Steven S. Fendley

President US Division Steven Fendley sells 35,000 KTOS shares ($2.0M) as stock down -59.1% from 52-week high; 5 of 5 prior KTOS trades well-timed at 90d mark.

Steven S. Fendley, President of the US Division, executed 2 separate sales totaling 35,000 shares for $2,038,203.65 at an blended average price of $58.23 on 2026-06-08, reducing his holdings by 10.2% to 309,087 shares. The transaction occurs as KTOS trades at $54.82, down -59.1% from its 52-week high and -38.7% over the past 90 days. Notably, across his 5 prior trades at KTOS, all 5 were well-timed at the 90-day mark, with the most recent KTOS sales on 2026-02-23 and 2026-01-26 followed by 90-day returns of -39.8%, -39.2%, -43.5%, and -42.9% respectively. This established pattern of selling ahead of subsequent declines at this specific ticker is material context for evaluating the current sale, though the transaction's execution relative to future price movement remains to be observed.

Steven S. Fendley (Pres, US Div) sold 7,000 shares at avg $92.57 on 2026-02-23; stock down 32.5% from 52-week high.

Steven S. Fendley sold 7,000 shares across 2 separate transactions totaling $647,976.36, reducing his holdings by 2.0% from 341,648 to 334,648 shares. The sales occurred at an average price of $92.57, while the stock currently trades at $88.23—32.5% below its 52-week high of $130.72—and has declined 20.7% over the past 30 days. Examining his prior trades at KTOS reveals a pattern of poor timing: of 5 prior transactions at this ticker, only the 2025-10-27 sale shows a measurable 90-day outcome, which was well-timed with an 18.4% decline after the sale, but the two most recent January 2026 sales have both fallen sharply (-18.7% and -17.8% in 30 days), contrary to two December 2025 sales that initially gained (+45.7% and +47.4%). The stock's sharp recent deterioration and the insider's continued selling activity despite a depressed valuation relative to the 52-week range warrants attention to whether fundamental conditions or operational challenges are emerging at this defense contractor.

KTOS President Fendley sells 7,000 shares across 2 transactions for $755.8K; stock up 45.4% in 30 days after recent similar sales

Steven S. Fendley, President of US Division, executed 2 separate sales on 2026-01-26 totaling 7,000 shares (7.0K shares) for $755,824.07 ($755.8K), with a blended average price of $107.97 against the current price of $112.67. The stock has surged 45.4% over the preceding 30 days and 27.6% over 90 days, placing current valuations well above recent transaction levels. At the cross-ticker level, Fendley's 12 prior open-market sells achieved a 90-day well-timed rate of 20.00%, but his same-ticker history at KTOS shows 0 of 3 prior measurable 90-day outcomes were well-timed (all three sells from 2025-10-27 showed positive 90-day returns, meaning the stock rose after he sold). This sale reduces his holdings by 2.0% to 341.6K shares post-transaction. The recent price momentum (30-day +45.4%, 90-day +27.6%) and the pattern of prior same-ticker sells occurring before rallies warrant attention when evaluating continuation likelihood.

President of US Division sells 7,000 shares (2.2% of holdings) for $535,961.90; stock down 20.1% over 90 days.

Fendley Steven S., President of the US Division, executed 2 separate sales on 2025-12-29, selling a combined 7.0K shares for $535,961.90 at a blended average price of $76.57. Post-transaction holdings remain substantial at 318.4K shares, and the sale represents only a 2.2% reduction relative to pre-transaction holdings of 325.4K shares. The stock is currently trading at $75.91, down 20.1% over the past 90 days and down 28.2% from its 52-week high of $105.67. This filing warrants attention given the broader price momentum decline, the magnitude of the insider's residual stake, and the company's elevated valuation (P/E of 632.58) relative to net income of $8.7M on quarterly revenue of $347.6M.

KTOS President Fendley sells 7,000 shares in 6 transactions (Oct 27) averaging $91.25; holds 332.4K post-sale.

Steven S. Fendley, President of the US Division at Kratos Defense, executed 6 separate sales totaling 7,000 shares for $638,767.55 on October 27, 2025, at prices ranging from $89.12 to $94.18 per share. This sale represents a 2.1% reduction in his holdings, leaving him with 332.4K shares. The timing of these sales occurs after the stock has appreciated significantly: the 90-day return is +55.4% and the 30-day return is +3.6%, though the current price of $91.21 is 13.7% below the 52-week high of $105.67. Reviewing his prior same-ticker history at KTOS, his four previous sales show mixed outcomes: two recent September sales (both measurable only to 30 days, showing modest +2.8% and +2.2% returns) and a May 2025 sale that was poorly timed (90d return +86.3%), suggesting this insider's prior sales at this specific ticker have not consistently preceded price declines. The company's fundamentals show elevated valuation pressure with a P/E of 1013.44 against recent quarterly net income of $2.9M, though annual revenue growth of +9.6% indicates ongoing operational expansion.

KTOS President sells 7,000 shares for $622.2K at $88.88 avg; stock now at $92.96, up 41.2% in 30 days

Steven S. Fendley, President of the US Division, executed 2 separate sales totaling 7,000 shares for $622,150.48 at a blended average price of $88.88 on 2025-09-29. This represents a -2.0% reduction in his holdings to 339.4K shares. The stock has appreciated 41.2% over the past 30 days and is currently trading at $92.96, at the 52-week high. His prior trades at KTOS show a mixed timing pattern: a May 2025 sale preceded a 90-day gain of +86.3%, and a May 2024 sale preceded a 90-day gain of +1.0%, neither constituting well-timed exits by the sell-side standard (where negative post-sale returns indicate prescient timing). The company trades at a P/E of 1032.89 with recent quarterly revenue of $351.5M and net income of $2.9M, indicating substantial valuation compression relative to earnings.

KTOS President sells 15.0K shares at $34.37; stock at $36.01 is 0.8% below 52-week high after +42.4% 90-day run.

Steven S. Fendley sold 15,000 shares of Kratos Defense at $34.37, reducing his holdings by 3.8% to 384,492 shares; the current price of $36.01 is within 0.8% of the 52-week high of $36.29. The stock has appreciated 42.4% over the past 90 days and 9.2% over the past 30 days, representing a significant near-term rally. Notably, Fendley's single prior sale at KTOS on 2024-05-24 was followed by a 90-day return of +1.0%, indicating the stock continued to rise after that sale—and his 90-day well-timed rate across all tickers is 0.00%, reflecting that his sells have historically not preceded declines. With the company trading at a P/E of 277.00 on $4.5M net income against a $5.5B market cap, the valuation context is stretched, though the sale occurs after substantial recent momentum rather than at a traditional recovery or depressed price point.