Stephen G Daly

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.

CEO Stephen Daly sold 20,000 shares at $173.16 avg price for $3.5M on 2025-12-01, reducing holdings by 26.9%.

Stephen G Daly, President and CEO of MACOM, executed 6 separate sales totaling 20,000 shares for $3,463,111.35 on 2025-12-01, reducing his position from 74.2K to 54.2K shares (a 26.9% reduction in holdings). The sales occurred at prices ranging from $169.97 to $174.82, with a blended average of $173.16, while the stock currently trades at $183.46—above all transaction prices and near its 52-week high. Over his cross-ticker track record, Daly's prior 20 sells posted an average 90-day return of -1.5% with a 54.55% well-timed rate, though his 5 prior same-ticker trades at MTSI (all on 2025-11-10) remain too recent for measurable outcomes. The company delivered strong fundamentals in the latest quarter—$252.1M revenue with 32.6% annual growth and $36.5M net income—though it remains unprofitable on a full-year basis. The large volume and multi-tranche execution pattern, combined with the post-sale stock appreciation above all transaction prices, offer limited direct timing signal, but the substantial reduction in CEO holdings warrants attention given the company's elevated valuation and mixed profitability profile.

MTSI CEO Daly sold 20,000 shares in 9 transactions on 2025-11-10 for $3.5M at blended $175.73; stock now $162.24, -9.1% from 52-week high.

President and CEO Stephen G Daly executed 9 separate sales totaling 20,000 shares for $3,514,592.12 at prices ranging from $170.76 to $179.11, reducing his holdings by 21.2% to 74,217 shares post-transaction. The timing of this large reduction coincides with elevated valuation (P/E 151.63) and a recent 31.8% gain over 90 days, though the stock has since fallen 9.1% from its 52-week high of $178.42. Daly's prior 5 sales at MTSI were followed by net positive 90-day returns (none were well-timed at the 90-day mark), yet his cross-ticker track record across 20 prior sales shows a well-timed rate of 35.00%, suggesting modest historical accuracy in sell timing. The scale of the position reduction and the multi-tranche execution warrant investor attention to underlying fundamentals and any forward guidance shifts.

CEO Daly sold 24.0K shares ($3.0M) at MTSI on 2025-06-02/04; reduces holdings 47.1% to 26,953 shares; 5 of 5 prior MTSI sales were well-timed.

Stephen G Daly, President and CEO, executed 5 separate sales totaling 24,039 shares for $2,997,681.53 across 2025-06-02 and 2025-06-04, reducing his holdings by 47.1% from 50,992 to 26,953 shares. This represents a substantial reduction in insider ownership at a blended average price of $124.70, occurring as the stock trades near its 52-week high of $148.78 (currently $127.41, -14.4% from peak). Notably, Daly's prior 5 trades at MTSI all exhibited well-timed selling patterns (negative 90-day returns), suggesting a demonstrated ability to exit before subsequent declines at this ticker specifically. Given the company's elevated P/E of 119.07 and the magnitude of this liquidation relative to his remaining position, the sale warrants investor attention to determine whether it reflects ordinary portfolio management or carries signal value regarding management's near-term outlook.

CEO Daly sells 45,100 shares at $129.43 avg for $5.8M; reduces holdings by 46.9%

Stephen G Daly, President and CEO of MACOM, executed 3 separate sales totaling 45,100 shares for $5,837,267.81 on 2024-11-13 at prices ranging from $128.65 to $130.43, reducing his holdings from 96,092 to 50,992 shares. The sales occurred near MTSI's 52-week high ($139.14), with the current price now at $123.00—11.6% below that peak—yet the 30-day and 90-day price changes (+8.2% and +15.7% respectively) suggest recent upward momentum. His cross-ticker track record shows a 0.00% well-timed sell rate across 20 prior sells, indicating these sales have not historically preceded stock declines; however, prior trades at MTSI (5 recent sales, all within the last two weeks) remain too early to assess timing outcomes. The large reduction in CEO holdings (nearly 47% of his prior position) occurring at elevated price levels warrants monitoring of whether this signals a shift in his confidence in near-term prospects.

