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 | $19.40 | Nov 30, 2023 |
| Fendley Steven S. | President | SELL | $100K–$500K | 14K | $18.80 | Nov 24, 2023 |
| Rock Stacey G | President | SELL | $100K–$500K | 8K | $18.49 | Nov 18, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $18.65 | Nov 18, 2023 |
| Carrai Phillip D | President | SELL | $50K–$100K | 5K | $18.49 | Nov 18, 2023 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $16.89 | Nov 1, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $17.15 | Oct 18, 2023 |
| Carrai Phillip D | President | SELL | $50K–$100K | 5K | $16.94 | Oct 18, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $1K–$15K | 1K | $14.76 | Sep 15, 2023 |
| Carrai Phillip D | President | SELL | $50K–$100K | 5K | $14.74 | Sep 15, 2023 |
| Goodwin Benjamin M. | SVP Corp. Dev. & G… | SELL | $50K–$100K | 4K | $15.64 | Aug 25, 2023 |
| Fendley Steven S. | President | SELL | $100K–$500K | 10K | $15.39 | Aug 18, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $15.96 | Aug 17, 2023 |
| Carrai Phillip D | President | SELL | $50K–$100K | 5K | $15.90 | Aug 17, 2023 |
| Rock Stacey G | President | SELL | $100K–$500K | 6K | $16.39 | Aug 11, 2023 |
| Carrai Phillip D | President | SELL | $50K–$100K | 5K | $17.10 | Aug 11, 2023 |
| Adelman Jonah | President | SELL | $1M+ | 67K | $16.50 | Aug 11, 2023 |
| Judd Jane Elizabeth | Director | SELL | $100K–$500K | 7K | $17.19 | Aug 10, 2023 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $15.00 | Aug 2, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $1K–$15K | 1K | $14.00 | Jul 24, 2023 |
| Lund Deanna H | EVP & CFO | SELL | $1M+ | 105K | $15.00 | Jun 23, 2023 |
| Cervantes de Burgreen Maria | VP & Corporate Con… | SELL | $15K–$50K | 1K | $15.00 | Jun 23, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $1K–$15K | 1K | $14.00 | Jun 16, 2023 |
| Fendley Steven S. | President | SELL | $100K–$500K | 25K | $14.42 | Jun 9, 2023 |
| Fendley Steven S. | President | SELL | $100K–$500K | 25K | $13.97 | Jun 6, 2023 |
| Cervantes de Burgreen Maria | VP & Corporate Con… | SELL | $50K–$100K | 5K | $14.11 | May 23, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $14.00 | May 18, 2023 |
| Mendoza Marie | SVP & General Coun… | SELL | $100K–$500K | 7K | $14.00 | May 5, 2023 |
| Goodwin Benjamin M. | SVP | SELL | $100K–$500K | 8K | $12.77 | Mar 3, 2023 |
| Cervantes de Burgreen Maria | VP & Corporate Con… | SELL | $15K–$50K | 2K | $9.26 | Dec 15, 2022 |
| Liberatore Samuel N | Director | SELL | $50K–$100K | 8K | $10.56 | Nov 17, 2022 |
| Liberatore Samuel N | Director | EXERCISE | $15K–$50K | 8K | $4.98 | Nov 17, 2022 |
| Fendley Steven S. | President | SELL | $50K–$100K | 7K | $12.99 | Aug 31, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $14.26 | Aug 25, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $14.42 | Aug 25, 2022 |
| Carrai Phillip D | President | SELL | $15K–$50K | 3K | $15.45 | Aug 17, 2022 |
| Carrai Phillip D | President | SELL | $50K–$100K | 6K | $15.00 | Aug 3, 2022 |
| Fendley Steven S. | President | SELL | $50K–$100K | 7K | $14.23 | Jul 27, 2022 |
| DEMARCO ERIC M | President & CEO | EXERCISE | N/A | 45K | — | Jul 23, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $14.37 | Jul 23, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $14.21 | Jul 23, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $14.29 | Jun 29, 2022 |
| DEMARCO ERIC M | President & CEO | EXERCISE | N/A | 30K | — | Jun 22, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $13.65 | Jun 22, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $13.60 | Jun 22, 2022 |
| Judd Jane Elizabeth | Director | SELL | $15K–$50K | 3K | $14.45 | Jun 3, 2022 |
| Carrai Phillip D | President | SELL | $15K–$50K | 3K | $15.00 | Jun 3, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $14.57 | Jun 2, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $13.87 | May 25, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $13.90 | May 20, 2022 |
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