Week in Space Data, every Friday.
Monthly release · February 2026
What company insiders and 5% holders filed with the SEC on the listed space names this month, and how much each issuer filed.
Data as of · computed · live view
Live view
Live view, not yet a published edition: this period's edition is scheduled for 2026-03-13. Until then these figures are recomputed from current data on every visit and should not be cited as the edition.
Back-computed edition
This period closed before the release began publishing on a calendar. The figures are computed from the same tables, but this is a back-calculation rather than what we would have published at the time. Scheduled editions begin with 2026-09.
0 distinct insiders · 3 in January 2026
62 distinct insiders · 129 in January 2026
0 of 0 purchase lines state a price; sales totalled $326M
31 holders with no earlier filing in our records · 15 on Schedule 13D
Across 42 of 47 covered issuers
Grants, tax withholding, exercises and gifts: automatic events, not trades. Broken out in full below.
Every transaction an officer, director or 10% owner reported under code P (a purchase they chose to make in the market), largest disclosed value first.
Nothing to report in this table for this edition. An empty table here means we recorded nothing, not that nothing happened.
Coverage limits travel with the numbers, here and in every export of them.
The same credits are written into every CSV and JSON export of this data, so a downloaded file still names its sources.
SpaceNexus Space Insider Activity, February 2026. SpaceNexus, data as of 2026-02-28. https://spacenexus.us/releases/space-insider-activity/2026-02. https://spacenexus.us/releases/space-insider-activity/2026-02 (retrieved 2026-10-12).
Free to cite and embed with attribution. Data updates continuously; the citation date pins your retrieval.
By SpaceNexus Data
Computed from SpaceNexus data - no model is involved in producing a release
Every figure here is arithmetic over our own rows (counts, sums, deltas and rankings), and the page and its export are built by the same code, so they cannot disagree. How this edition is computed
Code P only. A grant, an option exercise and a dividend reinvestment are all acquisitions, and none of them is a purchase; they appear in the transaction-class table instead. A blank value means the filer disclosed no price, not a price of zero.
Every transaction reported under code S (a sale in the market), largest disclosed value first.
| Date | Company | Insider | Role | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-02-03 | Redwire | AE RED HOLDINGS, LLC | Director, 10% owner | 3,357,142 | 11.18 | $37.5M |
| 2026-02-09 | Mercury Systems | JANA Partners Management, LP | Director, Other | 400,000 | 81 | $32.4M |
| 2026-02-20 | Palantir Technologies | Karp Alexander C. | Director, Officer (See Remarks) | 124,338 | 132.862 | $16.5M |
| 2026-02-20 | Palantir Technologies | Karp Alexander C. | Director, Officer (See Remarks) | 110,800 | 134.83 | $14.9M |
| 2026-02-02 | Redwire | AE RED HOLDINGS, LLC | Director, 10% owner | 1,312,126 | 11.12 | $14.6M |
| 2026-02-20 | Palantir Technologies | Karp Alexander C. | Director, Officer (See Remarks) | 104,796 | 133.757 | $14.0M |
| 2026-02-09 | Redwire | AE RED HOLDINGS, LLC | Director, 10% owner | 1,385,507 | 10.1 | $14.0M |
| 2026-02-20 | Palantir Technologies | Cohen Stephen Andrew | Director, Officer (See Remarks) | 100,910 | 132.862 | $13.4M |
| 2026-02-20 | Palantir Technologies | Cohen Stephen Andrew | Director, Officer (See Remarks) | 89,924 | 134.83 | $12.1M |
| 2026-02-20 | Palantir Technologies | Cohen Stephen Andrew | Director, Officer (See Remarks) | 85,051 | 133.757 | $11.4M |
Code S only. Shares withheld by the issuer to cover taxes (code F) and dispositions back to the issuer (code D) are excluded: they are not sales into the market. Many code-S lines are executed under a pre-arranged Rule 10b5-1 plan adopted months earlier; the Form 4 checkbox for that is not parsed here, so this table does not distinguish them.
