STOCK TITAN

Cognex (NASDAQ: CGNX) CFO nets shares after RSU vesting and tax

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Fehr Dennis
Role SVP, Chief Financial Officer
Type Security Shares Price Value
Exercise Restricted Stock Unit 5,394 $0.00 --
Exercise Common Stock 5,394 $0.00 --
Tax Withholding Common Stock 1,984 $62.26 $124K
holding Non-Qualified Stock Option (right to buy) -- -- --
holding Non-Qualified Stock Option (right to buy) -- -- --
holding Non-Qualified Stock Option (right to buy) -- -- --
holding Restricted Stock Unit -- -- --
holding Restricted Stock Unit -- -- --
Holdings After Transaction: Restricted Stock Unit — 8,991 shares (Direct, null); Common Stock — 17,972 shares (Direct, null); Non-Qualified Stock Option (right to buy) — 68,823 shares (Direct, null)
Footnotes (1)
  1. This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026 and are reported herein. Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock. The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026.
RSU-derived shares acquired 5,394 shares Common stock from derivative exercise (code M) on May 6, 2026
Shares withheld for taxes 1,984 shares at $62.26 Tax withholding disposition (code F) on May 6, 2026
Shares after exercise 17,972 shares Total common shares following M-code derivative exercise
Shares after tax withholding 15,988 shares Direct common stock holdings after F-code tax share withholding
RSU position 1 underlying shares 24,523 shares Restricted stock units expiring February 17, 2029, exercise price $0.00
RSU position 2 underlying shares 20,339 shares Restricted stock units expiring February 18, 2028, exercise price $0.00
Largest option grant underlying shares 92,092 shares at $44.49 Non-qualified stock option expiring May 6, 2034
Additional option grant underlying shares 68,823 shares at $33.04 Non-qualified stock option expiring February 18, 2035
Restricted Stock Unit financial
"This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Non-Qualified Stock Option (right to buy) financial
"Non-Qualified Stock Option (right to buy) with underlying common stock and stated exercise prices and expirations"
tax withholding obligations financial
"shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026"
contingent right financial
"Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock"
derivative exercise/conversion financial
"transaction_action is described as derivative exercise/conversion for the M-code transactions"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Fehr Dennis

(Last)(First)(Middle)
ONE VISION DRIVE

(Street)
NATICK MASSACHUSETTS 01760

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
COGNEX CORP [ CGNX ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP, Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/06/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/06/2026M5,394A$0.017,972D
Common Stock05/06/2026F(1)1,984D$62.2615,988D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Unit$0.0(2)05/06/2026M5,39405/06/2025(3)05/06/2027Common Stock5,394$0.08,991D
Non-Qualified Stock Option (right to buy)$33.0402/18/202602/18/2035Common Stock68,82368,823D
Non-Qualified Stock Option (right to buy)$44.4905/06/202805/06/2034Common Stock92,09292,092D
Non-Qualified Stock Option (right to buy)$57.0902/17/202702/17/2036Common Stock25,30625,306D
Restricted Stock Unit$0.002/18/202602/18/2028Common Stock20,33920,339D
Restricted Stock Unit$0.002/17/202702/17/2029Common Stock24,52324,523D
Explanation of Responses:
1. This disposition represents shares withheld to satisfy tax withholding obligations on the restricted stock units that vested on May 6, 2026 and are reported herein.
2. Each restricted stock unit represents a contingent right to receive one share of Cognex Corporation common stock.
3. The restricted stock units vest approximately 20% on the first anniversary of the grant date (May 6, 2024); 30% on the second anniversary of the grant date; and 50% on the third anniversary of the grant date so long as the reporting person has relocated to Massachusetts by October 31, 2026.
Dennis Fehr05/08/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Cognex (CGNX) CFO Dennis Fehr report in this Form 4?

Dennis Fehr reported routine equity compensation activity involving restricted stock units and common stock. He exercised derivative rights for 5,394 shares and had 1,984 shares withheld to satisfy tax obligations related to vested restricted stock units granted by Cognex.

How many Cognex (CGNX) shares did the CFO acquire in this filing?

The CFO acquired 5,394 shares of Cognex common stock through a derivative exercise coded as an M transaction. This reflects conversion of restricted stock units into common shares rather than an open-market purchase on a stock exchange or through a third-party broker.

Why were 1,984 Cognex (CGNX) shares disposed of in this Form 4?

1,984 Cognex shares were withheld to satisfy tax withholding obligations on restricted stock units that vested on May 6, 2026. The filing describes this F-code transaction as payment of tax liability by delivering securities, not as an open-market sale of stock by the CFO.

How many Cognex (CGNX) shares does the CFO hold after these transactions?

After these transactions, Dennis Fehr directly holds 15,988 shares of Cognex common stock. This figure reflects the net result after exercising derivative rights for 5,394 shares and withholding 1,984 shares for taxes related to vested restricted stock units reported in the Form 4.

Was this Cognex (CGNX) Form 4 a market buy or sell by the CFO?

No, the Form 4 reflects a derivative exercise and tax withholding, not an open-market trade. The M-code transaction shows exercise of rights for 5,394 shares, and the F-code disposition covers 1,984 shares withheld to pay taxes on vested restricted stock units granted by Cognex.