The dollar amount is too small to be a meaningful signal. Monitor for any larger insider sales or a pattern of sustained selling in the coming weeks. The next earnings report or any material contract announcement would be the more likely catalyst for the stock.
Price Chart
Executive Summary
Two senior insiders at Kratos Defense & Security Solutions — the CFO and the President of the DRSS division — sold a combined $325K in open-market sales over a one-week window. While the cluster is small relative to the company's $9.2B market cap (0.0035%), the involvement of both the CFO and a divisional president in the same period warrants attention, though the dollar amount is too small to signal material bearish conviction.
Key Financial Metrics
Key Facts
- CFO Deanna H. Lund sold 2,600 shares at ~$53.18 for $138K on July 1, 2026.
- President of DRSS Division David M. Carter sold 4,000 shares total (300 at $51.26 and 3,700 at $50.39) for ~$202K on July 8, 2026.
- Total insider sales in the cluster: $325K, representing ~0.0035% of the $9.2B market cap.
- No insider purchases were reported in the cluster window.
- The cluster is small in dollar terms and well below the 0.1% of market cap threshold for materiality.
Financial Impact
Total insider sales of $325K, or ~0.0035% of market cap — trivial relative to company size.
Risk Factors
- Insider selling could accelerate if the stock continues to trade near recent highs.
- The stock has been volatile (recent T+5 moves of -11.7% and +14% on neutral reports), suggesting high sensitivity to news flow.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-KTOS-1783721853716 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access