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 | -43.6% | -15.5% | 0% | 12 |
| 120 days | -39.8% | -15.8% | 0% | 8 |
Performance based on stock price movement after each transaction date. Past results do not predict future returns. Not financial advice.
Price & Trades
Pro: Trade Markers🔒 Subscribe to see trade entries
Pro members see exactly when Jana Partners Management, LP bought and sold MRCY.
Upgrade to ProRecent Trades
| DATE | TICKER | TYPE | SHARES | PRICE | VALUE | ROLE |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | LW | Buy | 50,000 | $43.19 | $2.2M | Director |
| Apr 13, 2026 | LW | Buy | 100,000 | $42.12 | $4.2M | Director |
| Apr 8, 2026 | LW | Buy | 100,000 | $41.41 | $4.1M | Director |
| Apr 7, 2026 | LW | Buy | 136,000 | $40.89 | $5.6M | Director |
| Mar 4, 2026 | MRCY | Sell | 100,899 | $89.68 | $9.0M | Director |
| Mar 3, 2026 | MRCY | Sell | 168,648 | $90.12 | $15.2M | Director |
| Mar 2, 2026 | MRCY | Sell | 182,510 | $94.05 | $17.2M | Director |
| Feb 10, 2026 | THS | Sell | 1,959,221 | $24.48 | $48.0M | Director |
| Feb 9, 2026 | MRCY | Sell | 400,000 | $81.00 | $32.4M | Director |
| Nov 28, 2025 | RPD | Buy | 41,545 | $15.71 | $653K | Director |
| Nov 25, 2025 | RPD | Buy | 50,000 | $15.01 | $751K | Director |
| Nov 24, 2025 | RPD | Buy | 150,000 | $14.13 | $2.1M | Director |
| Nov 6, 2025 | MRCY | Sell | 1,000,000 | $75.45 | $75.5M | Director |
| Aug 13, 2025 | MRCY | Sell | 797,000 | $65.42 | $52.1M | Director |
| Aug 13, 2025 | RPD | Buy | 250,000 | $21.26 | $5.3M | Director |
| Aug 12, 2025 | RPD | Buy | 163,456 | $20.07 | $3.3M | Director |
| Aug 11, 2025 | RPD | Buy | 358,738 | $18.23 | $6.5M | Director |
Top Companies Traded
Other insiders at MERCURY SYSTEMS INC
5 other tracked filers at MRCY.