Kober John

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.

CFO John Kober sold 7,196 shares of MTSI for $1,749,160.67 across 10 separate transactions on 2026-02-17

John Kober, Senior VP and CFO, executed 10 separate sales totaling 7,196 shares for $1,749,160.67 on February 17, 2026, reducing his holdings by 12.9% from 55,704 to 48,508 shares. The blended average price of $243.07 is within 0.2% of the current price of $242.56, and occurs at -1.7% from the 52-week high of $246.76, near recent peak valuations. His prior 5 sales at MTSI (all on 2025-11-07) showed subsequent gains: 30-day returns of +9.1% to +12.5% and 90-day returns of +34.9% to +39.2%, indicating poorly-timed sells relative to longer-term price appreciation. The company's fundamentals show elevated valuation (P/E 112.30) despite unprofitability on a full-year basis, though most recent quarterly net income was $48.8M on $271.6M revenue with strong annual revenue growth of +32.6%. The timing and scale of this sale warrant attention given the stock's proximity to 52-week highs and the CFO's historical pattern of selling before subsequent gains at this ticker.

CFO John Kober sells 18,506 shares at $163.65–$169.91 for $3.1M; stock now at $178.42 (30-day +46%, 90-day +42.2%)

John Kober, Senior VP and CFO of MACOM, executed 7 separate sales totaling 18,506 shares for $3,101,212.86 at prices ranging from $163.65 to $169.91 on 2025-11-07, reducing his holdings by 24.6% to 56,612 shares. The blended average sale price of $167.58 now trades at a discount to the current price of $178.42, with the stock posting significant momentum gains: +46.0% over 30 days and +42.2% over 90 days. Notably, Kober's prior 5 trades at MTSI show a consistent pattern of well-timed exits: all 5 prior sells generated negative 90-day returns, suggesting the insider has historically sold ahead of pullbacks at this ticker. His cross-ticker track record reinforces this pattern, showing a 66.67% well-timed sell rate across 9 prior sales. The CFO's decision to divest during a strong uptrend—and at prices now below current market levels—warrants investor attention to whether this reflects confidence in recent momentum sustainability or signals insight into valuation constraints at a 166.75 P/E ratio and $13.3B market cap.

CFO John Kober sells 19,470 shares ($2.5M) at blended avg $126.88; stock now $131.33, up 15.4% in 30 days

John Kober, Senior VP and CFO of MACOM, executed 3 separate sales totaling 19,470 shares for $2,470,298.66 on 2024-11-20. His post-transaction holdings of 51,489 shares represent a 27.4% reduction from the prior level of 70,959 shares. The timing is notable: shares sold at a blended average price of $126.88 now trade at $131.33, representing a 3.5-point gap favoring the current shareholder. Over his 5 prior sales at MACOM, Kober achieved well-timed outcomes (negative 90-day returns) on 3 of 5 occasions; his cross-ticker track record shows a 50.00% well-timed rate at the 90-day mark with a positive average 90-day return of 2.4%. The current 30-day and 90-day price moves (15.4% and 22.7% gains respectively) suggest this particular sale was positioned ahead of sustained upward momentum, though the stock remains 5.6% below its 52-week high of $139.14.