Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capital Group KKR Core Plus (plus)NONE · Entity 15092 | Director | April 22, 2025 | April 22, 2025 |
| Capital Group KKR Multi-Sector (plus)NONE · Entity 15093 | Director | March 11, 2026 | March 12, 2026 |
| Capital Group KKR U.S. Equity (plus)NONE · Entity 1140 | Director | February 20, 2026 | February 20, 2026 |
| KRATOS DEFENSE & SECURITY SOLUTIONS, INC.KTOS · Entity 3567 | Director | May 12, 2026 | May 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Capital Group KKR Core Plus (plus)
Report date April 22, 2025 · Filed April 22, 2025
This filing explicitly reported no securities owned.
Capital Group KKR Multi-Sector (plus)
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class F-3 SharesSEC Table I · non-derivative | Direct | 9,873.495 |
Ending reported balance
After 2026-03-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-11 · Grant · Acquired 7,673.495 · Balance 7,673.495 Row 2 · 2026-03-11 · Grant · Acquired 2,200 · Balance 9,873.495 |
Capital Group KKR U.S. Equity (plus)
Report date February 20, 2026 · Filed February 20, 2026
This filing explicitly reported no securities owned.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,000 |
Reported balance
After 2026-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 10,000 · Balance 10,000 F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock.
F2: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 14, 2026 22:41 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-26-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 22:34 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantClass F-3 Shares | 2,200 | $10.15 | $22,330.00 |
DisclosureSEC source: 0001193125-26-104578 · ownership.xml · nonDerivative · entry 2 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,873.495 Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 22:34 UTC | Capital Group KKR Multi-Sector (plus) NONE · Entity 15093 | GrantClass F-3 Shares | 7,673.495 | $10.15 | $77,885.97 |
DisclosureSEC source: 0001193125-26-104578 · ownership.xml · nonDerivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,673.495 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:59 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | SaleCommon Stock | 10,000 | $74.17 | $741,672.00 |
DisclosureSEC source: 0001620329-25-000006 · primary_doc.xml · nonDerivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by trust Disclosed balance after: 0 F1 · shares: Open market sale of Issuer's common stock made in accordance with Issuer's trading policies. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.10 to $74.34 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 14, 2025 Filed May 17, 2025 00:12 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-25-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| May 21, 2024 Filed May 24, 2024 00:34 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-24-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| May 24, 2023 Filed May 26, 2023 23:51 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-23-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| June 14, 2022 Filed Jun 16, 2022 23:43 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-22-000002 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| May 26, 2022 Filed May 27, 2022 23:41 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-22-000001 · primary_doc.xml · derivative · entry 2 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs were granted on May 26, 2021, vested on the first anniversary, and underlying shares of common stock were released for settlement. F2 · derivative.expiration_date: RSUs were granted on May 26, 2021, vested on the first anniversary, and underlying shares of common stock were released for settlement. Read SEC document |
| May 26, 2022 Filed May 27, 2022 23:41 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-22-000001 · primary_doc.xml · nonDerivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: RSUs were granted on May 26, 2021, vested on the first anniversary, and underlying shares of common stock were released for settlement. F3 · balance_after: RSUs were granted to Reporting Person, and per Reporting Person's instructions, the common stock from such released RSUs were issued to Reporting Person's trust. Read SEC document |
| May 26, 2021 Filed May 29, 2021 00:54 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-21-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| June 04, 2020 Filed Jun 6, 2020 01:48 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-20-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 20:55 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | SaleCommon Stock | 7,305 | $19.55 | $142,793.76 |
DisclosureSEC source: 0001620329-19-000002 · primary_doc.xml · nonDerivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 0 F1 · shares: Open market sale of Issuer's common stock made in accordance with Issuer's trading policies. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.525 to $19.575 inclusive. The reporting person undertakes to provide to Issuer, any security holder of Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 10, 2019 Filed May 15, 2019 00:22 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-19-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| June 19, 2018 Filed Jun 21, 2018 22:33 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-18-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Issuer's common stock. F2 · derivative.exercise_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. F2 · derivative.expiration_date: RSUs vest 100% on the first anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. Read SEC document |
| March 06, 2018 Filed Mar 6, 2018 22:34 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | PurchaseCommon Stock | 3,205 | $10.92 | $34,993.47 |
DisclosureSEC source: 0001509411-18-000002 · primary_doc.xml · nonDerivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Mallery-Zegart Family Trust Disclosed balance after: 7,305 Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 02:43 UTC | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS · Entity 3567 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001620329-17-000001 · primary_doc.xml · derivative · entry 1 Zegart Amy · CIK 0001620329 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Issuer's common stock. F1 · derivative.exercise_date: 5,000 Restricted Stock Units (RSUs) vest 100% on the five year anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. The other 5,000 RSUs vest 20% upon each 10% increase in the closing market price of the Issuer's common stock measured from the RSU grant date through the 10-year anniversary of the RSU grant date, unless earlier vested or terminated pursuant to the terms of the RSU agreement (provided that such increase in the closing market price of common stock is sustained for twenty consecutive trading days). F1 · derivative.expiration_date: 5,000 Restricted Stock Units (RSUs) vest 100% on the five year anniversary of the date of grant, unless earlier vested or terminated pursuant to the terms of the RSU agreement. The other 5,000 RSUs vest 20% upon each 10% increase in the closing market price of the Issuer's common stock measured from the RSU grant date through the 10-year anniversary of the RSU grant date, unless earlier vested or terminated pursuant to the terms of the RSU agreement (provided that such increase in the closing market price of common stock is sustained for twenty consecutive trading days). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.