The minimal open-market selling is routine and not economically significant; the large derivative exercise and share grants are standard compensation actions. No material insider sentiment signal is present — monitor for larger transactions ahead of earnings or contract announcements.
Price Chart
Executive Summary
Kratos Defense & Security Solutions insiders executed a mix of non-cash award and derivative transactions over the past week, with minimal open-market selling totaling $26,224. The activity consists primarily of share grants to executives and one CEO derivative exercise, with only two small open-market sales by the CFO and another division president.
Key Financial Metrics
Key Facts
- EVP & CFO Deanna Lund sold 200 shares for $17,451 in an open-market transaction.
- President Thomas Mills sold 102 shares for $8,773 in an open-market transaction.
- CEO Eric DeMarco exercised 100,000 derivative securities (non-cash, $0 value).
- Five executives received share awards totaling 67,498 shares with no cash value.
- Total open-market selling: $26,224 — less than 0.0002% of $14.6B market cap.
Financial Impact
$26,224 in total open-market sales and $0 in purchases; non-cash transactions total 167,498 shares awarded/exercised
Risk Factors
- Non-cash share awards may lead to future dilution, though current level is immaterial.
- Small sales by CFO and division president could be perceived negatively if trend continues.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (8 trades, 7d window) | cluster-KTOS-1772839625421 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Insider Cluster | $53.69 $47.02 | ▼ −12.42% | ▼ −11.91% | $43.07 (−19.78%) |
Aug 20, 2026 6w ago | Insider Cluster | $57.17 $47.46 | ▲ +16.98% | ▲ +16.71% | $43.07 (+24.66%) |
Aug 19, 2026 6w ago | Insider Cluster | $56.18 $47.46 | ▼ −15.52% | ▼ −15.52% | $43.07 (−23.34%) |
Aug 17, 2026 6w ago | 144 | $61.99 $47.59 | ▼ −23.23% | ▼ −21.92% | $43.07 (−30.52%) |
Aug 17, 2026 6w ago | Press Release | $63.29 $47.62 | ▼ −24.76% | ▼ −22.78% | $43.07 (−31.95%) |
Aug 7, 2026 7w ago | Insider Cluster | $62.42 $48.20 | ▼ −22.78% | ▼ −21.87% | $43.07 (−31.00%) |
Jul 17, 2026 10w ago | Insider Cluster | $45.94 $63.29 | ▲ +37.77% | ▲ +33.65% | $43.07 (−6.25%) |
Jul 17, 2026 10w ago | Insider Cluster | $45.94 $63.29 | ▲ +37.77% | ▲ +33.65% | $43.07 (−6.25%) |
Jul 10, 2026 11w ago | Insider Cluster | $46.96 $62.42 | ▲ +32.92% | ▲ +29.74% | $43.07 (−8.28%) |
Jul 2, 2026 13w ago | Insider Cluster | $55.35 $46.17 | ▼ −16.59% | ▼ −16.17% | $43.07 (−22.19%) |
US Market Status
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