Welcome to our dedicated page for Kratos Defense & Sec Solutions SEC filings (Ticker: KTOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Kratos Defense & Security Solutions, Inc. filings document the regulatory record of a defense technology operating company with Kratos Government Solutions and Unmanned Systems businesses. The company’s 8-Ks report quarterly and annual financial results, bookings, guidance, material agreements, capital actions and completed acquisitions, including the Orbit Technologies Ltd. transaction.
Proxy materials disclose board composition, committee assignments, executive compensation, shareholder voting matters and governance practices. Registration and offering-related filings describe underwritten common stock offerings, share issuance mechanics and use-of-proceeds categories, while financial and event disclosures frame the company’s segment activity and capital structure across defense, space, unmanned systems, rocket, turbine and microwave product businesses.
Kratos Defense & Security Solutions executive Phillip D. Carrai, President of the STC Division, reported open-market sales of 6,500 shares of common stock on February 17, 2026. The transactions, coded as sales, were executed under a Rule 10b5-1 trading plan adopted on August 26, 2025.
The shares were sold in multiple trades at weighted average prices ranging from $87.20 to $93.11 per share. Following these sales, Carrai directly holds 213,325 shares of Kratos common stock and indirectly holds 46,644 shares through a trust.
Kratos Defense & Security Solutions SVP & General Counsel Marie Mendoza executed a pre-planned stock sale. On February 17, 2026, she sold 1,500 shares of common stock in an open-market transaction at an average price of $88.08 per share under a Rule 10b5-1 trading plan adopted on March 17, 2025.
After this sale, she directly owned 62,121 shares, including 2,251 shares purchased through the company’s Employee Stock Purchase Plan and approximately 14,211 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions director Scot B. Jarvis sold 5,000 shares of common stock in an open-market transaction. The sale occurred on February 12, 2026 at a price of $88.40 per share. After this trade, he directly owned 95,417 Kratos shares.
The transaction was executed under a pre-arranged Rule 10b5-1 trading plan that Jarvis adopted on September 15, 2025. Such plans are designed to allow insiders to systematically sell shares over time according to predetermined instructions.
Kratos Defense & Security Solutions director Scot B. Jarvis sold 5,000 shares of common stock in an open-market transaction. The sale occurred on February 12, 2026 at a price of $88.40 per share. After this trade, he directly owned 95,417 Kratos shares.
The transaction was executed under a pre-arranged Rule 10b5-1 trading plan that Jarvis adopted on September 15, 2025. Such plans are designed to allow insiders to systematically sell shares over time according to predetermined instructions.
Kratos Defense & Security Solutions, Inc. is registering the resale of up to 972,136 shares of common stock, all to be sold from time to time by four selling stockholders rather than by the company itself.
These shares were issued as stock consideration under a Merger Agreement dated February 11, 2026, through which Kratos acquired Nomad Global Communication Solutions via a reverse triangular merger, making Nomad a wholly owned subsidiary. The company may also issue up to an additional $7 million in shares upon holdback releases and up to $10 million in shares upon milestone achievement, plus up to $6 million in cash holdbacks, under the same agreement.
Kratos will not receive any proceeds from sales of the registered shares, which may be sold in various public or private transactions. The company had 170,329,158 shares of common stock outstanding as of February 11, 2026 and does not expect to pay cash dividends in the foreseeable future. Resale by the selling stockholders is contractually limited on any trading day to no more than 10% of the 30‑day average trading volume.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 8,190,767 shares, or 4.9% of the common stock of Kratos Defense & Security Solutions, Inc. as of December 31, 2025.
State Street reports no sole voting or dispositive power, with 7,659,682 shares subject to shared voting power and 8,190,767 shares subject to shared dispositive power. The firm states the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Kratos.
Kratos Defense & Security Solutions executive David M. Carter, President of the DRSS Division, reported planned stock sales. On February 5, 2026, he sold a total of 4,000 shares of Kratos common stock in several open-market transactions at weighted average prices ranging roughly from the mid-$80s to the low-$90s per share, executed under a Rule 10b5-1 trading plan adopted on June 13, 2025. After these sales, he beneficially owned 77,826 shares, including 12,200 shares purchased through the company’s employee stock purchase plan, 4,165 shares held in a retirement account, and approximately 17 shares held through Kratos’s 401(k) plan.
Kratos Defense & Security Solutions EVP & CFO and director Deanna H. Lund reported selling a total of 5,000 shares of common stock on February 2, 2026 in a series of open-market transactions executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025.
The shares were sold in five tranches at weighted average prices ranging from $95.6279 to $100.6195, with underlying trade ranges detailed in the footnotes. Following these sales, Lund directly beneficially owns 274,983 shares, which include 16,626 shares purchased through the company’s Employee Stock Purchase Plan and approximately 19,596 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions director Scot B. Jarvis reported open-market sales of common stock executed on January 28, 2026 under a pre-arranged Rule 10b5-1 trading plan adopted on September 15, 2025.
He sold 4,100 shares at a weighted average price of $118.1368 and 900 shares at a weighted average price of $118.9103. After these transactions, he directly held 100,417 shares of Kratos common stock.
The Vanguard Group filed an amended ownership report showing a significant stake in Kratos Defense & Security Solutions common stock as of December 31, 2025. Vanguard beneficially owned 16,487,162 shares, representing 9.76% of the outstanding common stock.
Vanguard reported no sole voting or dispositive power, with shared voting power over 1,392,293 shares and shared dispositive power over all 16,487,162 shares. The filing notes that Vanguard’s clients, including registered investment companies and other managed accounts, are entitled to dividends and sale proceeds, and no single other person has an interest in more than 5% of the class. Vanguard states the shares are held in the ordinary course of business and not for the purpose of influencing control of Kratos. The filing also explains an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries are expected to report beneficial ownership separately.
Kratos Defense & Security Solutions executive share sale: Steven S. Fendley, President, US Division, reported two open-market sales of company common stock on January 26, 2026.
He sold 2,968 shares at a weighted average price of $107.2752 and 4,032 shares at a weighted average price of $108.4899, all held directly. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 12, 2025.
Following the reported sales, Fendley beneficially owned 341,631 shares of Kratos common stock, including approximately 2,285 shares held through the company’s 401(k) plan.