Form 4: Knowles SVP Cabrera Reports Equity Compensation

Knowles Corporation's SVP and Chief HR Officer, Raymond D. Cabrera, reported the settlement of performance share units and grant of restricted stock units, alongside tax-related share dispositions.

Summary

• Raymond D. Cabrera, SVP, Chief HR Officer of Knowles Corp, reported changes in his beneficial ownership of common stock.
• On February 17, 2026, Cabrera acquired 29,764 shares of common stock at $27.14 per share from the settlement of performance share units (PSUs).
• These PSUs were granted under the Knowles Corporation Equity Incentive Plan and were contingent on performance goals achieved between January 1, 2023, and December 31, 2025.
• Also on February 17, 2026, Cabrera disposed of 13,184 shares at $27.14 to cover tax liabilities related to the PSU settlement.
• On the same date, Cabrera acquired 13,817 Restricted Stock Units (RSUs) at a price of $0.0, which will vest ratably over three years.
• On February 18, 2026, Cabrera disposed of 2,818 shares at $27.16 to cover tax liabilities related to the vesting of a restricted stock grant issued on February 18, 2025.
• Following these transactions, Cabrera's direct beneficial ownership of common stock is 129,598 shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, reflecting routine executive compensation and the achievement of performance targets for PSUs, which is a positive indicator of past company performance.

Positives

• Settlement of 29,764 performance share units indicates achievement of performance goals for the period January 1, 2023, through December 31, 2025.
• Grant of 13,817 Restricted Stock Units (RSUs) at $0.0 further aligns executive interests with long-term company performance.

Negatives

• Disposition of shares to cover tax liabilities reduces the executive's direct shareholding, a common practice for equity compensation.

Future Outlook

Restricted Stock Units granted on February 17, 2026, will vest ratably over three years, indicating future equity compensation for the executive.

Industry Context

StockSavvy.ai notes that equity compensation, including Performance Share Units and Restricted Stock Units, is a standard practice across the technology and manufacturing sectors to incentivize executive performance and align their interests with long-term shareholder value. These types of filings are routine disclosures of such compensation events.

Related Party Transactions

• The transactions represent equity compensation for a senior executive, Raymond D. Cabrera, which are standard related-party dealings under the company's incentive plans.

Stakeholder Impact

• Shareholders: The settlement of PSUs indicates the achievement of performance goals, which is generally positive for shareholders. The grant of RSUs aligns executive incentives with long-term shareholder value. Tax-related dispositions are a routine part of equity compensation and have minimal direct impact.
• Employees: No direct impact on general employees is indicated by this filing.
• Management: Raymond D. Cabrera's compensation structure is reinforced, aligning his interests with company performance.

Next Steps

• Continued vesting of 13,817 Restricted Stock Units over the next three years.

Key Dates

Keywords

Knowles Corp, KN, Form 4, Insider Trading, Equity Compensation, Performance Share Units, Restricted Stock Units, Executive Compensation, Raymond D. Cabrera