Insider trade

CEO sold ~$8.12M of KTOS shares in the open market

Traded Dec 1, 2025 · Filed Dec 3, 2025

~$8.12M
Reported value · 109K sh @ $74.35: 1.21M
Holds after · shares reported: −42.6%
stock since the trade · S&P 500 +13.9%, $73.21 → $42.02 on Oct 5

Why it stands out

The boss of Kratos Defense & Security Solutions sold $8.12M of Kratos Defense & Security Solutions shares. It was planned long ago, so it says very little.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership

All the details

Dates, kept separate

Transaction date: Dec 1, 2025
Reporting period: Not applicable
Filed with the SEC: Dec 3, 2025

CEOIndirect holding$1M+Pre-arranged plan referenced

Context

Classification

open market sale

Code S — open-market or private sale

Absolute commitment

~$8,124,852

Shares × reported transaction price

Timing vs results

27 days after results of Nov 4, 2025, 84 days before results of Feb 23, 2026

Results dates are the company's own 8-K (Item 2.02). Many companies only let insiders trade in a window after results

Planned / mechanical clue

Footnote references a pre-arranged trading plan (Rule 10b5-1)

Only flagged when a footnote says so; never inferred

After it was reported

After	Stock	S&P 500	Difference
7 days	+1.4%	+0.7%	+0.7%
30 days	+15.8%	+0.5%	+15.3%
90 days	+14.7%	+0.1%	+14.6%
180 days	−18.6%	+11.0%	−29.5%

Past results only. Not a forecast.

Source receipt

Record ID: 0001082440-25-000007
Filed / recorded: Dec 3, 2025, 11:55 PM UTC
Added to OQRO: Oct 6, 2026, 7:59 PM UTC
Parser: form4-xml-v2
Data quality: Verified: identifiers matched exactly
Issuer: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Issuer CIK: 1069258
Ticker: KTOS
Reporting person: Eric M Demarco
Relationship: Director, Officer
Officer title: President & CEO
Security: Common Stock
Table: Non-derivative (Table I)
Transaction date: Dec 1, 2025
Transaction code: S
Shares / units: 109,283
Price per share: $74.35
Acquired / disposed: Disposed (D)
Shares owned after: 1,208,845
Ownership form: Indirect — by trust
Amendment: No

Footnotes from the filing

This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person on August 29, 2025.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.04 to $75.03 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.

Around the same time

Officer sold ~$459K of Kratos Defense & Security Solutions

Scheduled in advance9mo ago

Officer sold ~$77K of Kratos Defense & Security Solutions

Scheduled in advance9mo ago

CEO sold ~$13.6M of Kratos Defense & Security Solutions

Scheduled in advance10mo ago