Form 4: MACOM CFO Sells Shares Under 10b5-1 Plan

MACOM Technology Solutions Holdings' Senior VP and CFO, John Kober, sold 972 shares of common stock for $175.63 per share under a pre-arranged 10b5-1 plan.

Summary

• John Kober, Senior VP and CFO of MACOM Technology Solutions Holdings, Inc. (MTSI), reported a sale of common stock.
• The transaction involved 972 shares of MTSI common stock.
• The shares were sold at a price of $175.63 per share.
• The sale occurred on November 10, 2025.
• Following this transaction, Kober directly beneficially owns 55,640 shares of common stock.
• The sale was executed pursuant to a Rule 10b5-1 sales plan adopted on August 14, 2025.

Sentiment

Score: 6

Explanation: The sale of shares by a Senior VP and CFO could be viewed negatively, but the execution under a pre-arranged Rule 10b5-1 plan suggests a planned financial move rather than a reaction to new, adverse information. The relatively small number of shares sold compared to total holdings also limits the negative sentiment.

Positives

• The sale was conducted under a Rule 10b5-1 plan, indicating it was pre-scheduled and not based on immediate, non-public information, which reduces concerns about opportunistic insider selling.

Negatives

• An insider sale, even under a 10b5-1 plan, can sometimes be perceived as a lack of confidence in the company's near-term stock performance, although it often relates to personal financial planning or diversification.

Stakeholder Impact

• Shareholders: May observe the insider sale, but the 10b5-1 plan context generally reduces concern. The impact on share price is likely minimal due to the small volume.

Key Dates

Recommendation

This Form 4 filing reports a routine, pre-scheduled insider stock sale by the CFO. While insider selling can sometimes be a bearish signal, the execution under a Rule 10b5-1 plan indicates a planned transaction for personal financial management rather than a reaction to new, negative company developments. The volume of shares sold is also relatively small. Therefore, this specific filing does not provide sufficient new information to warrant a change in investment recommendation for MACOM Technology Solutions Holdings. Investors should consider broader company fundamentals and market conditions.

Keywords

MACOM Technology Solutions Holdings, MTSI, John Kober, Insider trading, Form 4, Stock sale, 10b5-1 plan, CFO, Equity transaction