Rock Stacey G 4

What Happened
Stacey G. Rock, President of Kratos’ KTT Division, sold a total of 4,000 shares of KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS) in open‑market transactions on February 26, 2026, for aggregate proceeds of approximately $361,104. The sales were executed in five tranches: 100 shares at $87.04 ($8,704), 1,200 shares at a $88.79 weighted average ($106,549), 800 shares at a $89.74 weighted average ($71,791), 1,600 shares at a $91.53 weighted average ($146,448), and 300 shares at a $92.04 weighted average ($27,612). These are sales (code S), which are commonly routine (e.g., diversification or liquidity) and do not by themselves indicate insider sentiment about the company.

Key Details

• Transaction date: February 26, 2026 (filed Feb 27, 2026 — timely).
• Breakdown:
  • 100 sh @ $87.04 — $8,704 (filing footnote F1: effected pursuant to a 10b5‑1 trading plan adopted June 16, 2025).
  • 1,200 sh @ $88.79 (weighted avg; sold across $88.28–$89.18) — $106,549 (F2).
  • 800 sh @ $89.74 (weighted avg; sold across $89.32–$90.15) — $71,791 (F3).
  • 1,600 sh @ $91.53 (weighted avg; sold across $90.92–$91.91) — $146,448 (F4).
  • 300 sh @ $92.04 (weighted avg; sold across $91.93–$92.11) — $27,612 (F5).
• Total shares sold: 4,000; total proceeds: ~$361,104.
• Shares owned after transaction: not specified in the provided extract. Footnote F6 notes holdings include 2,013 shares from the company ESPP and ~6,693 shares held through a 401(k) plan.
• Notable footnotes: at least one sale was executed under a pre‑arranged 10b5‑1 plan (F1); several sales were reported as weighted averages with price ranges (F2–F5).

Context

• 10b5‑1 plans allow insiders to sell predetermined amounts at set times or rules and are intended to reduce questions about trading on inside information; the filing shows at least one tranche used such a plan.
• Sales are less informative than purchases for signaling conviction; they can be routine liquidity events. This filing appears timely (filed the day after the trades).