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

Reporting relationship: President & CEO, Director
Issuer ticker: KTOS
Reported as of: 01 Mar 2026
Net transaction value: -$4,408,538
SEC form: 4
Accepted by SEC: 03 Mar 2026, 21:02:00 UTC
Prior SEC filing: 12 Jan 2026
Next SEC filing: 06 Mar 2026
Source filing: View source filing
Reporting owner signature: Eric M. DeMarco, by Eva Yee, Attorney-In-Fact

Key filing fact

Eric M. Demarco filed Form 4 for KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS) on 03 Mar 2026.

Key facts

This page summarizes Eric M. Demarco's Form 4 filing for KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS).
6 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 03 Mar 2026, 21:02.

Change

Previous filing in this sequence was filed on 12 Jan 2026.
Current net transaction value: -$4,408,538.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001082440 Primary reporting owner

DEMARCO ERIC M

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

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

KTOS transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +100,000
Change %: +14%
Price: $0.000000
Shares after: 832,604
Date: 01 Mar 2026
Ownership: by trust
Footnotes: F2, F5

KTOS transaction

Common Stock

Tax liability

Transaction value: $3,391,183
Shares: -39,350
Change %: -4.7%
Price: $86.18
Shares after: 793,254
Date: 01 Mar 2026
Ownership: by trust
Footnotes: F4, F5

KTOS transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +30,000
Change %: +3.8%
Price: $0.000000
Shares after: 823,254
Date: 01 Mar 2026
Ownership: by trust
Footnotes: F3, F5

KTOS transaction

Common Stock

Tax liability

Transaction value: $1,017,355
Shares: -11,805
Change %: -1.4%
Price: $86.18
Shares after: 811,449
Date: 01 Mar 2026
Ownership: by trust
Footnotes: F4, F5, F6

KTOS holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 62,302
Date: 01 Mar 2026
Ownership: Direct
Footnotes: F6, F7

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

KTOS transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -100,000
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 01 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 100,000
Exercise price
Footnotes: F1, F2

KTOS transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -30,000
Change %: -20%
Price: $0.000000
Shares after: 120,000
Date: 01 Mar 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 30,000
Exercise price
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

Each restricted stock unit (RSU) represents a contingent right to receive one share of Issuer's common stock.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F7

Includes 43,674 shares purchased through Issuer's Employee Stock Purchase Plan and approximately 18,628 shares held through Issuer's 401(k).