MTSI MACOM Technology Solutions Holdings, Inc.
Price Chart
Executive Summary
Director Stephen G. Daly filed a Form 144 notice of intent to sell 15,828 shares of MACOM common stock, valued at approximately $6.2 million based on the filing date. The shares were acquired via performance stock units vested on November 6, 2025. This is a routine insider sale by a director, not executive management, and the dollar amount is modest relative to the company's $29.8B market cap.
Actionable Insight
This is a small, routine director sale — no material signal. Monitor for any acceleration of insider selling ahead of next earnings, but standalone this filing is not actionable.
Key Facts
- Director Stephen G. Daly filed Form 144 to sell 15,828 shares of MTSI common stock.
- Estimated value of proposed sale: ~$6.2 million (based on filing date price of ~$391.08).
- Shares were acquired via performance stock units vested on November 6, 2025.
- Sale is intended to occur on or after May 29, 2026.
- Daly is a director, not a C-suite officer, reducing signaling weight.
- MTSI market cap is ~$29.8B; the sale represents ~0.02% of outstanding shares.
- Recent insider activity (30d): 4 other sells totaling $17.0M.
Financial Impact
Proposed sale of 15,828 shares valued at ~$6.2M, representing ~0.02% of MTSI's market cap.
Risk Factors
- Insider selling pattern could intensify if additional Form 144s or Form 4s appear from C-suite officers.
- No material risk from this isolated filing.
Market Snapshot
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-005286 |
| Document: 0001950047-26-005286-index.html | 0001950047-26-005286 |
| Document: 0001950047-26-005286.txt | 0001950047-26-005286 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
5d ago
|
Press Release
| $361.77 awaiting T+5 | awaiting T+5 | — | $379.87 (+5.00%) |
|
May 29, 2026
16d ago
|
144
| $353.79 $345.40 | ▼ −2.37% | ▲ +0.38% | $379.87 (+7.37%) |
|
May 27, 2026
19d ago
|
144
| $400.66 $390.34 | ▼ −2.58% | ▼ −3.04% | $379.87 (−5.19%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $358.98 $403.49 | ▲ +12.40% | ▲ +10.16% | $379.87 (+5.82%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $358.98 $403.49 | ▲ +12.40% | ▲ +10.16% | $379.87 (+5.82%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $358.98 $403.49 | ▲ +12.40% | ▲ +10.16% | $379.87 (+5.82%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $380.45 $364.64 | ▼ −4.16% | ▼ −6.00% | $379.87 (−0.15%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $358.98 $403.05 | ▲ +12.28% | ▲ +10.03% | $379.87 (+5.82%) |
|
May 15, 2026
4w ago
|
Insider Cluster
| $356.25 $409.68 | ▲ +15.00% | ▲ +13.38% | $379.87 (+6.63%) |
|
May 14, 2026
4w ago
|
144
| $375.60 $385.98 | ▼ −2.76% | ▼ −1.80% | $379.87 (−1.14%) |
US Market Status
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