Showing the first 10 of 159 rows. 149 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
Open-market purchases and sales per company, with the compensation flow shown separately so it is visible and never mixed in.
| Company | Ticker | Purchases | Sales | Net shares | Net value | Granted shares |
|---|---|---|---|---|---|---|
| Palantir Technologies | PLTR | 0 | 42 | -1,049,879 | $-140.7M | 0 |
| Northrop Grumman | NOC | 0 | 29 | -27,487.56 | $-19.5M | 81,374.36 |
| Kratos Defense & Security Solutions | KTOS | 0 | 28 | -38,000 | $-3.4M | 0 |
| Collins Aerospace | RTX | 0 | 12 | -160,911 | $-32.7M | 562,731 |
| Curtiss-Wright Corporation | CW | 0 | 8 | -19,861 | $-12.7M | 36,238 |
| BWX Technologies | BWXT | 0 | 7 | -11,983 | $-2.4M | 44,990 |
| Redwire | RDW | 0 | 5 | -6,116,521 | $-66.7M | 0 |
| Intuitive Machines | LUNR | 0 | 5 | -156,692 | $-2.6M | 571,334 |
| Mercury Systems | MRCY | 0 | 4 | -407,701 | $-33.1M | 0 |
| Boeing | BA | 0 | 4 | -21,012.616 | $-5.0M | 187,109 |
Net shares and net value are purchases minus sales, over codes P and S only. Granted shares and shares withheld for tax are reported beside them and are NOT part of either net figure. A net number is an arithmetic difference between two disclosures; it is not a rating of the company.
Showing the first 10 of 28 rows. 18 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
The full denominator: every Form 4 line we parsed, grouped by what the transaction code says happened, and marked according to whether the headline figures count it.
| Class | Codes | Lines | Shares | Disclosed value | In headline |
|---|---|---|---|---|---|
| Open-market sale | S | 159 | 8,163,378.176 | $325.6M | yes |
| Grant or award | A | 191 | 1,047,414,520.9 | $134.8M | no |
| Shares withheld for tax or exercise price | F | 109 | 575,010.294 | $111.1M | no |
| Derivative exercise or conversion | C, M | 171 | 8,557,633.72 | $13.4M | no |
| Disposition to the issuer | D | 4 | 25,004 | $5.1M | no |
| Gift | G | 7 | 13,620 | – | no |
Codes and their meanings come from the SEC Form 4 general instructions. A code outside those instructions is stored as filed and classed "other" rather than guessed at.
Holders of 5% or more of a tracked company, as they reported themselves, with the change against that same holder’s previous filing on the same issuer where we hold one.
| Filed | Company | Holder | Form | % of class | Change (pts) | Shares |
|---|---|---|---|---|---|---|
| 2026-02-02 | Firefly Aerospace | AeroEquity GP, LLC | SCHEDULE 13G/A | 36.9 | 0 | 58,805,752 |
| 2026-02-04 | Redwire | AEROEQUITY GP, LLC | SCHEDULE 13D/A | 35 | -3.4 | 63,788,789 |
| 2026-02-04 | Redwire | David H Rowe | SCHEDULE 13D/A | 35 | -3.4 | 63,788,789 |
| 2026-02-04 | Redwire | Michael Robert Greene | SCHEDULE 13D/A | 35 | -3.4 | 63,788,789 |
| 2026-02-04 | Redwire | AE INDUSTRIAL PARTNERS FUND II, LP | SCHEDULE 13D/A | 30 | -3.4 | 54,729,181 |
| 2026-02-04 | Redwire | AE INDUSTRIAL PARTNERS FUND II-A, LP | SCHEDULE 13D/A | 28.8 | -3.4 | 52,503,033 |
| 2026-02-04 | Redwire | AE INDUSTRIAL PARTNERS FUND II-B, LP | SCHEDULE 13D/A | 26.6 | -3.4 | 48,556,453 |
| 2026-02-03 | Moog Inc. | John P. McGrath, as Trustee | SCHEDULE 13D/A | 18 | – | 826,170 |
| 2026-02-03 | Moog Inc. | Moog Inc. Supplemental Retirement Plan Trust | SCHEDULE 13D/A | 18 | – | 826,170 |
| 2026-02-06 | EchoStar | Abigail P. Johnson | SCHEDULE 13G/A | 15 | 8.2 | 24,487,775.6 |
Percent of class is the figure the filer stated; we do not recompute it against a share count of our own. A blank change means we hold no earlier filing by that holder on that issuer, which is not the same as a new position. Schedule 13D is the long form filed by holders who do not certify passive intent and 13G is the short form for passive holders and qualified institutions: that describes the FORM, not what the holder will do. Structured filings only, from 2024-12-18.
