Form 4: MACOM Director Bryan Ingram Granted 971 RSUs

MACOM Technology Solutions Holdings, Inc. Director Bryan Ingram was granted 971 restricted stock units vesting over three years.

Summary

• Bryan Ingram, a Director of MACOM Technology Solutions Holdings, Inc. (MTSI), was granted 971 restricted stock units (RSUs).
• The transaction date for this grant was January 13, 2026.
• These RSUs were granted 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: 323 shares on January 13, 2027, 323 shares on January 13, 2028, and 325 shares on January 13, 2029.
• Vesting is contingent upon Mr. Ingram remaining in continuous service with the Issuer through each respective vesting date.
• Following this transaction, Mr. Ingram beneficially owns 971 shares directly.

Sentiment

Score: 7

Explanation: The sentiment is positive as it represents a routine equity grant to a director, aligning their interests with shareholders and serving as a retention incentive. It is a standard corporate action.

Positives

• The grant of restricted stock units aligns the director's long-term interests with those of the shareholders.
• Equity compensation is a standard practice for retaining and incentivizing key personnel and directors.

Negatives

• The RSUs do not provide immediate liquidity to the director.
• The director's ownership is contingent on continued service, meaning the shares could be forfeited if service terminates before vesting.

Risks

• Forfeiture of unvested restricted stock units if the reporting person's continuous service with the Issuer terminates prior to the vesting dates.

Future Outlook

The future outlook involves the vesting of the granted restricted stock units over the next three years, contingent on the director's continued service with MACOM Technology Solutions Holdings, Inc.

Industry Context

The grant of restricted stock units to a director is a common form of equity compensation across various industries, particularly in technology and growth-oriented companies. It serves to align the interests of the director with long-term shareholder value creation and is a standard component of corporate governance and executive incentive programs.

Comparison to Industry Standards

• The use of restricted stock units (RSUs) for director compensation is a widely adopted practice, comparable to compensation structures at peer technology companies such as Broadcom, Analog Devices, and Qorvo, which also utilize equity grants to incentivize and retain key personnel.
• The multi-year vesting schedule (three years) is typical for such grants, promoting long-term commitment and performance, consistent with industry benchmarks for director and executive equity awards.

Corporate Governance

Stakeholder Impact

• Shareholders: The grant aligns the director's financial interests with the long-term performance of the company, potentially leading to more focused decision-making aimed at increasing shareholder value.
• Employees: While not directly impacting general employees, such grants are part of a broader compensation philosophy that can influence overall company culture and retention strategies for key personnel.

Next Steps

• Continued service of Bryan Ingram with MACOM Technology Solutions Holdings, Inc. to meet vesting conditions.
• Vesting of 323 RSUs on January 13, 2027.
• Vesting of 323 RSUs on January 13, 2028.
• Vesting of 325 RSUs on January 13, 2029.

Key Dates

Keywords

MACOM Technology Solutions Holdings, MTSI, Form 4, Restricted Stock Units, RSU, Director Compensation, Equity Grant, Insider Transaction, Corporate Governance