Form 4: MACOM CEO's Stock Withholding for Tax Obligations

MACOM Technology Solutions Holdings' President and CEO, Stephen G. Daly, had 1,128 shares withheld for tax obligations related to restricted stock unit vesting.

Summary

• Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc. (MTSI), reported a transaction on October 23, 2025.
• The transaction involved the disposition of 1,128 shares of Common Stock.
• These shares were withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
• The price per share for the withheld shares was $139.31.
• Following this transaction, Mr. Daly beneficially owns 23,445 shares of Common Stock directly.

Sentiment

Score: 5

Explanation: Neutral. This is a routine, non-discretionary transaction related to executive compensation and tax obligations, not indicative of operational performance or strategic shifts.

Positives

• The transaction reflects the vesting of restricted stock units, indicating a component of executive compensation being realized.

Negatives

• The disposition of shares, while for tax purposes, reduces the direct beneficial ownership of the CEO by 1,128 shares.

Future Outlook

No forward-looking statements or guidance were provided in this Form 4 filing.

Industry Context

This is a routine insider transaction disclosure related to executive compensation, which is a common practice across publicly traded companies and does not directly relate to broader industry trends or competitive positioning.

Comparison to Industry Standards

• The withholding of shares for tax obligations upon the vesting of restricted stock units is a standard and widely accepted practice for executive equity compensation across various industries, including the technology sector.
• This type of transaction is a common mechanism for executives to cover tax liabilities without needing to sell shares on the open market, aligning with typical corporate governance and compensation structures.

Related Party Transactions

• The transaction involves the company (Issuer) and its President and CEO (Reporting Person), which is a related party dealing for compensation and tax purposes.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine tax-related disposition, not a discretionary sale, reflecting a standard aspect of executive compensation.
• Employees, Customers, Suppliers, Creditors: No direct impact from this specific filing.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary transaction where shares were withheld to cover tax obligations related to restricted stock unit vesting. It does not provide new information regarding the company's operational performance, strategic direction, or financial health that would warrant a change in investment recommendation. Investors should maintain their current position based on broader company fundamentals and market conditions, as this filing is neutral in its implications.

Keywords

MACOM Technology Solutions Holdings, MTSI, Stephen G. Daly, Form 4, Insider Transaction, Stock Withholding, Restricted Stock Units, CEO, Director