JANA Partners Management, LP
CIK: 0001998597
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (39 total)
- Jun 9, 2026RPD
Rapid7, Inc.
Other(J)Indirect15.2K shares- - Apr 15, 2026LW
Lamb Weston Holdings, Inc.
Purchase(P)Indirect50K shares at avg. $43.19$2.2M - Apr 13, 2026LW
Lamb Weston Holdings, Inc.
Purchase(P)Indirect100K shares at avg. $42.12$4.2M - Apr 8, 2026LW
Lamb Weston Holdings, Inc.
Purchase(P)Indirect100K shares at avg. $41.41$4.1M - Apr 7, 2026LW
Lamb Weston Holdings, Inc.
Purchase(P)Indirect136K shares at avg. $40.89$5.6M - Mar 4, 2026MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect100.9K shares at avg. $89.68$9.0M - Mar 3, 2026MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect168.6K shares at avg. $90.12$15.2M - Mar 2, 2026MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect182.5K shares at avg. $94.05$17.2M - Feb 11, 2026THS
TreeHouse Foods, Inc.
Disposition(D)Indirect3.9M shares- - Feb 11, 2026THS
TreeHouse Foods, Inc.
Disposition(D)Indirect7.7K shares- - Feb 11, 2026THS
TreeHouse Foods, Inc.
Exercise(M)Indirect7.7K shares- - Feb 10, 2026THS
TreeHouse Foods, Inc.
Sale(S)Indirect2M shares at avg. $24.48$48.0M - Feb 9, 2026MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect400K shares at avg. $81.00$32.4M - Feb 9, 2026THS
TreeHouse Foods, Inc.
Other(J)IndirectNotional Derivative Agreements (obligation to buy)
475K shares- - Feb 9, 2026THS
TreeHouse Foods, Inc.
Other(J)IndirectNotional Derivative Agreements (obligation to buy)
22K shares- - Feb 6, 2026THS
TreeHouse Foods, Inc.
Other(J)IndirectNotional Derivative Agreements (obligation to buy)
133.8K shares- - Feb 6, 2026THS
TreeHouse Foods, Inc.
Other(J)IndirectNotional Derivative Agreements (obligation to buy)
24.8K shares- - Nov 28, 2025RPD
Rapid7, Inc.
Purchase(P)Indirect41.5K shares at avg. $15.71$653K - Nov 25, 2025RPD
Rapid7, Inc.
Purchase(P)Indirect50K shares at avg. $15.01$751K - Nov 24, 2025RPD
Rapid7, Inc.
Purchase(P)Indirect150K shares at avg. $14.13$2.1M - Nov 6, 2025MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect1M shares at avg. $75.45$75.5M - Oct 22, 2025MRCY
MERCURY SYSTEMS INC
Award(A)Indirect2.4K shares- - Oct 2, 2025LW
Lamb Weston Holdings, Inc.
Award(A)Indirect4.3K shares- - Aug 13, 2025MRCY
MERCURY SYSTEMS INC
Sale(S)Indirect797K shares at avg. $65.42$52.1M - Aug 13, 2025RPD
Rapid7, Inc.
