Insider filings
Red Cat Holdings, Inc. (RCAT)
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About Red Cat Holdings, Inc.
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Jeffrey Thompson
- Employees
- 244
- Listed since
- Jan 16, 2002
- Market value
- $676.5M
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$0.76
- Dividend yield
- -
Earnings
6 reported quarters| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2027reported Aug 6, 2026 | -$0.26 | -$0.20 | $20.2M | $22.7M | EPS miss, GAAPRevenue miss |
| Q1 FY2027reported May 7, 2026 | -$0.22 | -$0.14 | $15.5M | $22.6M | EPS miss, GAAPRevenue miss |
| Mar 30, 2026 | -$0.22 | -$0.16 | $1.6M | $51.0M | EPS miss, GAAPRevenue miss |
| Q3 FY2026reported Mar 18, 2026 | -$0.17 | -$0.14 | $9.6M | $23.7M | EPS missRevenue miss |
| Q2 FY2026reported Nov 13, 2025 | -$0.16 | -$0.07 | $3.2M | $7.7M | EPS miss, GAAPRevenue miss |
| Q1 FY2026reported Aug 14, 2025 | -$0.15 | -$0.11 | $1.6M | $7.7M | EPS miss, GAAPRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 30, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Chris EricsonChief Operating Officer | $185K | $421K | $20K | $625K |
| Geoffrey HitchcockChief Revenue Officer | $230K | $0 | $0 | $230K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| State Street Corp | $128.8M | 12,091,447 | +68.8% | 8.83% |
| BlackRock, Inc. | $119.6M | 11,230,987 | -3.8% | 8.20% |
| Hood River Capital Management LLC | $112.7M | 10,578,223 | +248.8% | 7.73% |
| Vanguard Capital Management LLC | $62.4M | 5,861,166 | +29.3% | 4.28% |
| Citadel Advisors LLCKen Griffin | $36.7M | 3,441,774 | +1970.9% | 2.51% |
| Geode Capital Management, LLC | $33.4M | 3,132,448 | +20.6% | 2.29% |
| VanEck Associates Corp | $27.2M | 2,553,337 | New | 1.87% |
| Morgan Stanley | $25.4M | 2,385,654 | +32.3% | 1.74% |
| Mirae Asset Global ETFs Holdings Ltd. | $16.9M | 1,591,139 | +5.6% | 1.16% |
| UBS Group AG | $15.6M | 1,468,101 | -2.4% | 1.07% |
| Charles Schwab Investment Management Inc | $11.2M | 1,051,540 | +21.9% | 0.77% |
| Vanguard Portfolio Management LLC | $11.1M | 1,043,630 | +20.0% | 0.76% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold · scheduled | 150,000 | $4.51 | $677K | Oct 15, 2026filed Oct 19, 2026 | 2d |
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold · scheduled | 150,000 | $7.74 | $1.2M | Sep 15, 2026filed Sep 17, 2026 | 2d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 65,000 | $8.50 | $553K | Aug 28, 2026filed Sep 1, 2026 | 2d |
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold · scheduled | 150,000 | $10.45 | $1.6M | Aug 17, 2026filed Aug 19, 2026 | 2d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 55,000 | $10.63 | $585K | Aug 11, 2026filed Aug 13, 2026 | 2d |
| Christopher R. MoeDirector | Sold | 20,000 | $10.51 | $210K | Aug 11, 2026filed Aug 13, 2026 | 2d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.04 | $100K | Aug 25, 2025filed Aug 13, 2026 | 242d |
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold · scheduled | 150,000 | $8.51 | $1.3M | Jul 15, 2026filed Jul 16, 2026 | 1d |
| Paul Funk IIDirector | Sold | 165,028 | $11.50 | $1.9M | Jun 11, 2026filed Jun 15, 2026 | 2d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.91 | $109K | Sep 29, 2025filed Sep 30, 2025 | 1d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.96 | $110K | Sep 12, 2025filed Sep 15, 2025 | 1d |
| Christopher R. MoeDirector | Sold · 2 lines | 30,000 | $10.11 | $303K | Sep 11, 2025filed Sep 15, 2025 | 2d |
| Christopher R. MoeDirector | Sold | 10,000 | $8.90 | $89K | Sep 8, 2025filed Sep 15, 2025 | 5d |
| Christopher R. MoeDirector | Sold | 16,833 | $9.58 | $161K | Aug 21, 2025filed Aug 22, 2025 | 1d |
| Christopher R. MoeDirector | Sold | 10,000 | $8.93 | $89K | Aug 20, 2025filed Aug 22, 2025 | 2d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 100,000 | $8.58 | $858K | Jun 10, 2025filed Jul 9, 2025 | 19d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 100,309 | $6.70 | $672K | May 21, 2025filed Jul 9, 2025 | 32d |
| Joseph David FreedmanDirector | Sold | 150,000 | $7.37 | $1.1M | Jun 30, 2025filed Jul 7, 2025 | 4d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 80,000 | $13.46 | $1.1M | Dec 30, 2024filed Dec 30, 2024 | 0d |
| Joseph David FreedmanDirector | Sold | 15,000 | $14.24 | $214K | Dec 30, 2024filed Dec 30, 2024 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Paul Funk IIDirector | Option exercise | 868 | Oct 2, 2026 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Other (see filing) | 1,500,000 | Jan 14, 2026 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Other (see filing) | 750,000 | Sep 15, 2025 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Other (see filing) | 750,000 | Sep 15, 2026 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Stock award | 1,061,182 | Apr 6, 2026 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Tax withholding | 1,570 | Apr 6, 2026 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Option exercise | 5,295 | Apr 6, 2026 |
| Christopher R. MoeDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Joseph David FreedmanDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Nicholas Reyland Liuzza Jr.Director | Option exercise | 7,429 | Apr 30, 2026 |
| Paul Funk IIDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Joseph David FreedmanDirector | Stock award | 7,429 | May 22, 2025 |
| Paul Funk IIDirector | Stock award | 7,429 | May 22, 2025 |
| Nicholas Reyland Liuzza Jr.Director | Stock award | 7,429 | May 22, 2025 |
| Christopher R. MoeDirector | Stock award | 7,429 | May 22, 2025 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Stock award | 1,000,000 | May 22, 2025 |
| Christian EricsonChief Operating Officer | Stock award | 16,294 | Mar 31, 2026 |
| Christian EricsonChief Operating Officer | Tax withholding | 1,176 | Mar 31, 2026 |
| Christian EricsonChief Operating Officer | Option exercise | 4,073 | Mar 31, 2026 |
| Christian Spenst MorrisonChief Financial Officer | Tax withholding | 145 | Mar 31, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling RCAT?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales. 4 were scheduled in advance under a Rule 10b5-1 plan.
How quickly are RCAT trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.