Form 4: Knowles CFO Sells 30,000 Shares Under 10b5-1 Plan

Knowles Corp's Senior Vice President and CFO, John S. Anderson, sold a total of 30,000 shares of company common stock on November 21, 2025, across three transactions.

Summary

• John S. Anderson, Senior Vice President & CFO of Knowles Corp (KN), disposed of 30,000 shares of Common Stock.
• The transactions occurred on November 21, 2025, and were made pursuant to a Rule 10b5-1(c) contract, instruction, or written plan.
• The shares were sold in three separate transactions: 10,000 shares at a weighted average price of $20.9 (ranging from $20.67 to $21.055), 10,000 shares at a weighted average price of $20.8 (ranging from $20.75 to $20.89), and 10,000 shares at a price of $21.5.
• Following these transactions, John S. Anderson beneficially owns 217,299 shares of Knowles Corp Common Stock directly.

Sentiment

Score: 4

Explanation: The sentiment is slightly negative due to a key executive reducing their stake, but mitigated by the fact it was a pre-scheduled sale under a 10b5-1 plan, which suggests personal financial planning rather than a reaction to negative company-specific news.

Positives

• The transactions were conducted under a Rule 10b5-1 plan, indicating a pre-scheduled sale rather than an opportunistic one, which enhances transparency and reduces concerns about trading on material non-public information.

Negatives

• The sale by a Senior Vice President and CFO reduces their direct ownership stake in the company, which some investors might interpret as a slight reduction in management's direct alignment with shareholder interests, despite being pre-scheduled.

Industry Context

This is a routine insider transaction disclosure, common across all publicly traded companies, and does not inherently reflect broader industry trends for electronic components or manufacturing. Such filings provide transparency into executive stock ownership changes.

Stakeholder Impact

• Shareholders may interpret the sale as a routine personal financial planning event, especially given the 10b5-1 plan, or as a slight reduction in management's direct stake in the company. This could lead to minor shifts in investor sentiment regarding management's long-term commitment.

Key Dates

Recommendation

While the sale by a CFO is notable, the transaction was executed under a pre-arranged 10b5-1 plan, which typically signals personal financial management rather than a change in the executive's outlook on the company's prospects. The volume of shares sold, while significant, does not represent a substantial portion of the executive's total holdings. Therefore, this single Form 4 filing is unlikely to be a primary driver for a change in investment thesis, warranting a 'hold' recommendation based solely on this disclosure.

Keywords

Knowles Corp, KN, Insider Trading, Form 4, Stock Sale, CFO, John S. Anderson, 10b5-1 Plan