MTSI MACOM Technology Solutions Holdings, Inc. Insider Trading

SVP Global Sales Donghyun Thomas Hwang sold 2,620 shares for $1.0M via 10b5-1 plan on 2026-06-25

Donghyun Thomas Hwang (SVP, Global Sales) executed 12 separate sales totaling 2,620 shares for $1,005,732.29 as part of a pre-arranged 10b5-1 trading plan adopted on 2025-08-11. The transactions spanned prices from $367.30 to $391.94, with a blended average price of $383.87. This represents an 8.1% reduction from his pre-transaction holdings of 32,376 shares (resulting in 29,756 shares post-transaction). Because this transaction is scheduled under a 10b5-1 plan rather than discretionary, timing considerations do not apply to this specific filing. The sales occurred when the stock was trading at $372.59 current price, positioned 11.1% below its 52-week high of $418.90, while the company reported strong near-term momentum with +67.8% 90-day appreciation and positive fundamentals including +32.6% annual revenue growth to $289.0M and $46.3M in net income, though note the company was unprofitable over its most recent full fiscal year.

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.

MTSI COO Robert Dennehy sold 18,398 shares in 9 transactions for $4,512,097.78; reduces holdings by 58.9%

Robert Dennehy, Senior VP and COO, executed 9 separate sales on 2026-02-26 totaling 18,398 shares (18.4K shares) for $4,512,097.78 ($4.5M) at blended average price of $245.25. This reduces his holdings from 31,262 shares (31.3K shares) to 12,864 shares (12.9K shares), representing a -58.9% reduction in his position. The sale occurs at a price $13.29 below the current price of $258.54 and comes during a period of strong momentum: the stock is at its 52-week high, up 18.0% over 30 days and 45.3% over 90 days. Despite near-term price strength, the company carries a very elevated P/E of 119.69 and was unprofitable over its most recent full fiscal year, even as recent quarterly revenue of $271.6M reflects 32.6% annual growth.

10% owner Susan Ocampo sold 315,272 shares for $79,981,686.46 across 4 transactions Feb 24–25 at $253.69 blended price

Susan Ocampo, a 10% owner of MACOM Technology Solutions Holdings, Inc., executed 4 separate sales totaling 315,272 shares for $79,981,686.46 on February 24–25, 2026, at a blended average price of $253.69. This sale reduced her holdings by 8.1% from 3,900,702 to 3,585,430 shares, yet she remains a substantial shareholder. The timing is noteworthy: the stock traded at a 52-week high of $253.37, and her blended sale price of $253.69 is 2.5% above the current price of $247.11 and near the peak of the 52-week range. Over the past 30 days, MTSI has gained 12.7%, and over 90 days it has risen 41.2%, reflecting strong recent momentum. Ocampo's recent transaction history at MTSI shows multiple sells within the past week (February 13, 17, 18, and now 24–25), suggesting a deliberate liquidation pattern, though outcomes from those prior trades at this ticker are not yet measurable. The company's fundamentals present a mixed picture: latest quarterly revenue of $271,612,000.00 with net income of $48,767,000.00 and 32.6% annual revenue growth are positive, yet the company was unprofitable over its most recent full fiscal year, and the P/E ratio of 114.40 reflects a premium valuation. The substantial dollar volume and continued accumulation of near-peak-price sales merit investor attention as a data point in evaluating the stock's current valuation and insider conviction.

MTSI CFO Kober John sold 7,196 shares for $1,749,160.67 on 2026-02-17 via pre-arranged 10b5-1 plan

Senior VP and CFO John Kober executed 10 separate sales totaling 7,196 shares for $1,749,160.67 on 2026-02-17, reducing his holdings from 55,704 shares to 48,508 shares (a 12.9% reduction). The transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-08-14, meaning the sales were scheduled and not discretionary. The trades occurred across a price range of $236.42 to $247.70 with a blended average price of $243.07. Because this activity is governed by a predetermined trading schedule, it does not reflect real-time investment judgment or conviction signals about MACOM's current valuation or prospects.

10% owner OCAMPO SUSAN sells 83,279 shares (2.0% of holdings) for $20,444,441.54 over 2 days near 52-week highs

OCAMPO SUSAN, a 10% owner of MACOM Technology Solutions Holdings, Inc. (MTSI), executed 3 separate sales totaling 83,279 shares for $20,444,441.54 on 2026-02-17 and 2026-02-18, at a blended average price of $245.49—very close to the 52-week high of $246.76. The sales reduced her holdings from 4,158,446 shares to 4,075,167 shares (a 2.0% reduction), while the stock has appreciated 9.4% over the preceding 30 days and 53.3% over 90 days. The timing of the sale near the 52-week high, combined with the company's elevated P/E of 112.30, elevated market cap of $18,194,903,443.20, and the fact that the company was unprofitable over its most recent full fiscal year, suggests the sale occurred during a period of significant valuation expansion. Her cross-ticker track record shows a 0.00% well-timed rate on prior sells (20 sales average +38.9% return over 90 days post-sale, indicating she historically sold before gains continued), but her 5 prior sales at MTSI are all too recent to have measurable 30- or 90-day outcomes, so prior performance at this ticker is not yet informative.

10% owner OCAMPO SUSAN sold 119,877 shares for $28,903,950.11 over two days, Feb 12–13, at blended avg $241.11

Susan Ocampo, a 10% holder of MACOM, executed 5 separate sales totaling 119,877 shares (119.9K shares) for $28,903,950.11 ($28.9M) on February 12–13, 2026, reducing her holdings by 2.8% to 4,158,446 shares (4.16M shares). The transactions occurred as the stock trades at $245.59, +0.0% from its 52-week high and +11.3% over the prior 30 days. MACOM is valued at $18.4B with a P/E of 113.70; the company reported net income of $48.8M on quarterly revenue of $271.6M, but remains unprofitable on a full-year basis. Ocampo's historical cross-ticker track record shows a 0.00% well-timed sell rate across 20 prior open-market sales, with an average 90-day return after sales of +43.5%, indicating her prior sales have preceded stock gains rather than declines. At this specific ticker (MTSI), her prior sales show mixed near-term results; the most recent measurable outcome (2025-12-09) was a 30-day return of -11.8%, with 90-day results still pending on that trade and all subsequent MTSI sales.