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%
MRCY Sell·S
Mar 4, 26

Director,Other

$41.4M

452.1K sh · $91.61 avg · 3 lots

Own -10%
THS Sell·S
Feb 10, 26

Director,TenPercentOwner,Other

$48.0M

2.0M sh · $24.48

Own -34%
MRCY Sell·S
Feb 9, 26

Director,Other

$32.4M

400.0K sh · $81.00

Own -8%
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%
MRCY Sell·S
Nov 6, 25

Director,Other

$75.5M

1.0M sh · $75.45

Own -17%
RPD Buy·P
Aug 13, 25

Director,Other

$15.1M

772.2K sh · $19.60 avg · 3 lots

Own +13%
MRCY Sell·S
Aug 13, 25

Director,Other

$52.1M

797.0K sh · $65.42

Own -12%

Date▾	Ticker	Role	Type	Shares	Own Δ	Price	Value
Apr 15, 2026	LW	Director	Buy P	150.0K2 lots	+3%	$42.48 avg	$6.4M
Apr 8, 2026	LW	Director	Buy P	236.0K2 lots	+5%	$41.11 avg	$9.7M
Mar 4, 2026	MRCY	Director,Other	Sell S	452.1K3 lots	-10%	$91.61 avg	$41.4M
Feb 10, 2026	THS	Director,TenPercentOwner,Other	Sell S	2.0M	-34%	$24.48	$48.0M
Feb 9, 2026	MRCY	Director,Other	Sell S	400.0K	-8%	$81.00	$32.4M
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	200.0K2 lots	+3%	$14.35 avg	$2.9M
Nov 6, 2025	MRCY	Director,Other	Sell S	1.0M	-17%	$75.45	$75.5M
Aug 13, 2025	RPD	Director,Other	Buy P	772.2K3 lots	+13%	$19.60 avg	$15.1M
Aug 13, 2025	MRCY	Director,Other	Sell S	797.0K	-12%	$65.42	$52.1M

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.