undamentalytics Newsletter

Kratos Defense & Security Solutions, Inc. insider trading

Every open-market purchase and sale by Kratos Defense & Security Solutions, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Kratos Defense & Security Solutions, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Kratos Defense & Security Solutions, Inc.’s insiders pay?

From April 14, 2010 to August 20, 2026, 23 insiders reported 92 open-market purchases and 68 sales not made under a pre-set plan in Kratos Defense & Security Solutions, Inc. Twelve months after each purchase was reported, the shares were +14.0% against the S&P 500 on average (median +8.3%), over 73 purchases with a full year of prices; 51% beat the index. After sales, the shares moved +9.1% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on April 15, 2010 into $61,908 by November 2, 2026, +11.7% a year. It held shares 75% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $59,389 (+11.4% a year), and held throughout $83,436 (+13.7%).

$0$25.0k$50.0k$75.0k 201020122014201620182020202220242026 $83.4k$61.9k$59.4k
Copying Kratos Defense & Security Solutions, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Kratos Defense & Security Solutions, Inc.'s insiders from April 15, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 75% of the time.
Kratos Defense & Security Solutions, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Demarco Eric M President & CEO 31 +36.3% (23) 57% 1 −18.3% (1) May 12, 2025
Judd Jane Elizabeth Director 9 −9.6% (9) 33% 4 −7.9% (4) August 10, 2023
Carano Bandel L Director 11 −21.0% (7) 29% 0 — August 8, 2018
Fendley Steven S. President, US Division 1 +81.4% (1) 100% 9 +19.6% (8) June 10, 2026
Jarvis Scot B Director 9 +19.7% (8) 63% 1 — August 20, 2026
Lund Deanna H EVP & CFO 9 −16.4% (6) 33% 1 −19.4% (1) August 6, 2019
Mills Thomas E IV President, C5ISR Division 2 −30.0% (2) 0% 8 +32.5% (8) May 16, 2025
Goodwin Benjamin M. SVP Corp. Dev. & Gov. Affairs 0 — — 9 +4.9% (9) November 15, 2024
Carrai Phillip D President, STC Division 5 +16.4% (3) 67% 3 −13.6% (3) November 6, 2020
Adelman Jonah President, ME Division 0 — — 6 +25.4% (4) May 28, 2026
Anderson Scott I Director 4 +14.7% (4) 50% 1 — November 26, 2025
Carter David M President, DRSS Division 0 — — 5 −12.5% (5) November 20, 2020
Cervantes De Burgreen Maria VP & Corporate Controller 1 +75.6% (1) 100% 4 +15.3% (4) May 22, 2023
Rock Stacey G President, KTT Division 0 — — 5 −20.4% (5) November 17, 2023
Hoglund William A Director 3 +32.9% (3) 67% 1 — December 3, 2025
Poirier Richard President, Elec. Products Div. 4 +4.7% (3) 67% 0 — March 18, 2014
Zegart Amy Director 2 +1.7% (2) 50% 2 −19.4% (1) December 3, 2025
Boyd Bradley L Director 0 — — 3 +56.8% (2) May 19, 2026
Doorenbos Bobbi Director 0 — — 2 +41.9% (1) May 28, 2026
Liberatore Samuel N Director 0 — — 1 +83.4% (1) November 16, 2022
Mendoza Marie VP & General Counsel 0 — — 1 −19.4% (1) August 6, 2019
Oak Investment Partners X Ltd Partnership Director 0 — — 1 −10.6% (1) August 9, 2019
Oak Ix Affiliates Fund LP Director 1 +39.3% (1) 100% 0 — March 8, 2017

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Kratos Defense & Security Solutions, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Kratos Defense & Security Solutions, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 11 buying crowds with six months of prices, it averaged −3.2% against the index. After 9 selling crowds, +3.2%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 29, 20263 selling−20.9%not yetnot yet
December 31, 20254 selling−7.8%−40.2%not yet
May 30, 20255 selling+68.7%+89.7%+41.2%
June 28, 20244 selling+11.1%+22.5%+100.9%
August 31, 20235 selling+16.7%−2.7%+12.0%
June 30, 20222 buying−21.7%−30.0%−17.6%
March 31, 20223 selling−16.8%−30.1%−28.0%
June 30, 20213 selling−22.4%−44.6%−40.7%
November 30, 20204 selling+20.3%+3.1%−34.5%
June 30, 20204 selling+16.3%+54.3%+41.4%
March 31, 20203 buying−7.2%+10.6%+40.9%
August 30, 201910 selling−17.5%−22.8%−23.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 21. Total returns from the month end; past patterns are not a forecast.

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