The Feb cluster sales are immaterial as a stand-alone signal. Combine with the later May-exercise-then-sell pattern from VP Long ($298K sale at $66.32), which is consistent with routine option monetization/vesting. No bearish read-through; monitor upcoming earnings for any fundamental change.
Price Chart
Executive Summary
Two Cognex insiders sold a combined $262K in open-market transactions over a 1-week window in Feb 2026. Director Willett sold $128K at $59.50 and VP/PAO MacDonald sold $135K at $56.56. At 0.002% of market cap, the sales are negligible — likely routine portfolio diversification and not a signal of operational concern.
Key Financial Metrics
Key Facts
- Two insiders sold in a 7-day window: Director Willett (2.1K shares at $59.50, $128K) and VP/PAO MacDonald (2.4K shares at $56.56, $135K).
- Total open-market sales: $262K — 0.002% of CGNX's $11.1B market cap.
- No insider purchases in the cluster.
- A separate May 27 cluster shows VP Long exercised derivatives (non-cash) and immediately sold 4,500 shares at $66.32 for $298K — a planned sale pattern consistent with option exercise/cover.
Financial Impact
Total insider sales of $262K (Feb cluster) represent ~0.002% of market cap — trivial in size.
Risk Factors
- Insider sales lack depth and C-suite involvement — no material information conveyed.
- Both Willett and MacDonald are directors/VP-level, not CEO/CFO — their sales carry less signal weight.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CGNX-1780005981501 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | Press Release | $59.71 $62.22 | ▼ −4.21% | ▼ −4.36% | $64.97 (−8.81%) |
Aug 5, 2026 8w ago | Press Release | $67.38 $60.79 | ▼ −9.78% | ▼ −10.38% | $64.97 (−3.58%) |
Aug 5, 2026 8w ago | Institutional Cluster | $70.71 $59.94 | ▼ −15.23% | ▼ −14.63% | $64.97 (−8.12%) |
Jul 16, 2026 11w ago | Press Release | $63.89 $61.59 | ▼ −3.60% | ▼ −7.22% | $64.97 (+1.69%) |
May 11, 2026 20w ago | Insider Cluster | $66.90 $61.32 | ▼ −8.34% | ▼ −8.03% | $64.97 (−2.88%) |
May 6, 2026 21w ago | 8-K | $65.74 $66.06 | ▲ +0.49% | ▼ −2.64% | $64.97 (−1.17%) |
Mar 13, 2026 29w ago | DEFA14A | $47.96 $54.18 | ▲ +12.97% | ▲ +9.38% | $64.97 (+35.48%) |
Feb 23, 2026 31w ago | Insider Cluster | $56.43 $50.63 | ▲ +10.28% | ▲ +6.33% | $64.97 (−15.14%) |
Feb 17, 2026 32w ago | Insider Cluster | $56.93 $50.11 | ▼ −11.98% | ▼ −10.24% | $64.97 (+14.13%) |
US Market Status
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