Form 4: Cognex Director Exercises Options, Boosts Stake

Cognex Corp. Director Anthony Sun exercised options to acquire 26,000 shares of common stock at $16.72 per share, increasing his beneficial ownership.

Summary

• Anthony Sun, a Director of Cognex Corp. (CGNX), reported an insider transaction on January 8, 2026.
• The transaction involved the exercise of non-qualified stock options to acquire 26,000 shares of Common Stock at an exercise price of $16.72 per share.
• Following this transaction, Mr. Sun beneficially owns 323,848 shares of Common Stock directly.
• He also indirectly owns 52,608 shares of Common Stock through Sun Management Associates, LLC, after the exercise.
• Remaining derivative holdings include various non-qualified stock options for a total of 88,000 shares with exercise prices ranging from $38.39 to $56.44.
• Additionally, Mr. Sun holds Restricted Stock Units for a total of 11,237 shares.

Sentiment

Score: 7

Explanation: The exercise of stock options by a director typically indicates confidence in the company's future prospects, as the options are exercised when they are in-the-money.

Positives

• Director Anthony Sun exercised options to acquire 26,000 shares, increasing his beneficial ownership in the company.
• The exercise price of $16.72 suggests the options were in-the-money, indicating a potential gain for the insider and confidence in the stock's value above that price.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This insider transaction is a routine disclosure and does not provide specific insights into broader industry trends or competitive landscape. It reflects an individual director's activity within the company's equity compensation framework.

Related Party Transactions

• Indirect beneficial ownership of 52,608 shares of Common Stock and various derivative securities is held through Sun Management Associates, LLC, of which the reporting person is a member. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Stakeholder Impact

• Shareholders may view the increased insider ownership as a positive signal of management's alignment with shareholder interests and confidence in the company's value.

Key Dates

Keywords

Cognex, CGNX, Form 4, Insider Transaction, Stock Option Exercise, Director Stock Ownership, Anthony Sun