▲ BUY
9
/ 10
Conviction
$ Value
$7.9M
Shares
339,000
Price
$23
Filed
May 14
▶ 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
Director
10% Owner
Other
Transaction Details
Transaction Date
2025-05-13
Code
P
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
5,821,337
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.
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 |