KTOS SEC Filing News — Kratos Defense & Security Solutions, Inc.

Latest SEC filings for Kratos Defense & Security Solutions, Inc. (KTOS) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-16.

Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally. The company operates through Kratos Government Solutions and Unmanned Systems segments. It offers virtualized ground systems for satellites and space vehicles, including software for command and control, tel…
Sector: Industrials Industry: Aerospace & Defense Market Cap: $7.4B
20
Total Filings
0
Bullish Classifications
13
Bearish Classifications
12
Insider Transactions
1
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for KTOS currently lean bearish. Of the 20 filing records displayed, 13 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
KTOS Filing Activity Snapshot 2026-07-29 — 2026-10-16
Insider Transactions (Form 4)
0 buys vs 12 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$19.30M
DEMARCO ERIC M (Director, President & CEO) · 2026-08-14
300,000 shares · Form 4
Form 144 Notices
6
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for Kratos Defense & Security Solutions, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 12 insider filings shown, the breakdown is 12 open-market sale. 12 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×12
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Form 4 Open-market sale Insider Selling 2026-10-16

KTOS insider Carrai Phillip D (President, STC Division) sold 6,500 shares (~$259.1K)

Carrai Phillip D, listed as President, STC Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 6,500 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 800 $38.44 $30.8K
S Open-market sale 4,097 $39.87 $163.3K
S Open-market sale 1,603 $40.57 $65.0K
Filing: Form 4 (Insider Transaction) Insider: Carrai Phillip D (President, STC Division) Shares: 6,500 Est. Value: $259.1K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-23

KTOS insider Lund Deanna H (Director, EVP & CFO) sold 7,000 shares (~$341.5K)

Lund Deanna H, listed as Director, EVP & CFO at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 7,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 4,100 $48.56 $199.1K
S Open-market sale 2,900 $49.10 $142.4K
Filing: Form 4 (Insider Transaction) Insider: Lund Deanna H (Director, EVP & CFO) Shares: 7,000 Est. Value: $341.5K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-17

KTOS insider Mendoza Marie (SVP & General Counsel) sold 1,000 shares (~$48.5K)

Mendoza Marie, listed as SVP & General Counsel at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 1,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,000 $48.50 $48.5K
Filing: Form 4 (Insider Transaction) Insider: Mendoza Marie (SVP & General Counsel) Shares: 1,000 Est. Value: $48.5K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-17

KTOS insider Carrai Phillip D (President, STC Division) sold 6,500 shares (~$310.9K)

Carrai Phillip D, listed as President, STC Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 6,500 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 2,700 $47.24 $127.6K
S Open-market sale 3,380 $48.17 $162.8K
S Open-market sale 420 $48.89 $20.5K
Filing: Form 4 (Insider Transaction) Insider: Carrai Phillip D (President, STC Division) Shares: 6,500 Est. Value: $310.9K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-26

KTOS insider Fendley Steven S. (President, US Division) sold 7,000 shares (~$393.1K)

Fendley Steven S., listed as President, US Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 7,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 7,000 $56.16 $393.1K
Filing: Form 4 (Insider Transaction) Insider: Fendley Steven S. (President, US Division) Shares: 7,000 Est. Value: $393.1K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-20

KTOS insider Jarvis Scot B (Director) sold 10,000 shares (~$635.0K)

Jarvis Scot B, listed as Director at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 10,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 10,000 $63.50 $635.0K
Filing: Form 4 (Insider Transaction) Insider: Jarvis Scot B (Director) Shares: 10,000 Est. Value: $635.0K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-19

KTOS insider Carrai Phillip D (President, STC Division) sold 26,500 shares (~$1.68M)

Carrai Phillip D, listed as President, STC Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 26,500 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 5,200 $63.41 $329.8K
S Open-market sale 1,200 $64.18 $77.0K
S Open-market sale 100 $64.97 $6.5K
S Open-market sale 20,000 $63.14 $1.26M
Filing: Form 4 (Insider Transaction) Insider: Carrai Phillip D (President, STC Division) Shares: 26,500 Est. Value: $1.68M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-19

KTOS insider Mendoza Marie (SVP & General Counsel) sold 1,513 shares (~$97.4K)

Mendoza Marie, listed as SVP & General Counsel at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 1,513 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 1,513 $64.37 $97.4K
Filing: Form 4 (Insider Transaction) Insider: Mendoza Marie (SVP & General Counsel) Shares: 1,513 Est. Value: $97.4K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-14

