KMTSNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends April 30
KESTRA MEDICAL TECHNOLOGIES, LTD.
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 14, 2026
$29.37+2.13 (+7.82%)
Close on Oct 19, 2026
- Market cap
- $1.72B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Who owns Kestra Medical Technologies's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
1 buys · 44 sales
Net sold $8.67M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 5,225,988 | 10.20% | 13G (passive) amendment | Sep 30, 2025 |
| T. Rowe Price Associates, Inc. | 4,968,900 | 8.50% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 3,117,044 | 6.30% | 13G (passive) | Mar 31, 2025 |
| Bain Charger Holdings, L.P. | 25,172,338 | 43.10% | 13G (passive) amendment | Dec 31, 2025 |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KMTS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Osterweis Opportunity Fund | 308,020 | 0.52% | $7.84M | 2.05% | Jun 30, 2026 |
| Brown Advisory Small-Cap Growth Fund | 294,817 | 0.49% | $7.50M | 1.26% | Jun 30, 2026 |
| Hood River New Opportunities Fund | 238,831 | 0.40% | $6.08M | 0.48% | Jun 30, 2026 |
| Brown Advisory Sustainable Small-Cap Core Fund | 81,572 | 0.14% | $2.08M | 1.75% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 34,412 | 0.06% | $731.60K | 0.09% | May 31, 2026 |
| First American Multi-Manager Domestic Equity Fund | 26,460 | 0.04% | $673.14K | 0.05% | Jun 30, 2026 |
| Acuitas Small Cap Active ETF | 5,833 | 0.01% | $148.39K | 0.16% | Jun 30, 2026 |
| Innovator U.S. Small Cap Managed Floor ETF | 2,285 | 0.00% | $52.17K | 0.06% | Jul 31, 2026 |
| GuideMark Small/Mid Cap Core Fund | 893 | 0.00% | $22.72K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brian Daniel Webster | See Remarks, Director | 460,215 | 0.77% | Aug 18, 2026 |
| Traci S. Umberger | See Remarks, Director | 195,825 | 0.33% | Aug 6, 2026 |
| Vaseem Mahboob | Chief Financial Officer | 61,109 | 0.10% | Aug 11, 2026 |
| Alfred J. Ford Jr | Chief Commercial Officer | 99,564 | 0.17% | Aug 6, 2026 |
| Timothy P. Moran | Chief Business Officer | 66,345 | 0.11% | Aug 3, 2026 |
| Elizabeth Kwo | Director | 14,116 | 0.02% | Sep 23, 2026 |
| Jeffrey Lawrence Schwartz | Director, 10% owner | 25,186,574 | 42.29% | Sep 10, 2026 |
| Kevin C. Reilly | Director | 12,585 | 0.02% | Sep 10, 2026 |
| Mary Kay Ladone | Director | 44,724 | 0.08% | Sep 10, 2026 |
| Conor Hanley | Director | 13,489 | 0.02% | Sep 10, 2026 |
| Raymond W. Cohen | Director | 58,120 | 0.10% | Sep 10, 2026 |
| Christopher R. Gordon | Director, 10% owner | 27,019,225 | 45.36% | Mar 6, 2025 |
| Maxwell Bikoff | Director | – | – | Mar 6, 2025 |
| Toby AuWerter | Director | – | – | Mar 6, 2025 |
| Capital Investors Llc Bain | 10% owner | 27,019,225 | 45.36% | Mar 6, 2025 |
| Bain Charger Holdings, L.P. | 10% owner | – | – | Mar 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Elizabeth Kwo Director | Sep 21, 2026 | Sale | −4,010 | $24.26 | $97.28K | 14,116 |
| Elizabeth Kwo Director | Sep 9, 2026 | Award | +7,217 | – | – | 18,126 |
| Raymond W. Cohen Director | Sep 9, 2026 | Award | +7,217 | – | – | 58,120 |
| Conor Hanley Director | Sep 9, 2026 | Award | +7,217 | – | – | 13,489 |
| Jeffrey Lawrence Schwartz Director, 10% owner | Sep 9, 2026 | Award | +7,217 | – | – | 14,236 |
| Mary Kay Ladone Director | Sep 9, 2026 | Award | +7,217 | – | – | 44,724 |
| Kevin C. Reilly Director | Sep 9, 2026 | Award | +7,217 | – | – | 12,585 |
| Conor Hanley Director | Sep 8, 2026 | Sale | −5,694 | $25.25 | $143.77K | 6,272 |
| Jeffrey Lawrence Schwartz Director, 10% owner | Sep 8, 2026 | Sale | −3,890 | $25.18 | $97.95K | 7,019 |
