KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Total Trades
224
Buys
4
Sells
204
Largest Trade
N/A
Insiders
19
Institutional Funds
587
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MILLS THOMAS E IV | President | SELL | $500K+ | 6K | $91.26 | Mar 5, 2026 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 5K | $91.28 | Mar 4, 2026 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $90.28 | Feb 28, 2026 |
| Jarvis Scot B | Director | SELL | $100K–$500K | 5K | $88.00 | Feb 27, 2026 |
| Fendley Steven S. | President | SELL | $500K+ | 7K | $92.57 | Feb 25, 2026 |
| Jarvis Scot B | Director | SELL | $100K–$500K | 5K | $88.40 | Feb 14, 2026 |
| Carter David M | President | SELL | $100K–$500K | 4K | $87.40 | Feb 7, 2026 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 5K | $96.87 | Feb 4, 2026 |
| Jarvis Scot B | Director | SELL | $500K+ | 5K | $118.28 | Jan 31, 2026 |
| Fendley Steven S. | President | SELL | $500K+ | 7K | $107.97 | Jan 28, 2026 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 2K | $120.18 | Jan 16, 2026 |
| Jarvis Scot B | Director | SELL | $500K+ | 5K | $120.18 | Jan 16, 2026 |
| Carrai Phillip D | President | SELL | $500K+ | 7K | $123.30 | Jan 16, 2026 |
| Rock Stacey G | President | SELL | $1M+ | 21K | $114.53 | Jan 13, 2026 |
| MILLS THOMAS E IV | President | SELL | $500K+ | 9K | $92.98 | Jan 10, 2026 |
| Carter David M | President | SELL | $1M+ | 12K | $101.30 | Jan 10, 2026 |
| DEMARCO ERIC M | President & CEO | SELL | $1M+ | 200K | $90.27 | Jan 7, 2026 |
| DEMARCO ERIC M | President & CEO | EXERCISE | N/A | 150K | — | Jan 7, 2026 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 5K | $77.91 | Jan 7, 2026 |
| Lund Deanna H | EVP & CFO | EXERCISE | N/A | 75K | — | Jan 7, 2026 |
| Fendley Steven S. | President | SELL | $500K+ | 7K | $76.57 | Jan 1, 2026 |
| DEMARCO ERIC M | President & CEO | SELL | $1M+ | 200K | $80.53 | Dec 23, 2025 |
| Rock Stacey G | President | SELL | $500K+ | 9K | $71.45 | Dec 20, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 2K | $76.27 | Dec 17, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $75.91 | Dec 17, 2025 |
| ANDERSON SCOTT I | Director | SELL | $1M+ | 15K | $74.51 | Dec 17, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $76.30 | Dec 9, 2025 |
| DEMARCO ERIC M | President & CEO | SELL | $1M+ | 400K | $73.05 | Dec 3, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $1M+ | 55K | $73.14 | Dec 3, 2025 |
| Zegart Amy | Director | SELL | $500K+ | 10K | $74.17 | Dec 3, 2025 |
| HOGLUND WILLIAM A | Director | SELL | $1M+ | 75K | $74.35 | Dec 3, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $69.62 | Nov 26, 2025 |
| ANDERSON SCOTT I | Director | SELL | $100K–$500K | 4K | $73.82 | Nov 26, 2025 |
| Adelman Jonah | President | SELL | $1M+ | 30K | $74.80 | Nov 26, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $72.11 | Nov 20, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 1K | $72.09 | Nov 20, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $73.64 | Nov 7, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 5K | $90.26 | Nov 6, 2025 |
| Fendley Steven S. | President | SELL | $500K+ | 7K | $91.25 | Oct 29, 2025 |
| Fendley Steven S. | President | SELL | $500K+ | 7K | $88.88 | Oct 1, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $50K–$100K | 1K | $69.45 | Sep 17, 2025 |
| Cervantes de Burgreen Maria | VP & Corp. Control… | SELL | $100K–$500K | 6K | $69.80 | Sep 17, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $68.82 | Sep 17, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $68.70 | Sep 16, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $64.19 | Sep 5, 2025 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 6K | $65.54 | Sep 4, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $67.58 | Aug 27, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $55.51 | Aug 2, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $58.53 | Jul 31, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 2K | $50.97 | Jul 17, 2025 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 587 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 8.2M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $1M+ | SH |
| ARK Investment Management LLC | 3.5M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 2.9M | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 2.9M | $1M+ | SH |
| VAN ECK ASSOCIATES CORP | 2.6M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.6M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.6M | $1M+ | SH |
| Rovida Investment Management Ltd | 1.8M | $1M+ | SH |
| AMERICAN CAPITAL MANAGEMENT INC | 1.6M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $1M+ | SH |
| Clearbridge Investments, LLC | 1.5M | $1M+ | SH |
| NORGES BANK | 1.4M | $1M+ | SH |
| Sumitomo Mitsui Trust Group, Inc. | 1.3M | $1M+ | SH |
| Amova Asset Management Americas, Inc. | 1.3M | $1M+ | SH |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.2M | $1M+ | SH |
| Stephens Investment Management Group LLC | 1.2M | $1M+ | SH |
| EMERALD ADVISERS, LLC | 875K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 731K | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 602K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Mar 5, 2026
10.5%
17.9M shares
SC 13G · Feb 9, 2026
4.9%
8.2M shares
SC 13G/A · Jan 30, 2026
9.8%
16.5M shares
SC 13G · Nov 10, 2025
5.1%
8.5M shares
SC 13G/A · Oct 17, 2025
12.7%
21.5M shares
SC 13G · May 13, 2025
6.4%
9.8M shares
SC 13G/A · Apr 7, 2025
10.8%
16.4M shares
SC 13G/A · Apr 3, 2025
15.8%
24.1M shares
STATE STREET CORPORATION 04-2456637
SC 13G/A · Oct 18, 2024
3.9%
5.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.4%
12.2M shares
SC 13G/A · Jan 24, 2024
9.1%
11.7M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 24, 2024
5.2%
0 shares
SC 13G/A · Feb 10, 2023
6.2%
7.7M shares
SC 13G/A · Jan 25, 2023
8.7%
10.9M shares