DRS Leonardo DRS, Inc. Insider Trading

DRS CEO John Baylouny sold 36,471 shares at $45.67 (scheduled 10b5-1 plan); retains 122,435 shares

John Baylouny, President and CEO of Leonardo DRS, Inc., sold 36,471 shares at $45.67 on 2026-06-18 as part of a pre-arranged 10b5-1 trading plan adopted on 2026-03-19, reducing his holdings from 158,906 shares to 122,435 shares. The sale was scheduled rather than discretionary. Post-transaction, Baylouny retains 122,435 shares of a company with a market cap of $12.0B and annual revenue growth of 12.8%, indicating continued material ownership. The current stock price of $44.99 is below the transaction price of $45.67, reflecting modest recent weakness in a stock trading 11.1% below its 52-week high of $50.59.

SVP & Controller Pamela Morrow sold 11,545 shares of DRS at $45.13, reducing holdings by 52.2% to 10,551 shares

Pamela Morrow, serving as SVP and Controller, executed an open-market sale of 11,545 shares (11.5K shares) at $45.13 on 2026-05-27, for a total value of $521,025.85 ($521.0K), reducing her holdings by 52.2% from 22,096 shares (22.1K shares) to 10,551 shares (10.6K shares). The sale occurred when the stock was trading near its 52-week highs, currently at $48.41 and -1.8% from the 52-week peak of $49.31. Examining her prior transaction at this ticker, a sale on 2026-03-03 saw the stock post a 90-day return of +0.3% after the sale, indicating the prior sale was not well-timed—the stock moved higher post-sale. Her cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 0.00%, and her same-ticker timing pattern of 0 of 1 well-timed sells at DRS suggests no established pattern of prescient exits at this issuer.

Director Jeffery Reuben III buys 25,000 shares of DRS at $42.77 in first purchase, establishing initial position

Jeffery Reuben III, a director at Leonardo DRS, executed an initial purchase of 25,000 shares at $42.77 on 2026-05-19, totaling $1,069,327.50, representing his first position in the company. The transaction occurred at a price 13.2% below the 52-week high of $49.31 and reflects current trading at $42.81, near the transaction price. DRS trades at a P/E of 39.28 on $846.0M quarterly revenue and $62.0M net income, with annual revenue growth of +12.8%. As a new director-level buyer establishing an initial stake, this acquisition provides insight into insider appetite for the equity at current valuation levels, though the absence of prior trading history at this ticker limits context for comparative assessment.

COO Sally Wallace sells 28,960 shares (29.0K) of Leonardo DRS at $46.35; holds 58,353 post-sale in $12.3B defense contractor

COO Sally Wallace executed a single open-market sale of 28,960 shares at $46.35 on 2026-04-02, reducing her holdings by 33.2% from 87.3K to 58.4K shares and realizing $1.3M in proceeds. The transaction occurred at a price 0.1% above the current market price of $46.30 and within the 52-week range, during a period of strong recent momentum: the stock has risen 33.1% over 90 days and 1.7% over 30 days. At a P/E of 37.34 and market cap of $12.3B, Leonardo DRS trades at a premium valuation, though the company shows solid fundamentals with $960.0M in quarterly revenue, $72.0M net income, and 12.8% annual revenue growth. The one-third reduction in the COO's stake merits attention given her operational role and the magnitude of the reduction, though the absence of coordinated insider activity or prior trading patterns limits the scope of inference to this officer's personal transaction.

DRS CFO Dippold sells 16,330 shares at $45.27 (3/16/2026), reducing stake 38.0%; prior DRS sells 75% well-timed at 90-day.

Dippold's sale of 16,330 shares at $45.27 represents a substantial reduction of his stake by 38.0%, cutting his holding from 43.0K to 26.6K shares. His cross-ticker selling track record shows a 75.00% well-timed rate—when the insider sold, the stock subsequently fell within 90 days—suggesting pattern recognition in market timing. At DRS specifically, 3 of 4 prior sells were well-timed at the 90-day mark, with one particularly sharp sell on 2025-03-18 followed by a 90-day return of +33.5%, though two consecutive 2025-09-12 sales yielded -16.5% 90-day returns. The current stock price of $45.60 is -5.9% from the 52-week high of $48.44, and the stock has surged +40.1% over 90 days, suggesting the trade may occur near a recent momentum peak. Investors should monitor whether this sale precedes a pullback or whether it reflects ordinary portfolio rebalancing unrelated to fundamental outlook.

