Industrials / Aerospace & Defense
Exclusive insider sentiment analysis for the Aerospace & Defense sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-24 20:04 | 2026-07-23 | PL | Planet Labs PBC | Johnson Ashley F. | Officer; President & CFO | Aerospace & Defense | SALE | $22.08 | 110,028 | $2,429,462 | 561,482 | -16.4% |
| 2026-07-23 22:47 | 2026-07-22 | BYRN | Byrna Technologies Inc. | Hughes Herbert | Director | Aerospace & Defense | BUY | $3.42 | 21,681 | $74,249 | 169,477 | +14.7% |
| 2026-07-23 22:49 | 2026-07-22 | BYRN | Byrna Technologies Inc. | Davis Conn Q. | Director, Officer; Chief Executive Officer | Aerospace & Defense | BUY | $3.47 | 22,198 | $77,002 | 22,108 | +100.0% |
| 2026-07-23 22:25 | 2026-07-22 | BYRN | Byrna Technologies Inc. | Kennedy TJ | Director, Other | Aerospace & Defense | BUY | $3.53 | 29,000 | $102,286 | 29,000 | +100.0% |
| 2026-07-23 20:03 | 2026-07-22 | BYRN | Byrna Technologies Inc. | KEARNES LAURILEE | Officer; Chief Financial Officer | Aerospace & Defense | BUY | $3.42 | 2,000 | $6,830 | 18,887 | +11.8% |
| 2026-07-23 20:04 | 2026-07-22 | BYRN | Byrna Technologies Inc. | Davis Conn Q. | Director, Officer; Chief Executive Officer | Aerospace & Defense | BUY | $3.47 | 22,108 | $76,686 | 22,198 | +24,564.4% |
| 2026-07-21 20:47 | 2026-07-20 | TDG | TransDigm Group INC | Howley W Nicholas | Director | Aerospace & Defense | OPT+S | $1,216.08 | 10,132 | $12,321,288 | 21,548 | -32.0% |
| 2026-07-20 22:12 | 2026-07-16 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $17.52 | 5,000 | $87,592 | 5,489,837 | -0.1% |
| 2026-07-17 20:16 | 2026-07-15 | TDG | TransDigm Group INC | Reiss Joel | Officer; Co-Chief Operating Officer | Aerospace & Defense | OPT+S | $1,216.21 | 3,486 | $4,239,695 | 4,014 | -46.5% |
| 2026-07-17 22:31 | 2026-07-15 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Mendoza Marie | Officer; SVP & General Counsel | Aerospace & Defense | SALE | $51.79 | 1,013 | $52,463 | 63,666 | -1.6% |
| 2026-07-17 22:23 | 2026-07-15 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Carrai Phillip D | Officer; President, STC Division | Aerospace & Defense | SALE | $50.63 | 6,500 | $329,105 | 208,624 | -3.0% |
| 2026-07-17 21:58 | 2026-07-16 | PEW | GrabAGun Digital Holdings Inc. | Vittitow Matthew W. | Director, Officer; Chief Operating Officer | Aerospace & Defense | OPT+S | $2.57 | 2,044 | $5,253 | 2,524,234 | -0.1% |
| 2026-07-17 21:59 | 2026-07-16 | PEW | GrabAGun Digital Holdings Inc. | Hilty Justin C. | Officer; Chief Financial Officer | Aerospace & Defense | OPT+S | $2.57 | 2,044 | $5,253 | 24,234 | -7.8% |
| 2026-07-17 21:57 | 2026-07-16 | PEW | GrabAGun Digital Holdings Inc. | Nemati Marc A. | Director, Officer; President and CEO | Aerospace & Defense | OPT+S | $2.57 | 4,083 | $10,493 | 2,548,484 | -0.2% |
| 2026-07-17 20:17 | 2026-07-15 | TDG | TransDigm Group INC | Reiss Joel | Officer; Co-Chief Operating Officer | Aerospace & Defense | SALE | $1,231.11 | 414 | $509,678 | 3,600 | -10.3% |
| 2026-07-16 23:25 | 2026-07-14 | BUKS | BUTLER NATIONAL CORP | Daly Joseph Patrick | Director, 10% owner | Aerospace & Defense | BUY | $4.66 | 2,126 | $9,907 | 4,535,000 | +0.0% |
