Form 4: MACOM SVP Adds Shares via ESPP Purchase

MACOM Technology Solutions SVP Donghyun Thomas Hwang acquired 83 shares at $104.94 via the employee stock purchase plan, lifting direct ownership to 53,539 shares on Nov. 14, 2025.

Summary

• On Nov. 14, 2025, SVP, Global Sales Donghyun Thomas Hwang acquired 83 shares of MACOM common stock at $104.94 per share under the Employee Stock Purchase Plan (ESPP).
• Direct beneficial ownership after the transaction is 53,539 shares.
• Transaction code: A (acquisition); ownership form: Direct.
• Document executed by Ambra R. Roth, Attorney-in-Fact, on Nov. 18, 2025.

Sentiment

Score: 6

Explanation: Marginally positive due to increased insider ownership, though the size is small and not thesis-changing.

Positives

• Insider increased holdings by 83 shares, signaling continued alignment with shareholders.
• Acquisition via ESPP at $104.94 indicates ongoing participation in employee ownership programs.
• Direct beneficial ownership stands at 53,539 shares, reflecting material personal exposure to company equity.

Future Outlook

Not applicable; no forward-looking statements or guidance provided.

Management Comments

• Shares were purchased under the Issuer's Employee Stock Purchase Plan.

Industry Context

Routine ESPP-driven insider purchases are common across semiconductor companies and generally reflect ongoing employee participation rather than signaling strategic or financial changes.

Comparison to Industry Standards

• The 83-share acquisition is de minimis and consistent with routine ESPP purchases seen at peers such as Analog Devices (ADI) and Skyworks (SWKS).
• Use of ESPPs is standard among U.S. semiconductor firms and aligns with typical governance and compensation practices; no deviation from industry norms is indicated.

Related Party Transactions

• Insider acquisition of 83 shares under the company's Employee Stock Purchase Plan at $104.94; direct ownership now 53,539 shares.

Stakeholder Impact

• Minor increase in insider ownership may be viewed as modestly positive for shareholder alignment.
• No dilution or capital impact; transaction executed via ESPP.

Key Dates

Keywords

MACOM Technology Solutions, MTSI, Form 4, insider buying, Employee Stock Purchase Plan, ESPP, beneficial ownership, semiconductors, Donghyun Thomas Hwang, executive transactions