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 |
|---|---|---|---|---|---|---|
| Goodwin Benjamin M. | SVP | SELL | $15K–$50K | 2K | $13.10 | May 18, 2022 |
| Jarvis Scot B | Director | BUY | $100K–$500K | 8K | $13.08 | May 16, 2022 |
| ANDERSON SCOTT I | Director | BUY | $100K–$500K | 10K | $12.75 | May 16, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $16.34 | Apr 27, 2022 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $18.51 | Apr 23, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $18.20 | Apr 23, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $17.37 | Apr 22, 2022 |
| Goodwin Benjamin M. | SVP | SELL | $15K–$50K | 1K | $19.03 | Apr 20, 2022 |
| Carrai Phillip D | President | SELL | $50K–$100K | 3K | $19.07 | Apr 20, 2022 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $20.41 | Apr 8, 2022 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 23K | $21.06 | Apr 6, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $20.59 | Apr 1, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $19.77 | Mar 23, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $19.70 | Mar 23, 2022 |
| Rock Stacey G | President | SELL | $100K–$500K | 11K | $19.75 | Mar 11, 2022 |
| Goodwin Benjamin M. | SVP | SELL | $50K–$100K | 3K | $20.73 | Mar 11, 2022 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $20.00 | Mar 3, 2022 |
| Mendoza Marie | SVP & General Coun… | GRANT | N/A | 7K | — | Mar 3, 2022 |
| Judd Jane Elizabeth | Director | SELL | $100K–$500K | 5K | $20.58 | Mar 3, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $19.46 | Mar 3, 2022 |
| Fendley Steven S. | President | GRANT | N/A | 28K | — | Mar 3, 2022 |
| Goodwin Benjamin M. | SVP | SELL | $100K–$500K | 10K | $18.36 | Feb 26, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 10K | $16.37 | Feb 24, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $16.45 | Feb 24, 2022 |
| DEMARCO ERIC M | President & CEO | EXERCISE | N/A | 20K | — | Feb 24, 2022 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $16.34 | Feb 3, 2022 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 11K | $17.19 | Jan 22, 2022 |
| DEMARCO ERIC M | President & CEO | SELL | $100K–$500K | 10K | $17.20 | Jan 22, 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