$MTSI

Daly Stephen G sold $327K of MTSI

Daly Stephen G (President and CEO) sold 904 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $362.02 ($0.33M total) 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 Jun 2, 2026, 8:58 PM 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.
AlphAI market briefInsider activity
Primary signal
$MTSI
Neutral
medium confidence
Mentioned
$MTSI
Relevance
6/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$MTSINeutralLow
01

Why it matters

The disclosure provides a datapoint on executive ownership changes but does not include any new operational, financial, or regulatory information.

02

Market read

Traders may monitor insider activity trends, but this specific filing is unlikely to drive a standalone repricing.

03

What to watch

10b5-1 plans can mask discretionary intent; compare with prior Form 4s (size, frequency, and whether sales cluster around specific events).

Relevance 6/10Novelty 6/10Timing: Filed June 2; reflects sale executed May 29.

Background

The article is an SEC EDGAR Form 4 insider transaction disclosure for MACOM Technology Solutions Holdings, Inc. (MTSI).

Company-level read

Ticker impact

$MTSINeutralMedium confidence
Context

SEC Form 4 shows MTSI CEO Stephen G. Daly sold 904 shares in an open-market transaction on May 29 under a 10b5-1 plan.

Expected impact

Likely minimal near-term impact; treat as routine unless corroborated by other insider activity.

Evidence & confidence

The filing is a scheduled 10b5-1 sale by the CEO, with no accompanying fundamental catalyst or guidance change reported in the article.

Market effects

No direct sector read-through; insider sale alone rarely resets semiconductor/defense electronics sentiment.

None indicated.

None indicated.

Counterpoint

If insider selling accelerates across multiple executives or is larger than prior patterns, it could be a weak early warning signal despite 10b5-1 labeling.

Key entities

  • MACOM Technology Solutions Holdings, Inc.

    Subject of the Form 4 insider transaction; CEO Stephen G. Daly sold shares under a 10b5-1 plan.

  • Stephen G. Daly

    President and CEO who executed the open-market sale (904 shares) disclosed on Form 4.

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.

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