Form 4: MACOM CEO Stephen Daly Granted 11,071 RSUs

MACOM Technology Solutions Holdings, Inc. disclosed that its President and CEO, Stephen G. Daly, was granted 11,071 restricted stock units.

Summary

• Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc. (MTSI), was granted 11,071 restricted stock units (RSUs).
• The grant occurred on October 28, 2025, under the Issuer's 2021 Omnibus Incentive Plan.
• Each RSU represents the contingent right to receive one share of Common Stock.
• The RSUs will vest in three tranches: 3,690 shares on October 28, 2026, 3,690 shares on October 28, 2027, and 3,691 shares on October 28, 2028.
• Vesting is contingent upon Mr. Daly's continuous service with the Issuer through each specified vesting date.
• Following this transaction, Mr. Daly beneficially owns 32,577 shares of Common Stock directly.

Sentiment

Score: 6

Explanation: Slightly positive. The grant of RSUs to the CEO is a standard executive compensation practice that aligns management's interests with shareholders and promotes retention, which is generally viewed favorably. It does not, however, indicate any immediate operational or financial performance changes.

Positives

• Grant of restricted stock units to President and CEO Stephen G. Daly aligns his interests with long-term shareholder value.
• The multi-year vesting schedule (through October 28, 2028) incentivizes executive retention and sustained performance.
• The grant is part of an established 2021 Omnibus Incentive Plan, indicating a structured approach to executive compensation.

Future Outlook

The multi-year vesting schedule for the granted restricted stock units indicates an expectation of continued service from President and CEO Stephen G. Daly through October 2028, aligning his long-term incentives with the company's future performance.

Industry Context

The grant of restricted stock units to a key executive like the President and CEO is a common practice in the technology sector to attract, retain, and incentivize top talent. This aligns executive compensation with long-term company performance and shareholder interests, a standard approach across many publicly traded technology companies.

Comparison to Industry Standards

• The use of Restricted Stock Units (RSUs) for executive compensation is a widely adopted practice across the technology industry, including companies like Intel, NVIDIA, and Broadcom, as it ties executive rewards directly to stock performance and encourages long-term commitment.
• Multi-year vesting schedules, such as the three-year schedule for Mr. Daly's RSUs, are standard in the industry to promote executive retention and align interests over a sustained period, similar to practices observed at peer companies in the semiconductor and connectivity solutions space.

Corporate Governance

Stakeholder Impact

• Shareholders: Potentially positive due to enhanced executive retention and alignment of management's interests with long-term stock performance.
• Management: Positive for Stephen G. Daly through equity compensation and long-term incentives.

Next Steps

• Vesting of 3,690 RSUs on October 28, 2026.
• Vesting of 3,690 RSUs on October 28, 2027.
• Vesting of 3,691 RSUs on October 28, 2028.

Key Dates

Keywords

MACOM Technology Solutions Holdings, MTSI, Stephen G. Daly, Form 4, Restricted Stock Units, RSU, Insider Transaction, Executive Compensation, Equity Grant, Corporate Governance