Insider · CIK 0001998597
JANA Partners Management, LP
directorownerother
Files at MRCY (MERCURY SYSTEMS INC), THS (TreeHouse Foods, Inc.), RPD (Rapid7, Inc.), LW (Lamb Weston Holdings, Inc.). First filing May 9, 2025, latest Mar 4, 2026.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
5 / 6
$39M bought, $258M sold
Where the trades landed
Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.
MRCY: MERCURY SYSTEMS INC
MRCYOct 9, 2026 · close 79.49
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
RPD: Rapid7, Inc.
RPDOct 9, 2026 · close 13.74
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 55Moderate | MERCURY SYSTEMS INC | $41M 452,057 shares | -10% | +119% from low-12% from high | |
| 55Moderate | MERCURY SYSTEMS INC | $32M 400,000 shares | -8% | +106% from low-17% from high | |
| 50Moderate | THSsell TreeHouse Foods, Inc. | $48M 1,959,221 shares | -34% | - | |
| 58Moderate | Rapid7, Inc. | $653k 41,545 shares | +1% | +16% from low-64% from high | |
| 73Notable | Rapid7, Inc. | $2.9M 200,000 shares | +3% | +6% from low-68% from high | |
| 60Notable | MERCURY SYSTEMS INC | $75M 1,000,000 shares | -17% | +99% from low-10% from high | |
| 60Notable | MERCURY SYSTEMS INC | $52M 797,000 shares | -12% | +111% from low0% from high | |
| 61Notable | RPDbuy Rapid7, Inc. | $15M 772,194 shares | +13% | +5% from low-57% from high | |
| 56Moderate | TreeHouse Foods, Inc. | $7.9M 339,000 shares | +6% | - | |
| 51Moderate | TreeHouse Foods, Inc. | $13M 566,589 shares | +12% | - | |
| 55Moderate | MERCURY SYSTEMS INC | $8.7M 188,152 shares | -3% | +42% from low-11% from high |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Mar 2, 2026 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stock, par value $0.01 per share ("Common Stock")indirect: See footnote | -182,510 | $94.05 | $17M | 4,384,165 | Mar 4, 2026 |
| Mar 3, 2026 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stockindirect: See footnote | -168,648 | $90.12 | $15M | 4,215,517 | Mar 4, 2026 |
| Mar 4, 2026 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stockindirect: See footnote | -100,899 | $89.68 | $9.0M | 4,114,618 | Mar 4, 2026 |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | DDisposition to issuer Common Stock, par value $0.01 per share ("Common Stock")indirect: See footnote | -3,862,116 | - | - | 0 | Feb 11, 2026 |
| Feb 9, 2026 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stock, par value $0.01 per shareindirect: See footnote | -400,000 | $81.00 | $32M | 4,566,675 | Feb 11, 2026 |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | MOption exercise Common Stockindirect: See footnote | +7,727 | - | - | 7,727 | Feb 11, 2026 |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | DDisposition to issuer Common Stockindirect: See footnote | -7,727 | - | - | 0 | Feb 11, 2026 |
| Feb 11, 2026 | THS TreeHouse Foods, Inc. | MOption exercise Restricted Stock Unitsderivativeindirect: See footnote | -7,727 | - | - | 0 | Feb 11, 2026 |
| Feb 10, 2026 | THS TreeHouse Foods, Inc. | SOpen-market sale Common Stock, par value $0.01 per shareindirect: See footnote | -1,959,221 | $24.48 | $48M | 3,862,116 | Feb 10, 2026 |
| Feb 6, 2026 | THS TreeHouse Foods, Inc. | JOther Notional Derivative Agreements (obligation to buy)derivativeindirect: See footnote | -133,790 | - | - | 474,950 | Feb 10, 2026 |
| Feb 6, 2026 | THS TreeHouse Foods, Inc. | JOther Notional Derivative Agreements (obligation to buy)derivativeindirect: See footnote | -24,834 | - | - | 22,028 | Feb 10, 2026 |
| Feb 9, 2026 | THS TreeHouse Foods, Inc. | JOther Notional Derivative Agreements (obligation to buy)derivativeindirect: See footnote | -474,950 | - | - | 0 | Feb 10, 2026 |
| Feb 9, 2026 | THS TreeHouse Foods, Inc. | JOther Notional Derivative Agreements (obligation to buy)derivativeindirect: See footnote | -22,028 | - | - | 0 | Feb 10, 2026 |
