Form 4: MACOM CFO buys 64 shares via ESPP

Senior VP and CFO John Kober acquired 64 MACOM shares at $104.94 under the employee stock purchase plan, increasing his holdings to 55,704 shares.

Summary

• Senior VP and CFO John Kober acquired 64 shares of MACOM Technology Solutions Holdings, Inc. (MTSI).
• Purchase price was $104.94 per share.
• Transaction occurred on 2025-11-14 and was made under the company’s Employee Stock Purchase Plan.
• Post-transaction beneficial ownership stands at 55,704 shares, held directly.
• Form 4 was signed by Ambra R. Roth, Attorney-in-Fact, on 2025-11-18.

Sentiment

Score: 6

Explanation: Slightly positive due to insider purchase and increased alignment, but overall immaterial in size and informational content.

Positives

• Insider purchase by the CFO, indicating continued alignment with shareholders.
• Direct beneficial ownership increased to 55,704 shares.
• Acquisition occurred via the Employee Stock Purchase Plan, a structured and compliant program.

Negatives

• Small purchase size (64 shares) is likely immaterial and not a strong signaling event.
• No additional operational, financial, or strategic updates provided.

Future Outlook

No forward-looking statements or guidance provided.

Industry Context

Insider purchases via ESPP are routine across semiconductor peers and generally reflect ongoing employee participation rather than a discretionary market-timed signal.

Comparison to Industry Standards

• Insider buying through ESPP is common among semiconductor companies (e.g., Qorvo, Skyworks, Marvell) and typically immaterial to float.
• The small purchase size is consistent with periodic ESPP allotments and is not unusual compared to industry practices.
• No deviation from standard governance or reporting practices observed relative to U.S. technology hardware peers.

Stakeholder Impact

• Shareholders: Minor positive signal from insider participation; no material impact on ownership structure.
• Employees: Demonstrates ongoing use of the Employee Stock Purchase Plan.
• Market participants: Transaction is routine and unlikely to affect liquidity or price.

Key Dates

Keywords

MACOM, MTSI, Form 4, insider purchase, Employee Stock Purchase Plan, ESPP, semiconductors, CFO, beneficial ownership, Lowell MA