
Insider filings
Red Cat Holdings, Inc. (RCAT)
NASDAQ · Industrials · 243 insider filings · last filed 10 days ago
About Red Cat Holdings, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Jeffrey Thompson
- Employees
- 244
- Listed since
- Jan 16, 2002
- Market value
- $1.2B
- Price to earnings
- -
- Earnings per share
- -$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 missRevenue miss |
| Q1 FY2027reported May 7, 2026 | -$0.22 | -$0.14 | $15.5M | $22.6M | EPS missRevenue miss |
| Mar 30, 2026 | -$0.22 | -$0.16 | $1.6M | $51.0M | EPS missRevenue miss |
| Q4 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 missRevenue miss |
| Q1 FY2026reported Aug 14, 2025 | -$0.15 | -$0.10 | $1.6M | $7.7M | EPS missRevenue 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; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 2025 proxy statement, current executives only. 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 | Change | Of company |
|---|---|---|---|---|
| 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% |
| Susquehanna International Group, LLP | $46.2M | 4,338,900 | +32.0% | 3.17% |
| Citadel Advisors LLC | $36.7M | 3,441,774 | +1970.9% | 2.51% |
| Geode Capital Management, LLC | $33.4M | 3,132,448 | +20.6% | 2.29% |
| VAN Eck Associates Corp | $27.2M | 2,553,337 | +100.0% | 1.87% |
| Morgan Stanley | $25.4M | 2,385,654 | +32.3% | 1.74% |
| Jane Street Group, LLC | $20.7M | 1,941,700 | +91.2% | 1.42% |
| Susquehanna International Group, LLP | $19.6M | 1,842,300 | -11.6% | 1.35% |
| Jane Street Group, LLC | $17.5M | 1,638,500 | +1.6% | 1.20% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
20 filings of 243 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Nicholas Reyland Liuzza Jr.Director | Sold | 65,000 | $8.50 | $553K | Aug 28, 2026 | 4d |
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold | 150,000 | $10.45 | $1.6M | Aug 17, 2026 | 2d |
| Christopher R. MoeDirector | Sold | 20,000 | $10.51 | $210K | Aug 11, 2026 | 2d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 55,000 | $10.63 | $585K | Aug 11, 2026 | 2d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.04 | $100K | Aug 25, 2025 | 353d |
| Jeffrey M. ThompsonChairman of the Board, CEO | Sold | 150,000 | $8.51 | $1.3M | Jul 15, 2026 | 1d |
| Paul Funk IIDirector | Sold | 165,028 | $11.50 | $1.9M | Jun 11, 2026 | 4d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.91 | $109K | Sep 29, 2025 | 1d |
| Christopher R. MoeDirector | Sold · 2 lines | 30,000 | $10.11 | $303K | Sep 11, 2025 | 4d |
| Christopher R. MoeDirector | Sold | 10,000 | $10.96 | $110K | Sep 12, 2025 | 3d |
| Christopher R. MoeDirector | Sold | 10,000 | $8.90 | $89K | Sep 8, 2025 | 7d |
| Christopher R. MoeDirector | Sold | 16,833 | $9.58 | $161K | Aug 21, 2025 | 1d |
| Christopher R. MoeDirector | Sold | 10,000 | $8.93 | $89K | Aug 20, 2025 | 2d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 100,309 | $6.70 | $672K | May 21, 2025 | 49d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 100,000 | $8.58 | $858K | Jun 10, 2025 | 29d |
| Joseph David FreedmanDirector | Sold | 150,000 | $7.37 | $1.1M | Jun 30, 2025 | 7d |
| Joseph David FreedmanDirector | Sold | 25,000 | $13.61 | $340K | Dec 26, 2024 | 4d |
| Nicholas Reyland Liuzza Jr.Director | Sold | 80,000 | $13.46 | $1.1M | Dec 30, 2024 | 0d |
| Joseph David FreedmanDirector | Sold | 15,000 | $14.24 | $214K | Dec 30, 2024 | 0d |
| Joseph David FreedmanDirector | Sold | 10,000 | $12.25 | $123K | Dec 27, 2024 | 3d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jeffrey M. ThompsonChairman of the Board, CEO | Option exercise | 5,295 | Apr 6, 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 |
| Paul Funk IIDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Nicholas Reyland Liuzza Jr.Director | Option exercise | 7,429 | Apr 30, 2026 |
| Christopher R. MoeDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Joseph David FreedmanDirector | Option exercise | 7,429 | Apr 30, 2026 |
| Joseph David FreedmanDirector | Stock award | 7,429 | May 22, 2025 |
| Christopher R. MoeDirector | Stock award | 7,429 | May 22, 2025 |
| Nicholas Reyland Liuzza Jr.Director | Stock award | 7,429 | May 22, 2025 |
| Jeffrey M. ThompsonChairman of the Board, CEO | Stock award | 1,000,000 | May 22, 2025 |
| Paul Funk IIDirector | Stock award | 7,429 | May 22, 2025 |
| Geoffrey Wayne HitchcockChief Revenue Officer | Option exercise | 2,175 | Mar 31, 2026 |
| Geoffrey Wayne HitchcockChief Revenue Officer | Tax withholding | 645 | Mar 31, 2026 |
| Christian EricsonChief Operating Officer | Stock award | 16,294 | Mar 31, 2026 |
| Christian EricsonChief Operating Officer | Option exercise | 4,073 | Mar 31, 2026 |
| Christian EricsonChief Operating Officer | Tax withholding | 1,176 | Mar 31, 2026 |
| Geoffrey Wayne HitchcockChief Revenue Officer | Stock award | 8,701 | Mar 31, 2026 |
| Christian Spenst MorrisonChief Financial Officer | Stock award | 1,688 | Mar 31, 2026 |
| Christian Spenst MorrisonChief Financial Officer | Option exercise | 422 | 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.
How quickly are RCAT trades disclosed?
Insider filings on this page reached the public a median of 3 days after the transaction, 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 Sep 10, 2026.
