General Dynamics (GD)DoD awarded $368M

$368M

committed so far

Signed

May 11, 2026

Updated

Aug 27, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 3, 2025Federal contract · $134.0M obligatedDepartment of Defense awarded General Dynamics: $134M obligated to date
2. Dec 18, 2025Federal contract · $210.3M obligatedDepartment of Defense awarded General Dynamics: $210M obligated to date
3. Jan 5, 2026Federal contract · $2.0M obligatedDepartment of Defense awarded General Dynamics: $1.99M obligated to date
4. Jan 29, 2026Federal contract · $363.9M obligatedDepartment of Defense awarded General Dynamics: $364M obligated to date
5. Feb 19, 2026Federal contract · $81.6M obligatedDepartment of Defense awarded General Dynamics: $81.6M obligated to date
6. Feb 27, 2026Federal contract · $190.5M obligatedDepartment of Defense awarded General Dynamics: $191M obligated to date
7. Mar 11, 2026Insider · 4 peopleInsiders: 5 sales (~$17.9M)
8. Mar 23, 2026Congress · 1 personMembers of Congress: 2 purchases
9. Mar 24, 2026Federal contract · $1.2M obligatedDepartment of Defense awarded General Dynamics: $1.16M obligated to date
10. Mar 24, 2026Federal contract · $643K obligatedDepartment of Defense awarded General Dynamics: $643K obligated to date
11. Mar 26, 20265% stakeThe Vanguard Group reported a passive stake (13G)
12. Mar 27, 2026Federal contract · $80.8M obligatedDepartment of Defense awarded General Dynamics: $80.8M obligated to date
13. Mar 27, 2026CongressDisclosed purchase of GD — reported range $1,001 - $15,000
14. Mar 31, 2026Federal contract · $112.3M obligatedDepartment of Defense awarded General Dynamics: $112M obligated to date
15. Mar 31, 2026CongressDisclosed purchase of GD — reported range $1,001 - $15,000
16. Apr 8, 2026Federal contract · $10.6M obligatedDepartment of Defense awarded General Dynamics: $10.6M obligated to date
17. Apr 13, 2026Federal contract · $182.5M obligatedDepartment of Defense awarded General Dynamics: $183M obligated to date
18. Apr 23, 2026Federal contract · $36.2M obligatedDepartment of Defense awarded General Dynamics: $36.2M obligated to date
19. Apr 24, 2026Federal contract · $96.9M obligatedDepartment of Defense awarded General Dynamics: $96.9M obligated to date
20. Apr 29, 2026Company filing · Form 8-K · ResultsReported its results
21. Apr 29, 20265% stakeVanguard Capital Management reported a passive stake (13G) of 6.9%
22. May 11, 2026 · this disclosureFederal contract · $367.8M obligatedDepartment of Defense awarded General Dynamics: $368M obligated to date

What came next

1. May 11, 2026Insider · 1 personInsiders: 2 sales (~$12.4M)
2. May 12, 2026Insider · 1 personInsiders: 2 sales (~$12.6M)
3. May 15, 2026Federal contract · $112.5M obligatedDepartment of Defense awarded General Dynamics: $113M obligated to date
4. May 22, 2026Federal contract · $134.8M obligatedDepartment of Defense awarded General Dynamics: $135M obligated to date
5. Jun 10, 2026CongressDisclosed sale of GD — reported range $1,001 - $15,000
6. Jun 17, 2026Insider · 1 personInsiders: 2 sales (~$2.0M)
7. Jun 25, 2026Federal contract · $255K obligatedDepartment of Defense awarded General Dynamics: $255K obligated to date
8. Jul 7, 2026Federal contract · $264K obligatedDepartment of Defense awarded General Dynamics: $264K obligated to date
9. Jul 28, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 6.4%
10. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
11. Jul 31, 2026Insider · 1 personInsiders: 2 sales (~$16.3M)
12. Aug 3, 2026Insider · 1 personInsiders: 4 sales (~$19.7M)
13. Aug 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 5, 2026, the board of directors (the “Board”) of General Dynamics Corporation (the “Company”) elected Danny Deep as a member of the Board, effective immediately.”
14. Aug 5, 2026InsiderOfficer sold ~$2.42M of GD shares in the open market
15. Aug 10, 2026InsiderDirector sold ~$789K of GD shares in the open market
16. Aug 28, 20265% stakeLongview Asset Management, LLC filed an activist stake (13D) of 10.0%

How to read USAspending.gov award record

The obligated amount is money the government has legally committed to pay and has set aside in its accounts. The ceiling, which USAspending calls the potential value, is the most the contract could be worth if every option is exercised and every possible order is placed. The ceiling is a limit, not a payment, and it is often many times the obligated amount.

Full guide: Contract ceiling vs obligated amount: the difference

What else is on file for General Dynamics

For General Dynamics, OQRO holds 17 insider filings (SEC Form 4 or Form 144), 1 Congress trade report, 22 fund holdings reports (13F) and 10 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its GD page.

How this filing works

• Contract ceiling vs obligated amount

Other disclosures at General Dynamics

• SEC Schedule 13DOct 6, 2026
• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 30, 2026
• SEC Form 4Sep 25, 2026
• SEC Form 4Sep 25, 2026
• SEC Form 4Sep 25, 2026

Everything OQRO holds on this company is on its GD page.