ERIC M. DEMARCO - 01 Mar 2026 Form 4 Insider Report for KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)

Signature
Eric M. DeMarco, by Eva Yee, Attorney-In-Fact
Issuer symbol
KTOS
Transactions as of
01 Mar 2026
Net transactions value
-$4,408,538
Form type
4
Filing time
03 Mar 2026, 21:02:00 UTC
Previous filing
12 Jan 2026
Next filing
06 Mar 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
DEMARCO ERIC M President & CEO, Director 10680 TREENA STREET, SUITE 600, SAN DIEGO Eric M. DeMarco, by Eva Yee, Attorney-In-Fact 03 Mar 2026 0001082440

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction KTOS Common Stock Options Exercise $0 +100,000 +14% $0.000000 832,604 01 Mar 2026 by trust F2, F5
transaction KTOS Common Stock Tax liability $3,391,183 -39,350 -4.7% $86.18 793,254 01 Mar 2026 by trust F4, F5
transaction KTOS Common Stock Options Exercise $0 +30,000 +3.8% $0.000000 823,254 01 Mar 2026 by trust F3, F5
transaction KTOS Common Stock Tax liability $1,017,355 -11,805 -1.4% $86.18 811,449 01 Mar 2026 by trust F4, F5, F6
holding KTOS Common Stock 62,302 01 Mar 2026 Direct F6, F7

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction KTOS Restricted Stock Units Options Exercise $0 -100,000 -100% $0.000000 0 01 Mar 2026 Common Stock 100,000 Direct F1, F2
transaction KTOS Restricted Stock Units Options Exercise $0 -30,000 -20% $0.000000 120,000 01 Mar 2026 Common Stock 30,000 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit (RSU) represents a contingent right to receive one share of Issuer's common stock.
F2 RSUs were granted and previously reported on a Form 4 filed January 5, 2016, which were released after a 5-year deferral period after the vest date.
F3 RSUs were granted and previously reported on a Form 4 filed January 6, 2020, which were released after a 5-year deferral period after the vest date.
F4 Shares withheld in a net transaction to satisfy the tax liability, in accordance with Issuer's trading policies, in connection with shares vested as reported in this Form 4.
F5 RSUs were granted to Reporting Person, and per Reporting Person's instructions, the common stock from such released RSUs were issued to Reporting Person's trust.
F6 In addition to the 811,449 shares and 62,302 shares reported in Column 5, as of March 1, 2026, 1,007,500 deferred RSUs granted to Mr. DeMarco, representing non-qualified deferred compensation, have vested but remain subject to a previously agree to 5-year deferral period before issuance and release, which substantially all subject RSUs are scheduled to be released by January 2029. An additional 600,000 RSUs granted to Mr. DeMarco are currently unvested and will only vest upon achievement of applicable vesting terms described in our proxy statement on Schedule 14A filed with the SEC on April 4, 2025. In addition, 300,000 RSUs were granted January 3, 2026, where 150,000 RSUs vest ratably over a five-year period, and the other 150,000 are performance-based RSUS that vest when certain performance criteria are met (similar to the vesting terms described in the April 4, 2025 proxy statement). Each RSU represents a contingent right to receive one share of the Company's common stock.
F7 Includes 43,674 shares purchased through Issuer's Employee Stock Purchase Plan and approximately 18,628 shares held through Issuer's 401(k).