Jana Partners Management, LP Insider Trading Activity
Jana Partners Management, LP, an institutional filer, recorded 17 transactions over the last 12 months across 4 companies totaling $284.1M.
Activity concentrated in MRCY with 6 filings. The largest single transaction was a sale of MRCY for $75.5M on Nov 6, 2025.
Performance Scorecard
Forward stock performance after each transaction by Jana Partners Management, LP. Buy returns measure price movement after open-market purchases; sell-avoided measures the loss avoided after open-market sales. Success rate counts trades where the insider's direction was right.
| PERIOD | AVG BUY RETURN | AVG SELL AVOIDED | SUCCESS RATE | TRADES |
|---|---|---|---|---|
| 30 days | +1.5% | +7.0% | 69% | 16 |
| 90 days | -21.7% | -15.5% | 25% | 16 |
| 120 days | -39.8% | -28.9% | 0% | 12 |
Performance based on stock price movement after each transaction date. Past results do not predict future returns. Not financial advice.
Price & Trades
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| DATE | TICKER | TYPE | SHARES | PRICE | VALUE | Δ OWNED | ROLE | FILING |
|---|---|---|---|---|---|---|---|---|
Apr 15, 2026 | LW | Buy | 50,000 | $43.19 | $2.2M | +0.9% | Director | |
Apr 13, 2026 | LW | Buy | 100,000 | $42.12 | $4.2M | +1.9% | Director | |
Apr 8, 2026 | LW | Buy | 100,000 | $41.41 | $4.1M | +1.9% | Director | |
Apr 7, 2026 | LW | Buy | 136,000 | $40.89 | $5.6M | +2.7% | Director | |
Mar 4, 2026 | MRCY | Sell | 100,899 | $89.68 | $9.0M | −2.4% | Director | |
Mar 3, 2026 | MRCY | Sell | 168,648 | $90.12 | $15.2M | −3.8% | Director | |
Mar 2, 2026 | MRCY | Sell | 182,510 | $94.05 | $17.2M | −4.0% | Director | |
Feb 10, 2026 | THS | Sell | 1,959,221 | $24.48 | $48.0M | −33.7% | Director | |
Feb 9, 2026 | MRCY | Sell | 400,000 | $81.00 | $32.4M | −8.1% | Director | |
Nov 28, 2025 Filed 4d late | RPD | Buy | 41,545 | $15.71 | $653K | +0.6% | Director | |
Nov 25, 2025 | RPD | Buy | 50,000 | $15.01 | $751K | +0.7% | Director | |
Nov 24, 2025 | RPD | Buy | 150,000 | $14.13 | $2.1M | +2.3% | Director | |
Nov 6, 2025 | MRCY | Sell | 1,000,000 | $75.45 | $75.5M | −16.8% | Director | |
Aug 13, 2025 | MRCY | Sell | 797,000 | $65.42 | $52.1M | −11.8% | Director | |
Aug 13, 2025 | RPD | Buy | 250,000 | $21.26 | $5.3M | +4.0% | Director | |
Aug 12, 2025 | RPD | Buy | 163,456 | $20.07 | $3.3M | +2.7% | Director | |
Aug 11, 2025 | RPD | Buy | 358,738 | $18.23 | $6.5M | +6.2% | Director |
Top Companies Traded
Other insiders at MERCURY SYSTEMS INC
5 other tracked filers at MRCY.