Form 4: Kratos EVP & CFO Sells Shares Under 10b5-1 Plan

Kratos Defense & Security Solutions' EVP & CFO, Deanna H. Lund, sold 5,000 shares of common stock on November 3, 2025, through a pre-arranged 10b5-1 trading plan.

Summary

• Deanna H. Lund, Executive Vice President & Chief Financial Officer and a Director of KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS), reported sales of common stock.
• The transactions occurred on November 3, 2025, and were effected pursuant to a Rule 10b5-1 trading plan adopted by Ms. Lund on May 20, 2025.
• A total of 5,000 shares of common stock were disposed of in four separate transactions.
• The shares were sold at weighted average prices ranging from $88.4525 to $91.42.
• Specifically, 400 shares were sold at a weighted average price of $88.4525, 1,800 shares at $89.7547, 2,500 shares at $90.7836, and 300 shares at $91.42.
• Following these transactions, Ms. Lund beneficially owns 303,114 shares of common stock.
• The reported beneficial ownership includes 16,626 shares purchased through the Issuer's Employee Stock Purchase Plan and approximately 19,533 shares held through the Issuer's 401(k) Plan.

Sentiment

Score: 5

Explanation: The filing reports a pre-scheduled insider stock sale under a 10b5-1 plan, which is a routine disclosure and does not inherently reflect positive or negative sentiment about the company's operational performance or future prospects.

Future Outlook

No forward-looking statements or guidance regarding the company's financial performance or strategic direction are provided in this filing.

Industry Context

This filing reports a routine insider stock transaction and does not contain information related to broader industry trends or competitive landscape.

Stakeholder Impact

• Shareholders may note the executive's sale of shares, but the pre-arranged 10b5-1 plan typically mitigates concerns about the timing or motivation of the sale, suggesting it is not based on new, non-public information.

Key Dates

Recommendation

The filing details a pre-scheduled sale of common stock by an executive under a 10b5-1 trading plan. Such transactions are typically routine and do not provide new fundamental information about the company's performance or future outlook that would warrant a change in investment recommendation. Investors should consider broader company fundamentals and market conditions.

Keywords

Kratos Defense, KTOS, Insider Trading, Form 4, Stock Sale, 10b5-1 Plan, Deanna H. Lund, Executive Stock Sale