| 2026-07-16 21:52 | 2026-07-15 | AVAV | AeroVironment Inc | Shackley Brian Charles | Officer; SVP, Chief Accounting Officer | Aerospace & Defense | SALE | $143.00 | 300 | $42,900 | 8,093 | -3.6% |
| 2026-07-16 21:19 | 2026-07-15 | RCAT | Red Cat Holdings, Inc. | Thompson Jeffrey M | Director, Officer, 10% owner; Chairman of the Board, CEO | Aerospace & Defense | SALE | $8.51 | 150,000 | $1,276,500 | 12,762,202 | -1.2% |
| 2026-07-16 20:11 | 2026-07-15 | PL | Planet Labs PBC | Robinson Kristen | Director | Aerospace & Defense | SALE | $25.05 | 37,107 | $929,638 | 222,897 | -14.3% |
| 2026-07-16 16:58 | 2026-07-15 | AVAV | AeroVironment Inc | PAGE STEPHEN F | Director | Aerospace & Defense | SALE | $143.00 | 248 | $35,464 | 48,753 | -0.5% |
| 2026-07-16 00:00 | 2026-07-13 | LUNR | Intuitive Machines, Inc. | Ghaffarian Kamal Seyed | Director, 10% owner | Aerospace & Defense | OPT+S | $15.64 | 110,976 | $1,735,654 | 3,494,768 | -3.1% |
| 2026-07-15 22:59 | 2026-07-13 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $18.01 | 45,000 | $810,338 | 5,494,837 | -0.8% |
| 2026-07-14 23:47 | 2026-07-10 | BUKS | BUTLER NATIONAL CORP | Zeff Capital, LP | 10% owner | Aerospace & Defense | SALE | $4.59 | 51,975 | $238,622 | 7,341,337 | -0.7% |
| 2026-07-14 22:37 | 2026-06-01 | KITT | Nauticus Robotics, Inc. | RCB EQUITIES 1, LLC | 10% owner | Aerospace & Defense | SALE | $2.02 | 32,539 | $65,761 | 782,829 | -4.0% |
| 2026-07-14 21:20 | 2026-07-13 | PL | Planet Labs PBC | Raymond John w | Director | Aerospace & Defense | SALE | $26.16 | 6,494 | $169,871 | 37,114 | -14.9% |
| 2026-07-14 14:47 | 2026-07-10 | BUKS | BUTLER NATIONAL CORP | Daly Joseph Patrick | Director, 10% owner | Aerospace & Defense | BUY | $4.38 | 30,000 | $131,421 | 4,530,000 | +0.7% |
| 2026-07-14 00:23 | 2026-07-10 | PL | Planet Labs PBC | Marshall William Spencer | Director, Officer; Co-Founder and CEO | Aerospace & Defense | SALE | $25.92 | 200,000 | $5,183,940 | 2,703,115 | -6.9% |
| 2026-07-14 00:24 | 2026-07-10 | PL | Planet Labs PBC | Schingler Robert H | Director, Officer; Co-Founder Chief Strategy Off. | Aerospace & Defense | SALE | $25.92 | 89,593 | $2,322,224 | 825,541 | -9.8% |
| 2026-07-13 22:17 | 2026-07-10 | BUKS | BUTLER NATIONAL CORP | Loh Michael Anthony | Director | Aerospace & Defense | BUY | $4.34 | 3,658 | $15,876 | 141,255 | +2.7% |
| 2026-07-10 22:16 | 2026-07-08 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Carter David M | Officer; President, DRSS Division | Aerospace & Defense | SALE | $50.45 | 4,000 | $201,818 | 66,238 | -5.7% |
| 2026-07-09 21:09 | 2026-07-07 | AXON | AXON ENTERPRISE, INC. | SMITH PATRICK W | Director, Officer; CHIEF EXECUTIVE OFFICER | Aerospace & Defense | SALE | $643.79 | 10,000 | $6,437,895 | 3,040,997 | -0.3% |
| 2026-07-09 00:13 | 2026-07-06 | RKLB | Rocket Lab Corp | Beck Peter | Director, Officer; CEO | Aerospace & Defense | SALE | $87.43 | 3,275,779 | $286,410,203 | 1,724,221 | -65.5% |
| 2026-07-08 20:58 | 2026-07-06 | SARO | StandardAero, Inc. | Ford Russell Wayne | Director, Officer; Chief Executive Officer | Aerospace & Defense | SALE | $30.28 | 80,000 | $2,422,344 | 446,955 | -15.2% |
