Form 4: MACOM CFO Reports Stock Sales and Tax Withholding

MACOM Technology Solutions Holdings' Senior VP and CFO, John Kober, reported recent sales of common stock and shares withheld for tax obligations.

Summary

• John Kober, Senior VP and CFO of MACOM Technology Solutions Holdings, Inc. (MTSI), reported changes in his beneficial ownership of common stock.
• On October 27, 2025, 623 shares were withheld by the Issuer at a price of $146.39 per share to satisfy tax withholding obligations related to the vesting of restricted stock units.
• Following the tax withholding, Kober's direct beneficial ownership was 45,077 shares.
• On October 28, 2025, Kober sold 797 shares at a weighted average price of $145.1 per share, with prices ranging from $144.73 to $145.50.
• Also on October 28, 2025, Kober sold an additional 700 shares at a price of $146.01 per share.
• These sales were conducted pursuant to a Rule 10b5-1 sales plan adopted by Kober on August 14, 2025.
• After all reported transactions, Kober's direct beneficial ownership stands at 43,580 shares of common stock.

Sentiment

Score: 5

Explanation: The sentiment is neutral as this is a routine insider transaction, including tax-related withholding and pre-planned sales under a Rule 10b5-1 plan, which is a standard practice for executives.

Positives

• The stock sales were conducted under a pre-arranged Rule 10b5-1 trading plan, adopted on August 14, 2025, which demonstrates planned and non-opportunistic trading by the executive.

Negatives

• A senior executive selling shares, even if pre-planned, can sometimes be perceived as a lack of confidence, though this is a routine transaction for tax and diversification purposes.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This filing reports a routine insider transaction and does not provide information relevant to broader industry trends or competitive landscape.

Corporate Governance

Stakeholder Impact

• Shareholders: The reported transactions represent a minor reduction in the beneficial ownership of a key executive, which is a routine event and not expected to have a significant impact on shareholder value.
• Employees: No direct impact on employees is indicated by this filing.

Key Dates

Recommendation

This Form 4 filing details routine insider transactions, including shares withheld for tax obligations and sales executed under a pre-arranged Rule 10b5-1 plan. Such transactions are common for executives and do not typically signal a significant change in company fundamentals or outlook. Therefore, based solely on this filing, a 'hold' recommendation is appropriate, as there is no strong signal for either buying or selling the stock.

Keywords

MACOM Technology Solutions Holdings, MTSI, John Kober, CFO, Insider Transaction, Form 4, Stock Sale, Beneficial Ownership, Rule 10b5-1 Plan, Tax Withholding