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SEC EDGARAUG 191 min read$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.
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 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

Sector

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

Regional

Limited to US equity markets where MTSI trades.

Global

Low; the transaction does not influence global market trends.

Counterpoint

What could challenge this read

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

Key entities

  • Individual
    John Kober

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

  • Company
    MACOM Technology Solutions Holdings, Inc.

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

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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