Form 4: MACOM SVP Sells 5,000 Shares Under 10b5-1 Plan

Robert Dennehy, SVP of Operations at MACOM Technology Solutions Holdings, sold 5,000 shares of common stock for approximately $636,000 through a pre-arranged 10b5-1 trading plan.

Summary

• Robert Dennehy, SVP of Operations at MACOM Technology Solutions Holdings, Inc. (MTSI), reported the sale of common stock.
• The transactions occurred on October 2, 2025.
• A total of 5,000 shares were sold in two separate transactions.
• The first transaction involved 4,081 shares at a weighted average price of $127.15 per share, with prices ranging from $126.50 to $127.49.
• The second transaction involved 919 shares at a weighted average price of $127.61 per share, with prices ranging from $127.53 to $127.63.
• These sales were executed pursuant to a Rule 10b5-1 sales plan adopted by Mr. Dennehy on February 28, 2025.
• Following these transactions, Mr. Dennehy beneficially owns 10,680 shares of MACOM common stock directly.

Sentiment

Score: 5

Explanation: The transaction is a routine insider sale conducted under a pre-arranged 10b5-1 plan, which typically carries a neutral sentiment as it is not indicative of new material information or a change in company prospects.

Positives

• The sale was conducted under a pre-arranged Rule 10b5-1 trading plan, indicating a planned and non-discretionary transaction, which can mitigate concerns about opportunistic insider selling.

Negatives

• An insider sale, even under a 10b5-1 plan, reduces the reporting person's direct ownership in the company.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

Insider transactions, particularly those executed under Rule 10b5-1 plans, are a routine part of corporate governance and executive compensation in publicly traded companies. These plans allow insiders to sell a predetermined number of shares at a predetermined time or price, helping them diversify their holdings while avoiding accusations of trading on material non-public information. This specific transaction by an SVP of Operations at MACOM Technology Solutions Holdings is consistent with typical insider activity in the technology sector.

Comparison to Industry Standards

• This Form 4 reports a standard insider stock sale executed under a Rule 10b5-1 plan, which is a common practice among executives in publicly traded companies across all industries, including technology.
• There are no specific comparable companies, projects, or results mentioned in the filing to assess against global benchmarks.

Corporate Governance

Stakeholder Impact

• Shareholders: A minor reduction in direct insider ownership, but the 10b5-1 plan context generally mitigates negative interpretations.
• Employees: No direct impact mentioned.
• Customers: No direct impact mentioned.
• Suppliers: No direct impact mentioned.
• Creditors: No direct impact mentioned.

Key Dates

Keywords

MACOM Technology Solutions Holdings, MTSI, insider trading, Form 4, stock sale, 10b5-1 plan, Robert Dennehy, SVP Operations, equity transaction