Carter David M 4
4 · KRATOS DEFENSE & SECURITY SOLUTIONS, INC. · Filed Feb 6, 2026
Research Summary
AI-generated summary of this filing
Kratos (KTOS) DRSS President David M. Carter Sells 4,000 Shares
What Happened
- David M. Carter, President of Kratos' DRSS division, sold a total of 4,000 shares of KTOS in multiple open-market transactions on February 5, 2026, generating approximately $349,593 in proceeds. The sales were recorded in seven tranches: 824 @ $84.87 ($69,936); 676 @ $86.48 ($58,458); 600 @ $87.33 ($52,400); 1,500 @ $88.39 ($132,584); 100 @ $89.00 ($8,900); 200 @ $90.43 ($18,086); and 100 @ $92.29 ($9,229). These were disposals (sales), not purchases.
Key Details
- Transaction date: February 5, 2026 (filed February 6, 2026 — timely Form 4 filing).
- Aggregate shares sold: 4,000; aggregate proceeds: ~$349,593.
- Price range: individual trades occurred roughly between $84.70 and $92.29 (several line items report weighted-average prices with narrower subranges).
- Ownership after transaction: reporting person holds approximately 16,382 shares (12,200 via ESPP, 4,165 in a retirement account, ~17 in a 401(k) per filing).
- Notable footnotes: at least one sale was effected pursuant to a 10b5-1 trading plan adopted June 13, 2025; several reported prices are weighted averages with provided ranges and the filer offers to disclose per-share breakdowns on request.
Context
- These are scheduled/open-market sales and include trades under a 10b5-1 plan, which commonly reflect pre-arranged selling rather than an immediate change in sentiment. Sales reduce insider holdings but, by themselves, do not necessarily signal company prospects. Purchases generally carry more weight for indicating insider confidence.
Insider Transaction Report
Form 4
Carter David M
President, DRSS Division
Transactions
- Sale
Common Stock
[F1][F2][F7]2026-02-05$84.87/sh−824$69,936→ 81,002 total - Sale
Common Stock
[F1][F3][F7]2026-02-05$86.48/sh−676$58,458→ 80,326 total - Sale
Common Stock
[F1][F4][F7]2026-02-05$87.33/sh−600$52,400→ 79,726 total - Sale
Common Stock
[F1][F5][F7]2026-02-05$88.39/sh−1,500$132,584→ 78,226 total - Sale
Common Stock
[F1][F7]2026-02-05$89.00/sh−100$8,900→ 78,126 total - Sale
Common Stock
[F1][F6][F7]2026-02-05$90.43/sh−200$18,086→ 77,926 total - Sale
Common Stock
[F1][F7]2026-02-05$92.29/sh−100$9,229→ 77,826 total
Footnotes (7)
- [F1]This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person June 13, 2025.
- [F2]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.70 to $85.25 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.
- [F3]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.81 to $86.79 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.
- [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.88 to $87.70 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.
- [F5]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.97 to $88.74 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.
- [F6]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.31 to $90.55 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.
- [F7]Includes 12,200 shares purchased through Issuer's Employee Stock Purchase Plan; 4,165 shares held through reporting person's retirement account; and approximately 17 shares held through Issuer's 401(k).
Signature
David M. Carter, by Eva Yee, Attorney-In-Fact|2026-02-06