Lund Deanna H 4

What Happened

• Deanna H. Lund, EVP & CFO and a director of Kratos Defense & Security Solutions (KTOS), sold a total of 5,000 shares in open-market transactions on February 2, 2026, generating roughly $484,363 in proceeds.
• The sales were reported in five lots: 700 shares at a weighted avg $95.63 ($66,940); 2,999 shares at $96.37 ($289,009); 600 shares at $97.72 ($58,635); 400 shares at $98.73 ($39,493); and 301 shares at $100.62 ($30,286). These are all sales (S), which are often routine dispositions rather than an explicit negative signal.

Key Details

• Transaction date: February 2, 2026; Form 4 filed February 4, 2026 (within the typical 2-business-day reporting window).
• Aggregate proceeds: approximately $484,363.
• Price detail: filing reports weighted-average prices and provides per-lot price ranges: $95.03–$96.01; $96.07–$96.90; $97.25–$98.00; $98.55–$98.97; and $100.48–$100.74. The reporting person offers to provide exact per-trade prices on request.
• Trading plan: filing notes the transaction(s) were effected pursuant to a 10b5‑1 trading plan adopted May 20, 2025.
• Holdings note: the filing indicates reported holdings include 16,626 shares acquired via the company Employee Stock Purchase Plan and ~19,596 shares held in the company 401(k). (The total shares owned after these sales were not specified in the excerpt provided.)

Context

• Sales executed under a 10b5‑1 plan are pre-arranged and are commonly used to avoid issues around trading on inside information; they are not necessarily an indication of changed sentiment by the insider.
• For retail investors, purchases generally carry more interpretive weight than routine sales; this filing documents routine disposition under a pre-set plan.