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DEFA14A ·Filed Apr 3, 2026

DRS

Leonardo DRS, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed6mo ago SEC0001833756-26-000020
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine board succession filing with no immediate financial implications. Traders should note the continuity in leadership and the ongoing influence of the majority stockholder, Leonardo US Holding, LLC. Monitor for any future filings that might signal strategic shifts.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
DRS ▼ -8.66% at T+60d
NEUTRAL call -8.66% · α vs SPY -22.13% · entry $46.73 → $42.69
Entry = T+0 close
Apr 3, 2026
via day close
T+1d
-1.16%
call -1.16% · α -1.22%
$46.19
settled 7mo ago
T+5d
+1.50%
call +1.50% · α -2.64%
$47.43
settled 7mo ago
T+20d
-14.40%
call -14.40% · α -23.38%
$40.00
settled 6mo ago
T+60d
-8.66%
call -8.66% · α -22.13%
$42.69
settled 4mo ago

Price Chart

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Executive Summary

Leonardo DRS, Inc. filed a definitive proxy statement (DEFA14A) ahead of its annual shareholder meeting. The filing confirms the appointment of Reuben Jeffery III as a Class C proxy holder director, replacing David W. Carey who is retiring. This follows a recent 8-K filing that disclosed the board change, indicating continuity in governance. The proxy statement is routine, focusing on director elections and standard corporate governance matters.

Key Financial Metrics

Vote
director election

Key Facts

  • Reuben Jeffery III has been appointed as a Class C proxy holder director.
  • David W. Carey is retiring from the board at the end of his term.
  • The appointment was made pursuant to a proxy agreement with the company's majority stockholder, Leonardo US Holding, LLC.
  • The filing is a standard, definitive proxy statement for the annual meeting.

Financial Impact

No immediate financial impact. This is a routine governance filing related to a board succession plan.

governanceboard composition

Risk Factors

  • Potential for future strategic changes under new board leadership, though none are indicated in this filing.
  • Dependence on the majority stockholder for board appointments could limit independent oversight.

Market Snapshot

Exchange
Nasdaq
Sector
Search, Detection, Navigation, Guidance, Aeronautical Sys

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001833756-26-000020
Document: 0001833756-26-000020-index-headers.html0001833756-26-000020
Document: 0001833756-26-000020-index.html0001833756-26-000020
Document: 0001833756-26-000020.txt0001833756-26-000020
16 reports for DRS
Performance horizon
50% Hit rate @ T+1 3 of 6 directional calls Went positive at some point 4 of 6 best @ T+20▲ +19.37%May 5, 2026
Filters
Rows
Reports for DRS — sortable, filterable
TypeNow
Oct 13, 2026
13d ago
Press Release
NEUTRAL ★ 4/10
$34.94 $35.47▲ +1.52%▲ +1.23%$35.84 (+2.58%)
Sep 17, 2026
5w ago
Press Release
BULLISH ★ 5/10
$37.19 $37.95▲ +2.04%▲ +0.49%$35.84 (−3.63%)
Sep 8, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$36.94 $36.06▼ −2.38%▼ −1.92%$35.84 (−2.98%)
Sep 8, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$36.06 $36.31▲ +0.69%▲ +1.29%$35.84 (−0.61%)
Jul 30, 2026
12w ago
8-K
BULLISH ★ 7/10
$45.62 $46.05▲ +0.94%▲ +0.24%$35.84 (−21.44%)
Jul 28, 2026
12w ago
8-K
BULLISH ★ 6/10
$49.21 $46.54▼ −5.43%▼ −3.89%$35.84 (−27.17%)
Jul 28, 2026
12w ago
Press Release
BULLISH ★ 6/10
$49.21 $46.54▼ −5.43%▼ −3.89%$35.84 (−27.17%)
Jun 18, 2026
18w ago
144
NEUTRAL ★ 3/10
$44.99 $45.74▲ +1.67%▲ +3.12%$35.84 (−20.34%)
Jun 11, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$49.69 $48.53▼ −2.33%▼ −2.88%$35.84 (−27.87%)
Jun 9, 2026
19w ago
Insider Cluster
NEUTRAL ★ 3/10
$46.11 $49.69▲ +7.76%▲ +6.06%$35.84 (−22.27%)
Showing 10 of 16

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Report published Apr 3, 2026