[144] MACOM Technology Solutions Holdings, Inc SEC Filing

Rhea-AI Filing Summary

MACOM Technology Solutions Holdings, Inc. (ticker MTSI) filed a Form 144 indicating a proposed insider sale of 5,000 common shares. The seller, identified in related 10b5-1 data as Robert Dennehy, plans to execute the transaction through Morgan Stanley Smith Barney LLC on or about 24 June 2025. The shares were originally acquired on 27 October 2021 via Performance Stock Units and will be sold under an existing 10b5-1 trading plan, limiting the risk of information-based timing.

The filing assigns an aggregate market value of $693,250, implying a per-share price near $138.65. Relative to MACOM’s 74.39 million shares outstanding, the proposed sale represents approximately 0.0067 % of total shares, a de-minimis dilution and cash realization. Over the prior three months, the same insider executed another 10b5-1 sale of 4,113 shares for gross proceeds of $497,943, bringing disclosed recent disposals to 9,113 shares worth roughly $1.19 million.

Form 144 filings are routine advance notices rather than completed transactions; they can signal insider sentiment but rarely move markets unless volumes are large. The limited size and the structured 10b5-1 framework suggest minimal immediate impact on the company’s capital structure or liquidity. Investors may, however, monitor cumulative insider activity for trend analysis.

Positive

• Use of a 10b5-1 trading plan reduces concerns about information-advantaged timing and supports sound governance.
• Transparent regulatory compliance via timely Form 144 filing enhances disclosure practices.

Negative

• Continued insider selling—9,113 shares disclosed in three months—may be perceived as incremental negative sentiment, albeit on a minor scale.

Insights

Securities Analyst

TL;DR: Minor 10b5-1 insider sale (~0.007 % float); informational, not financially material.

The proposed disposition of 5,000 MACOM shares equates to roughly two trading days of average volume and less than one-hundredth of a percent of shares outstanding. The use of a 10b5-1 plan mitigates informational asymmetry, reducing governance or perception risk. While insider selling can carry negative optics, the modest scale and pre-planned nature lower significance. No fundamentals, guidance, or operational updates accompany the filing, so valuation models remain unchanged. Overall market impact: negligible.

Corporate Governance Expert

TL;DR: Routine compliance filing; transparency positive, sentiment neutral.

Form 144 serves as a disclosure mechanism, and MACOM’s management continues to file promptly, demonstrating governance discipline. The insider’s affirmation of no undisclosed adverse information and the explicit 10b5-1 adoption date strengthen controls against allegations of opportunistic selling. Given the fractional share percentage, investors should view this as standard liquidity management by an executive rather than a strategic signal.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	5000	693250.00	74390671	06/24/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	10/27/2021	Performance Stock Units	Issuer			5000	10/27/2021	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for ROBERT DENNEHY 100 Chelmsford Street Lowell MA 01851	Common	05/30/2025	4113	497942.53

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

How many MACOM (MTSI) shares are insiders planning to sell according to this Form 144?

5,000 common shares are scheduled for sale.

What is the market value of the planned MTSI insider sale?

The aggregate market value listed is $693,250.

When is the approximate sale date for the MTSI shares?

The filing cites an approximate sale date of June 24, 2025.

What percentage of MACOM’s shares outstanding does the 5,000-share sale represent?

Roughly 0.0067 % of the 74.39 million shares outstanding.

Was the transaction arranged under a Rule 10b5-1 trading plan?

Yes, the filing references a 10b5-1 plan, indicating pre-planned trades.

Has the insider sold MTSI shares recently?

Yes, 4,113 shares were sold on May 30, 2025 for $497,942.53.