DEMARCO ERIC M (President & CEO) exercised options at KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 2 exercises
Filed: 3/3/2026ACC: 0001082440-26-000003
DirectorOfficer· President & CEO
Since Mar 2026
-51.16K
Net shares
Net seller
$4.41M
Total sold
0
Open market trades
0B · 0S
6
Total transactions
130K acquired · 181.16K disposed
Non-Derivative Transactions4
Common Stock
Indirect
Shares
+100K
Price / share
—
Trade value
—
% of position
13.6%
3/1/2026
732.60K→832.60K
Common Stock
Indirect
Shares
−39.35K
Price / share
$86.18
Trade value
$3.39M
% of position
4.7%
3/1/2026
832.60K→793.25K
Common Stock
Indirect
Shares
+30K
Price / share
—
Trade value
—
% of position
3.8%
3/1/2026
793.25K→823.25K
Common Stock
Indirect
Shares
−11.80K
Price / share
$86.18
Trade value
$1.02M
% of position
1.4%
3/1/2026
823.25K→811.45K
Total
Net shares
+78.84K
Net value
-$4.41M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 3/1/2026 | M · Option Exercise | +100K | — | — | 13.6% | 732.60K | 832.60K |
| Common Stock Indirect | 3/1/2026 | F · Tax Withholding | −39.35K | $86.18 | $3.39M | 4.7% | 832.60K | 793.25K |
| Common Stock Indirect | 3/1/2026 | M · Option Exercise | +30K | — | — | 3.8% | 793.25K | 823.25K |
| Common Stock Indirect | 3/1/2026 | F · Tax Withholding | −11.80K | $86.18 | $1.02M | 1.4% | 823.25K | 811.45K |
| Total | +78.84K | -$4.41M | ||||||
Derivative Transactions2
Restricted Stock Units
Direct
Converts to
Common Stock
100K shares
Shares
−100K
Strike price
Held after
0.00
Exercisable
—
3/1/2026
Restricted Stock Units
Direct
Converts to
Common Stock
30K shares
Shares
−30K
Strike price
Held after
120K
Exercisable
—
3/1/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock100K shares | 3/1/2026 | M · Option Exercise | −100K | — | 0.00 | |
| Restricted Stock Units Direct | Common Stock30K shares | 3/1/2026 | M · Option Exercise | −30K | — | 120K |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
DirectShares owned62.30K
Total
62.30K direct62.30K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 62.30K | Direct |
| Total | 62.30K | 62.30K direct |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported