Whalen James J.

Officer · JMKE, FOUR

As of 2026-09-16, Whalen James J. has 12 Form 4 transactions on record across 2 companies — 7 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $2.9MIndirect: $1.1M$4.0Mas of 2026-09-16
  • Direct $2.9M
  • Indirect $1.1M
FOURdirect66,936 sh$2.8M
JMKEindirect55,881 sh$1.1M
JMKEdirect2,500 sh$50K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

FOUR · 9 trades
2026-02-28: Withheld for tax, 902 sh ($40K)2026-02-27: Award / grant, 17,018 sh ($750K)2026-02-20: Withheld for tax, 3,916 sh ($229K)2025-11-12: Sale, 1,438 sh ($103K)2025-08-15: Sale, 794 sh ($71K)2025-08-15: Gift, 150 sh ($0)2025-03-04: Sale, 195 sh ($18K)2025-02-21: Award / grant, 20,224 sh ($2.0M)2024-12-05: Sale, 1,462 sh ($148K)
JMKE · 3 trades
2026-07-31: Purchase, 2,500 sh ($58K)2026-07-30: Award / grant, 55,881 sh2026-07-30: Award / grant, 55,881 sh

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-07-31JMKEPurchase2,500 @ $23.00$58Kownership Δ n/a2,500Form 4
2025-11-12FOURSale1,438 @ $71.50$103K−2.6% of holding54,736Form 4
2025-08-15FOURSale794 @ $89.89$71K−1.4% of holding56,324Form 4
2025-03-04FOURSale195 @ $94.00$18K−0.3% of holding57,118Form 4
2024-12-05FOURSale1,462 @ $101.07$148K−3.8% of holding37,089Form 4
7 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-30JMKEAward / grant55,88155,881Form 4
2026-07-30JMKEAward / grant55,88155,881Form 4
2026-02-28FOURWithheld for tax90266,936Form 4
2026-02-27FOURAward / grant17,01867,838Form 4
2026-02-20FOURWithheld for tax3,91650,820Form 4
2025-08-15FOURGift15056,174Form 4
2025-02-21FOURAward / grant20,22457,313Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.