Insider trade

CFO sold ~$289K of KTOS shares in the open market

Traded Feb 2, 2026 · Filed Feb 4, 2026

~$289K
Reported value · 2,999 sh @ $96.37: 276K
Holds after · shares reported: −56.3%
stock since the trade · S&P 500 +11.4%, $96.16 → $42.02 on Oct 5

Why it stands out

The money chief of Kratos Defense & Security Solutions sold $289K 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: Feb 2, 2026
Reporting period: Not applicable
Filed with the SEC: Feb 4, 2026

CFO$100K–$500KPre-arranged plan referenced

Context

Classification

open market sale

Code S — open-market or private sale

Absolute commitment

~$289,009

Shares × reported transaction price

Timing vs results

90 days after results of Nov 4, 2025, 21 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	+2.1%	+0.5%	+1.6%
30 days	+8.5%	+0.1%	+8.4%
90 days	−27.8%	+8.3%	−36.1%
180 days	−39.2%	+13.8%	−53.0%

Past results only. Not a forecast.

Source receipt

Record ID: 0001094718-26-000002
Filed / recorded: Feb 4, 2026, 11:24 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: Deanna H Lund
Relationship: Director, Officer
Officer title: EVP & CFO
Security: Common Stock
Table: Non-derivative (Table I)
Transaction date: Feb 2, 2026
Transaction code: S
Shares / units: 2,999
Price per share: $96.37
Acquired / disposed: Disposed (D)
Shares owned after: 276,284
Ownership form: Direct
Amendment: No

Footnotes from the filing

This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person on May 20, 2025.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.07 to $96.90 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.
Includes 16,626 shares purchased through Issuer's Employee Stock Purchase Plan and approximately 19,596 shares held through Issuer's 401(k) Plan.