🕵️ Mercury Systems Inc ($MRCY)
SEC insider & ownership activity, last 12 months · CIK 1049521 · every row links its SEC filing
Over the last 12 months insiders sold $194.0M with no open-market buying against it. JANA Partners Management, LP sold $149.3M (Nov–Mar). 16 planned sales are pending, the largest $2.7M (William L. Ballhaus). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 9 sellers, $194.0M (46 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| JANA Partners Management, LP | 0 | – | 5 | $149.3M | Mar 4, 2026 |
| William L. Ballhaus | 0 | – | 12 | $37.7M | Aug 26, 2026 |
| David E. Farnsworth | 0 | – | 5 | $2.7M | Aug 20, 2026 |
| Howard L. Lance | 0 | – | 3 | $1.4M | May 26, 2026 |
| Ratner Steven | 0 | – | 7 | $1.2M | Sep 3, 2026 |
| Kupinsky Stuart | 0 | – | 5 | $680K | Aug 21, 2026 |
| Orlando D. Carvalho | 0 | – | 1 | $626K | May 12, 2026 |
| Munro Douglas | 0 | – | 7 | $316K | Aug 20, 2026 |
| Debora A. Plunkett | 0 | – | 1 | $126K | Nov 7, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14.4% | 13G | Jul 29, 2026 | filing ↗ | |
| JANA Partners Management, LP | 6.9% | 13D | Mar 3, 2026 | filing ↗ | |
| State Street Corporation | 6.4% | 13G | May 12, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 5.1% | 13G | Jul 31, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Ratner Steven | $338K | Sep 3, 2026 | filing ↗ |
| William L. Ballhaus | $4.4M | Aug 26, 2026 | filing ↗ |
| William L. Ballhaus | $9.7M | Aug 25, 2026 | filing ↗ |
| William L. Ballhaus | $730K | Aug 24, 2026 | filing ↗ |
| William L. Ballhaus | $9.0M | Aug 24, 2026 | filing ↗ |
| William L. Ballhaus | $6.0M | Aug 21, 2026 | filing ↗ |
| Kupinsky Stuart | $95K | Aug 21, 2026 | filing ↗ |
| David E. Farnsworth | $646K | Aug 20, 2026 | filing ↗ |
| Munro Douglas | $11K | Aug 20, 2026 | filing ↗ |
| Ratner Steven | $100K | Aug 20, 2026 | filing ↗ |
| William L. Ballhaus | $2.1M | Aug 20, 2026 | filing ↗ |
| William L. Ballhaus | $2.7M | Aug 19, 2026 | filing ↗ |
| David E. Farnsworth | $818K | Aug 19, 2026 | filing ↗ |
| Kupinsky Stuart | $131K | Aug 19, 2026 | filing ↗ |
| Ratner Steven | $219K | Aug 19, 2026 | filing ↗ |
| Munro Douglas | $55K | Aug 19, 2026 | filing ↗ |
| William L. Ballhaus | $2.7M | Aug 18, 2026 | filing ↗ |
| Kupinsky Stuart | $131K | Aug 18, 2026 | filing ↗ |
| Ratner Steven | $219K | Aug 18, 2026 | filing ↗ |
| David E. Farnsworth | $818K | Aug 18, 2026 | filing ↗ |
| Munro Douglas | $55K | Aug 18, 2026 | filing ↗ |
| William L. Ballhaus | $389K | Aug 17, 2026 | filing ↗ |
| Munro Douglas | $44K | Aug 17, 2026 | filing ↗ |
| Ratner Steven | $119K | Aug 17, 2026 | filing ↗ |
| David E. Farnsworth | $148K | Aug 17, 2026 | filing ↗ |
| Kupinsky Stuart | $131K | Aug 17, 2026 | filing ↗ |
| Orlando D. Carvalho | $626K | May 12, 2026 | filing ↗ |
| Ratner Steven | $185K | May 11, 2026 | filing ↗ |
| David E. Farnsworth | $308K | Apr 16, 2026 | filing ↗ |
| Howard L. Lance | $430K | Feb 25, 2026 | filing ↗ |
| Kupinsky Stuart | $191K | Feb 17, 2026 | filing ↗ |
| Munro Douglas | $49K | Feb 17, 2026 | filing ↗ |
| Munro Douglas | $98K | Nov 12, 2025 | filing ↗ |
| Debora A. Plunkett | $126K | Nov 7, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Material agreement (1.01) | Sep 16, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Sep 16, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 16, 2026 | filing ↗ |
| Earnings (2.02) | Aug 18, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 18, 2026 | filing ↗ |
| Earnings (2.02) | May 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 5, 2026 | filing ↗ |
| Earnings (2.02) | Feb 3, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 3, 2026 | filing ↗ |
| Material agreement (1.01) | Nov 4, 2025 | filing ↗ |
| Earnings (2.02) | Nov 4, 2025 | filing ↗ |
| New financial obligation (2.03) | Nov 4, 2025 | filing ↗ |
| Other events (8.01) | Nov 4, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Nov 4, 2025 | filing ↗ |
| Officer/director changes (5.02) | Oct 22, 2025 | filing ↗ |
| Shareholder vote (5.07) | Oct 22, 2025 | filing ↗ |
| Other events (8.01) | Oct 22, 2025 | filing ↗ |