Insider · SEC Form 4 filer

JANA Partners Management, LP

Past buys: 3 of 5 beat

Companies

Where they file as an insider

Rapid7 (RPD) 10% owner Latest filing Jun 9, 2026
Lamb Weston (LW) Director Latest filing Apr 15, 2026
Mercury Systems (MRCY) Director Latest filing Mar 4, 2026
TreeHouse Foods (THS) Director, 10% owner Latest filing Feb 11, 2026
New Relic (NEWR) Director Latest filing Nov 8, 2023

Track record

Did their buys beat the typical stock?

Open-market buys25
Quarters checked 6 months later5
Beat the typical stock 3 of 5
Quarters too new to check1

3 of 5 checked quarters beat the typical stock. A past record is data, not a forecast.

Lamb Weston (LW) Bought Apr 7–15, 2026 · $16.1M · 386,000 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
Rapid7 (RPD) Bought Nov 24–28, 2025 · $3.52M · 241,545 shares Behind typical Dec 31, 2025 $15.20 → Jun 30, 2026 $8.10 · −46.7% (typical stock +4.7%)
Rapid7 (RPD) Bought Aug 11–13, 2025 · $15.1M · 772,194 shares Not counted Not counted. We have no fund price for this stock on both Sep 30, 2025 and Mar 31, 2026.
TreeHouse Foods (THS) Bought May 8–13, 2025 · $20.6M · 905,589 shares Beat typical Jun 30, 2025 $19.42 → Dec 31, 2025 $23.59 · +21.5% (typical stock +2.1%)
Mercury Systems (MRCY) Bought Aug 27, 2024 · $507K · 13,600 shares Beat typical Sep 30, 2024 $37.00 → Mar 31, 2025 $43.09 · +16.5% (typical stock −7.5%)
Mercury Systems (MRCY) Bought Feb 9–28, 2024 · $48.3M · 1.71M shares Beat typical Mar 31, 2024 $29.50 → Sep 30, 2024 $37.00 · +25.4% (typical stock +3.2%)
Mercury Systems (MRCY) Bought Nov 16–30, 2023 · $16.9M · 505,886 shares Behind typical Dec 31, 2023 $36.57 → Jun 30, 2024 $26.99 · −26.2% (typical stock −1.2%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist