TLS TELOS CORP Insider Trading

CFO Gary Mark Bendza sold 250,000 shares (250.0K) over 3 days for $1,077,351.08 at TLS, reducing stake by 25.3%

Gary Mark Bendza, EVP and CFO, executed 3 separate sales totaling 250,000 shares for $1,077,351.08 across June 24–26, 2026, at prices ranging from $4.19 to $4.41 (blended average $4.31), reducing his post-transaction holdings to 737,008 shares from 987,008 shares. This represents a 25.3% reduction in his prior holdings at a time when the stock is trading 46.2% below its 52-week high of $8.36 and down 5.9% over the prior 30 days. His prior sale at this ticker on 2025-12-11 returned -14.5% at 30 days and -31.3% at 90 days, with 100.00% of his cross-ticker sells well-timed at the 90-day mark. The company posted revenue of $47,742,000.00 and net income of $2,023,000.00 in the latest quarter, with annual revenue growth of +52.2%, but was unprofitable over its most recent full fiscal year.

TLS CFO Bendza sells 242,337 shares (-27.5% of holdings) for $1.5M as company faces -25.5% revenue decline and unprofitability

CFO Gary Mark Bendza sold 242,337 shares at $6.19 on 2025-12-11, reducing his position from 879,911 to 637,574 shares (a -27.5% reduction). The transaction occurs as Telos Corp reports deteriorating fundamentals: annual revenue declined -25.5% year-over-year to $51,444,000, and the company posted net income of $-2,114,000, confirming unprofitability on a full-year basis. The stock is currently trading at $6.35, down -2.9% over 30 days and -5.8% over 90 days, and sits -18.2% below its 52-week high of $7.76. The combination of a material insider reduction in personal holdings, significant revenue contraction, and ongoing losses represents a notable convergence of financial stress signals that warrants investor scrutiny of the company's operational trajectory and cash position.

Chairman/CEO Wood sells 300,000 TLS shares for $1,675,500 in 2 trades; stock down 29.9% from 52-week high, company unprofitable with -25.5% annual revenue decline.

Chairman and CEO John B Wood executed 2 separate sales totaling 300,000 shares (300.0K shares) for $1,675,500.00 ($1.7M) on 2025-12-03 and 2025-12-04 at a blended average price of $5.58, reducing his holdings by 17.6% from 1,702,018 shares to 1,402,018 shares post-transaction. The sales occur in a context of significant stock deterioration—the current price of $5.44 sits 29.9% below the 52-week high of $7.76, with a 30-day decline of -18.9% and a 90-day decline of -13.2%. Fundamental conditions are concerning: Telos Corp is unprofitable (net income of $-2.1M in the latest quarter), with annual revenue declining 25.5% year-over-year against a quarterly revenue base of $51.4M. His prior trades at this ticker show mixed timing (3 of 5 well-timed at the 90-day mark), and his cross-ticker sell history has a 100.00% well-timed rate with an average 90d return of -15.3% after the sales, indicating his prior sells preceded stock declines; however, this particular sale occurs amid an already-declining trend and deteriorating fundamentals, not a sharp pre-decline signal.

Director Fredrick Schaufeld sells 237,741 shares for $1.4M at TLS as stock declines 17.2% in 30 days

Schaufeld executed 2 separate sales totaling 237,741 shares for $1,385,706.03 on November 25–26, 2025, reducing his holdings by 17.8% from 1.34M to 1.10M shares. The sales occurred at $5.87 and $5.75, while the stock now trades at $5.78 (current price), down 17.2% over the past 30 days and 25.5% from its 52-week high of $7.76. At the same-ticker level, Schaufeld's prior sell on 2025-09-12 delivered a -1.9% 30-day return, suggesting some historical pattern of selling into weakness or at transition points. Fundamentally, the company reported -25.5% annual revenue decline, $-2.1M net income loss in the latest quarter, and unprofitability over its most recent full fiscal year, indicating significant operational headwinds that frame the director's decision to reduce exposure during a period of accelerating stock price deterioration.

Director Schaufeld Fredrick sold 255.4K TLS shares at $6.79; -16.0% reduction in 1.59M holding amid unprofitable operations and -25.5% revenue decline.

Schaufeld Fredrick, a director, executed a substantial sale of 255,449 shares (255.4K shares) at $6.79, reducing his stake by 16.0% from 1,594,147 shares to 1,338,698 shares. The sale is occurring while TELOS CORP faces fundamental headwinds: the company reported a net loss of $-9,517,000.00 ($-9.5M) in its latest quarter, annual revenue contracted by 25.5%, and the company remains unprofitable over its most recent full fiscal year. The timing of this discretionary sale against deteriorating profitability and negative revenue growth, combined with Schaufeld's prior transaction history at TLS showing only 2 of 5 prior buys well-timed at the 90-day mark, suggests caution regarding near-term trajectory. At the current price of $6.74, the sale is only 3.0% below the 52-week high of $6.95 and captures recent momentum (21.0% 30-day gain, 149.6% 90-day gain), potentially representing an opportune exit point before the financial deterioration intensifies market repricing.

