Form 4: MACOM CEO Stephen Daly's Tax-Related Stock Transaction

MACOM Technology Solutions Holdings CEO Stephen Daly reported a tax-related disposition of 1,939 common shares following the vesting of restricted stock units.

Summary

• Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc. (MTSI), reported a transaction on October 27, 2025.
• 1,939 shares of common stock were disposed of at a price of $146.39 per share.
• This disposition was due to shares being withheld by the Issuer to satisfy tax withholding obligations related to the vesting of restricted stock units.
• Following this transaction, Daly directly beneficially owns 21,506 shares of common stock.
• The transaction was made pursuant to a Rule 10b5-1(c) plan, indicating it was pre-scheduled.

Sentiment

Score: 5

Explanation: The transaction is a routine, non-discretionary tax withholding event related to the vesting of restricted stock units, indicating a neutral impact on company sentiment.

Positives

• Vesting of restricted stock units (RSUs) indicates the fulfillment of compensation agreements for the CEO, aligning executive incentives with company performance.

Negatives

• No direct negatives related to company performance; the disposition is a routine event for tax obligations.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: The transaction represents a routine compensation event for the CEO and does not indicate any significant operational or strategic changes for the company.

Key Dates

Recommendation

This Form 4 details a routine tax-related disposition of shares by the CEO following RSU vesting and does not provide new information that would alter an investment thesis for MACOM Technology Solutions Holdings, Inc. (MTSI).

Keywords

MACOM, MTSI, Stephen Daly, Form 4, insider transaction, stock vesting, restricted stock units, tax withholding, CEO, director