Showing the first 10 of 75 rows. 65 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
How much each covered issuer filed this month, against its own trailing monthly average, with late-filing notifications and periodic-report lag.
| Company | Filings | 8-K | Trailing 8-K/mo | Above average | First seen | Late notices |
|---|---|---|---|---|---|---|
| Northrop Grumman | 34 | 1 | 0.83 | 0.17 | – | 0 |
| Boeing | 32 | 0 | 1 | -1 | – | 0 |
| Collins Aerospace | 32 | 0 | 0.73 | -0.73 | S-8; S-8 POS | 0 |
| Lockheed Martin | 29 | 0 | 1 | -1 | – | 0 |
| Leidos | 22 | 2 | 0.92 | 1.08 | S-3ASR | 0 |
| Intuitive Machines | 21 | 3 | 0.91 | 2.09 | – | 0 |
| Redwire | 19 | 2 | 2.36 | -0.36 | 8-K/A | 0 |
| Curtiss-Wright Corporation | 19 | 1 | 0.9 | 0.1 | – | 0 |
| Palantir Technologies | 19 | 1 | 0.5 | 0.5 | – | 0 |
| Gilat Satellite Networks | 19 | 0 | 0 | 0 | – | 0 |
The trailing average is computed over the months we actually hold filings for that company, printed beside it as months of prior history: dividing a short history by twelve would manufacture a burst that is really coverage. "First seen" means the first filing of that form type in OUR records, which for a company we began indexing recently is a statement about us. A late-filing notice is Form NT 10-K or NT 10-Q, which the issuer files itself.
Showing the first 10 of 42 rows. 32 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
Every filing indexed in the month, with the form, the period it covers, any 8-K item codes, and its accession number.
| Filed | Company | Form | Period covered | 8-K items | Accession |
|---|---|---|---|---|---|
| 2026-02-02 | Momentus | S-3 | – | – | 0001140361-26-003218 |
| 2026-02-02 | Momentus | S-8 | – | – | 0001140361-26-003227 |
| 2026-02-02 | Firefly Aerospace | SCHEDULE 13G/A | – | – | 0001193125-26-033912 |
| 2026-02-02 | Palantir Technologies | 8-K | 2026-02-02 | 2.02,7.01,9.01 | 0001321655-26-000004 |
| 2026-02-02 | Sidus Space | CORRESP | – | – | 0001493152-26-004643 |
| 2026-02-02 | Redwire | 144 | – | – | 0001628280-26-004687 |
| 2026-02-02 | Redwire | 144 | – | – | 0001628280-26-004689 |
| 2026-02-02 | HEICO Corporation | 3 | 2025-12-18 | – | 0001698957-26-000004 |
| 2026-02-02 | Palantir Technologies | 144 | – | – | 0001950047-26-000819 |
| 2026-02-03 | Mercury Systems | 8-K | 2026-02-03 | 2.02,9.01 | 0001049521-26-000004 |
Item codes are reproduced exactly as EDGAR records them and are not translated into descriptions here. Every row links to the filing on sec.gov.
Showing the first 10 of 435 rows. 425 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.