Deanna H. Lund - 02 Jan 2026 Form 4 Insider Report for KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)

Role
EVP & CFO, Director
Signature
Deanna H. Lund, by Eva Yee, Attorney-In-Fact
Issuer symbol
KTOS
Transactions as of
02 Jan 2026
Net transactions value
-$3,417,963
Form type
4
Filing time
06 Jan 2026, 20:03:53 UTC
Previous filing
03 Dec 2025
Next filing
04 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lund Deanna H EVP & CFO, Director 10680 TREENA STREET, SUITE 600, SAN DIEGO Deanna H. Lund, by Eva Yee, Attorney-In-Fact 06 Jan 2026 0001094718

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction KTOS Common Stock Sale $60,260 -800 -0.32% $75.32 247,435 02 Jan 2026 Direct F1, F2, F15
transaction KTOS Common Stock Sale $30,607 -400 -0.16% $76.52 247,035 02 Jan 2026 Direct F1, F3, F15
transaction KTOS Common Stock Sale $140,183 -1,796 -0.73% $78.05 245,239 02 Jan 2026 Direct F1, F4, F15
transaction KTOS Common Stock Sale $142,589 -1,804 -0.74% $79.04 243,435 02 Jan 2026 Direct F1, F5, F15
transaction KTOS Common Stock Sale $15,922 -200 -0.08% $79.61 243,235 02 Jan 2026 Direct F1, F6, F15
transaction KTOS Common Stock Options Exercise $0 +15,000 +6.2% $0.000000 258,235 03 Jan 2026 Direct F9, F15
transaction KTOS Common Stock Tax liability $612,595 -7,726 -3% $79.29 250,509 03 Jan 2026 Direct F14, F15
transaction KTOS Common Stock Options Exercise $0 +15,000 +6% $0.000000 265,509 03 Jan 2026 Direct F10, F15
transaction KTOS Common Stock Tax liability $603,952 -7,617 -2.9% $79.29 257,892 03 Jan 2026 Direct F14, F15
transaction KTOS Common Stock Options Exercise $0 +15,000 +5.8% $0.000000 272,892 03 Jan 2026 Direct F11, F15
transaction KTOS Common Stock Tax liability $603,952 -7,617 -2.8% $79.29 265,275 03 Jan 2026 Direct F14, F15
transaction KTOS Common Stock Options Exercise $0 +15,000 +5.7% $0.000000 280,275 04 Jan 2026 Direct F12, F15
transaction KTOS Common Stock Tax liability $603,952 -7,617 -2.7% $79.29 272,658 04 Jan 2026 Direct F14, F15
transaction KTOS Common Stock Options Exercise $0 +15,000 +5.5% $0.000000 287,658 04 Jan 2026 Direct F13, F15
transaction KTOS Common Stock Tax liability $603,952 -7,617 -2.6% $79.29 280,041 04 Jan 2026 Direct F14, F15

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 Award $0 +75,000 $0.000000 75,000 03 Jan 2026 Common Stock 75,000 Direct F7, F8
transaction KTOS Restricted Stock Units Options Exercise $0 -15,000 -50% $0.000000 15,000 03 Jan 2026 Common Stock 15,000 Direct F7, F9
transaction KTOS Restricted Stock Units Options Exercise $0 -15,000 -33% $0.000000 30,000 03 Jan 2026 Common Stock 15,000 Direct F7, F10
transaction KTOS Restricted Stock Units Options Exercise $0 -15,000 -20% $0.000000 60,000 03 Jan 2026 Common Stock 15,000 Direct F7, F11
transaction KTOS Restricted Stock Units Options Exercise $0 -15,000 -100% $0.000000 0 04 Jan 2026 Common Stock 15,000 Direct F7, F12
transaction KTOS Restricted Stock Units Options Exercise $0 -15,000 -25% $0.000000 45,000 04 Jan 2026 Common Stock 15,000 Direct F7, F13
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 This transaction was effected pursuant to a 10b5-1 trading plan adopted by the reporting person on May 20, 2025.
F2 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.95 to $75.70 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
F3 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.26 to $76.90 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.56 to $78.40 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
F5 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.57 to $79.51 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
F6 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.60 to $79.62 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
F7 Each restricted stock unit (RSU) represents a contingent right to receive one share of Issuer's common stock.
F8 RSUs vest ratably on each of the first five anniversaries of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement.
F9 RSUs were granted and previously reported on a Form 4 filed January 5, 2022, where 75,000 RSUs vest ratably on each of the first five anniversaries of the January 3, 2022 date of grant.
F10 RSUs were granted and previously reported on a Form 4 filed January 5, 2023, where 75,000 RSUs vest ratably on each of the first five anniversaries of the January 3, 2023 date of grant.
F11 RSUs were granted and previously reported on a Form 4 filed January 7, 2025, where 75,000 RSUs vest ratably on each of the first five anniversaries of the January 3, 2025 date of grant.
F12 RSUs were granted and previously reported on a Form 4 filed January 5, 2021, where 75,000 RSUs vest ratably on each of the first five anniversaries of the January 4, 2021 date of grant.
F13 RSUs were granted and previously reported on a Form 4 filed January 4, 2024, where 75,000 RSUs vest ratably on each of the first five anniversaries of the January 4, 2024 date of grant.
F14 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.
F15 Includes 16,626 shares purchased through Issuer's Employee Stock Purchase Plan and approximately 19,654 shares held through Issuer's 401(k).