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sellModerate cluster of 510b5-1 plan

Stephen G Daly sold $3.5M of MTSI

President and CEO at MACOM Technology Solutions Holdings, Inc.. 20,000 shares at an average of $173.16, traded Dec 1, 2025, filed Dec 3, 2025.

Warning score
55
Value
$3.5M
20,000 shares
Holdings after
54,217
-27% from before
From 52-week low
+97%
low $87.64, close $172.85
From 52-week high
-3%
high $178.42, as of Dec 1, 2025

Score components

  • Role
    CEO
    +25
  • Trade size
    $3.5M at market
    +25
  • Share of holdings sold
    Sold 27% of holdings
    +10
  • Cluster
    5 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -4.6%, 3m +30.3%, 6m +112.8%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

MTSIOct 13, 2026 · close 308.75
Since filing Dec 3, 2025: +68.3%SPY +15.0% · excess +53.3%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000904454-25-000625, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-199$169.97$34k74,018Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-1,945$170.86$332k72,073Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-1,259$172.08$217k70,814Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-7,346$173.10$1.3M63,468Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-8,452$173.81$1.5M55,016Dec 3, 2025
Dec 1, 2025SOpen-market sale
Common Stock10b5-1
-799$174.82$140k54,217Dec 3, 2025

Related signals

Other insiders at MACOM Technology Solutions Holdings, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
7Weak
MTSIsell10b5-1
MACOM Technology Solutions Holdings, Inc.
Ambra R. Roth
SVP, GC and Secretary
$196k
653 shares
-7%
16Weak
MTSIsell 210b5-1
MACOM Technology Solutions Holdings, Inc.
Robert Dennehy
Senior VP and COO
$69k
252 shares
-2%
40Moderate
MTSIsell 210b5-1
MACOM Technology Solutions Holdings, Inc.
John Kober
Senior VP and CFO
$2.4M
7,389 shares
-18%
20Weak
MTSIsell10b5-1
MACOM Technology Solutions Holdings, Inc.
Donghyun Thomas Hwang
SVP, Global Sales
$1.0M
2,620 shares
-8%
55Moderate
MTSIsell 310b5-1
MACOM Technology Solutions Holdings, Inc.
Stephen G Daly
President and CEO
$5.8M
15,828 shares
-29%
34Weak
MTSIsell 610b5-1
MACOM Technology Solutions Holdings, Inc.
Donghyun Thomas Hwang
SVP, Global Sales
$936k
2,595 shares
-7%
47Moderate
MTSIsell 610b5-1
MACOM Technology Solutions Holdings, Inc.
John Kober
Senior VP and CFO
$2.7M
7,644 shares
-16%
75Notable
MTSIsell 5
MACOM Technology Solutions Holdings, Inc.
Peter Y Chung
director
$16M
43,268 shares
-86%
44Moderate
MTSIsell 5
MACOM Technology Solutions Holdings, Inc.
Charles R Bland
director
$304k
800 shares
-5%
54Moderate
MTSIsell 5
MACOM Technology Solutions Holdings, Inc.
Geoffrey G Ribar
director
$587k
1,623 shares
-11%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.