KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Total Trades
228
Buys
4
Sells
206
Largest Trade
N/A
Insiders
19
Institutional Funds
587
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| 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 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $51.42 | Jul 17, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $45.43 | Jul 3, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $46.06 | Jul 2, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 2K | $41.87 | Jun 18, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $42.16 | Jun 18, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $37.74 | Jun 4, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 7K | $37.75 | Jun 4, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $37.75 | Jun 4, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 10K | $36.74 | May 30, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $37.05 | May 29, 2025 |
| Fendley Steven S. | President | SELL | $500K+ | 15K | $34.37 | May 23, 2025 |
| Doorenbos Bobbi | Director | EXERCISE | N/A | 10K | — | May 23, 2025 |
| Doorenbos Bobbi | Director | SELL | $100K–$500K | 5K | $35.00 | May 23, 2025 |
| Boyd Bradley L | Director | SELL | $100K–$500K | 4K | $34.88 | May 23, 2025 |
| Boyd Bradley L | Director | EXERCISE | N/A | 10K | — | May 23, 2025 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 6K | $33.11 | May 17, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $33.73 | May 17, 2025 |
| Adelman Jonah | President | SELL | $1M+ | 40K | $33.76 | May 15, 2025 |
| DEMARCO ERIC M | President & CEO | BUY | $100K–$500K | 7K | $33.59 | May 12, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $33.91 | May 3, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $33.91 | May 2, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $33.91 | May 2, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $33.46 | Apr 30, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $32.99 | Apr 17, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $29.27 | Apr 3, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $29.28 | Apr 3, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $29.28 | Apr 3, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $29.45 | Apr 2, 2025 |
| Mendoza Marie | SVP & General Coun… | GRANT | N/A | 22K | — | Mar 18, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $50K–$100K | 2K | $31.36 | Mar 18, 2025 |
| Carrai Phillip D | President | SELL | $100K–$500K | 6K | $31.38 | Mar 17, 2025 |
| Carrai Phillip D | President | GRANT | N/A | 67K | — | Mar 17, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $24.59 | Feb 27, 2025 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 9K | $27.14 | Feb 21, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $27.12 | Feb 21, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $33.16 | Jan 30, 2025 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $33.30 | Jan 18, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $28.96 | Jan 8, 2025 |
| Rock Stacey G | President | EXERCISE | N/A | 15K | — | Jan 8, 2025 |
| Cervantes de Burgreen Maria | VP & Corp. Control… | SELL | $500K+ | 20K | $30.00 | Jan 8, 2025 |
| Cervantes de Burgreen Maria | VP & Corp. Control… | EXERCISE | N/A | 13K | — | Jan 8, 2025 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $26.48 | Jan 4, 2025 |
| Carter David M | President | SELL | $100K–$500K | 4K | $26.49 | Jan 4, 2025 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $25.98 | Jan 1, 2025 |
| Rock Stacey G | President | SELL | $100K–$500K | 4K | $26.73 | Dec 5, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $26.73 | Dec 5, 2024 |
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