SVP Morrow Pamela sold 12,000 shares (64.9% of holdings) at $45.20, reducing stake to 6,494 shares

Morrow Pamela, SVP and Controller, executed a substantial sale of 12,000 shares at $45.20, reducing her total holdings by 64.9% to 6,494 shares remaining. The transaction occurred at $45.20, while the current price stands at $46.95, placing the sale 3.7% below current levels and within the 52-week trading range of $29.84–$48.44. DRS is trading near its 52-week high with strong recent momentum (+36.8% over 90 days), though the company trades at a premium valuation with P/E of 37.86 while posting solid fundamentals: $960.0M in latest quarterly revenue and $72.0M net income with annual revenue growth of +12.8%. A near-complete reduction in an executive's holdings warrants investor attention to the disclosed reasoning, though the magnitude and timing relative to stock performance should be evaluated in context of any pre-arranged trading plan or other corporate factors.

CFO Michael Dippold sells 19,360 shares at $41.65 for $806,344.00; holds 58.8K shares post-sale

Dippold sold 19,360 shares in two separate transactions on 2025-09-12 at $41.65 per share, reducing his holdings from 78.2K to 58.8K shares (a -24.8% reduction). At his cross-ticker track record, his 2 prior sells averaged +3.2% return over 30 days and +11.4% over 90 days, with a 50% well-timed rate (indicating mixed timing success). His 2 prior sales specifically at DRS had divergent outcomes: the March 2025 sale was well-timed with a 90-day return of +33.5%, while the December 2024 sale was poorly timed with a 90-day return of -10.6%. The current stock price of $42.02 sits 13.2% below the 52-week high of $48.44, within the range where Dippold sold (transactions at $41.65). With the company reporting $829.0M quarterly revenue, $54.0M net income, 14.4% annual growth, and a 44.70 P/E ratio, no earnings surprise or material event appears in the filing to explain discretionary timing. The sale occurred at a modest discount to recent highs but represents a meaningful reduction in his equity stake.

Former CEO Lynn William III sold 45,000 DRS shares at $40.77 under pre-arranged 10b5-1 plan adopted 2024-08-27

Lynn William III, who was CEO at the time of filing, sold 45,000 shares (45.0K shares) worth $1,834,650.00 in a scheduled transaction executed at $40.77 on 2025-05-15. The sale reduced his holdings from 367,382 shares to 322,382 shares, a reduction of 12.2% of his pre-transaction holdings. Critically, this transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2024-08-27, meaning it was scheduled in advance rather than a discretionary decision made at the time of sale. As a former CEO divesting a material portion of his equity stake through a contractual arrangement established months prior, the transaction itself carries routine significance typical of scheduled executive sales; the fact that he is no longer in the CEO role is relevant context for evaluating ongoing management alignment.

DRS CEO sells 45,000 shares ($1.5M) at $32.70; stock up 20.2% in 30 days post-sale

Lynn William III, Chief Executive Officer of Leonardo DRS, Inc., sold 45,000 shares at $32.70 on 2025-03-18, reducing his holdings by 12.1% to 328,404 shares. The stock has since risen to $34.95 and is up 20.2% over the 30 days following the sale. His cross-ticker track record shows 2 prior sells with an average 90-day return of -10.6% and a well-timed rate of 100.00%, but at DRS specifically, his prior 2 sells showed mixed timing: the 2024-12-02 sale was well-timed with a 90-day return of -10.6%, but the 2025-01-31 sale remains poorly timed with a 30-day return of -13.6%. The current positive momentum post-sale stands in contrast to his historical pattern at this ticker, warranting attention to whether this sale signals differing conviction or reflects routine portfolio management in a company with strong fundamentals ($812.0M quarterly revenue, 14.4% annual growth).

DRS CFO Dippold sells 26,618 shares ($870.4K) at $32.70; holdings fall 27.9% to 68,802 shares; stock up 20.2% in 30 days

Michael Dippold, EVP and CFO, sold 26,618 shares of Leonardo DRS on 2025-03-18 at $32.70, reducing his holdings by 27.9% from 95,420 to 68,802 shares. His prior sell at DRS on 2024-12-02 was well-timed: the stock declined 10.6% over the following 90 days. However, the current environment shows material price recovery: DRS has risen 20.2% in the 30 days post-transaction and 9.4% over 90 days—offsetting the sale price by 6.6% relative to the current $34.95 price. The company's fundamentals remain steady (revenue $812.0M, net income $57.0M, annual growth +14.4%, P/E 37.99), but the sharp post-sale rally suggests the sale occurred before a reversal rather than ahead of deterioration. With a single prior trade providing limited pattern evidence at this ticker, this transaction lacks a clear directional signal.