KTOS insider DEMARCO ERIC M (Director, President & CEO) sold 300,000 shares (~$19.30M)

DEMARCO ERIC M, listed as Director, President & CEO at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 300,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 19,638 $63.33 $1.24M
S Open-market sale 266,316 $64.33 $17.13M
S Open-market sale 4,946 $65.05 $321.8K
S Open-market sale 9,100 $66.17 $602.2K
Filing: Form 4 (Insider Transaction) Insider: DEMARCO ERIC M (Director, President & CEO) Shares: 300,000 Est. Value: $19.30M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-07

KTOS insider Carter David M (President, DRSS Division) sold 4,000 shares (~$223.6K)

Carter David M, listed as President, DRSS Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 4,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 2,100 $55.34 $116.2K
S Open-market sale 1,500 $56.21 $84.3K
S Open-market sale 300 $57.24 $17.2K
S Open-market sale 100 $58.94 $5.9K
Filing: Form 4 (Insider Transaction) Insider: Carter David M (President, DRSS Division) Shares: 4,000 Est. Value: $223.6K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-05

KTOS insider Lund Deanna H (Director, EVP & CFO) sold 5,000 shares (~$242.8K)

Lund Deanna H, listed as Director, EVP & CFO at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 5,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 200 $46.55 $9.3K
S Open-market sale 1,600 $48.02 $76.8K
S Open-market sale 3,200 $48.95 $156.6K
Filing: Form 4 (Insider Transaction) Insider: Lund Deanna H (Director, EVP & CFO) Shares: 5,000 Est. Value: $242.8K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-07-29

KTOS insider Fendley Steven S. (President, US Division) sold 7,000 shares (~$329.9K)

Fendley Steven S., listed as President, US Division at KRATOS DEFENSE & SECURITY SOLUTIONS, INC., reported an open-market sale of 7,000 KTOS shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 5,900 $46.99 $277.3K
S Open-market sale 1,100 $47.86 $52.6K
Filing: Form 4 (Insider Transaction) Insider: Fendley Steven S. (President, US Division) Shares: 7,000 Est. Value: $329.9K
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 6 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Kratos Defense & Security Solutions, Inc. has 6 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-10-15

KTOS Form 144 filed for proposed insider sale by PHILLIP CARRAI (19,500 shares) ~$766.9K

PHILLIP CARRAI filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: PHILLIP CARRAI Shares: 19,500 Est. Value: $766.9K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-21

KTOS Form 144 filed for proposed insider sale by DEANNA LUND (20,584 shares) ~$976.9K

DEANNA LUND filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: DEANNA LUND Shares: 20,584 Est. Value: $976.9K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-24

KTOS Form 144 filed for proposed insider sale by Fendley Steven S. (7,000 shares) ~$393.1K

Fendley Steven S. filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Fendley Steven S. Shares: 7,000 Est. Value: $393.1K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-17

KTOS Form 144 filed for proposed insider sale by PHILLIP CARRAI (20,000 shares) ~$1.26M

PHILLIP CARRAI filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: PHILLIP CARRAI Shares: 20,000 Est. Value: $1.26M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-17

KTOS Form 144 filed for proposed insider sale by Jarvis Scot B (10,000 shares) ~$636.0K

Jarvis Scot B filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Jarvis Scot B Shares: 10,000 Est. Value: $636.0K
View on SEC EDGAR → Open Filing Document →
Form 144 Large Proposed Insider Sale 2026-08-14

KTOS Form 144 filed for proposed insider sale by THE SAVED FAMILY TRUST U/A DTD 03/26/2001 (300,000 shares) ~$18.84M

THE SAVED FAMILY TRUST U/A DTD 03/26/2001 filed a Form 144 with the SEC indicating intent to sell KTOS (KRATOS DEFENSE & SECURITY SOLUTIONS, INC.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: THE SAVED FAMILY TRUST U/A DTD 03/26/2001 Shares: 300,000 Est. Value: $18.84M
View on SEC EDGAR → Open Filing Document →
Material Events 1 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There is 1 in this period for Kratos Defense & Security Solutions, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-08-04

KTOS filed 8-K — material company event

KRATOS DEFENSE & SECURITY SOLUTIONS, INC. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for Kratos Defense & Security Solutions, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-04

KTOS filed Quarterly Report (10-Q)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify Kratos Defense & Security Solutions, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on KTOS. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — KTOS SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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