Conviction
$ Value
$9.5M
Shares
424,126
Price
$22
Filed
May 12
▶ Why this score? (9/10)
- ✓ Open market buy (+3)
- ✓ Trade value >= $5.0M (+3)
- ✓ Director (+1)
- ✓ 10%+ owner (+1)
- ✓ Not a 10b5-1 plan (+1)
Insider
Name
JANA Partners Management, LP
Title
—
CIK
0001998597
Roles
Transaction Details
Transaction Date
2025-05-09
Code
P
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
5,464,659
Footnotes
JANA Partners Management, LP ("JANA" or the "Reporting Person") is a private money management firm which beneficially owns the securities reported herein through various accounts under its management and control. JANA Partners Management GP, LLC (the "GP") is the general partner of JANA. Barry Rosenstein is the Founder of the GP and JANA. JANA, the GP and Barry Rosenstein disclaim any beneficial ownership of any of the Issuer's securities reported herein except to the extent of their pecuniary interest therein, if any. | The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $22.40 to 22.56, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. | The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $23.05 to 23.10, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein.
Filing Info
JANA Partners Management, LP's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-04-15 | LW | ▲ | $2.2M |
| 2026-04-13 | LW | ▲ | $4.2M |
| 2026-04-08 | LW | ▲ | $4.1M |
| 2026-04-07 | LW | ▲ | $5.6M |
| 2026-03-04 | MRCY | ▼ | $9.0M |
| 2026-03-03 | MRCY | ▼ | $15.2M |
| 2026-03-02 | MRCY | ▼ | $17.2M |
| 2026-02-11 | THS | D | — |
| 2026-02-11 | THS | M | — |
| 2026-02-11 | THS | D | — |
Other Insiders at THS (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| Silver Point Capital L.P. | $8.8M | — | 2026-02-11 |
| SCALZO JOSEPH | — | — | 2026-02-11 |
|
OAKLAND STEVEN
CEO and President
|
— | — | 2026-02-11 |
| SPENCE JEAN E | — | — | 2026-02-11 |
| DeWitt Adam | — | — | 2026-02-11 |
| Massman Linda K | — | — | 2026-02-11 |
| Tyler Jason J. | — | — | 2026-02-11 |
|
Philip Amit
SVP, Chief Strategy Officer
|
— | — | 2026-02-11 |
|
WATERMAN KRISTY N.
EVP, General Counsel and CHRO
|
— | — | 2026-02-11 |
|
ODonnell Patrick M
EVP, Chief Financial Officer
|
— | — | 2026-02-11 |
| Rahman Jill A | — | — | 2026-02-11 |
|
Landry Stephen Alan
SVP, Chief Operations Officer
|
— | — | 2026-02-11 |
| JANA Partners Management, LP | — | $48.0M | 2026-02-11 |