KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

NEUTRAL Impact: 3/10 144
Horizon months Filed Apr 16, 2026 Processed 1mo ago SEC 0001949846-26-000207
Form 144 — notice of proposed sale of securities
Latest settled — T+20d
KTOS ▼ -29.46% at T+20d
NEUTRAL call ✗ call lost -29.46% · α vs SPY -35.27% · entry $74.41 → $52.49
Next anchor: T+60d in 28d
Last close $57.75 (close Jun 12) · -22.39% from $74.41 entry
Entry anchored
Apr 16, 10:22 AM ET
via Databento tick
T+1d
-4.60%
call -4.60% · α -5.81%
$70.99
settled 8w ago
T+5d
-11.95%
call -11.95% · α -12.93%
$65.52
settled 8w ago
T+20d
-29.46%
call -29.46% · α -35.27%
$52.49
settled 5w ago
T+60d
call — · α —
in 28d

Price Chart

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Executive Summary

Scot Jarvis, a director of Kratos Defense & Security Solutions, filed a Form 144 to notify intent to sell up to 27,085 shares, with 25,000 shares scheduled for sale in five equal tranches from January to March 2026. The total proposed sale value is approximately $2.3 million based on recent market prices.

Actionable Insight

Monitor for actual Form 4 filings to confirm whether these sales execute as planned. While director-level sales are routine, the size (~$2.3M) and structured timing suggest planned liquidity events; watch for patterns relative to other insiders and company news flow.

Key Facts

  • Scot Jarvis, a member of the board of directors, filed Form 144 to propose selling 27,085 shares of KTOS common stock.
  • Of these, 25,000 shares are planned for sale in five installments of 5,000 shares each between January and March 2026.
  • The remaining 2,085 shares appear to be part of prior holdings with no specified sale date.
  • Total value of the proposed sale is approximately $2.3 million based on recent trading prices.
  • This is an advance notice of intent to sell; actual sales may differ or not occur.

Financial Impact

$2.3 million in proposed insider sales over early 2026

insider ownershippotential share dilution perceptionmarket sentiment

Risk Factors

  • Perception of insider减持 if sales proceed amid weak fundamentals or lack of catalysts
  • Potential downward pressure on stock if sales are executed rapidly in concentrated periods

Market Snapshot

Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001949846-26-000207
Document: 0001949846-26-000207-index.html0001949846-26-000207
Document: 0001949846-26-000207.txt0001949846-26-000207
26 reports for KTOS
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+5▲ +7.83%May 29, 2026
Filters
Rows
Reports for KTOS — sortable, filterable
Type Now
Jun 11, 2026
4d ago
Insider Cluster
BEARISH ★ 4/10
$54.30 awaiting T+1awaiting T+1$57.75 (−6.35%)
Jun 10, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$56.67 awaiting T+1awaiting T+1$57.75 (+1.91%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$63.40 $58.52▼ −7.70%▼ −5.12%$57.75 (−8.91%)
May 29, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
$63.49 $63.27▲ +0.35%▲ +0.50%$57.75 (+9.04%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$57.75 (−9.95%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$57.75 (−9.95%)
May 19, 2026
26d ago
Insider Cluster
NEUTRAL ★ 3/10
$55.82 $54.67▼ −2.06%▼ −2.25%$57.75 (+3.46%)
May 6, 2026
5w ago
8-K
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$57.75 (+1.32%)
May 6, 2026
5w ago
Press Release
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$57.75 (+1.32%)
May 1, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$62.05 $61.93▼ −0.19%▲ +0.15%$57.75 (−6.93%)
Showing 10 of 26

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