Cognex Corp SEC Filings

COGNEX CORP Chief Legal Officer & Secretary Mark Fennell reported a series of option exercises and related share sales in Common Stock. On May 11, 2026, he exercised options to acquire a total of 60,010 shares at exercise prices ranging from $33.04 to $56.44 per share. On the same date, he executed open-market sales totaling 64,873 shares at prices including $66.73 and $67.08 per share. Following these transactions, Fennell directly holds 4,863 shares of Cognex Common Stock. Footnotes describe prior option grants that vest in annual installments over several years.

Cognex Corp VP and PAO Laura Ann Macdonald reported a series of option exercises paired with open‑market sales of Common Stock on May 11–12, 2026. She sold a total of 139,722 shares of Common Stock in open‑market transactions at prices including $66.8022 and $65.5632 per share.

These sales followed exercises of stock options covering 137,510 shares at strike prices ranging from $33.04 to $56.44 per share. After the transactions, she holds 5,258 Common shares directly, plus equity awards such as Restricted Stock Units and Non‑Qualified Stock Options, including 11,211 RSUs and options for 23,891 shares at an exercise price of $64.43. An additional 20 shares are held indirectly by her child, for which she disclaims beneficial ownership except for any pecuniary interest.

CGNX reported proposed sales of common stock under Rule 144 and disclosed recent dispositions. The notice lists intended sales of 6,100, 10,000 and 25,500 shares tied to option grants, and two completed dispositions in the past three months of 14,881 shares for $850,554.00 and 98,122 shares for $6,554,765.00.

The filing identifies the transactions as issuer-related option exercises and records the broker as Robert W Baird & Co on 05/12/2026. Timing and cash‑flow treatment for the planned sales are shown as 05/12/2026.

Cognex Corporation submitted a Form 144 notice reporting proposed sales of common stock tied to a stock option exercise and restricted stock awards. The filing lists a stock option exercise of 60,010 shares dated 05/11/2026 and restricted stock items of 1,945 shares (02/21/2026), 1,582 shares (02/18/2026), and 1,336 shares (02/20/2026).

CGNX filed a Form 144 notice reporting proposed sales of common stock and related equity awards. The filing lists recent 02/12/2026 sales by Laura Ann MacDonald of 14,881 shares for $850,554.

The filing also lists RSU releases (sizes: 837, 542, 500, 333 shares) and multiple option grants with specified share counts and settlement/exercise dates, including grants of 6,634, 15,080, 12,196, 17,000, 30,000, and 15,000 shares as shown.

COGNEX CORP SVP and CFO Dennis Fehr reported routine equity compensation activity involving restricted stock units and common shares. He exercised derivative rights tied to 5,394 shares of common stock, increasing his direct holdings through a derivative exercise rather than an open-market purchase.

To cover related tax obligations on vested restricted stock units, 1,984 common shares were withheld, described as payment of tax liability by delivering securities. After these transactions, he directly holds 15,988 common shares, along with multiple outstanding restricted stock units and non-qualified stock options that may convert into additional Cognex common stock over future vesting and exercise periods.

CGNX submitted Form 144 notices reporting proposed sales of Common Stock and disclosed recent dispositions by Robert J. Willett. The filing lists proposed sales tied to option-related transactions dated 05/07/2026 and three reported dispositions in the prior three months.

Reported past sales: $10,300,974.15 for 177,052 shares on 02/12/2026, $127,808.48 for 2,148 shares on 02/13/2026, and $3,312,316.58 for 53,726 shares on 05/06/2026. The filing also lists proposed sale quantities of 101,256, 120,946, 121,672, 59,630, and 19,974 shares dated 05/07/2026.

Cognex Corporation delivered a much stronger first quarter of 2026, with revenue of $268.4 million, up 24% from a year earlier. Growth was broad-based across Americas, Europe, Greater China, and other Asia, helped by consumer electronics, semiconductor, logistics, and packaging demand.

Gross margin improved to 71% from 67%, lifting operating income to $59.9 million, or 22% of revenue. Net income more than doubled to $51.7 million, or $0.31 per diluted share. Cognex generated $45.1 million of operating cash flow, repurchased $99.0 million of stock, completed a small Japan business divestiture, and ended the quarter with $621.9 million in cash and investments and no long‑term debt.

Cognex Corporation reported a strong first quarter of 2026, combining double‑digit growth with higher profitability and cash returns to shareholders. Revenue rose 24% year over year to $268.4 million, driven by broad-based strength across major end markets, and gross margin improved to 71.1%.

Operating income more than doubled to $59.9 million, lifting operating margin to 22.3%. Net income was $51.7 million, with diluted EPS of $0.31, while adjusted diluted EPS grew 113% to $0.34. The company generated $42.3 million of free cash flow and ended the quarter with $622 million in cash and investments and no debt.

Cognex returned $113 million to shareholders through $99 million of share repurchases and $14 million in dividends, and its board declared a quarterly cash dividend of $0.085 per share, payable June 4, 2026. Management also issued Q2 2026 guidance calling for revenue of $280–$300 million and adjusted diluted EPS of $0.40–$0.44.