$MTSI

Kober John sold $2.4M of MTSI

Kober John (Senior VP and CFO) sold 7,389 shares of MACOM Technology Solutions Holdings, Inc. (MTSI) at an average of $326.08 ($320.57–$330.67, $2.41M total) across 8 trades on 2026-08-17 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Kober John
Published Aug 19, 2026, 8:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 19, 2026, 8:23 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
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 disclosed sale provides fresh data on insider holdings, useful for short‑term sentiment analysis.

02

Market read

Insider sell adds a modest bearish cue for MTSI but is unlikely to drive significant price movement.

03

What to watch

Potential upcoming earnings release or strategic initiatives could offset the negative signal.

Relevance 5/10Novelty 6/10Timing: same‑day filing (2026‑08‑19)

Background

Form 4 filings disclose insider transactions; a senior executive sale is routinely monitored by traders.

Company-level read

Ticker impact

$MTSIBearishMedium confidence
Context

Senior VP/CFO John Kober sold 7,389 shares for $2.4M via a 10b5‑1 plan, reducing his stake to 33,583 shares.

Expected impact

Potential modest short‑term dip as investors reassess insider sentiment.

Evidence & confidence

The sale size is notable for a senior executive but follows a pre‑arranged plan, limiting immediate impact.

Market effects

Minimal; MACOM operates in RF components, a niche sector unlikely to be broadly affected.

Limited to US equity markets where MTSI trades.

Low; the transaction does not influence global market trends.

Counterpoint

The 10b5‑1 plan may have been set earlier; the sale does not reflect current outlook.

Key entities

  • John Kober

    Senior Vice President and Chief Financial Officer of MACOM Technology Solutions Holdings.

  • MACOM Technology Solutions Holdings, Inc.

    Provider of RF, microwave, and millimeter-wave components.

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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