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SEC EDGARJUN 22 min read$MTSI

Daly Stephen G sold $791K of MTSI

Daly Stephen G (President and CEO) sold 2,200 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $359.37 ($0.79M 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.
About alphai AI DeskScoring methodologyReport an issue
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 share activity but does not, by itself, indicate new operational or financial developments.

02

Market read

Traders may briefly reassess sentiment around MTSI, but the 10b5-1 framing suggests limited incremental fundamental information.

03

What to watch

Check whether there are additional insider transactions around the same period (buys/sells) and whether the sale size is unusual relative to prior filings.

Relevance 6/10Novelty 4/10Timing: Filed June 2; reflects sale executed May 29 under a 10b5-1 plan.

Background

The article is an SEC 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 2,200 shares in an open-market transaction on May 29 under a 10b5-1 plan.

Expected impact

Low, mostly sentiment-driven; any impact likely fades unless accompanied by unusual volume or follow-on disclosures.

Evidence & confidence

The filing is a routine insider transaction and explicitly notes a pre-arranged 10b5-1 plan, which reduces interpretability as a new bearish view.

Market effects

Sector

Minimal; this is company-specific insider activity without sector-wide catalyst.

Regional

None indicated.

Global

None indicated.

Counterpoint

What could challenge this read

Because the sale is pre-arranged under 10b5-1, it may reflect diversification/tax planning rather than a change in outlook.

Key entities

  • issuer
    MACOM Technology Solutions Holdings, Inc.

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

  • insider
    Stephen G. Daly

    President and CEO; reported open-market sale of 2,200 shares at $359.37 on May 29.

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