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US SEC Filing Intelligence

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DHS Homeland Security Contracts — May 16, 2026

The May 16, 2026 period contains a single $16,409,442 obligation entirely from the civilian DHS U.S. Coast Guard, with zero defense-related awards. Lockheed Martin Corporation received the sole-source firm-fixed-price delivery order for two maritime communication controller systems supporting National Security Cutters, including non-recurring engineering and testing in Moorestown, NJ. The dominant theme is Coast Guard C5I modernization via a civilian-agency delivery order under NAICS 334290. Highest-conviction signal is neutral at 4/10 strength and 3/10 materiality. Key risk item is the high pricing risk embedded in the firm-fixed-price structure combined with a multi-year performance period and $0 outlayed to date as of the May 14, 2026 award.

1 total filings
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VA Healthcare & Services Contracts — May 16, 2026

Oracle Health Government Services, Inc. received the sole $502,408,524 obligation under this VA Healthcare & Services Contracts analysis, representing 100% civilian awards with zero defense-related contracts. The Department of Veterans Affairs Technology Acquisition Center issued a firm-fixed-price delivery order on 2021-09-28 for EHRM licenses and fees under NAICS 541512 and PSC 7A21, with a potential completion date of 2027-05-16. The neutral signal (5/10 strength, 8/10 materiality) reflects a large uncompeted award to a non-small business with full obligation but zero outlays recorded to date. Highest-conviction element is the scale of this VA IT commitment for electronic health record modernization. Key watch item is the absence of any outlays despite full obligation and the 2027-05-16 end date.

1 total filings
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New Federal Contractors — May 16, 2026

The four contracts represent $1,379,719,154 in total civilian obligations with zero defense-related awards. Department of State ($544.7M) and Department of Veterans Affairs ($502.4M) dominate the period, followed by Treasury IT services and a small DHS/Coast Guard delivery order. Highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions’ $316.2M firm-fixed-price Salesforce delivery order with $231.9M already outlayed. Three neutral signals reflect large unspent obligations and sole-source elements at Oracle Health and BL Harbert. Key risk is execution and outlay timing across fixed-price awards that extend through 2027-2029 with zero dollars outlayed to date on three of the four contracts.

4 total filings
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Significant Contract Modifications ($10M+) — May 16, 2026

Four civilian contracts totaling $1,379,719,154 in obligations were awarded between 2021 and 2026 with zero defense-related activity. The Department of State ($544.7M) and Department of Veterans Affairs ($502.4M) dominate by value, followed by Treasury ($316.2M) and DHS Coast Guard ($16.4M). The highest-conviction signal is the bullish $316.2M firm-fixed-price delivery order to Lancer Information Solutions for Salesforce IT services supporting Treasury Departmental Offices. Key risk or watch item is the $0 outlayed to date on the two largest awards to BL Harbert International and Oracle Health Government Services despite full obligation.

4 total filings
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Contract Deobligations Alert — May 16, 2026

The four contracts represent $1,379,719,154 in total obligations, all civilian with zero defense awards. Dominant themes are large-scale IT modernization at the Department of Veterans Affairs and Department of the Treasury alongside infrastructure work for the Department of State. Highest-conviction signal is the $316,242,190 firm-fixed-price delivery order to Lancer Information Solutions, LLC for Treasury Salesforce services, supported by $231.9M already outlayed. Oracle Health Government Services, Inc. holds the second-largest award at $502,408,524 for VA EHRM licenses with no outlays to date. Key risk centers on $0 outlays across the $1.05B combined obligations to BL Harbert International LLC and Oracle despite full funding and long performance periods through 2029 and 2027.

4 total filings
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Contract Option Exercises — May 16, 2026

Four civilian agency contract awards totaling $1,379,719,154 were executed with zero defense-related obligations. The dominant theme is IT services and enterprise modernization across the Department of Veterans Affairs, Department of the Treasury, and Department of State, with a smaller maritime communications award to Lockheed Martin from DHS. The highest-conviction signal is the bullish $316 million Lancer Information Solutions firm-fixed-price delivery order for Salesforce services supporting Treasury Departmental Offices. BL Harbert International received the single largest obligation at $544.7 million for NEC Kinshasa construction. Key watch item is zero outlays recorded to date on the three largest awards despite full obligation, signaling potential execution or invoicing delays.

4 total filings
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Federal IT & Cybersecurity Contracts — May 16, 2026

The two contracts represent $818,650,715 in total civilian obligations with zero defense-related awards. Department of Veterans Affairs and Department of the Treasury dominate spending through EHRM licenses and Salesforce IT services. Highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions' $316,242,190 Treasury award, which already shows $231,887,389 in outlays under full-and-open competition. Oracle Health Government Services' $502,408,524 VA firm-fixed-price award remains neutral due to zero outlays to date and lack of competition. Key watch item is tracking cumulative outlays and any 2027 end-date modifications across both vehicles.

2 total filings
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Mega Contracts Monitor ($100M+) — May 16, 2026

The three contracts total $1,363,309,712 in obligations across zero defense awards and three civilian awards. The dominant theme is large-scale civilian IT and infrastructure modernization led by the Department of Veterans Affairs ($502M Oracle award), Department of State ($545M BL Harbert award), and Department of the Treasury ($316M Lancer award). Highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions' firm-fixed-price Salesforce delivery order with $232M already outlayed. Key risk or watch item is zero outlays to date on the $502M Oracle Health EHRM and $545M BL Harbert contracts despite full obligation.

3 total filings
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High-Value Federal Grants ($5M+) — May 16, 2026

Four civilian contracts totaling $1,379,719,154 were awarded across Department of State, Veterans Affairs, Treasury, and Homeland Security with zero defense-related awards. Dominant themes center on large-scale embassy construction and civilian IT modernization including EHRM licenses, Salesforce services, and maritime communications hardware. The highest-conviction signal is the bullish 7/10 rating on Lancer Information Solutions' $316,242,190 firm-fixed-price delivery order from Treasury Departmental Offices. Key watch item is the $0 outlayed status on the three largest obligations ($544.7M BL Harbert, $502.4M Oracle Health, and $16.4M Lockheed Martin) despite full obligation.

4 total filings
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General Federal Contracts — May 16, 2026

The four contracts total $1,379,719,154 in obligations across a May 2026 snapshot, with a 0/4 defense-related split and all awards going to civilian agencies. The dominant theme is civilian IT services and infrastructure support, led by VA EHRM and Treasury Salesforce work plus a large State Department construction award. Highest-conviction signal is the bullish $316,242,190 firm-fixed-price delivery order to Lancer Information Solutions, LLC for Treasury Departmental Offices. One key risk or watch item is the $0 outlayed to date on the $502M Oracle VA contract and $545M BL Harbert State contract despite full obligation, signaling potential execution or billing delays through 2027-2029.

4 total filings