CGNX.NASDAQCognex CORP

Form 4: Cognex Corp Executive Laura MacDonald Reports Stock Transactions

Sentiment:

SEC Form 4


Laura MacDonald, PFO & PAO of Cognex Corp, reports acquisition of restricted stock units and a disposition of common stock.

Summary

  • On March 15, 2024, Laura MacDonald, PFO & PAO of Cognex Corp, reported transactions involving Cognex Corp stock.
  • MacDonald acquired 1,228 restricted stock units (RSUs) that convert into common stock.
  • She also disposed of 3,765 shares of common stock.
  • MacDonald directly owns 3,765 shares of common stock and indirectly owns 20 shares through a child.
  • She also holds various non-qualified stock options with exercise prices ranging from $38.39 to $90.50 and expiration dates between 2027 and 2034.
  • The RSUs vest over three years, with 20% vesting on the first anniversary, 30% on the second, and 50% on the third.

Sentiment

Score: 5

Explanation: Neutral sentiment as the document primarily reports transactions without providing significant positive or negative indicators.

Positives

  • The acquisition of restricted stock units suggests a long-term commitment to the company by the reporting person.

Negatives

  • The disposal of 3,765 shares of common stock could be interpreted negatively, although the reason for the sale is not disclosed.

Risks

  • The value of the stock options is dependent on the future performance of Cognex Corp's stock price.
  • Vesting schedules of RSUs and stock options create potential future dilution for existing shareholders.

Industry Context

Insider transactions are closely monitored as they can provide insights into management's perspective on the company's future prospects. However, without additional context, it's difficult to determine the specific reasons behind these transactions.

Comparison to Industry Standards

  • It's common for executives at publicly traded companies like Cognex to receive stock options and restricted stock units as part of their compensation packages.
  • The vesting schedules and exercise prices of these instruments are generally aligned with industry standards to incentivize long-term performance.
  • Comparing MacDonald's holdings and transactions to those of executives at similar companies like Keyence or Teledyne Technologies would provide a more comprehensive assessment.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to potential dilution from the vesting of RSUs and exercise of stock options.

Key Dates

DateDescription
02/21/2018Date of Non-Qualified Stock Option (right to buy) with an exercise price of $38.39 and an expiration date of 02/21/2027.
02/20/2019Date of Non-Qualified Stock Option (right to buy) with an exercise price of $56.44 and an expiration date of 02/20/2028.
02/19/2020Date of Non-Qualified Stock Option (right to buy) with an exercise price of $51.49 and an expiration date of 02/19/2029.
02/18/2021Date of Non-Qualified Stock Option (right to buy) with an exercise price of $50.94 and an expiration date of 02/18/2030.
02/16/2022Date of Non-Qualified Stock Option (right to buy) with an exercise price of $90.5 and an expiration date of 02/16/2031.
05/01/2022Date of Non-Qualified Stock Option (right to buy) with an exercise price of $48.28 and an expiration date of 05/01/2029.
02/22/2023Date of Non-Qualified Stock Option (right to buy) with an exercise price of $64.43 and an expiration date of 02/22/2032 and Restricted Stock Unit with an expiration date of 02/22/2025.
02/21/2024Date of Non-Qualified Stock Option (right to buy) with an exercise price of $47.21 and an expiration date of 02/21/2033 and Restricted Stock Unit with an expiration date of 02/21/2026.
03/15/2024Date of the reported transaction: acquisition of 1,228 Restricted Stock Units and disposal of 3,765 shares of Common Stock. Date of Restricted Stock Unit with an expiration date of 03/15/2027.
02/20/2025Date of Non-Qualified Stock Option (right to buy) with an exercise price of $39.44 and an expiration date of 02/20/2034 and Restricted Stock Unit with an expiration date of 02/20/2027.
03/15/2025First vesting anniversary (20%) of the Restricted Stock Units granted on March 15, 2024.
03/15/2026Second vesting anniversary (30%) of the Restricted Stock Units granted on March 15, 2024.
03/15/2027Third vesting anniversary (50%) of the Restricted Stock Units granted on March 15, 2024.

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