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SEC EDGARJUN 23 min read$MTSI

Daly Stephen G sold $882K of MTSI

Daly Stephen G (President and CEO) sold 2,429 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at $362.94 ($0.88M 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

Insider selling can influence short-term sentiment, but 10b5-1 plans generally indicate pre-scheduled execution rather than new negative information.

02

Market read

A CEO 10b5-1 sale of ~$881.6K is disclosed; expect limited fundamental implications unless additional filings/catalysts emerge.

03

What to watch

The net signal depends on whether there are concurrent insider buys/sales or changes in future scheduled plans—none are provided here.

Relevance 6/10Novelty 5/10Timing: Filed after-hours (SEC EDGAR timestamp) for the 2026-05-29 sale.

Background

The article is an SEC Form 4 insider transaction filing for MTSI, indicating an officer/director open-market sale executed under a pre-arranged Rule 10b5-1 plan.

Company-level read

Ticker impact

$MTSINeutralMedium confidence
Context

MACOM Technology Solutions Holdings CEO Stephen G. Daly sold $881.6K of MTSI shares via an open-market transaction under a 10b5-1 plan.

Expected impact

Low near-term impact; any move is likely sentiment-driven and limited unless paired with other catalysts.

Evidence & confidence

Form 4 shows a scheduled 10b5-1 sale (pre-arranged), which typically reduces interpretive signal versus discretionary selling.

Market effects

Sector

Limited read-across to semiconductor/defense electronics peers; this is company-specific ownership activity.

Regional

None material indicated.

Global

None material indicated.

Counterpoint

What could challenge this read

10b5-1 sales are often routine liquidity events; the disclosure may be over-interpreted by traders.

Key entities

  • issuer
    MACOM Technology Solutions Holdings, Inc.

    Subject of the Form 4 insider sale disclosure.

  • insider
    Daly Stephen G

    President and CEO who sold 2,429 shares at $362.94/share.

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