$KTOS

Carrai Phillip D sold $329K of KTOS

Carrai Phillip D (President, STC Division) sold 6,500 shares of KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS) at an average of $50.63 ($49.79–$53.85, $0.33M total) across 5 trades on 2026-07-15 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Carrai Phillip D
Published Jul 17, 2026, 10:23 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 17, 2026, 10:26 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$KTOS
Neutral
medium confidence
Mentioned
$KTOS
Relevance
3/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$KTOSNeutralLow
01

Why it matters

The newest fact is the specific open-market sale details (6,500 shares, weighted average $50.6316, total value $329,105.22) by the STC Division President under a pre-arranged 10b5-1 plan.

02

Market read

Primarily a sentiment datapoint for KTOS, with limited fundamental implications because it is a scheduled 10b5-1 sale and not tied to new business developments.

03

What to watch

Traders may want to compare this sale size and cadence to prior Form 4 activity by the same officer to judge whether this is routine or an outlier.

Relevance 3/10Novelty 3/10Timing: Filed 2026-07-17 after trades dated 2026-07-15 (after-hours/next-session read-through).

Background

The article is a SEC Form 4 insider transaction disclosure for Kratos Defense & Security Solutions, Inc. (KTOS).

Company-level read

Ticker impact

$KTOSNeutralMedium confidence
Context

Kratos Defense & Security Solutions insider Carrai Phillip D sold about $329K of KTOS shares via an open-market sale under a 10b5-1 plan on 2026-07-15.

Expected impact

Likely limited, short-lived impact unless follow-on filings show unusual acceleration or size versus prior patterns.

Evidence & confidence

Form 4 shows a pre-arranged 10b5-1 plan and a moderate dollar value relative to typical institutional flows; insider sales are often non-informational, so the trading signal is weak.

Market effects

Minimal. Insider-sale filings rarely change defense-sector fundamentals absent accompanying program or contract news.

None indicated.

None indicated.

Counterpoint

Because the sale is explicitly under a 10b5-1 plan, it may reflect scheduled liquidity rather than bearish information, so any price reaction may fade quickly.

Key entities

  • KTOS

    Kratos Defense & Security Solutions, Inc., the company whose insider transaction is disclosed.

  • Carrai Phillip D

    President, STC Division, who executed the open-market sale under a 10b5-1 plan.

Related articles

$KTOSMed

Why Kratos Stock Popped After Earnings

Kratos Defense & Security Solutions (KTOS) shares rose about 6.7% after its latest earnings. Analysts expected EPS of $0.13 on $410.4M revenue, but Kratos reported $0.21 EPS on $458.8M sales. Revenue grew 30% YoY, driven mainly by government solutions. GAAP EPS was $0.02. Free cash flow was negative, with guidance for lower cash burn later.

$KTOSHighAI 9/10

Why is Kratos Defense & Security stock surging today?

Kratos Defense & Security (KTOS) shares rose about 7.8% pre-open after its Q2 2026 results. Adjusted EPS was $0.21 vs $0.13 consensus, and revenue was $458.8M vs about $411M. The company raised FY 2026 organic growth to 19%–23% and revenue guidance to $1.75B–$1.81B. Piper Sandler upgraded to Overweight with a $75 target.

$KTOSMedAI 8/10

Kratos Defense Posts Double Beat in Q2, Business Momentum Expected to Accelerate - Kratos Defense & Secur

Kratos Defense & Security reported Q2 revenue of $458.8M, above the $410.38M estimate, and adjusted EPS of $0.21 vs $0.14 expected, according to Benzinga Pro. Revenue rose 30.5% YoY, with organic growth in Unmanned Systems and Government Solutions. Backlog was $2.08B and cash $1.44B. It guided Q3 revenue to $460M-$480M and raised FY2026 revenue to $1.75B-$1.81B.