The concentrated selling by the CEO and CFO at elevated prices (~$38-$39) warrants monitoring for upcoming earnings or guidance. While the dollar amount is modest relative to market cap, the pattern of C-suite selling after a strong run-up suggests insiders may view the stock as fairly valued or near a peak. Watch for any Form 4 filings with 10b5-1 plan disclosures to assess if sales were pre-planned.
Price Chart
Executive Summary
A cluster of insider selling at Knowles Corp (KN) over Aug 12-17, 2026, involved the CEO, CFO, and a director selling a total of ~$9.6M in open-market shares. The CEO alone sold ~$7.5M, including a single $5.9M block on Aug 12. While the dollar amount is material at ~0.3% of market cap, the selling is concentrated in the C-suite and occurred after a period of strong stock appreciation, raising caution but not necessarily signaling fundamental deterioration.
Key Financial Metrics
Key Facts
- CEO Jeffrey Niew sold 150,000 shares at $39.07 on Aug 12 for $5.86M, and 43,049 shares at $38.69 on Aug 13 for $1.67M.
- CFO John S. Anderson sold 30,000 shares at $39.07 on Aug 12 for $1.17M, and 10,000 shares at $38.84 on Aug 13 for $388K.
- Director Cheryl L. Shavers sold 6,618 shares at $39.27-$39.28 on Aug 17 for ~$260K.
- Total insider selling in the cluster: ~$9.6M, representing ~0.29% of KN's $3.3B market cap.
- The cluster follows 30-day prior insider selling of $9.8M, bringing total recent insider sales to ~$19.4M.
Financial Impact
~$9.6M in open-market insider sales over 6 days, ~0.29% of market cap
Risk Factors
- Insider selling may signal management's view that the stock is overvalued or that headwinds are emerging.
- Continued insider selling could pressure sentiment and lead to further selling by institutional holders.
- No 10b5-1 plan disclosures were noted; if sales were not pre-planned, the signal is stronger.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-KN-1787079683274 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | Insider Cluster | $34.79 $35.43 | ▲ +1.84% | ▲ +3.79% | $39.90 (+14.69%) |
Aug 18, 2026 6w ago | Insider Cluster | $36.06 $35.09 | ▲ +2.69% | ▲ +0.94% | $39.90 (−10.65%) |
Aug 17, 2026 6w ago | 144 | $38.99 $34.78 | ▼ −10.80% | ▼ −8.82% | $39.90 (+2.33%) |
Aug 14, 2026 7w ago | Insider Cluster | $38.51 $34.61 | ▲ +10.13% | ▲ +8.14% | $39.90 (−3.61%) |
Aug 12, 2026 7w ago | Press Release | $39.02 $35.41 | ▼ −9.25% | ▼ −7.35% | $39.90 (+2.26%) |
May 5, 2026 21w ago | 144 | $33.96 $38.69 | ▲ +13.93% | ▲ +11.15% | $39.90 (+17.49%) |
May 5, 2026 21w ago | 144 | $33.96 $38.69 | ▲ +13.93% | ▲ +11.15% | $39.90 (+17.49%) |
May 1, 2026 21w ago | 144 | $31.93 $37.81 | ▲ +18.42% | ▲ +12.77% | $39.90 (+24.96%) |
Apr 30, 2026 22w ago | Insider Cluster | $31.19 $37.97 | ▲ +21.74% | ▲ +16.77% | $39.90 (+27.93%) |
Apr 23, 2026 23w ago | 8-K | $30.61 $35.23 | ▲ +15.09% | ▲ +11.07% | $39.90 (+30.35%) |
US Market Status
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