Form 4: MACOM CEO Stephen Daly's Equity Transactions

MACOM Technology Solutions Holdings, Inc. CEO Stephen Daly reported the vesting of performance-based restricted stock units and subsequent tax-related share dispositions.

Summary

• Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc., reported changes in his beneficial ownership of common stock.
• On November 6, 2025, 114,177 shares of Common Stock were acquired due to the vesting and settlement of performance-based restricted stock units (PRSUs).
• On the same date, 50,640 shares were disposed of at a price of $166.92 to satisfy tax withholding obligations related to the PRSU vesting.
• On November 8, 2025, an additional 1,897 shares were disposed of at a price of $170.03 to satisfy tax withholding obligations related to the vesting of other restricted stock units.
• Following these transactions, Mr. Daly's direct beneficial ownership of Common Stock is 94,217 shares.

Sentiment

Score: 6

Explanation: The filing reports routine executive compensation events, specifically the vesting of performance-based restricted stock units and subsequent tax-related share dispositions. The vesting of PRSUs is a positive indicator of performance achievement, while the tax-related sales are standard and expected. Overall, it's a neutral to slightly positive event reflecting ongoing executive incentive alignment.

Positives

• The vesting of 114,177 performance-based restricted stock units (PRSUs) indicates the achievement of specific performance targets by the company.
• The vesting demonstrates continued alignment of executive incentives with shareholder interests, as the awards are performance-based.

Negatives

• Disposition of 50,640 shares at $166.92 and 1,897 shares at $170.03 to cover tax obligations resulted in a reduction of direct beneficial ownership.

Related Party Transactions

• The transactions involve the vesting of equity awards granted to Stephen G. Daly, President and CEO, under an equity compensation plan maintained by the Issuer, which is a standard related-party transaction for executive compensation.

Stakeholder Impact

• Shareholders: The vesting of performance-based awards aligns management incentives with shareholder value creation. The tax-related sales are a routine part of executive compensation and do not indicate a change in strategy or outlook.
• Employees: No direct impact mentioned.
• Customers/Suppliers/Creditors: No direct impact mentioned.

Key Dates

Keywords

MACOM Technology Solutions Holdings, MTSI, Stephen G. Daly, Form 4, Insider Trading, Beneficial Ownership, Restricted Stock Units, Performance-Based RSUs, Executive Compensation, Equity Vesting