Welcome to our dedicated page for Cognex SEC filings (Ticker: CGNX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Cognex Corporation (CGNX) SEC filings page on Stock Titan aggregates the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, providing a structured view of how this industrial machine vision issuer reports its financial and corporate information. Cognex is incorporated in Massachusetts and files under Commission File Number 001-34218, with its common stock listed on NASDAQ under the symbol CGNX.
Among the key documents available are Form 10-K annual reports and Form 10-Q quarterly reports, where Cognex discusses its machine vision business, risk factors, and financial statements. These filings are important for understanding trends in logistics and factory automation demand, as well as the company’s investment in AI-enabled vision products, as referenced in its public communications.
Investors will also find Form 8-K current reports that Cognex uses to announce material events. Recent 8-K filings include the release of quarterly financial results, dividend declarations, and an audit firm rotation in which the Audit Committee selected KPMG LLP as the independent registered public accounting firm for a future fiscal year, following Grant Thornton LLP. Such filings provide timely insight into corporate actions and governance decisions.
On this page, users can monitor real-time updates from EDGAR, including 8-Ks, 10-Qs, 10-Ks, and other forms that Cognex may file. Stock Titan’s tools offer AI-powered summaries that help explain the contents of lengthy filings, highlight key sections, and clarify technical language around accounting, risk disclosures, and strategic priorities. In addition, Form 4 insider transaction reports, when filed, can be accessed to review share transactions by Cognex officers, directors, or significant shareholders.
By using the CGNX filings page, investors and researchers can quickly move from raw SEC documents to clearer explanations of how Cognex presents its financial condition, machine vision strategy, and corporate developments in official filings.
Cognex director Anthony Sun reported an indirect option exercise through Sun Management Associates, LLC. On January 8, 2026, the LLC exercised a non-qualified stock option for 26,000 shares of Cognex common stock at an exercise price of $16.72 per share, increasing its indirect common stock holdings to 52,608 shares. Separately from the LLC holdings, Sun is shown with 323,848 shares of common stock held directly, along with direct holdings of restricted stock units covering 8,324 and 2,913 shares. Following the exercise, the specific option grant for 26,000 shares is reduced to zero, while the LLC continues to hold additional non-qualified stock options for 26,000, 23,000, 26,000, and 13,000 shares at higher exercise prices. The filing notes that Sun is a member of the LLC and disclaims beneficial ownership of the LLC-held securities except to the extent of his pecuniary interest.
Cognex Corporation reported that its Audit Committee selected KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, subject to completion of KPMG’s standard client acceptance procedures and execution of an engagement letter. Grant Thornton LLP remains engaged for the year ending December 31, 2025. Grant Thornton’s reports for 2023 and 2024 contained no adverse opinions or disclaimers, and the Company disclosed no disagreements or reportable events through October 29, 2025. A Grant Thornton letter confirming these statements is filed as Exhibit 16.1.
Cognex Corporation reported stronger operations in Q3 2025, with revenue of $276,892,000, up 18% year over year, and gross margin steady at 68%. Operating income rose to $57,765,000 (21% of revenue) as expenses were essentially flat, reflecting cost controls and higher incentive accruals tied to performance.
Net income fell to $17,664,000, or $0.10 per diluted share, primarily due to a discrete tax expense of approximately $33,265,000 from newly enacted U.S. tax legislation (OBBBA), which lifted the effective tax rate to 72%. Excluding discrete items, the company cited an effective tax rate of 18% for the quarter.
Geographically, revenue grew in the Americas (+27%) and Europe (+30%), with Greater China up 10% and Other Asia down 4%. Results included about $13 million of one-time license and inventory transfer revenue from a new medical lab automation partnership. Year to date, operating cash flow was $170,612,000; cash and investments totaled $600,344,000. The company repurchased 3,594,000 shares for $126,233,000, leaving $140,020,000 authorized, and declared a subsequent dividend of $0.085 per share.
