Insider Cluster (2 insiders) ·Filed May 1, 2026
Insider cluster: 2 insiders, $216K total
Actionable Insight • Neutral
Insider selling is immaterial and likely unrelated to fundamentals. Monitor for any material insider buying or larger clusters in coming weeks, but this filing alone warrants no action.
Final — all horizons settled through T+60d
KTOS ▼ -21.61% at T+60d
NEUTRAL call ✗ call lost -21.61% · α vs SPY -24.68% · entry $62.05 → $48.64
T+1d
-0.19%
call -0.19% · α +0.15%
$61.93
settled 5mo ago
T+5d
-6.70%
call -6.70% · α -9.05%
$57.89
settled 5mo ago
T+20d
+2.32%
call +2.32% · α -2.96%
$63.49
settled 4mo ago
T+60d
-21.61%
call -21.61% · α -24.68%
$48.64
settled 2mo ago
Price Chart
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Executive Summary
Two Kratos insiders (CFO and DRSS President) sold a combined $216K in shares in the week following a strong Q1 earnings beat. The sales are negligible relative to KTOS's $10.7B market cap and appear to be routine portfolio adjustments.
Key Financial Metrics
Direction
selling
Total Value
$216.0K
Insiders
2
Key Facts
- CFO Deanna Lund sold 2,300 shares at ~$61.63 for $142K on May 1.
- DRSS President David Carter sold 1,300 shares at ~$56.85 for $74K on May 7.
- Total insider sales of $216K represent ~0.002% of market cap.
- Sales occurred after Kratos reported Q1 revenue of $371M (+22.6% YoY) and raised FY2026 guidance.
Financial Impact
Trivial — $216K out of $10.7B market cap
Risk Factors
- None from this filing; routine insider sales after earnings
Market Snapshot
Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
82% bullish (28 analysts)
Investment Themes
Defense Tech
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-KTOS-1778278972595 |
41 reports for KTOS
75% Hit rate best @ T+20▲ +21.47%
Filters
Rows
| 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%) |
Showing 10 of 41
US Market Status
Market Closed — Opens Mon (65h 6m)
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