JANA Partners Management, LP

Director · Other reporting person · Ten-percent owner · RPD, LW, MRCY, THS

As of 2026-09-16, JANA Partners Management, LP has 48 Form 4 transactions on record across 4 companies — 32 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: $0Indirect: $700.0M$700.0Mas of 2026-09-16
  • Direct $0
  • Indirect $700.0M
MRCYindirect4,114,618 sh$359.0M
LWindirect5,398,980 sh$256.6M
RPDindirect6,775,357 sh$84.4M

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

THS · 24 trades
2026-02-11: Option exercise, 7,727 sh2026-02-11: Option exercise, 7,727 sh2026-02-11: Disposition, 7,727 sh2026-02-11: Disposition, 3,862,116 sh2026-02-11: Option exercise, 7,727 sh2026-02-11: Disposition, 7,727 sh2026-02-11: Option exercise, 7,727 sh2026-02-11: Disposition, 3,862,116 sh2026-02-10: Sale, 1,959,221 sh ($48.0M)2026-02-09: Other acquisition, 22,028 sh2026-02-09: Other acquisition, 474,950 sh2026-02-09: Other acquisition, 22,028 sh2026-02-09: Other acquisition, 474,950 sh2026-02-06: Other acquisition, 133,790 sh2026-02-06: Other acquisition, 133,790 sh2026-02-06: Other acquisition, 24,834 sh2026-02-06: Other acquisition, 24,834 sh2025-05-13: Purchase, 339,000 sh ($7.9M)2025-05-12: Purchase, 17,678 sh ($408K)2025-05-09: Purchase, 424,126 sh ($9.5M)2025-05-08: Purchase, 124,785 sh ($2.7M)2025-04-24: Option exercise, 4,798 sh ($0)2025-04-24: Award / grant, 7,727 sh ($0)2025-04-24: Option exercise, 4,798 sh ($0)
RPD · 9 trades
2026-06-09: Other acquisition, 15,208 sh ($0)2025-11-28: Purchase, 41,545 sh ($653K)2025-11-25: Purchase, 50,000 sh ($751K)2025-11-24: Purchase, 150,000 sh ($2.1M)2025-08-13: Purchase, 250,000 sh ($5.3M)2025-08-12: Purchase, 163,456 sh ($3.3M)2025-08-11: Purchase, 358,738 sh ($6.5M)2025-06-11: Award / grant, 1,176 sh ($0)2025-04-22: Award / grant, 15,320 sh ($0)
MRCY · 9 trades
2026-03-04: Sale, 100,899 sh ($9.0M)2026-03-03: Sale, 168,648 sh ($15.2M)2026-03-02: Sale, 182,510 sh ($17.2M)2026-02-09: Sale, 400,000 sh ($32.4M)2025-11-06: Sale, 1,000,000 sh ($75.5M)2025-10-22: Award / grant, 2,362 sh ($0)2025-08-13: Sale, 797,000 sh ($52.1M)2025-05-09: Sale, 100,000 sh ($4.6M)2025-05-08: Sale, 88,152 sh ($4.1M)
LW · 6 trades
2026-04-15: Purchase, 50,000 sh ($2.2M)2026-04-13: Purchase, 100,000 sh ($4.2M)2026-04-08: Purchase, 100,000 sh ($4.1M)2026-04-07: Purchase, 136,000 sh ($5.6M)2025-10-02: Award / grant, 4,345 sh ($0)2025-07-25: Award / grant, 1,109 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-04-15LWPurchase50,000 @ $43.19$2.2M+0.9% of holding5,398,980Form 4
2026-04-13LWPurchase100,000 @ $42.12$4.2M+1.9% of holding5,348,980Form 4
2026-04-08LWPurchase100,000 @ $41.41$4.1M+1.9% of holding5,248,980Form 4
2026-04-07LWPurchase136,000 @ $40.89$5.6M+2.7% of holding5,148,980Form 4
2026-03-04MRCYSale100,899 @ $89.68$9.0M−2.4% of holding4,114,618Form 4
2026-03-03MRCYSale168,648 @ $90.12$15.2M−3.8% of holding4,215,517Form 4
2026-03-02MRCYSale182,510 @ $94.05$17.2M−4.0% of holding4,384,165Form 4
2026-02-10THSSale1,959,221 @ $24.48$48.0M−33.7% of holding3,862,116Form 4
2026-02-09MRCYSale400,000 @ $81.00$32.4M−8.1% of holding4,566,675Form 4
2025-11-28RPDPurchase41,545 @ $15.71$653K+0.6% of holding6,760,149Form 4
2025-11-25RPDPurchase50,000 @ $15.01$751K+0.7% of holding6,718,604Form 4
2025-11-24RPDPurchase150,000 @ $14.13$2.1M+2.3% of holding6,668,604Form 4
2025-11-06MRCYSale1,000,000 @ $75.45$75.5M−16.8% of holding4,966,675Form 4
2025-08-13MRCYSale797,000 @ $65.42$52.1M−11.8% of holding5,964,313Form 4
2025-08-13RPDPurchase250,000 @ $21.26$5.3M+4.0% of holding6,518,604Form 4
2025-08-12RPDPurchase163,456 @ $20.07$3.3M+2.7% of holding6,268,604Form 4
2025-08-11RPDPurchase358,738 @ $18.23$6.5M+6.2% of holding6,105,148Form 4
2025-05-13THSPurchase339,000 @ $23.31$7.9M+6.2% of holding5,821,337Form 4
2025-05-12THSPurchase17,678 @ $23.09$408K+0.3% of holding5,482,337Form 4
2025-05-09THSPurchase424,126 @ $22.46$9.5M+8.4% of holding5,464,659Form 4
2025-05-09MRCYSale100,000 @ $45.87$4.6M−1.5% of holding6,761,313Form 4
2025-05-08MRCYSale88,152 @ $46.27$4.1M−1.3% of holding6,861,313Form 4
2025-05-08THSPurchase124,785 @ $21.85$2.7M+2.5% of holding5,040,533Form 4
25 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-06-09RPDOther acquisition15,2086,775,357Form 4
2026-02-11THSOption exercise7,7277,727Form 4
2026-02-11THSOption exercise7,7270Form 4
2026-02-11THSDisposition7,7270Form 4
2026-02-11THSDisposition3,862,1160Form 4
2026-02-11THSOption exercise7,7270Form 4
2026-02-11THSDisposition7,7270Form 4
2026-02-11THSOption exercise7,7277,727Form 4
2026-02-11THSDisposition3,862,1160Form 4
2026-02-09THSOther acquisition22,0280Form 4
2026-02-09THSOther acquisition474,9500Form 4
2026-02-09THSOther acquisition22,0280Form 4
2026-02-09THSOther acquisition474,9500Form 4
2026-02-06THSOther acquisition133,790474,950Form 4
2026-02-06THSOther acquisition133,790474,950Form 4
2026-02-06THSOther acquisition24,83422,028Form 4
2026-02-06THSOther acquisition24,83422,028Form 4
2025-10-22MRCYAward / grant2,3625,966,675Form 4
2025-10-02LWAward / grant4,3455,012,980Form 4
2025-07-25LWAward / grant1,1095,008,628Form 4
2025-06-11RPDAward / grant1,176—Form 4
2025-04-24THSOption exercise4,7984,915,748Form 4
2025-04-24THSAward / grant7,7277,727Form 4
2025-04-24THSOption exercise4,7980Form 4
2025-04-22RPDAward / grant15,3205,745,234Form 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.