KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

BEARISH Impact: 5/10 Insider Cluster (4 insiders)
Horizon days Filed May 29, 2026 Processed 11d 20h ago
Insider cluster: 4 insiders, $2.2M total
Latest settled — T+5d ⚠ clustered
KTOS ▼ -7.83% at T+5d
SHORT call ✓ call won +7.83% · α vs SPY +5.08% · entry $63.49 → $58.52
Next anchor: T+20d in 19d
Currently $54.78 · +13.72% from $63.49 entry (call sign-flipped)
Entry anchored
May 29, 04:43 PM ET
via Databento tick
T+1d
-0.35%
call +0.35% · α +0.50%
$63.27
settled 9d ago
T+5d
-7.83%
call +7.83% · α +5.08%
$58.52
settled 5d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Four KTOS insiders, including three division presidents and a director, sold a total of $2.21M in open-market sales over a 7-day window. The cluster is dominated by a $1.79M sale from the President of the ME Division, and all sales occurred near the stock's recent highs. While the dollar value is modest relative to KTOS's $12.2B market cap (0.018%), the concentration of C-suite selling at similar prices warrants attention, especially given the stock's recent volatility.

Key Financial Metrics

Direction
selling
Total Value
$2.2M
Insiders
4

Actionable Insight

The cluster of C-suite selling at elevated prices is a modest bearish signal. Monitor for any upcoming earnings pre-announcement or material news that could explain the timing. The stock has been volatile (recent T+20 moves of -10% to -29%), so position sizing should account for downside risk.

Key Facts

  • Total insider sales: $2.21M across 4 transactions
  • Largest sale: Jonah Adelman (President, ME Division) sold 31,348 shares for $1.79M
  • Steven Fendley (President, US Division) sold 4,644 shares for $264K
  • Bobbi Doorenbos (Director) sold 2,500 shares for $143K
  • Stacey Rock (President, KTT Division) sold 200 shares for $13K
  • All sales were open-market transactions; no 10b5-1 plan pattern evident
  • Sales represent ~0.018% of KTOS's $12.2B market cap
  • Stock traded between $56.92 and $63.14 during the cluster window

Financial Impact

$2.21M in insider sales, representing 0.018% of market cap

insider ownershipfloat

Risk Factors

  • Insider sales may be liquidity-driven or part of pre-arranged plans not disclosed
  • Stock has shown significant negative momentum (avg T+20 return -18.8% on prior reports)
  • Defense sector exposure to government budget cycles and geopolitical shifts

Market Snapshot

Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts
Analyst Consensus
82% bullish (28 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KTOS-1780091101617
25 reports for KTOS
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +2.51%May 6, 2026
Filters
Rows
Reports for KTOS — sortable, filterable
Type Now
Jun 10, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$63.40 $58.52▼ −7.70%▼ −5.12%$54.78 (−13.60%)
May 29, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$63.49 $63.27▲ +0.35%▲ +0.50%$54.78 (+13.72%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$54.78 (−14.58%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$64.13 $63.49▼ −1.00%▼ −1.27%$54.78 (−14.58%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$55.82 $54.67▼ −2.06%▼ −2.25%$54.78 (−1.86%)
May 6, 2026
4w ago
8-K
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$54.78 (−3.89%)
May 6, 2026
4w ago
Press Release
BULLISH ★ 8/10
$57.00 $57.00· 0.00%▼ −0.83%$54.78 (−3.89%)
May 1, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$62.05 $61.93▼ −0.19%▲ +0.15%$54.78 (−11.72%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$63.16 $61.66▼ −2.37%▼ −1.89%$54.78 (−13.27%)
Showing 10 of 25

US Market Status

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