Purchase(P)Indirect250K shares at avg. $21.26$5.3M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 9, 2026 |  RPD Rapid7, Inc. | Other(J) | 15,208 | - | $0 | Indirect |
| Apr 15, 2026 |  LW Lamb Weston Holdings, Inc. | Purchase(P) | 50,000 | $43.19 | $2,159,500 | Indirect |
| Apr 13, 2026 | LW Lamb Weston Holdings, Inc. | Purchase(P) | 100,000 | $42.12 | $4,212,000 | Indirect |
| Apr 8, 2026 | LW Lamb Weston Holdings, Inc. | Purchase(P) | 100,000 | $41.41 | $4,141,000 | Indirect |
| Apr 7, 2026 | LW Lamb Weston Holdings, Inc. | Purchase(P) | 136,000 | $40.89 | $5,561,040 | Indirect |
| Mar 4, 2026 |  MRCY MERCURY SYSTEMS INC | Sale(S) | 100,899 | $89.68 | $9,048,622 | Indirect |
| Mar 3, 2026 | MRCY MERCURY SYSTEMS INC | Sale(S) | 168,648 | $90.12 | $15,198,558 | Indirect |
| Mar 2, 2026 | MRCY MERCURY SYSTEMS INC | Sale(S) | 182,510 | $94.05 | $17,165,066 | Indirect |
| Feb 11, 2026 |  THS TreeHouse Foods, Inc. | Disposition(D) | 3,862,116 | - | $0 | Indirect |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | Disposition(D) | 7,727 | - | $0 | Indirect |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | Exercise(M) | 7,727 | - | $0 | Indirect |
| Feb 10, 2026 | THS TreeHouse Foods, Inc. | Sale(S) | 1,959,221 | $24.48 | $47,961,730 | Indirect |
| Feb 9, 2026 | MRCY MERCURY SYSTEMS INC | Sale(S) | 400,000 | $81.00 | $32,400,000 | Indirect |
| Feb 9, 2026 | THS TreeHouse Foods, Inc. | Other(J) Notional Derivative Agreements (obligation to buy) | 474,950 | - | - | Indirect |
| Feb 9, 2026 | THS TreeHouse Foods, Inc. | Other(J) Notional Derivative Agreements (obligation to buy) | 22,028 | - | - | Indirect |
| Feb 6, 2026 | THS TreeHouse Foods, Inc. | Other(J) Notional Derivative Agreements (obligation to buy) | 133,790 | - | - | Indirect |
| Feb 6, 2026 | THS TreeHouse Foods, Inc. | Other(J) Notional Derivative Agreements (obligation to buy) | 24,834 | - | - | Indirect |
| Nov 28, 2025 | RPD Rapid7, Inc. | Purchase(P) | 41,545 | $15.71 | $652,672 | Indirect |
| Nov 25, 2025 | RPD Rapid7, Inc. | Purchase(P) | 50,000 | $15.01 | $750,500 | Indirect |
| Nov 24, 2025 | RPD Rapid7, Inc. | Purchase(P) | 150,000 | $14.13 | $2,119,500 | Indirect |
| Nov 6, 2025 | MRCY MERCURY SYSTEMS INC | Sale(S) | 1,000,000 | $75.45 | $75,450,000 | Indirect |
| Oct 22, 2025 | MRCY MERCURY SYSTEMS INC | Award(A) | 2,362 | - | - | Indirect |
| Oct 2, 2025 | LW Lamb Weston Holdings, Inc. | Award(A) | 4,345 | - | - | Indirect |
| Aug 13, 2025 | MRCY MERCURY SYSTEMS INC | Sale(S) | 797,000 | $65.42 | $52,139,740 | Indirect |
| Aug 13, 2025 | RPD Rapid7, Inc. | Purchase(P) | 250,000 | $21.26 | $5,315,000 | Indirect |
1-25 of 39 transactions
About JANA Partners Management, LP
JANA Partners Management, LP (SEC CIK 0001998597) files insider reports with the SEC as 10% Owner of Rapid7, Inc. (RPD), Director of Lamb Weston Holdings, Inc. (LW) and Director of MERCURY SYSTEMS INC (MRCY). Signal8 also holds filings tied to 1 other company.
Signal8 holds 24 ownership filings by JANA Partners Management, LP (2 Form 3, 22 Form 4), filed between Oct 25, 2024 and Jun 10, 2026. Those filings report 39 transactions, from Oct 23, 2024 to Jun 9, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on JANA Partners Management, LP's filings is in NEW YORK, NY.
Recent filings by JANA Partners Management, LP
- Jun 9, 2026: Other transaction of RPD shares (Form 4, code J).
- Apr 15, 2026: Open-market purchase of LW shares (Form 4, code P).
- Apr 13, 2026: Open-market purchase of LW shares (Form 4, code P).
- Apr 8, 2026: Open-market purchase of LW shares (Form 4, code P).
- Apr 7, 2026: Open-market purchase of LW shares (Form 4, code P).
Other insiders filing for Rapid7, Inc. (RPD)
- Murphy Scott M, Chief Accounting Officer
- Barrett Maria Bettina, Director
- Waits Julian Wendell Sr., Director
- Thomas Corey E., Executive Chairman
- MOHAMED WAEL, CEO
- Galligan Kevin G., Director