TLS CEO/Chairman Wood sells 200,000 shares ($1.3M) at $6.55 after +158% 30-day rally amid unprofitable fundamentals

John B Wood, TLS Chairman and CEO, sold 200,000 shares (200.0K shares) at $6.55 on 2025-09-05, reducing holdings by -3.9%, in the immediate aftermath of a +158.0% 30-day price surge and +128.0% 90-day gain. At the transaction price of $6.55, the stock was only -4.6% from its 52-week high of $6.57. Wood's prior TLS trades show 3 of 5 buys were well-timed at the 90-day mark, but this sale occurs during a steep rally, not a decline; context suggests the insider may be exiting into strength. Fundamentals remain challenged: the company reported a net loss of $-9.5M against $36.0M quarterly revenue, with annual revenue down -25.5% year-over-year, indicating persistent unprofitability despite the recent stock appreciation.

Director Jacobs Bradley W. buys 4,000 shares of TLS at $3.35 amid -33.0% revenue decline and ongoing losses

Director Jacobs Bradley W. purchased 4,000 shares at $3.35 on 2024-11-18, increasing his holdings to 151,095 shares. The company faces material headwinds: revenue declined 33.0% year-over-year to $23,783,000, net income was negative at $-28,055,000, and the stock has fallen 33.0% from its 52-week high of $4.70 and 17.3% over the past 30 days. Jacobs' track record at TLS shows mixed timing outcomes: 3 of 5 prior buys at this ticker achieved positive 90-day returns, but the most recent purchase (2024-08-13) was the only one that delivered both strong near-term and longer-term gains (+37.6% 30d, +75.4% 90d); subsequent buys (2024-05-14) showed near-term strength (+39.4% 30d) but faded to losses at 90 days (-14.5%). The current purchase occurs as the stock trades at $3.15, representing a 6.0% decline from the transaction price in less than a month, suggesting this entry has not yet tracked the insider's more successful prior accumulations at this ticker.

EVP Mark D Griffin buys 10,000 TLS shares at $2.63; 3 other insiders also bought in 14 days; stock down -53.2% from 52-week high.

Mark D Griffin, EVP of Security Solutions, purchased 10,000 shares of TLS at $2.63 on 2024-08-12, raising his holdings to 1,016,878 shares. The transaction occurs amid a sharp decline: the stock is -53.2% from its 52-week high and -47.5% over 30 days. A cluster pattern is present—3 other insiders also bought within the past 14 days—suggesting coordinated response to depressed prices. However, the company's fundamentals are deeply challenged: revenue contracted -33.0% year-over-year, net income was negative at $-7.8M for the latest quarter, and the company was unprofitable over its most recent full fiscal year. Griffin's own prior two purchases at TLS returned -36.1% and -20.7% over 90 days, establishing a pattern of poor timing at this ticker. The cluster buy and sharp valuation decline provide context, but without publicly disclosed strategic rationale, the purchases remain ambiguous relative to deteriorating operating performance.

Director Bradley W. Jacobs buys 1,000 TLS shares at $2.42; stock now $2.20 (-53.2% from 52-week high). Cluster pattern: 3 other insiders bought within past 14 days.

Director Jacobs purchased 1,000 shares at $2.42 on 2024-08-13, bringing his holdings to 147.1K shares. The purchase occurs amid severe stock depreciation: TLS trades at $2.20, down 47.5% in 30 days and 53.2% below its 52-week high of $4.70. Concurrent with this, 3 other insiders have purchased within the past 14 days, forming a cluster buy pattern. However, this coincides with fundamental deterioration: the company reported -$7.8M net income in the latest quarter, annual revenue contracted 33.0% year-over-year, and the firm remains unprofitable. Jacobs' prior TLS trades show mixed timing—2 of 4 were well-timed at the 90-day mark, but one large buy in May 2024 declined 14.5% over 90 days. The current buy occurs at depressed valuation levels, but without visibility into the cluster's stated rationale or near-term catalysts, the transaction reflects activity consistent with a period of material stock decline.

Chairman Wood buys 158,644 TLS shares at $2.39; stock down 53.2% from 52-week high amid 3-year slide and unprofitability

Wood John B, Chairman and CEO, purchased 158,644 shares on 2024-08-12 at $2.39, increasing his holdings from 4,868,281 to 5,026,925 shares. The purchase occurs as TLS trades at $2.20, down 53.2% from its 52-week high of $4.70 and down 47.5% over the past 30 days. Fundamentally, the company reported revenue of $28,498,000.00 in its latest quarter, net income of $-7,757,000.00, and experienced annual revenue decline of -33.0%, with full-year net income remaining negative. At the same-ticker level, Wood's prior five purchases at TLS produced mixed outcomes: three showed positive 90-day returns (+60.4%, +82.2%, +83.7%), while two showed negative 90-day returns (-38.0%, -15.6%), suggesting inconsistent timing at this particular security. The filing reflects a cluster pattern with 3 other insiders also buying within the past 14 days, yet Wood's large absolute purchase ($379,159.16) combined with deteriorating financial metrics and sustained stock weakness presents a complex signal requiring deeper analysis into management's view versus operational reality.