest-signal, discretionary trades; grants (A), option exercises (M) and gifts (G) reflect compensation rather than conviction and carry no market price. Figures cover the selected period and update as new filings are ingested.