| Nov 28, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stock, par value $0.01 per shareindirect: See footnote | +41,545 | $15.71 | $653k | 6,760,149 | Dec 4, 2025 |
| Nov 24, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stock, par value $0.01 per share ("Common Stock")indirect: See footnote | +150,000 | $14.13 | $2.1M | 6,668,604 | Nov 25, 2025 |
| Nov 25, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stockindirect: See footnote | +50,000 | $15.01 | $751k | 6,718,604 | Nov 25, 2025 |
| Nov 6, 2025 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stock, par value $0.01 per shareindirect: See footnote | -1,000,000 | $75.45 | $75M | 4,966,675 | Nov 10, 2025 |
| Oct 22, 2025 | MRCY MERCURY SYSTEMS INC | AGrant or award Common Stock, par value $0.01 per shareindirect: See footnotes | +2,362 | $0.00 | $0 | 5,966,675 | Oct 24, 2025 |
| Oct 2, 2025 | LW Lamb Weston Holdings, Inc. | AGrant or award Common Stock, par value $1.00 per share ("Common Stock")indirect: See footnotes | +4,345 | $0.00 | $0 | 5,012,980 | Oct 3, 2025 |
| Aug 13, 2025 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stock, par value $0.01 per shareindirect: See footnote | -797,000 | $65.42 | $52M | 5,964,313 | Aug 15, 2025 |
| Aug 11, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stock, par value $0.01 per share ("Common Stock")indirect: See footnote | +358,738 | $18.23 | $6.5M | 6,105,148 | Aug 13, 2025 |
| Aug 12, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stockindirect: See footnote | +163,456 | $20.07 | $3.3M | 6,268,604 | Aug 13, 2025 |
| Aug 13, 2025 | RPD Rapid7, Inc. | POpen-market purchase Common Stockindirect: See footnote | +250,000 | $21.26 | $5.3M | 6,518,604 | Aug 13, 2025 |
| Jul 25, 2025 | LW Lamb Weston Holdings, Inc. | AGrant or award Common Stock, par value $1.00 per share ("Common Stock")indirect: See footnotes | +1,109 | $0.00 | $0 | 5,008,628 | Jul 29, 2025 |
| Jun 11, 2025 | RPD Rapid7, Inc. | AGrant or award Common Stock, par value $0.01 per shareindirect: See footnotes | +1,176 | $0.00 | $0 | - | Jun 13, 2025 |
| May 13, 2025 | THS TreeHouse Foods, Inc. | POpen-market purchase Common Stock, par value $0.01 per shareindirect: See Footnote | +339,000 | $23.31 | $7.9M | 5,821,337 | May 14, 2025 |
| May 8, 2025 | THS TreeHouse Foods, Inc. | POpen-market purchase Common Stock, par value $0.01 per shareindirect: See Footnote | +124,785 | $21.85 | $2.7M | 5,040,533 | May 12, 2025 |
| May 9, 2025 | THS TreeHouse Foods, Inc. | POpen-market purchase Common Stockindirect: See Footnote | +424,126 | $22.46 | $9.5M | 5,464,659 | May 12, 2025 |
| May 12, 2025 | THS TreeHouse Foods, Inc. | POpen-market purchase Common Stockindirect: See Footnote | +17,678 | $23.09 | $408k | 5,482,337 | May 12, 2025 |
| May 8, 2025 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stockindirect: See footnote | -88,152 | $46.27 | $4.1M | 6,861,313 | May 9, 2025 |
| May 9, 2025 | MRCY MERCURY SYSTEMS INC | SOpen-market sale Common Stockindirect: See footnote | -100,000 | $45.87 | $4.6M | 6,761,313 | May 9, 2025 |
| Apr 24, 2025 | THS TreeHouse Foods, Inc. | MOption exercise Common Stock, par value $0.01 per shareindirect: See footnote | +4,798 | $0.00 | $0 | 4,915,748 | Apr 28, 2025 |
| Apr 24, 2025 | THS TreeHouse Foods, Inc. | MOption exercise Restricted Stock Unitsderivativeindirect: See footnote | -4,798 | $0.00 | $0 | 0 | Apr 28, 2025 |
| Apr 24, 2025 | THS TreeHouse Foods, Inc. | AGrant or award Restricted Stock Unitsderivativeindirect: See footnote | +7,727 | $0.00 | $0 | 7,727 | Apr 28, 2025 |
| Apr 22, 2025 | RPD Rapid7, Inc. | AGrant or award Common Stock, par value $0.01 per shareindirect: See footnotes | +15,320 | $0.00 | $0 | 5,745,234 | Apr 24, 2025 |
| Oct 23, 2024 | MRCY MERCURY SYSTEMS INC | AGrant or award Common Stockindirect: See footnote | +4,832 | $0.00 | $0 | - | Oct 25, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.