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MRCY - Mercury Systems Inc

Insider Sale by Jana Partners Management, LP (See Remarks)

1 Month
After Trade
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Trade Summary

3 days ago, Jana Partners Management, LP, serving as See Remarks at Mercury Systems Inc (MRCY), sold 452,057 shares at $91.61 per share, for a total transaction value of $41,412,246.00. Following this transaction, Jana Partners Management, LP now holds 8,498,783 shares of MRCY.

This sale represents a 5.00% decrease in Jana Partners Management, LP's stake in the company. This is considered a high-conviction trade given the significant change in ownership.

The trade was executed on Monday, March 2, 2026 and publicly disclosed via SEC Form 4 filing on Wednesday, March 4, 2026, 2 days after the trade was made.

Mercury Systems Inc operates in the INDUSTRIALS sector, specifically within the AEROSPACE & DEFENSE industry. Insider selling activity in this sector can provide valuable signals about industry trends and company-specific developments.

Jana Partners Management, LP

See Remarks

JANA Partners Management, LP is a New York-based hedge fund and investment firm founded in 2001 by Barry Rosenstein, specializing in activist and event-driven investment strategies to unlock value in undervalued public companies through shareholder engagement.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[2]](https://en.wikipedia.org/wiki/Jana_Partners)[[3]](https://www.janapartners.com) Headquartered at 1330 Avenue of the Americas in New York City, the firm employs approximately 78 people, manages around $2 billion in assets across 10 equity positions as of Q2 2025, and focuses on constructive activism, board changes, operational improvements, and strategic initiatives for institutional investors.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[4]](https://www.zoominfo.com/c/jana-partners-llc/71649769) JANA Partners has a history of high-profile activist campaigns, including stakes in PetSmart (leading to its $8.7 billion sale), Whole Foods (profiting $300 million before Amazon's acquisition), ConAgra, Tiffany & Co., and Pinnacle Foods (sold for $8.1 billion).[[2]](https://en.wikipedia.org/wiki/Jana_Partners) Recently, it built positions in Rapid7 Inc. (RPD), among others like Mercury Systems and Lamb Weston Holdings, where it secured board seats in June 2025 after advocating for a strategic review.[[1]](https://fintool.com/app/research/funds/hedge-funds/jana-partners-management-lp)[[2]](https://en.wikipedia.org/wiki/Jana_Partners) The firm also pioneered socially responsible investing, launching JANA Impact Capital in 2018 and co-authoring a letter to Apple on child tech safety.[[2]](https://en.wikipedia.org/wiki/Jana_Partners)[[3]](https://www.janapartners.com)

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Trade Price

$91.61

Quantity

452,057

Total Value

$41,412,246.00

Shares Owned

8,498,783

Trade Date

Monday, March 2, 2026

3 days ago

SEC Filing Date

Wednesday, March 4, 2026

Filed 2 days after trade

INDUSTRIALSAEROSPACE & DEFENSE

About Mercury Systems Inc

Company Overview

No company information available
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