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 Steven S. Fendley, President of the US Division, reported multiple equity-compensation transactions in company common stock on March 4, 2026.
He acquired three share grants of 16,666, 16,667, and 16,667 shares, each pursuant to the settlement of Performance Restricted Stock Unit Awards originally granted on January 3, 2022, January 4, 2024, and January 3, 2025, respectively. These awards converted into common shares at no cash cost to him.
On the same date, three separate dispositions of 6,558 shares each were reported under transaction code F. According to the disclosure, these shares were withheld in net transactions to satisfy tax liabilities in connection with the vested performance awards, in line with the issuer’s trading policies, rather than open-market sales. Following these transactions, Fendley directly owned 364,981 shares of Kratos common stock, which includes approximately 2,309 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions VP & Corp. Controller Maria Cervantes de Burgreen reported mixed equity compensation activity in company stock. On March 4, 2026, she acquired three grants totaling 12,500 shares of common stock at 0.0000 per share through settlement of performance restricted stock unit awards originally granted in 2022, 2024, and 2025.
On the same date, 6,743 shares were disposed of at 89.1300 per share to satisfy tax liabilities via share withholding, rather than open-market sales. After these transactions, her direct holdings were 65,640 shares, including 6,475 shares purchased through the employee stock purchase plan and approximately 6,754 shares held in the 401(k) plan.
Kratos Defense & Security Solutions executive Phillip D. Carrai, President of the STC Division, reported several equity-compensation events in company Common Stock on March 4, 2026. He acquired share grants of 16,666, 16,667 and 16,667 shares through settlements of prior Performance Restricted Stock Unit awards. To cover related tax liabilities, 7,516 shares were withheld in each of three transactions at $89.13 per share rather than sold on the open market. After these direct transactions, his direct ownership remained over 200,000 shares, and an additional 46,644 shares are held indirectly by trust.
Kratos Defense & Security Solutions executive Jonah Adelman, President of the ME Division, reported three stock acquisitions of Common Stock on March 4, 2026. Each transaction was a grant or award of 5,000 shares at a stated price of $0.00 per share.
Footnotes explain these shares were acquired upon settlement of Performance Restricted Stock Unit Awards originally granted on January 3, 2022, January 4, 2024, and January 3, 2025. Following the last award, Adelman directly owned 39,348 shares of Kratos common stock.
Kratos Defense & Security Solutions, Inc. completed its previously announced acquisition of Orbit Technologies Ltd. on March 2, 2026. Orbit, formerly publicly traded on the Tel Aviv Stock Exchange, is now an indirect wholly owned subsidiary of Kratos through Kratos Holdings U K Limited.
Kratos paid approximately $352.7 million in cash for 100 percent of Orbit’s ordinary shares, funded from cash on its balance sheet, based on $13.725 per Orbit share as set in the Merger Agreement. All outstanding Orbit stock options became fully vested and were canceled in exchange for a cash payment equal to the spread between the merger price and the option exercise price, multiplied by the underlying shares.
Kratos Defense & Security Solutions Inc ownership filing: The Vanguard Group reports beneficial ownership of 17,885,951 shares, representing 10.5% of Kratos common stock. The filing notes an internal realignment effective 01/12/2026 that changed reporting among Vanguard entities, and the form is signed on 03/05/2026.
The submission updates voting and dispositive powers: shared voting power of 1,464,873 shares and shared dispositive power of 17,885,951 shares, with no sole voting or dispositive power reported.
Kratos Defense & Security Solutions executive Thomas E. Mills IV, President of the C5ISR Division, reported selling 5,758 shares of common stock in a series of open-market transactions on March 2, 2026. The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 3, 2025, at weighted average prices within ranges from $85.73 to $96.65 per share as detailed in multiple price brackets. Following these transactions, Mills directly holds 4,686 shares of Kratos common stock, which include 374 shares purchased through the company’s Employee Stock Purchase Plan and approximately 3,712 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions executive Deanna H. Lund, the company’s EVP & CFO, reported selling 5,000 shares of common stock on March 2, 2026. The open-market sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025, at prices ranging from about $86.76 to $96.65 per share. After these transactions, she directly holds 270,058 shares, which include shares acquired through the employee stock purchase plan and approximately 19,671 shares held in the company’s 401(k) plan.
Kratos Defense & Security Solutions President and CEO Eric M. DeMarco reported multiple equity transactions involving restricted stock units (RSUs) and common stock associated with his compensation. On March 1, 2026, 100,000 and 30,000 RSUs previously granted and deferred were released into common shares, with the resulting stock issued to a trust for his benefit.
To cover tax liabilities on these vestings, the trust delivered 39,350 and 11,805 common shares at $86.18 per share in net-share, tax-withholding transactions rather than open-market sales. After these transactions, the trust held 811,449 common shares and DeMarco held 62,302 shares directly. Footnotes also note 1,007,500 vested but deferred RSUs, 600,000 unvested RSUs subject to vesting conditions, and 300,000 RSUs granted on January 3, 2026 with time-based and performance-based vesting terms.
Kratos Defense & Security Solutions completed a sizable common stock financing through an underwritten public offering. The company sold 14,285,714 shares of common stock and the underwriters exercised in full a 30-day option to purchase an additional 2,142,857 shares, all at a public offering price of $84.00 per share. The transaction closed on March 2, 2026 under an automatically effective Form S-3ASR shelf registration.
Kratos expects net proceeds of approximately $1,172,999,977, to be used to fund capital expenditures to scale operations for defense and national security customers, invest in new products and software, strengthen its balance sheet ahead of anticipated contract awards, finance the recent Nomad acquisition and pending Orbit acquisition along with other strategic M&A, and for general corporate purposes including offering expenses.