| Mary Kay Ladone Director | Sep 8, 2026 | Sale | −3,908 | $25.20 | $98.48K | 37,507 |
| Kevin C. Reilly Director | Sep 8, 2026 | Sale | −2,932 | $25.13 | $73.68K | 5,368 |
| Brian Daniel Webster See Remarks, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −15,000 | $27.48 | $412.20K | 460,215 |
| Vaseem Mahboob Chief Financial Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −25,787 | $25.87 | $667.11K | 61,109 |
| Vaseem Mahboob Chief Financial Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −500 | $26.33 | $13.17K | 60,609 |
| Traci S. Umberger See Remarks, Director | Aug 4, 2026 | Sale | −3,580 | $24.04 | $86.06K | 195,825 |
| Alfred J. Ford Jr Chief Commercial Officer | Aug 4, 2026 | Sale | −6,275 | $24.09 | $151.16K | 99,564 |
| Brian Daniel Webster See Remarks, Director | Aug 4, 2026 | Sale | −2,833 | $25.16 | $71.28K | 475,657 |
| Brian Daniel Webster See Remarks, Director | Aug 4, 2026 | Sale | −442 | $25.98 | $11.48K | 475,215 |
| Brian Daniel Webster See Remarks, Director | Aug 4, 2026 | Sale | −48,625 | $24.47 | $1.19M | 478,490 |
| Vaseem Mahboob Chief Financial Officer | Aug 4, 2026 | Sale(10b5-1 plan) | −3,080 | $24.06 | $74.10K | 90,811 |
| Vaseem Mahboob Chief Financial Officer | Aug 4, 2026 | Sale(10b5-1 plan) | −3,915 | $25.17 | $98.54K | 86,896 |
| Vaseem Mahboob Chief Financial Officer | Aug 3, 2026 | Sale | −5,391 | $23.80 | $128.31K | 93,891 |
| Alfred J. Ford Jr Chief Commercial Officer | Aug 3, 2026 | Sale | −13,015 | $23.90 | $311.06K | 105,839 |
| Timothy P. Moran Chief Business Officer | Aug 3, 2026 | Sale | −2,380 | $23.76 | $56.55K | 66,345 |
| Brian Daniel Webster See Remarks, Director | Aug 3, 2026 | Sale | −13,017 | $23.92 | $311.37K | 527,115 |
| Traci S. Umberger See Remarks, Director | Aug 3, 2026 | Sale | −7,590 | $23.86 | $181.10K | 199,405 |
| Vaseem Mahboob Chief Financial Officer | Jul 31, 2026 | Sale | −8,817 | $22.61 | $199.35K | 99,282 |
| Alfred J. Ford Jr Chief Commercial Officer | Jul 31, 2026 | Sale | −8,681 | $22.61 | $196.28K | 118,854 |
| Timothy P. Moran Chief Business Officer | Jul 31, 2026 | Sale | −8,759 | $22.61 | $198.04K | 68,725 |
| Brian Daniel Webster See Remarks, Director | Jul 31, 2026 | Sale | −8,948 | $22.60 | $202.22K | 540,132 |
| Traci S. Umberger See Remarks, Director | Jul 31, 2026 | Sale | −8,752 | $22.60 | $197.80K | 206,995 |
| Vaseem Mahboob Chief Financial Officer | Jul 30, 2026 | Sale | −3,980 | $22.75 | $90.55K | 108,099 |
| Alfred J. Ford Jr Chief Commercial Officer | Jul 30, 2026 | Sale | −5,936 | $22.76 | $135.10K | 127,535 |
| Timothy P. Moran Chief Business Officer | Jul 30, 2026 | Sale | −4,117 | $22.77 | $93.74K | 77,484 |
| Brian Daniel Webster See Remarks, Director | Jul 30, 2026 | Sale | −7,857 | $22.72 | $178.51K | 549,080 |
| Traci S. Umberger See Remarks, Director | Jul 30, 2026 | Sale | −5,887 | $22.74 | $133.87K | 215,747 |
| Timothy P. Moran Chief Business Officer | Jul 16, 2026 | Award | +39,113 | – | – | 81,601 |
| Traci S. Umberger See Remarks, Director | Jul 15, 2026 | Award | +58,832 | – | – | 221,634 |
| Alfred J. Ford Jr Chief Commercial Officer | Jul 15, 2026 | Award | +58,832 | – | – | 133,471 |
| Brian Daniel Webster See Remarks, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −784 | $22.63 | $17.74K | 559,937 |
| Brian Daniel Webster See Remarks, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −3,000 | $24.00 | $72.00K | 556,937 |
| Brian Daniel Webster See Remarks, Director | Jul 15, 2026 | Award | +176,470 | – | – | 571,937 |
| Brian Daniel Webster See Remarks, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −11,216 | $22.01 | $246.86K | 560,721 |
