Form 4: MACOM CFO Kober Granted 3,994 Restricted Stock Units

MACOM Technology Solutions Holdings' Senior VP and CFO, John Kober, was granted 3,994 restricted stock units vesting over three years.

Summary

• John Kober, Senior VP and CFO of MACOM Technology Solutions Holdings, Inc. (MTSI), was granted 3,994 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 vest in three tranches: 1,331 shares on October 28, 2026, 1,331 shares on October 28, 2027, and 1,332 shares on October 28, 2028.
• Vesting is contingent upon Mr. Kober's continuous service with the Issuer through each specified date.
• Following this transaction, Mr. Kober beneficially owns 47,574 shares directly.

Sentiment

Score: 7

Explanation: The grant of restricted stock units to a key executive is generally a positive sign for aligning management incentives with shareholder interests and retaining talent, contributing to long-term stability.

Positives

• The grant of 3,994 restricted stock units to Senior VP and CFO John Kober aligns management's interests with long-term shareholder value.
• The three-year vesting schedule incentivizes continuous service and performance from a key executive.

Risks

• The vesting of the restricted stock units is contingent upon John Kober's continuous service with MACOM Technology Solutions Holdings, Inc. through each vesting date, meaning unvested shares would be forfeited upon termination of service.

Future Outlook

The vesting schedule for the granted restricted stock units provides a future outlook on executive retention and the potential issuance of additional common stock to the Senior VP and CFO over the next three years, contingent on continued service.

Industry Context

The grant of restricted stock units to a senior executive is a standard practice in the technology and semiconductor industries, serving as a key component of executive compensation packages designed to attract, retain, and motivate talent by aligning their interests with long-term company performance.

Comparison to Industry Standards

• Granting restricted stock units to senior executives is a common practice across the technology and semiconductor industries, including peers like Broadcom (AVGO) or Qualcomm (QCOM), to incentivize long-term performance and retention.
• The three-year vesting schedule for these RSUs is also standard for such equity awards in the sector, providing a balanced approach to executive compensation and retention.

Corporate Governance

Stakeholder Impact

• Shareholders: Potential positive impact due to increased alignment of executive interests with long-term company performance and value creation.
• Employees (specifically John Kober): Direct benefit through equity compensation, incentivizing continued service and performance.

Next Steps

• Vesting of 1,331 RSUs on October 28, 2026.
• Vesting of 1,331 RSUs on October 28, 2027.
• Vesting of 1,332 RSUs on October 28, 2028.

Key Dates

Recommendation

This Form 4 reports a routine grant of restricted stock units to a senior executive, which is a standard component of executive compensation designed to align interests and retain talent. It does not provide new information regarding the company's financial performance, strategic direction, or market position that would warrant a change in investment recommendation based solely on this filing.

Keywords

MACOM, MTSI, John Kober, RSU, Restricted Stock Units, Equity Grant, Executive Compensation, Insider Transaction, Form 4