CGNX.NASDAQCognex CORP

Form 4: Cognex VP Sells Shares Under Pre-Arranged Plan

Sentiment:

Insider Transaction Report


Cognex Corp's VP and PAO, Laura Ann MacDonald, sold 2,666 shares of common stock for $45 per share under a Rule 10b5-1 trading plan.

Summary

  • Laura Ann MacDonald, the Vice President and Principal Accounting Officer (PAO) of Cognex Corp (CGNX), executed a sale of 2,666 shares of common stock.
  • The transaction took place on September 5, 2025, with shares sold at a price of $45 each.
  • This sale was an open market transaction conducted pursuant to a pre-arranged Rule 10b5-1 trading plan.
  • Following the reported transaction, MacDonald directly holds 4,593 shares of Cognex common stock.
  • An additional 20 shares are indirectly owned by her child, for which she disclaims beneficial ownership except for her pecuniary interest.
  • MacDonald also holds various derivative securities, including non-qualified stock options and restricted stock units, with varying exercise prices and expiration dates.

Sentiment

Score: 5

Explanation: The sale of shares by a VP is generally a neutral event when conducted under a pre-arranged 10b5-1 plan, as it reflects personal financial planning rather than a reaction to company performance or outlook. It's not a strong positive or negative signal.

Positives

  • The sale was conducted under a Rule 10b5-1 trading plan, indicating a pre-scheduled transaction rather than a reaction to immediate company news or a discretionary decision based on material non-public information.

Negatives

  • An insider sale, even if planned, results in a reduction of the reporting person's direct equity stake in the company.

Related Party Transactions

  • 20 shares of common stock are indirectly held by the reporting person's child, for which the reporting person disclaims beneficial ownership except to the extent of her pecuniary interest.

Stakeholder Impact

  • Shareholders may note a slight reduction in insider ownership, though the impact is mitigated by the pre-planned nature of the sale.
  • Employees are not directly impacted by this specific transaction.

Key Dates

DateDescription
02/21/2018Date exercisable for Non-Qualified Stock Option with exercise price $38.39
02/20/2019Date exercisable for Non-Qualified Stock Option with exercise price $56.44
02/19/2020Date exercisable for Non-Qualified Stock Option with exercise price $51.49
02/18/2021Date exercisable for Non-Qualified Stock Option with exercise price $50.94
02/16/2022Date exercisable for Non-Qualified Stock Option with exercise price $90.5
05/01/2022Date exercisable for Non-Qualified Stock Option with exercise price $48.28
02/22/2023Date exercisable for Non-Qualified Stock Option with exercise price $64.43
02/21/2024Date exercisable for Non-Qualified Stock Option with exercise price $47.21
02/21/2024Date exercisable for Restricted Stock Unit
02/20/2025Date exercisable for Non-Qualified Stock Option with exercise price $39.44
02/20/2025Date exercisable for Restricted Stock Unit
03/15/2025Date exercisable for Restricted Stock Unit
09/05/2025Date of common stock transaction (sale)
09/08/2025Signature date of reporting person
02/18/2026Date exercisable for Non-Qualified Stock Option with exercise price $33.04
02/18/2026Date exercisable for Restricted Stock Unit
02/21/2026Expiration date for Restricted Stock Unit
02/21/2027Expiration date for Non-Qualified Stock Option with exercise price $38.39
02/20/2027Expiration date for Restricted Stock Unit
03/15/2027Expiration date for Restricted Stock Unit
02/20/2028Expiration date for Non-Qualified Stock Option with exercise price $56.44
02/18/2028Expiration date for Restricted Stock Unit
02/19/2029Expiration date for Non-Qualified Stock Option with exercise price $51.49
05/01/2029Expiration date for Non-Qualified Stock Option with exercise price $48.28
02/18/2030Expiration date for Non-Qualified Stock Option with exercise price $50.94
02/16/2031Expiration date for Non-Qualified Stock Option with exercise price $90.5
02/22/2032Expiration date for Non-Qualified Stock Option with exercise price $64.43
02/21/2033Expiration date for Non-Qualified Stock Option with exercise price $47.21
02/20/2034Expiration date for Non-Qualified Stock Option with exercise price $39.44
02/18/2035Expiration date for Non-Qualified Stock Option with exercise price $33.04

Recommendation

hold

The insider sale was conducted under a Rule 10b5-1 trading plan, which suggests it was a pre-scheduled personal financial decision rather than a signal of negative company outlook. While a reduction in insider holdings is noted, it does not provide new material information to warrant a change in investment recommendation based solely on this filing. Investors should continue to hold and evaluate the company based on its broader financial performance and strategic initiatives.

Keywords

Cognex Corp, CGNX, Insider Trading, Form 4, Stock Sale, Laura Ann MacDonald, 10b5-1 Plan, Equity Transaction

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