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JANA Partners Management, LP

In the past year, 4 open-market purchase filings worth $19.6M and 4 sale filings worth $197.2M.

Current role at each company

Open-market trades in the past year

Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.

Bought
$19.6M
4 filings
Sold
$197.2M
4 filings
Net
−$177.6M
Bought minus sold
Companies
4
With open-market trades

Trades

Every Form 4 that lists JANA Partners Management, LP as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.

LW Lamb Weston Holdings, Inc.

Director, Other: See Remarks4 trades

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Apr 15, 2026 (view filing)Apr 132 daysJANA Partners Management, LPDirector, Other: See RemarksPPurchaseCommon Stock, par value $1.00 per share ("Common Stock")+100.0K$42.12+$4.21M+1.9%5.35M after
Apr 15, 2026 (view filing)Apr 15Same dayJANA Partners Management, LPDirector, Other: See RemarksPPurchase+50.0K$43.19+$2.16M+0.9%5.40M after
Apr 9, 2026 (view filing)Apr 72 daysJANA Partners Management, LPDirector, Other: See RemarksPPurchaseCommon Stock, par value $1.00 per share ("Common Stock")+136.0K$40.89+$5.56M+2.7%5.15M after
Apr 9, 2026 (view filing)Apr 81 dayJANA Partners Management, LPDirector, Other: See RemarksPPurchase+100.0K$41.41+$4.14M+1.9%5.25M after

MRCY Mercury Systems Inc

Director, Other: See Remarks11 trades

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Mar 4, 2026 (view filing)Mar 22 daysJANA Partners Management, LPDirector, Other: See RemarksSSaleCommon Stock, par value $0.01 per share ("Common Stock")−182.5K$94.05−$17.2M−4.0%4.38M after
Mar 4, 2026 (view filing)Mar 3-41 dayJANA Partners Management, LPDirector, Other: See RemarksSSale−269.5K$89.96−$24.2M−6.1%4.11M after2 lots
Feb 11, 2026 (view filing)Feb 92 daysJANA Partners Management, LPDirector, Other: See RemarksSSaleCommon Stock, par value $0.01 per share−400.0K$81.00−$32.4M−8.1%4.57M after
Nov 10, 2025 (view filing)Nov 64 daysJANA Partners Management, LPDirector, Other: See RemarksSSaleCommon Stock, par value $0.01 per share−1.00M$75.45−$75.5M−16.8%4.97M after
Aug 15, 2025 (view filing)Aug 132 daysJANA Partners Management, LPDirector, Other: See RemarksSSaleCommon Stock, par value $0.01 per share−797.0K$65.42−$52.1M−11.8%5.96M after
May 9, 2025 (view filing)May 8-91 dayJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksSSale−188.2K$46.06−$8.67M−2.7%6.76M after2 lots
Aug 29, 2024 (view filing)Aug 272 daysJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchase+13.6K$37.25+$506.6K+0.2%6.94M after
Feb 28, 2024 (view filing)Feb 26-282 daysJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchase+377.9K$29.26+$11.1M+5.8%6.93M after3 lots
Feb 13, 2024 (view filing)Feb 94 daysJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchase+1.34M$27.90+$37.3M+25.6%6.55M after
Nov 30, 2023 (view filing)Nov 28-302 daysJANA Partners Management, LPDirector, Other: See RemarksPPurchase+246.0K$33.46+$8.23M+4.9%5.22M after3 lots

See all 11 trades at MRCY

THS TreeHouse Foods, Inc.

Director, 10% Owner, Other: See Remarks4 trades

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Feb 10, 2026 (view filing)Feb 10Same dayJANA Partners Management, LPDirector, 10% Owner, Other: (See Remarks)SSaleCommon Stock, par value $0.01 per share−1.96M$24.48−$48.0M−33.7%3.86M after
May 14, 2025 (view filing)May 131 dayJANA Partners Management, LPDirector, 10% Owner, Other: (See Remarks)PPurchaseCommon Stock, par value $0.01 per share+339.0K$23.31+$7.90M+6.2%5.82M after
May 12, 2025 (view filing)May 84 daysJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchaseCommon Stock, par value $0.01 per share+124.8K$21.85+$2.73M+2.5%5.04M after
May 12, 2025 (view filing)May 9-123 daysJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchase+441.8K$22.49+$9.93M+8.8%5.48M after2 lots

RPD Rapid7, Inc.

10% Owner5 trades

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Dec 4, 2025 (view filing)Nov 286 daysLateJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchaseCommon Stock, par value $0.01 per share+41.5K$15.71+$652.7K+0.6%6.76M after
Nov 25, 2025 (view filing)Nov 241 dayJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchaseCommon Stock, par value $0.01 per share ("Common Stock")+150.0K$14.13+$2.12M+2.3%6.67M after
Nov 25, 2025 (view filing)Nov 25Same dayJANA Partners Management, LPDirector, 10% Owner, Other: See RemarksPPurchase+50.0K$15.01+$750.5K+0.7%6.72M after
Aug 13, 2025 (view filing)Aug 112 daysJANA Partners Management, LPDirector, Other: See RemarksPPurchaseCommon Stock, par value $0.01 per share ("Common Stock")+358.7K$18.23+$6.54M+6.2%6.11M after
Aug 13, 2025 (view filing)Aug 12-131 dayJANA Partners Management, LPDirector, Other: See RemarksPPurchase+413.5K$20.79+$8.60M+6.8%6.52M after2 lots