Form 4: MACOM SVP Ambra Roth Reports Stock Vesting & Tax Withholding

MACOM Technology Solutions Holdings, Inc. SVP, GC and Secretary Ambra R. Roth reported the vesting of performance-based restricted stock units and subsequent tax-related share dispositions.

Summary

• Ambra R. Roth, SVP, GC and Secretary of MACOM Technology Solutions Holdings, Inc. (MTSI), reported changes in her beneficial ownership of common stock.
• On November 6, 2025, 38,591 shares of common stock were acquired due to the vesting and settlement of performance-based restricted stock units (PRSUs) previously granted under an equity compensation plan.
• Also on November 6, 2025, 19,086 shares of common stock were disposed of at a price of $166.92 per share to satisfy tax withholding obligations related to the PRSU vesting.
• On November 8, 2025, an additional 540 shares of common stock were disposed of at a price of $170.03 per share to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
• Following these transactions, Ambra R. Roth beneficially owns 27,105 shares of common stock.

Sentiment

Score: 6

Explanation: The filing reports routine vesting of equity awards and subsequent tax-related share dispositions, indicating the achievement of performance targets for previously granted awards. This is a neutral to slightly positive event as it confirms executive compensation milestones were met.

Positives

• The vesting of 38,591 performance-based restricted stock units indicates that performance targets set by the company were met, aligning executive incentives with company success.

Negatives

• A total of 19,626 shares were disposed of to cover tax withholding obligations, reducing the reporting person's direct beneficial ownership.

Risks

• The routine nature of these transactions (vesting and tax withholding) presents no new or specific risks beyond the general market and company-specific risks inherent in holding equity.

Future Outlook

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

Industry Context

This filing represents a routine insider transaction related to executive compensation, common across all industries for publicly traded companies. It does not provide specific insights into broader industry trends or competitive landscape for MACOM Technology Solutions Holdings, Inc.

Stakeholder Impact

• Shareholders: The vesting of performance-based awards aligns executive interests with shareholder value creation, as it typically requires the achievement of specific performance metrics. The disposition of shares for tax purposes is a standard practice and has a minimal dilutive effect.

Key Dates

Recommendation

This Form 4 reports routine vesting of performance-based restricted stock units and subsequent tax-related share dispositions by a senior executive. Such transactions are standard compensation events and do not typically indicate a change in the company's fundamental outlook or warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as this filing does not provide new information to alter an existing investment thesis.

Keywords

MACOM Technology Solutions Holdings, MTSI, Ambra R. Roth, Form 4, Insider Transaction, Stock Vesting, Restricted Stock Units, PRSUs, Tax Withholding, Beneficial Ownership