Form 4: Knowles CFO Boosts Stake, Settles Performance Units

Knowles Corp's CFO, John S. Anderson, increased his direct beneficial ownership through performance share unit settlements and new restricted stock unit grants, while also covering tax liabilities.

Summary

• John S. Anderson, Senior Vice President & CFO of Knowles Corp (KN), reported several transactions impacting his beneficial ownership.
• On February 17, 2026, Anderson acquired 64,489 shares of Common Stock at $27.14 per share, representing the settlement of performance share units (PSUs) for the performance period from January 1, 2023, through December 31, 2025.
• Also on February 17, 2026, 28,569 shares of Common Stock were disposed of at $27.14 per share to cover tax liabilities related to the PSU settlement.
• On the same date, Anderson was granted 23,950 Restricted Stock Units (RSUs) at a price of $0.0, which will vest ratably over three years.
• On February 18, 2026, 5,234 shares of Common Stock were disposed of at $27.16 per share to cover tax liabilities related to the vesting of a restricted stock grant issued on February 18, 2025.
• Following these transactions, Anderson's direct beneficial ownership of Common Stock stands at 240,327 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this filing positively due to the net increase in the CFO's beneficial ownership, indicating management's confidence, and the successful settlement of performance-based awards.

Positives

• The reporting person, a key executive (CFO), increased his direct beneficial ownership by a net of 54,936 shares (64,489 + 23,950 28,569 5,234) through the settlement of performance-based awards and new RSU grants, signaling confidence in the company's future.
• The settlement of 64,489 performance share units indicates the achievement of performance goals over the three-year period from January 1, 2023, through December 31, 2025.

Negatives

• A total of 33,803 shares were disposed of to cover tax liabilities associated with the settlement of PSUs and the vesting of restricted stock, which is a common but still a reduction in direct holdings.

Industry Context

StockSavvy.ai notes that insider transactions, particularly by senior executives like the CFO, are often closely watched by investors as they can signal management's confidence in the company's future prospects. A net increase in beneficial ownership, even with tax-related dispositions, is generally viewed positively within the industry.

Stakeholder Impact

• Shareholders may view the net increase in the CFO's beneficial ownership as a positive signal, suggesting alignment of interests between management and shareholders and confidence in the company's performance.

Next Steps

• The newly granted Restricted Stock Units (23,950 shares) will vest ratably over three years, commencing on the first anniversary of the award.

Key Dates

Keywords

Knowles Corp, KN, Form 4, Insider Transaction, Executive Compensation, CFO, Performance Share Units, Restricted Stock Units, Stock Ownership