| Vaseem Mahboob Chief Financial Officer | Jul 15, 2026 | Award | +44,118 | – | – | 112,079 |
| Traci S. Umberger See Remarks, Director | Jun 30, 2026 | Award | +942 | $21.55 | $20.30K | 162,802 |
| Timothy P. Moran Chief Business Officer | Jun 30, 2026 | Award | +227 | $21.55 | $4.89K | 42,488 |
| Brian Daniel Webster See Remarks, Director | Jun 15, 2026 | Sale(10b5-1 plan) | −15,000 | $20.81 | $312.15K | 395,467 |
| Alfred J. Ford Jr Chief Commercial Officer | Jun 3, 2026 | Award | +25,227 | – | – | 74,639 |
| Timothy P. Moran Chief Business Officer | Jun 3, 2026 | Award | +22,704 | – | – | 42,261 |
| Vaseem Mahboob Chief Financial Officer | Jun 3, 2026 | Award | +25,227 | – | – | 67,961 |
| Traci S. Umberger See Remarks, Director | Jun 3, 2026 | Award | +25,227 | – | – | 161,860 |
| Brian Daniel Webster See Remarks, Director | Jun 3, 2026 | Award | +75,681 | – | – | 410,467 |
| Brian Daniel Webster See Remarks, Director | May 15, 2026 | Sale(10b5-1 plan) | −8,155 | $20.53 | $167.42K | 341,631 |
| Brian Daniel Webster See Remarks, Director | May 15, 2026 | Sale(10b5-1 plan) | −6,845 | $21.46 | $146.89K | 334,786 |
| Brian Daniel Webster See Remarks, Director | Apr 15, 2026 | Sale(10b5-1 plan) | −15,000 | $20.04 | $300.60K | 349,786 |
| Raymond W. Cohen Director | Mar 26, 2026 | Buy | +10,000 | $19.98 | $199.80K | 50,903 |
| Brian Daniel Webster See Remarks, Director | Mar 17, 2026 | Sale(10b5-1 plan) | −15,000 | $20.27 | $304.05K | 364,786 |
| Kevin C. Reilly Director | Mar 11, 2026 | Award | +8,300 | – | – | 8,300 |
| Brian Daniel Webster See Remarks, Director | Feb 17, 2026 | Sale(10b5-1 plan) | −11,635 | $25.39 | $295.41K | 383,151 |
| Brian Daniel Webster See Remarks, Director | Feb 17, 2026 | Sale(10b5-1 plan) | −93 | $27.18 | $2.53K | 379,786 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Raymond W. Cohen Officer | Sep 30, 2026 | 3,330 | $97.50K | Sep 30, 2026 | Vesting of restricted stock unit awards |
| Elizabeth Kwo Officer | Sep 21, 2026 | 4,010 | $97.27K | Sep 21, 2026 | Vesting of restricted stock unit awards |
| Mary Kay Ladone Officer | Sep 8, 2026 | 3,908 | $98.46K | Sep 8, 2026 | Vesting of restricted stock unit awards |
| Kevin C. Reilly Officer | Sep 8, 2026 | 2,932 | $73.68K | Sep 8, 2026 | Vesting of restricted stock unit awards |
| Conor Hanley Officer | Sep 8, 2026 | 5,694 | $143.78K | Sep 8, 2026 | Vesting of restricted stock unit awards |
| Lawrence Schwartz Jeffrey Director, 10% Stockholder | Sep 8, 2026 | 3,890 | $97.94K | Sep 8, 2026 | Vesting of restricted stock unit award |
| Brian Daniel Webster Officer, Director | Aug 17, 2026 | 15,000 | $412.18K | Aug 17, 2026 | Performance Stock Issuance |
| Vaseem Mahboob Officer | Aug 7, 2026 | 26,287 | $680.38K | Aug 7, 2026 | Vesting of performance share unit awards |
| Brian Daniel Webster Officer, Director | Aug 4, 2026 | 51,900 | $1.27M | Aug 4, 2026 | Performance Stock Issuance |
| Traci S. Umberger Officer | Aug 4, 2026 | 3,580 | $86.07K | Aug 4, 2026 | Vesting of restricted stock unit awards |
| Alfred J. Ford Jr Officer | Aug 4, 2026 | 6,275 | $151.14K | Aug 4, 2026 | Vesting of restricted stock unit awards |
| Vaseem Mahboob Officer | Aug 4, 2026 | 6,995 | $172.63K | Aug 4, 2026 | Vesting of performance share unit awards |
| Alfred J. Ford Jr Officer | Aug 3, 2026 | 13,015 | $311.12K | Jul 31, 2026 | Vesting of performance share unit awards |
| Vaseem Mahboob Officer | Aug 3, 2026 | 5,391 | $128.31K | Aug 3, 2026 | Vesting of performance share unit awards |
| Traci S. Umberger Officer | Aug 3, 2026 | 7,590 | $181.06K | Aug 3, 2026 | Vesting of performance share unit awards |