SecBot SecBot
Insider Cluster (2 insiders) ·Filed Sep 17, 2026

KTOS

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $176K total
Actionable Insight • Neutral

Monitor next quarterly filing for any change in insider selling patterns or business outlook. The current cluster is too small to warrant action.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
KTOS ▼ -14.83% at T+20d
NEUTRAL call -14.83% · α vs SPY -15.04% · entry $47.46 → $40.42
Next anchor: T+60d in 6w
Latest observation: T+25 -13.47% FF3 residual α
Entry = T+0 close
Sep 17, 2026
via day close
T+1d
+2.38%
call +2.38% · α +0.83%
$48.59
settled 6w ago
T+5d
-3.88%
call -3.88% · α -5.15%
$45.62
settled 5w ago
T+20d
-14.83%
call -14.83% · α -15.04%
$40.42
settled 13d ago
T+60d
Pending
in 6w

Price Chart

Loading chart...

Executive Summary

Two KTOS insiders — the President of the STC Division and the SVP & General Counsel — sold a combined $176K in open-market sales on September 15, 2026. The total value is ~0.05% of market cap, well below the 0.1% materiality threshold, making this a routine cluster with no informational signal.

Key Financial Metrics

Direction
selling
Total Value
$176.0K
Insiders
2

Key Facts

  • Two insiders sold shares on September 15, 2026: President of STC Division ($128K) and SVP & General Counsel ($49K).
  • Total cluster value of $176K represents ~0.05% of market cap — trivial and routine.
  • All sales were open-market (code S) with no 10b5-1 plan indicated, but the dollar amount is immaterial.

Financial Impact

Total insider sales of $176K, approximately 0.05% of market cap — negligible.

insider ownership

Risk Factors

  • Insider sales could increase in size or frequency, signaling a change in sentiment.
  • Defense sector contracting cycles may affect KTOS's revenue visibility.

Investment Themes

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KTOS-1789689159435
46 reports for KTOS
Performance horizon
63% Hit rate @ T+20 5 of 8 directional calls Went positive at some point 6 of 8 best @ T+20▲ +21.47%May 29, 2026
Filters
Rows
Reports for KTOS — sortable, filterable
TypeNow
Oct 21, 2026
6d ago
Institutional Cluster
NEUTRAL ★ 3/10
$38.27awaiting T+20—$41.32 (+7.97%)
Oct 12, 2026
15d ago
Institutional Cluster
MIXED ★ 4/10
$41.62awaiting T+20—$41.32 (−0.72%)
Sep 28, 2026
29d ago
Press Release
NEUTRAL ★ 2/10
$44.07 $40.43▼ −8.26%▼ −8.23%$41.32 (−6.24%)
Sep 23, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$47.02 $38.27▼ −18.61%▼ −18.19%$41.32 (−12.12%)
Sep 17, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$47.46 $40.42▼ −14.83%▼ −15.04%$41.32 (−12.94%)
Aug 26, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$53.69 $47.02▼ −12.42%▼ −11.91%$41.32 (−23.04%)
Aug 20, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$57.17 $47.46▲ +16.98%▲ +16.71%$41.32 (+27.72%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$56.18 $47.46▼ −15.52%▼ −15.52%$41.32 (−26.45%)
Aug 17, 2026
10w ago
144
NEUTRAL ★ 2/10
$61.99 $47.59▼ −23.23%▼ −21.92%$41.32 (−33.34%)
Aug 17, 2026
10w ago
Press Release
BULLISH ★ 6/10
$63.29 $47.62▼ −24.76%▼ −22.78%$41.32 (−34.71%)
Showing 10 of 46

US Market Status

Market Closed — Opens Thu (9h 38m)

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.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 17, 2026