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SEC EDGARJUN 21 min read$MTSI

Daly Stephen G sold $5.8M of MTSI

Daly Stephen G (President and CEO) sold 15,828 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at an average of $365.75 ($358.44–$391.07, $5.79M total) across 19 trades on 2026-05-29 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Daly Stephen G
Published Jun 2, 2026, 8:42 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 28, 2026, 3:41 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefInsider activity
Primary signal
$MTSI
Bearish
medium confidence
Mentioned
$MTSI
Relevance
5/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$MTSIBearishLow
01

Why it matters

The CEO's sale reduces insider ownership, which can be interpreted as a bearish signal, though the pre‑arranged plan tempers the implication.

02

Market read

Primary source filing; provides new, material information about insider ownership that may influence short‑term price action.

03

What to watch

Potential tax planning or diversification needs for the executive; the 10b5‑1 plan may have been set up before any material news.

Relevance 5/10Novelty 6/10Timing: post‑market

Background

Form 4 filings disclose insider transactions; investors monitor them for signals about management confidence.

Company-level read

Ticker impact

$MTSIBearishMedium confidence
Context

President and CEO Stephen G. Daly sold 15,828 shares for $5.8 M via a 10b5‑1 plan, reducing his stake to 38,389 shares.

Expected impact

likely downward pressure as the market prices in the insider sale

Evidence & confidence

The sale is sizable for a mid‑cap and executed through a pre‑arranged plan, suggesting a neutral to negative perception among investors.

Market effects

Sector

Minimal; the sale is company‑specific and does not affect the broader semiconductor sector.

Regional

Limited to U.S. investors tracking MACOM; no broader regional effect.

Global

Low; the filing is a routine insider transaction without macro implications.

Counterpoint

What could challenge this read

The sale could be purely liquidity‑driven and not reflect any negative outlook for the business.

Key entities

  • Company
    MACOM Technology Solutions Holdings, Inc.

    U.S. semiconductor company (ticker MTSI) whose CEO sold shares.

  • Executive
    Stephen G. Daly

    President and CEO of MACOM, reporting the insider sale.

Read at source← All news

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

MTSI insider trading history →

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