| 2026-07-08 20:34 | 2026-07-07 | DRS | Leonardo DRS, Inc. | Rinsky Jason | Officer; EVP Chief Tax and Treasury | Aerospace & Defense | SALE | $45.37 | 3,865 | $175,355 | 27,445 | -12.3% |
| 2026-07-07 20:15 | 2026-07-06 | AIRO | AIRO Group Holdings, Inc. | Uczekaj John | Director, Officer; President and COO | Aerospace & Defense | SALE | $7.76 | 154 | $1,195 | 23,228 | -0.7% |
| 2026-07-06 21:05 | 2026-07-01 | SARO | StandardAero, Inc. | Ford Russell Wayne | Director, Officer; Chief Executive Officer | Aerospace & Defense | SALE | $30.24 | 80,000 | $2,418,960 | 526,955 | -13.2% |
| 2026-07-06 20:51 | 2026-07-01 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $17.67 | 30,000 | $530,064 | 5,539,837 | -0.5% |
| 2026-07-02 20:30 | 2026-06-30 | GPUS | Hyperscale Data, Inc. | AULT MILTON C III | Director, Officer, 10% owner; Executive Chairman | Aerospace & Defense | BUY | $19.53 | 100 | $1,953 | 200 | +100.0% |
| 2026-07-02 22:31 | 2026-07-01 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Lund Deanna H | Director, Officer; EVP & CFO | Aerospace & Defense | SALE | $52.85 | 5,000 | $264,270 | 285,405 | -1.7% |
| 2026-07-02 22:14 | 2026-06-30 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Rock Stacey G | Officer; President, KTT Division | Aerospace & Defense | SALE | $50.00 | 4,675 | $233,750 | 9,600 | -32.7% |
| 2026-07-02 20:03 | 2026-07-01 | PL | Planet Labs PBC | Brennan Ita M | Director | Aerospace & Defense | SALE | $33.00 | 11,500 | $379,475 | 252,658 | -4.4% |
| 2026-07-02 01:15 | 2026-06-29 | LUNR | Intuitive Machines, Inc. | Ghaffarian Kamal Seyed | Director, 10% owner | Aerospace & Defense | OPT+S | $20.43 | 141,909 | $2,898,889 | 3,494,768 | -3.9% |
| 2026-07-01 23:05 | 2026-06-29 | KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Fendley Steven S. | Officer; President, US Division | Aerospace & Defense | SALE | $48.37 | 7,000 | $338,556 | 302,126 | -2.3% |
| 2026-07-01 21:11 | 2026-06-29 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $16.49 | 30,000 | $494,691 | 5,569,837 | -0.5% |
| 2026-07-01 20:30 | 2026-06-29 | GPUS | Hyperscale Data, Inc. | Horne William B. | Director, Officer; Chief Executive Officer | Aerospace & Defense | BUY | $19.00 | 5,000 | $95,000 | 5,000 | +100.0% |
| 2026-06-30 20:58 | 2026-06-29 | AXON | AXON ENTERPRISE, INC. | SMITH PATRICK W | Director, Officer; CHIEF EXECUTIVE OFFICER | Aerospace & Defense | SALE | $500.00 | 10,000 | $5,000,018 | 3,050,997 | -0.3% |
| 2026-06-26 20:58 | 2026-06-24 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $16.04 | 45,000 | $721,800 | 5,599,837 | -0.8% |
| 2026-06-23 21:37 | 2026-06-18 | BETA | BETA Technologies, Inc. | Clark Kyle | Director, Officer; SEE REMARKS | Aerospace & Defense | SALE | $15.84 | 45,000 | $712,935 | 5,644,837 | -0.8% |
| 2026-06-23 20:15 | 2026-06-18 | CDRE | Cadre Holdings, Inc. | KANDERS WARREN B | Director, Officer, 10% owner; CEO AND CHAIRMAN | Aerospace & Defense | SALE | $27.57 | 75,000 | $2,067,998 | 9,617,039 | -0.8% |
| 2026-06-22 20:09 | 2026-06-17 | GD | GENERAL DYNAMICS CORP | Malcolm Mark | Director | Aerospace & Defense | OPT+S | $365.00 | 5,480 | $2,000,200 | 10,643 | -34.0% |
Strategic Analysis
Analyzing insider transactions within the Aerospace & Defense sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.