Form 4: MACOM Senior VP Sells $4.5M in Stock

MACOM Technology Solutions Holdings' Senior VP and COO, Robert Dennehy, sold 18,348 shares of common stock for approximately $4.5 million under a pre-arranged 10b5-1 plan.

Summary

• Robert Dennehy, Senior VP and COO of MACOM Technology Solutions Holdings, Inc. (MTSI), sold a total of 18,348 shares of common stock.
• The sales occurred on February 26, 2026, at weighted average prices ranging from $240.40 to $253.58 per share.
• The total value of the shares sold is approximately $4,512,990.
• Following these transactions, Mr. Dennehy directly beneficially owns 12,864 shares of MACOM common stock.
• These transactions were executed pursuant to a Rule 10b5-1 sales plan adopted by Mr. Dennehy on November 27, 2025.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. The sale is part of a pre-arranged 10b5-1 plan, which is a routine financial management tool for executives and does not inherently signal a change in company prospects.

Positives

• The sales were conducted under a pre-arranged Rule 10b5-1 plan, indicating a planned financial management strategy rather than a reaction to immediate company news.

Negatives

• Insider sales, even when pre-planned, can sometimes be perceived by the market as a lack of confidence, though this is not necessarily the case with 10b5-1 plans.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider sales executed under Rule 10b5-1 plans are common practice for executives to manage personal finances and diversify holdings without being accused of trading on material non-public information. Such sales are generally not indicative of specific company performance trends or broader industry shifts unless the volume is exceptionally large or deviates significantly from historical patterns.

Stakeholder Impact

• Shareholders: The sale reduces the direct beneficial ownership of a key executive, which could be interpreted differently by investors, though it's a planned sale.

Key Dates

Recommendation

The insider sale is part of a pre-established 10b5-1 plan, which is a routine financial planning mechanism for executives. It does not provide new material information about the company's operational performance or future prospects that would warrant a change in investment recommendation. Investors should continue to hold based on fundamental analysis of MACOM Technology Solutions Holdings, Inc.

Keywords

MACOM Technology Solutions Holdings, MTSI, Insider Sale, Form 4, Robert Dennehy, 10b5-1 Plan, Equity Transaction, Common Stock