Skip to content
sellModerate cluster of 1010b5-1 plan

Eric M Demarco sold $29M of KTOS

President & CEO at KRATOS DEFENSE & SECURITY SOLUTIONS, INC.. 400,000 shares at an average of $73.05, traded Dec 1, 2025, filed Dec 3, 2025.

Warning score
55
Value
$29M
400,000 shares
Holdings after
996,237
-29% from before
From 52-week low
+200%
low $24.39, close $73.21
From 52-week high
-31%
high $105.67, as of Dec 1, 2025

Score components

  • Role
    CEO
    +25
  • Trade size
    $29.2M at market
    +25
  • Share of holdings sold
    Sold 29% of holdings
    +10
  • Cluster
    10 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +8.9%, 3m +22.5%, 6m -19.7%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

KTOSOct 9, 2026 · close 42.36
Since filing Dec 3, 2025: -41.8%SPY +15.1% · excess -56.9%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001082440-25-000007, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 1, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-78,109$73.46$5.7M1,318,128Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-109,283$74.35$8.1M1,208,845Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-7,408$75.20$557k1,201,437Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-5,200$76.40$397k1,196,237Dec 3, 2025
Dec 2, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-118,787$71.45$8.5M1,077,450Dec 3, 2025
Dec 2, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-47,777$72.30$3.5M1,029,673Dec 3, 2025
Dec 2, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-27,036$73.51$2.0M1,002,637Dec 3, 2025
Dec 2, 2025SOpen-market sale
Common Stockindirect: by trust10b5-1
-6,400$74.12$474k996,237Dec 3, 2025

Related signals

Other insiders at KRATOS DEFENSE & SECURITY SOLUTIONS, INC. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
32Weak
KTOSsell 310b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Deanna H Lund
EVP & CFO
$341k
7,000 shares
-2%
29Weak
KTOSsell 310b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Phillip D Carrai
President, STC Division
$311k
6,500 shares
-4%
17Weak
KTOSsell 310b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Marie Mendoza
SVP & General Counsel
$49k
1,000 shares
-2%
31Weak
KTOSsell 510b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Phillip D Carrai
President, STC Division
$375k
6,500 shares
-3%
19Weak
KTOSsell 510b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Marie Mendoza
SVP & General Counsel
$87k
1,500 shares
-2%
65Notable
KTOSsell 8
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Steven S. Fendley
President, US Division
$2.0M
35,000 shares
-10%
38Weak
KTOSsell 810b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
David M Carter
President, DRSS Division
$237k
4,000 shares
-5%
31Weak
KTOSsell 810b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Deanna H Lund
EVP & CFO
$319k
5,000 shares
-2%
33Weak
KTOSsell 910b5-1
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Stacey G Rock
President, KTT Division
$262k
4,000 shares
-22%
80Strong
KTOSsell 9
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Jonah Adelman
President, ME Division
$1.8M
31,348 shares
-80%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Eric M Demarco sold $29M of KTOS | InsiderTell