MTSI MACOM Technology Solutions Holdings, Inc. Insider Trading

MTSI CEO Stephen G Daly sold 15,828 shares for $5.8M via 10b5-1 plan on 2026-05-29; stock up 60.0% in 90 days.

Stephen G Daly sold 15,828 shares across 19 separate transactions for $5,789,100.37 on 2026-05-29 through a pre-arranged 10b5-1 trading plan adopted on 2026-02-27, reducing his holdings by 29.2% from 54,217 to 38,389 shares. Because the trade is scheduled under a Rule 10b5-1 plan, it reflects a pre-established disposition window rather than discretionary timing. MTSI shares have appreciated significantly: the stock is up 60.0% over the 90-day period prior to this filing, trading at $382.35 versus a 52-week high of $418.90. His prior MTSI sales in December 2025 all saw gains within 90 days ranging from 41.9% to 46.0%, and his broader cross-ticker track record shows an average 90-day return of 29.7% following his prior 20 sells. The company's fundamentals show revenue growth of 32.6% year-over-year and a current quarter net income of $46,331,000.00, though full-year results were unprofitable. Investors should note the scheduled nature of this disposition and monitor the stock's subsequent performance against the pattern of prior gains his sales have captured.

CFO Kober sells 7,644 shares ($2.7M) via scheduled 10b5-1 plan; holds 41.0K post-transaction

Senior VP and CFO John Kober executed 13 separate sales totaling 7,644 shares for $2,746,143.39 on 2026-05-18, reducing his holdings by 15.7% from 48,616 to 40,972 shares. This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-08-14, meaning it was scheduled and not discretionary. The blended average sale price of $359.25 occurred when the stock was trading near recent levels; current price stands at $375.71, representing a modest spread relative to broader market momentum (30-day change +33.7%, 90-day change +54.9%). His prior trades at MTSI showed consistently negative 30-day returns (ranging from -5.5% to -9.0%) following the February sales, though those trades were also not timing-driven decisions given the standing plan. The stock has recovered significantly since those earlier sells, rising 54.9% over 90 days, reflecting the company's recent rally despite a high P/E of 161.94 and recent full-year unprofitability.

Director Peter Y Chung sold 43,268 shares (86.5% of holdings) of MTSI at $378.20 for $16.4M on 2026-05-14

Peter Y Chung divested 43,268 shares, reducing his holdings from 50,049 to 6,781 shares—a substantial 86.5% reduction of his prior position. The sale occurred at $378.20 per share during a period of strong price momentum (30-day change +28.6%, 90-day change +45.1%), though the stock remains 11.2% below its 52-week high of $401.24. Across his cross-ticker trading history, Chung's prior sells showed weak timing (average 90-day return +4.8%, well-timed rate 50%), suggesting his historical executions have been split between opportune and inopportune exits. The company's fundamentals present a mixed picture: quarterly revenue of $288,955,000 and quarterly net income of $46,331,000 are solid, with annual revenue growth of 32.6%, but the company was unprofitable on a full-year basis and trades at an elevated P/E of 153.56 on a $27.2B market cap. The scale of this director-level divestment—retaining only 6.8K shares—merits monitoring for signals about insider conviction, particularly given the company's profitability challenges despite strong recent revenue trajectory.

SVP Global Sales Hwang sells 3,718 shares for ~$1M in nine separate transactions, continuing a pattern of liquidation with historically poor timing.

Hwang Donghyun Thomas, the company's Senior Vice President of Global Sales, disposed of roughly 3,700 shares across nine separate trades for approximately $1M, reducing his direct stake from about 38,600 shares to 34,886 shares. This is his ninth open-market sale in the past three years and his sixth sale of MTSI stock specifically, with no open-market purchases in that entire window—a pattern of consistent liquidation with zero buying activity. Looking at his prior sales at MTSI, every single one saw the stock rise afterward both in the near term and over longer horizons, meaning his previous exits were consistently poorly timed. The stock has risen sharply recently and currently trades modestly above its 52-week midpoint, while the company posted a profitable quarter but remains unprofitable on an annual basis. Taken together, this sale extends Hwang's track record of selling at the wrong time in a stock that has rebounded significantly, and the exclusive focus on selling—never buying—over three years suggests he is managing his holdings downward rather than expressing conviction in the company.