Cognex Corporation reported two updates. The company furnished a news release with financial results for the quarter ended September 28, 2025 as Exhibit 99.1. In addition, the Board of Directors declared a quarterly cash dividend of $0.085 per share, payable on November 28, 2025 to shareholders of record at the close of business on November 13, 2025.
The earnings release was provided as an exhibit and designated as furnished, not filed, under the Exchange Act. Cognex’s common stock trades on NASDAQ under the symbol CGNX.
Cognex (CGNX) director Robert Willett reported an option exercise and same‑day sale. On 10/21/2025, he exercised 6,704 non-qualified stock options at an exercise price of $38.39 per share and sold 6,704 common shares at an average price of $49.5062. The transactions were effected pursuant to a Rule 10b5‑1 trading plan.
Following these transactions, the filing shows 0 shares held directly and 15,804 shares held indirectly by a trust. The report also lists multiple outstanding option grants and a restricted stock unit award, reflecting ongoing equity incentives with stated vesting and expiration dates.
Sheila Marie DiPalma, Executive Vice President, Employee Services at Cognex Corporation (CGNX), reported open-market dispositions under a Rule 10b5-1 trading plan. On 09/05/2025 she sold 2,002 shares at $45.00, reducing her direct common stock holding to 8,582 shares. On 09/08/2025 she sold 2,000 shares at $45.03, reducing holdings to 6,582 shares. The filing lists substantial outstanding option and restricted stock unit positions exercisable into common stock, totaling tens of thousands of shares across multiple option grants and RSU awards.
Laura A. MacDonald, Vice President and Principal Accounting Officer of Cognex Corporation (CGNX), reported transactions on Form 4 showing an open-market sale and her remaining holdings. On 09/05/2025 she sold 2,666 shares of Cognex common stock at $45 per share pursuant to a Rule 10b5-1 trading plan. After that sale she directly owned 4,593 shares. She also reports 20 shares held by her child, which she disclaims beneficial ownership of except for pecuniary interest.
The filing lists detailed equity compensation holdings: multiple outstanding non-qualified stock options totaling 238,695 underlying shares and restricted stock units totaling 33,914 shares (by schedule), with various exercise prices and expiration dates.
Form 144 notice for Cognex Corp (CGNX): This filing notifies the proposed sale of 4,002 common shares through Morgan Stanley Smith Barney LLC with an aggregate market value of $177,168.54. The shares represent restricted stock units acquired from the issuer on 02/22/2023 and the filer lists the approximate date of sale as 09/05/2025 on the NASDAQ. The filing reports no securities sold in the past three months for the account and includes the standard signature representation that the seller is not aware of undisclosed material adverse information.
Form 144 notice for Cognex Corp (CGNX) reports a proposed sale of 2,666 shares of Common Stock through broker Robert W Baird & Co., with an aggregate market value of $119,970 and approximate sale date of 09/05/2025 on NASDAQ. The filing shows the 2,666 shares were acquired through three Restricted Stock Unit releases on 02/21/2025, 02/22/2025 and 03/15/2025 totaling 2,666 shares, and fully settled upon vesting. The filing states there were no securities sold in the past three months by the reporting person. Filer contact and issuer identification fields in the notice are present but contain no specific names or CIK values in the provided content.
Matthew Moschner, CEO & President and a director of Cognex Corporation (CGNX), reported equity activity tied to restricted stock units that vested on 08/07/2025. A grant of 3,000 restricted stock units vested on that date, and 881 shares were withheld to satisfy tax-withholding obligations at a reported price of $41.36 per share. The Form 4 shows each RSU converts to one share and explains the vesting schedule for the grant (approximately 20%, 30% and 50% on the first three anniversaries of the grant date). The filing also details the reporting person’s outstanding stock option positions and other RSU balances, including a large option block of 279,070 options at a $27.99 strike, documenting the executive’s continuing equity holdings in the company.