Form 4: MACOM CEO Sells Shares Under 10b5-1 Plan

MACOM Technology Solutions Holdings CEO Stephen G. Daly sold 19,990 shares of common stock on November 10, 2025, through a pre-arranged 10b5-1 sales plan.

Summary

• Stephen G. Daly, President and CEO, and a Director of MACOM Technology Solutions Holdings, Inc. (MTSI), reported sales of common stock.
• A total of 19,990 shares of common stock were disposed of on November 10, 2025.
• The sales were executed at weighted average prices ranging from $170.76 to $179.11 per share.
• These transactions were conducted pursuant to a Rule 10b5-1 sales plan adopted by Mr. Daly on February 28, 2025.
• Following these transactions, Mr. Daly beneficially owns 74,217 shares of MACOM Technology Solutions Holdings, Inc. common stock.

Sentiment

Score: 5

Explanation: The filing reports routine insider sales under a pre-arranged 10b5-1 plan, which is generally considered neutral as it reflects planned financial management rather than a reaction to new company developments.

Positives

• The sales were conducted under a pre-arranged Rule 10b5-1 plan, indicating a planned diversification or liquidity event rather than an immediate reaction to company performance.

Negatives

• The CEO's direct beneficial ownership in the company decreased by 19,990 shares, which could be perceived as a reduction in management's direct stake.

Risks

• No specific new risks are introduced by this Form 4 filing beyond the general perception associated with insider selling, even if planned.

Future Outlook

NA

Industry Context

This filing is specific to an individual insider's transaction and does not provide broader industry context or trends.

Comparison to Industry Standards

• NA

Stakeholder Impact

• Shareholders may observe a reduction in the CEO's direct equity stake, which is a common occurrence for executives managing personal finances through 10b5-1 plans.

Key Dates

Recommendation

The reported transactions are routine sales by the CEO under a pre-arranged 10b5-1 plan, indicating a planned diversification or liquidity event rather than a change in management's outlook on the company's prospects. This type of insider activity typically does not warrant a change in investment recommendation.

Keywords

MACOM Technology Solutions Holdings, MTSI, Stephen G. Daly, Insider Sale, 10b5-1 Plan, Common Stock, CEO, Director