STOCK TITAN

MACOM (MTSI) CFO sells 7,644 shares near $360, keeps 40,972

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

MACOM Technology Solutions Holdings' Senior VP and CFO John Kober reported a net sale of 7,644 shares of common stock. The shares were sold on May 18, 2026 in multiple open-market transactions at prices generally in the mid-$300s per share, under a sales plan intended to comply with Rule 10b5-1.

Earlier, on May 15, 2026, he acquired 108 shares through the company’s Employee Stock Purchase Plan. After these transactions, Kober directly holds 40,972 MACOM shares, reflecting that he retains a meaningful equity position in the company.

Positive

  • None.

Negative

  • None.

Insights

CFO executed a pre-planned net sale while retaining a sizable MACOM stake.

Senior VP and CFO John Kober sold 7,644 MACOM common shares on May 18, 2026 through multiple open-market trades. The filing notes these sales were made under a sales plan intended to comply with Rule 10b5-1, indicating they were pre-arranged rather than opportunistic.

The transactions occurred at prices in the mid-$300 range, while a prior acquisition of 108 shares came via the Employee Stock Purchase Plan. Following all reported activity, Kober directly owns 40,972 shares. Based on the data provided, this looks like routine portfolio management rather than a transformative change in insider ownership.

Insider Kober John
Role Senior VP and CFO
Sold 7,644 shs ($2.75M)
Type Security Shares Price Value
Sale Common Stock 500 $352.79 $176K
Sale Common Stock 800 $353.81 $283K
Sale Common Stock 700 $354.83 $248K
Sale Common Stock 1,144 $356.47 $408K
Sale Common Stock 800 $357.59 $286K
Sale Common Stock 741 $359.01 $266K
Sale Common Stock 759 $360.33 $273K
Sale Common Stock 300 $361.61 $108K
Sale Common Stock 363 $362.96 $132K
Sale Common Stock 537 $364.55 $196K
Sale Common Stock 400 $365.68 $146K
Sale Common Stock 400 $367.79 $147K
Sale Common Stock 200 $377.70 $76K
Grant/Award Common Stock 108 $138.13 $15K
Holdings After Transaction: Common Stock — 48,116 shares (Direct, null)
Footnotes (1)
  1. The shares were purchased under the Issuer's Employee Stock Purchase Plan. The shares were sold pursuant to a sales plan adopted by the Reporting Person on August 14, 2025 and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $352.44 to $353.23. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $353.49 to $354.19. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $354.70 to $355.30. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $356.14 to $356.85. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $357.29 to $358.15. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $358.49 to $359.33. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $359.92 to $360.84. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $361.26 to $361.80. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $362.70 to $363.36. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $364.07 to $364.95. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $365.20 to $365.89. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $367.62 to $368.15. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Shares sold 7,644 shares Total common shares sold on May 18, 2026
ESPP purchase 108 shares at $138.13 Common shares acquired May 15, 2026 under Employee Stock Purchase Plan
Holdings after transactions 40,972 shares Direct MACOM common stock owned by CFO after reported trades
Sale price range (low) $352.44 per share Lower bound of disclosed weighted-average sale price ranges
Sale price range (high) $368.15 per share Upper bound of disclosed weighted-average sale price ranges
Rule 10b5-1 plan adoption date August 14, 2025 Date CFO’s sales plan intended to comply with Rule 10b5-1 was adopted
Rule 10b5-1 regulatory
"intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
Employee Stock Purchase Plan financial
"The shares were purchased under the Issuer's Employee Stock Purchase Plan."
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
open-market sale financial
"Sale in open market or private transaction"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
grant, award, or other acquisition financial
"Grant, award, or other acquisition"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Kober John

(Last)(First)(Middle)
C/O MACOM TECHNOLOGY SOLUTIONS HOLDINGS
100 CHELMSFORD STREET

(Street)
LOWELL MASSACHUSETTS 01851

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MACOM Technology Solutions Holdings, Inc. [ MTSI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Senior VP and CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/15/2026A(1)V108A$138.1348,616D
Common Stock05/18/2026S(2)500D$352.79(3)48,116D
Common Stock05/18/2026S(2)800D$353.81(4)47,316D
Common Stock05/18/2026S(2)700D$354.83(5)46,616D
Common Stock05/18/2026S(2)1,144D$356.47(6)45,472D
Common Stock05/18/2026S(2)800D$357.59(7)44,672D
Common Stock05/18/2026S(2)741D$359.01(8)43,931D
Common Stock05/18/2026S(2)759D$360.33(9)43,172D
Common Stock05/18/2026S(2)300D$361.61(10)42,872D
Common Stock05/18/2026S(2)363D$362.96(11)42,509D
Common Stock05/18/2026S(2)537D$364.55(12)41,972D
Common Stock05/18/2026S(2)400D$365.68(13)41,572D
Common Stock05/18/2026S(2)400D$367.79(14)41,172D
Common Stock05/18/2026S(2)200D$377.740,972D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The shares were purchased under the Issuer's Employee Stock Purchase Plan.
2. The shares were sold pursuant to a sales plan adopted by the Reporting Person on August 14, 2025 and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934.
3. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $352.44 to $353.23. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
4. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $353.49 to $354.19. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
5. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $354.70 to $355.30. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
6. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $356.14 to $356.85. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
7. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $357.29 to $358.15. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
8. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $358.49 to $359.33. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
9. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $359.92 to $360.84. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
10. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $361.26 to $361.80. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
11. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $362.70 to $363.36. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
12. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $364.07 to $364.95. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
13. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $365.20 to $365.89. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
14. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $367.62 to $368.15. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
/s/ Ambra R. Roth, Attorney-in-Fact05/20/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did MACOM (MTSI) CFO John Kober report?

John Kober reported selling 7,644 shares of MACOM common stock in multiple open-market trades on May 18, 2026. He also reported acquiring 108 shares on May 15, 2026 through the company’s Employee Stock Purchase Plan.

How many MACOM (MTSI) shares did the CFO sell and at what prices?

The CFO sold 7,644 MACOM shares on May 18, 2026 across several trades. Footnotes state the weighted-average sale prices came from transactions in ranges roughly between $352.44 and $368.15 per share, reflecting execution over a price band in the mid-$300s.

Were MACOM CFO John Kober’s stock sales made under a Rule 10b5-1 plan?

Yes. A footnote explains the MACOM CFO’s share sales were made pursuant to a sales plan adopted on August 14, 2025, intended to comply with Rule 10b5-1. Such plans pre-schedule trades, reducing the role of day-to-day discretion in transaction timing.

How many MACOM (MTSI) shares does the CFO hold after these transactions?

Following the reported May 2026 transactions, CFO John Kober directly holds 40,972 MACOM shares. This figure reflects the combined impact of his 7,644-share net sale and the 108-share acquisition through the Employee Stock Purchase Plan disclosed in the same filing.

What was the nature of the 108 MACOM shares acquired by the CFO?

The 108 shares of MACOM common stock were acquired on May 15, 2026 at $138.13 per share. A footnote states these shares were purchased under the issuer’s Employee Stock Purchase Plan, which typically allows employees to buy stock on favorable terms.

Does the Form 4 show any MACOM derivative or option exercises by the CFO?

The data provided show no derivative transactions for this period. The transaction summary lists zero exercises and an empty derivative position list, indicating the reported activity concerned only non-derivative common stock, not options or other equity-linked securities.