Form 4: MACOM CFO Executes Planned Stock Sale

MACOM Technology Solutions Holdings CFO John Kober sold 8,644 shares of common stock pursuant to a pre-arranged Rule 10b5-1 trading plan.

Summary

• CFO John Kober acquired 108 shares via the Employee Stock Purchase Plan on May 15, 2026.
• The reporting person sold a total of 8,644 shares of common stock on May 18, 2026.
• Sales were executed at prices ranging from $352.79 to $377.70 per share.
• The transactions were conducted under a Rule 10b5-1 trading plan adopted on August 14, 2025.
• Following these transactions, the CFO retains 40,972 shares of common stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as the sales were executed under a pre-planned, automated trading program.

Positives

• The sale was conducted under a pre-established Rule 10b5-1 plan, indicating the transactions were not based on non-public information.
• The reporting person continues to hold a significant position of 40,972 shares.

Negatives

• The transaction represents a reduction in the executive's direct equity stake in the company.

Risks

• Insider selling can sometimes be perceived negatively by the market, regardless of the existence of a pre-planned trading arrangement.

Future Outlook

No specific forward-looking guidance regarding company operations was provided in this filing.

Industry Context

StockSavvy.ai notes that routine insider selling under 10b5-1 plans is a standard practice for corporate executives to manage personal liquidity and is generally viewed as neutral by the investment community.

Comparison to Industry Standards

• The use of Rule 10b5-1 plans is the industry standard for executives at major semiconductor firms like Analog Devices or Texas Instruments to avoid potential conflicts of interest.
• The volume of shares sold relative to total holdings is consistent with typical executive diversification strategies.

Stakeholder Impact

• Minimal impact expected as the sales were pre-planned and represent a small portion of the executive's total holdings.

Next Steps

• Continued monitoring of future Form 4 filings for further insider activity.

Key Dates

Keywords

MACOM, MTSI, Insider Trading, Form 4, CFO, Stock Sale, Rule 10b5-1