Form 4: MACOM Executive's Tax Withholding on RSU Vesting

MACOM Technology Solutions Holdings executive Ambra R. Roth had 300 shares withheld for tax obligations following the vesting of restricted stock units.

Summary

• Ambra R. Roth, SVP, General Counsel, and Secretary of MACOM Technology Solutions Holdings, Inc. (MTSI), reported a transaction involving company common stock.
• On October 23, 2025, 300 shares of common stock were disposed of at a price of $139.31 per share.
• This disposition was due to shares being withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
• Following this transaction, Ms. Roth beneficially owns 6,264 shares of MACOM Technology Solutions Holdings, Inc. common stock.

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary transaction related to executive compensation and tax withholding, which has a neutral impact on the company's fundamental outlook or investor sentiment.

Future Outlook

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

Industry Context

This is a routine insider transaction related to executive compensation and tax obligations, which is common across all publicly traded companies that grant equity awards. It does not reflect broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine, non-discretionary transaction for tax purposes and does not reflect a change in management's confidence or company fundamentals.
• Employees: Reflects standard equity compensation practices for executives.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary transaction where shares were withheld to cover tax obligations upon the vesting of restricted stock units. It does not provide any new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate as this event does not alter the fundamental investment case for MACOM Technology Solutions Holdings, Inc.

Keywords

MACOM Technology Solutions Holdings, MTSI, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, Tax Withholding, Executive Compensation