MKS Inc. SEC Filings

John Edward Williams, EVP & GM, PSD of MKS Inc. (MKSI), reported restricted stock units (RSUs) vesting on 08/15/2025. A grant of 947.285 RSUs vested (each RSU converts to one share), which increased the reporting person’s beneficial ownership of common stock to 7,343.75 shares on a direct basis. The company withheld 308 shares to satisfy tax withholding obligations at a price shown of $104.73; the withholding was not a discretionary sale by the reporting person. The transactions were reported on Form 4 and executed under codes indicating vesting and tax-withholding treatment.

T. Rowe Price Associates, Inc. filed Amendment No. 4 to a Schedule 13G reporting ownership of 4,129,128 shares of MKS Inc. common stock (CUSIP 55306N104), which the filing states represents 6.2% of the class. The filer reports sole voting power over 4,106,485 shares and sole dispositive power over 4,129,128 shares.

The statement includes the filer’s certification that the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control of the issuer. The filing lists the issuer address as 2 Tech Drive, Suite 201, Andover, MA, and shows the date of the triggering event as 06/30/2025 with the signature dated 08/14/2025.

Filing type: Amendment (Schedule 13G/A) reporting beneficial ownership of MKS Inc (CUSIP 55306N104).

Key facts:

• Reporting person: Victory Capital Management, Inc. (Type: IA; citizenship: New York).
• Aggregate beneficially owned: 3,787,201 shares, representing 5.64% of MKS Inc common stock (event date: 06/30/2025).
• Sole voting power: 3,711,418 shares; shared voting power: 0.
• Sole dispositive power: 3,787,201 shares; shared dispositive power: 0.
• Issuer address: 2 Tech Dr, Andover, MA 01810-2434.
• Signature: Barry Garrett, Chief Compliance Officer (date: 08/08/2025); comment: Amendment to update Sole Voting Power.

Certifications: The filer attests the securities are held in the ordinary course of business and not to influence control of the issuer.

Victory Capital Management, Inc. filed a Schedule 13G indicating a passive ownership stake in MKS Inc. (MKSI). As of 30 Jun 2025 the investment adviser beneficially owned 3,787,201 common shares, representing 5.64 % of the outstanding class. The firm holds sole voting power over 3,787,201 shares (3,711,418 specifically listed for sole vote) and sole dispositive power over the full position, with no shared voting or dispositive authority.

Key points:

• Filing trigger: first time (or updated) crossing the 5 % threshold, requiring disclosure under Exchange Act Rule 13d-1(b).
• Reporting person classification: Investment Adviser (IA) headquartered in New York; business address in San Antonio, TX.
• Certification states the shares were acquired in the ordinary course and not for the purpose of influencing control.
• Signature by Chief Compliance Officer Barry Garrett on 08 Aug 2025.

Q2-25 highlights (MKSI 10-Q): Revenue climbed 9.7% YoY to $973 m as product sales grew 10% and service 7%. Net income surged to $62 m ($0.92 EPS) from $23 m, lifting 1H profit to $114 m. Gross margin slipped 60 bps to 46.6% on mix, but operating margin improved 40 bps to 13.9% on disciplined opex. End-market mix: Semiconductor +17%, Electronics & Packaging +16%, Specialty Industrial –5%.

Cash & balance sheet: Operating cash flow jumped 62% to $306 m, funding $47 m capex, $45 m buybacks and $30 m dividends. Cash ended at $674 m (-$40 m YTD). Debt fell $131 m to $4.36 b after two $100 m voluntary prepayments and January repricing; weighted-avg rate 5.9%. Interest expense dropped 30% to $55 m. Equity rose to $2.55 b, OCI loss narrowed to $84 m. Company remains covenant-compliant; no guidance provided.

MKS Inc. (MKSI) – Form 4 insider transaction

Director Jacqueline F. Moloney reported the sale of 300 common shares on 01 Aug 2025 at $92.10 each, realizing ≈$27.6 k in gross proceeds. The sale was carried out under a Rule 10b5-1 trading plan adopted on 10 Sep 2024, indicating it was pre-arranged rather than discretionary.

After the trade, Moloney directly owns 11,862.304 shares. No derivative securities were involved and her insider status remains “Director.”

The disposition equals <0.1 % of her reported stake and is insignificant versus MKSI’s ~67 m shares outstanding, suggesting limited market impact. Nonetheless, investors often monitor any insider selling; the 10b5-1 disclosure mitigates potential negative interpretation.