MTSI CEO Daly sells 19,395 shares in 4 transactions for $2,607,090.53, reducing holdings 16.8%

Stephen G. Daly, President and CEO of MACOM Technology Solutions Holdings, Inc., executed 4 separate sales on 2024-11-11 totaling 19,395 shares for $2,607,090.53 at prices ranging from $133.45 to $136.73 (blended average $134.42). This reduces his post-transaction holdings to 96,092 shares, a 16.8% reduction from pre-transaction holdings of 115,487 shares. The stock is currently trading at $131.86, approximately 5.2% below its 52-week high of $139.14, and has gained 13.5% over the past 30 days and 28.4% over the past 90 days. His cross-ticker track record shows 20 prior sells with a 0.00% well-timed rate at the 90-day mark and an average 90-day return of +4.0%, indicating prior post-sale price appreciation; at MTSI specifically, he has completed 5 prior trades, all recent sells with outcomes not yet measurable. The material size of this position reduction in the context of recent strong stock performance and his limited track record of well-timed exits at this ticker merits investor attention.

CEO Daly sells 9,751 shares across 7 transactions for $1,115,375.93, reducing stake 14.9% to 55,826 shares

Stephen G Daly, President and CEO of MACOM (MTSI), executed 7 separate sales totaling 9,751 shares for $1,115,375.93 across October 29–31, 2024, at prices ranging from $111.81 to $120.04 (blended average $114.39). The sales reduced his holdings by 14.9% from 65,577 to 55,826 shares. Current price is $112.40, placing the blended transaction price only 1.8% above current levels, suggesting timing near recent resistance; the stock has appreciated 5.0% over 30 days and 15.7% over 90 days, well above its 52-week lows of $70.24. Daly's cross-ticker track record shows 13 prior sells with a 0.00% well-timed rate (stock rose after his sales on average), whereas his 5 prior MTSI trades from October 28 are still outcome-pending. The large reduction in CEO shareholding during a period of stock strength warrants investor attention.

CEO Stephen Daly sold 4,742 shares at blended $118.32 (five transactions, $561,081.18 total) on 2024-10-28; holds 65,577 shares post-sale.

Stephen G Daly, President and CEO, executed five separate sales totaling 4,742 shares for $561,081.18 on 2024-10-28 at prices ranging from $117.79 to $121.80, reducing his stake by 6.7% to 65,577 shares. The sales occurred near the 52-week high of $121.70 and follow a period of strong stock momentum (+7.2% over 30 days, +18.5% over 90 days). His cross-ticker track record shows 11 prior sells with a 0.00% well-timed rate at the 90-day mark, indicating no established pattern of selling ahead of declines; at MTSI specifically, prior sales on 2024-08-30 showed modest positive 30-day returns (+2.3% and +1.6%), not predictive of downside. The large scale and multi-tranche execution near recent highs in a company with -4.0% annual revenue growth represents a material portfolio reduction by the company's chief executive.

CEO Daly sells 21,012 shares at $109.40 avg, reducing stake 24.6%; stock now $100.06, near 52-week lows.

Stephen G Daly, President and CEO of MACOM, executed 3 separate sales on 2024-08-30 totaling 21,012 shares for $2,298,658.28 at a blended average price of $109.40. The sale reduces his post-transaction holdings to 64,472 shares, a -24.6% reduction from pre-transaction holdings of 85,484 shares. The timing is notable: the insider sold at prices ranging from $109.05 to $110.64, which were near the stock's 52-week high of $118.10, though the current price of $100.06 sits -15.3% below that peak and only 42.4% above the 52-week low of $70.24. His prior trade history at MTSI shows 5 sells between November 2023 and December 2023, none of which proved well-timed at the 90-day mark (0 of 5 were well-timed). Against a backdrop of declining annual revenue (-4.0% year-over-year), this substantial reduction in insider holdings by the CEO warrants attention to the company's forward trajectory and capital deployment rationale.