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Insider Cluster (3 insiders) ·Filed Sep 23, 2026

KTOS

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 3 insiders, $0.4M total
Actionable Insight • Neutral

The sales are small relative to company size and lack clustering of C-suite executives selling large positions. No immediate read-through for the stock; monitor next 10-Q for any fundamental changes.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
KTOS ▼ -18.61% at T+20d
NEUTRAL call -18.61% · α vs SPY -18.19% · entry $47.02 → $38.27
Next anchor: T+60d in 7w
Latest observation: T+21 -11.10% FF3 residual α
Entry = T+0 close
Sep 23, 2026
via day close
T+1d
-2.98%
call -2.98% · α -3.52%
$45.62
settled 5w ago
T+5d
-8.93%
call -8.93% · α -8.52%
$42.82
settled 27d ago
T+20d
-18.61%
call -18.61% · α -18.19%
$38.27
settled 6d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Three KTOS insiders, including the CFO and a division president, sold a total of $375K in open-market sales over a one-week window. The dollar amount is modest relative to the company's market cap and likely reflects routine portfolio management rather than a negative signal.

Key Financial Metrics

Direction
selling
Total Value
$375.0K
Insiders
3

Key Facts

  • Three insiders sold shares between 2026-09-14 and 2026-09-21
  • Total open-market sales: $375K
  • CFO sold $199K, division president sold $128K, general counsel sold $49K
  • No insider purchases were reported in the cluster

Financial Impact

Sales total $375K, which is approximately 0.1% of market cap — a trivial amount

dilution

Risk Factors

  • Insider selling could accelerate if fundamentals deteriorate
  • No insider buying to signal confidence

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KTOS-1790206274051
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
5d ago
Institutional Cluster
NEUTRAL ★ 3/10
$38.27awaiting T+20—$40.43 (+5.64%)
Oct 12, 2026
14d ago
Institutional Cluster
MIXED ★ 4/10
$41.62awaiting T+20—$40.43 (−2.86%)
Sep 28, 2026
28d ago
Press Release
NEUTRAL ★ 2/10
$44.07 $40.43▼ −8.26%▼ −8.23%$40.43 (−8.26%)
Sep 23, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$47.02 $38.27▼ −18.61%▼ −18.19%$40.43 (−14.02%)
Sep 17, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$47.46 $40.42▼ −14.83%▼ −15.04%$40.43 (−14.81%)
Aug 26, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$53.69 $47.02▼ −12.42%▼ −11.91%$40.43 (−24.70%)
Aug 20, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$57.17 $47.46▲ +16.98%▲ +16.71%$40.43 (+29.28%)
Aug 19, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$56.18 $47.46▼ −15.52%▼ −15.52%$40.43 (−28.03%)
Aug 17, 2026
10w ago
144
NEUTRAL ★ 2/10
$61.99 $47.59▼ −23.23%▼ −21.92%$40.43 (−34.78%)
Aug 17, 2026
10w ago
Press Release
BULLISH ★ 6/10
$63.29 $47.62▼ −24.76%▼ −22.78%$40.43 (−36.12%)
Showing 10 of 46

US Market Status

Market Closed — Opens Wed (11h 53m)

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Report published Sep 23, 2026