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

MACOM Technology Solutions Holdings' Senior VP and CFO, John Kober, sold 7,116 shares of common stock on February 17, 2026, through a pre-arranged 10b5-1 trading plan.

Summary

• John Kober, Senior VP and CFO of MACOM Technology Solutions Holdings, Inc. (MTSI), reported the sale of common stock.
• A total of 7,116 shares of common stock were disposed of on February 17, 2026.
• The sales were executed at weighted average prices ranging from $236.42 to $247.70 per share.
• These transactions were conducted pursuant to a Rule 10b5-1 sales plan adopted by Mr. Kober on August 14, 2025.
• Following these transactions, Mr. Kober directly beneficially owns 48,508 shares of common stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. The sale is a pre-scheduled personal financial transaction by an executive under a 10b5-1 plan, which typically does not reflect a change in the company's operational fundamentals or future prospects.

Positives

• The sales were executed under a pre-arranged Rule 10b5-1 trading plan, indicating a non-discretionary, scheduled transaction rather than a reaction to immediate market conditions.

Negatives

• Insider selling, even under a 10b5-1 plan, can sometimes be perceived by some investors as a lack of conviction in the company's near-term stock performance, though this is often a personal financial decision.

Risks

• No new company-specific risks are identified in this Form 4 filing.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

StockSavvy.ai notes that insider sales executed under Rule 10b5-1 plans are common among corporate executives. These plans allow insiders to sell a predetermined number of shares at a predetermined time or price, providing an affirmative defense against insider trading allegations by demonstrating that the trades were not based on material non-public information. This practice is standard across various industries for executive liquidity and diversification.

Stakeholder Impact

• Shareholders: May observe a minor increase in the float of shares, and potentially a slight, temporary negative sentiment due to insider selling, though mitigated by the 10b5-1 plan.

Key Dates

Recommendation

The Form 4 filing reports a routine insider stock sale executed under a pre-arranged 10b5-1 plan. This type of transaction is generally a personal financial decision by an executive for liquidity or diversification and does not typically signal a change in the company's fundamental business outlook or performance. Therefore, it does not provide sufficient new information to warrant a change from a 'hold' recommendation based solely on this filing.

Keywords

MACOM Technology Solutions Holdings, MTSI, John Kober, Insider Trading, Form 4, 10b5-1 Plan, Stock Sale, Executive Compensation