Insider Trading March 3, 2026

L3Harris Communications President Disposes of $2.05M in Stock; Further Option Settlements Reported

Form 4 filing details a series of option exercises, share disposals and subsequent ownership position amid corporate leadership and contract developments

By Priya Menon LHX
L3Harris Communications President Disposes of $2.05M in Stock; Further Option Settlements Reported
LHX

Jon Rambeau, President of Communications & Special Domains at L3Harris Technologies (LHX), completed a sale of 5,528 shares on March 2, 2026, for $370.32 per share, generating proceeds of $2,047,128. A February 26 Form 4 shows additional option exercises and share dispositions tied to the settlement of performance stock units and tax withholdings. The filings also record zero-cost acquisitions via Non-Qualified Stock Options and Restricted Stock Units. The company meanwhile announced a new CFO appointment and reported a major night-vision contract, while an analyst firm raised its price target and maintained an Outperform rating.

Key Points

  • Jon Rambeau sold 5,528 L3Harris shares on March 2, 2026, for $370.32 per share, totaling $2,047,128 - impacts corporate insider ownership metrics and signaling activity within the defense sector.
  • On February 26, Rambeau exercised 9,115 shares from performance stock units (at $0.0) and sold 3,587 shares at $355.16 to cover taxes, reflecting compensation settlement mechanics - relevant to equity compensation and corporate governance monitoring.
  • L3Harris announced Kenneth Sharp as CFO (effective March 16) and reported a $466 million Department of War contract for night vision devices through 2033; an analyst firm raised its price target to $435 and kept an Outperform rating - these items affect investor sentiment and the defense equipment supply chain.

Insider transaction overview

Jon Rambeau, who serves as President of Communications & Special Domains at L3Harris Technologies (NYSE: LHX), sold 5,528 shares of the company's stock on March 2, 2026, at a sale price of $370.32 per share, producing gross proceeds of $2,047,128, according to filings with the Securities and Exchange Commission.

Related option exercises and tax-related disposals

The Form 4 filing dated February 26, 2026, records several additional equity transactions for Rambeau. He exercised options that resulted in the acquisition of 9,115 shares at an exercise price of $0.0; these shares stemmed from the settlement of performance stock units. To meet tax obligations tied to that settlement, Rambeau disposed of 3,587 shares at $355.16 per share, for an aggregate value of $1,273,958.

Beyond the performance-unit settlement, the filing shows Rambeau acquired 9,234 shares through Non-Qualified Stock Options and 2,394 shares as Restricted Stock Units, both recorded at a price of $0.0.

Resulting ownership position

Following the series of transactions described in the Form 4, Rambeau directly owns 7,660.03 shares of L3Harris Technologies.

Contextual company developments in the filing

The SEC filing is presented alongside other corporate updates. L3Harris has named Kenneth Sharp as its new Chief Financial Officer, with the appointment effective March 16. Sharp's background, as stated in company materials, includes prior roles at Peraton Inc., DXC Technology, and Northrop Grumman.

Separately, L3 Technologies, a business within L3Harris, was awarded a $466 million contract from the U.S. Department of War for the development and production of night vision devices. The contract was the result of a competitive bidding process and is scheduled to run through to 2033.

Market reception and geopolitical note

On the analyst front, Bernstein SocGen Group increased its price target on L3Harris to $435 per share and maintained an Outperform rating, citing alignment with Pentagon priorities and improved operational performance. The broader defense sector experienced volatility tied to developments in Middle East conflicts and progress in Iran nuclear talks, which influenced trading in defense stocks, including L3Harris.

Research and coverage

For those seeking deeper executive-transaction detail or valuation analysis, InvestingPro is noted to offer Pro Research Reports covering L3Harris and more than 1,400 additional U.S. equities.


All transaction figures, dates, and corporate notices above are drawn from the referenced SEC Form 4 filing and company announcements as specified in those filings.

Risks

  • Geopolitical developments - Middle East conflicts and Iran nuclear talks have introduced trading volatility for defense stocks, which may affect L3Harris' market performance and investor sentiment.
  • Reliance on large government contracts - the $466 million night vision award is material to the company’s backlog, and completion is scheduled through 2033, exposing revenues to long-term program execution and budgetary risks.
  • Executive equity disposition - insider sales and option settlements can alter perceived insider alignment with shareholders; while documented, such transactions may raise questions among investors about timing and tax-driven disposals.

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