This is a small, routine director sale — no material signal. Monitor for any acceleration of insider selling ahead of next earnings, but standalone this filing is not actionable.
Price Chart
Executive Summary
Director Stephen G. Daly filed a Form 144 notice of intent to sell 15,828 shares of MACOM common stock, valued at approximately $6.2 million based on the filing date. The shares were acquired via performance stock units vested on November 6, 2025. This is a routine insider sale by a director, not executive management, and the dollar amount is modest relative to the company's $29.8B market cap.
Key Facts
- Director Stephen G. Daly filed Form 144 to sell 15,828 shares of MTSI common stock.
- Estimated value of proposed sale: ~$6.2 million (based on filing date price of ~$391.08).
- Shares were acquired via performance stock units vested on November 6, 2025.
- Sale is intended to occur on or after May 29, 2026.
- Daly is a director, not a C-suite officer, reducing signaling weight.
- MTSI market cap is ~$29.8B; the sale represents ~0.02% of outstanding shares.
- Recent insider activity (30d): 4 other sells totaling $17.0M.
Financial Impact
Proposed sale of 15,828 shares valued at ~$6.2M, representing ~0.02% of MTSI's market cap.
Risk Factors
- Insider selling pattern could intensify if additional Form 144s or Form 4s appear from C-suite officers.
- No material risk from this isolated filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-005286 |
| Document: 0001950047-26-005286-index.html | 0001950047-26-005286 |
| Document: 0001950047-26-005286.txt | 0001950047-26-005286 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | 8-K | $301.64 $259.95 | ▼ −13.82% | ▼ −14.42% | $321.60 (+6.62%) |
Jun 9, 2026 16w ago | Press Release | $358.72 $304.82 | ▼ −15.03% | ▼ −16.47% | $321.60 (−10.35%) |
May 29, 2026 18w ago | 144 | $353.79 $380.37 | ▲ +7.51% | ▲ +8.81% | $321.60 (−9.10%) |
May 27, 2026 18w ago | 144 | $400.66 $390.19 | ▼ −2.61% | ▼ −0.71% | $321.60 (−19.73%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $321.60 (−10.41%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $321.60 (−10.41%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $321.60 (−10.41%) |
May 18, 2026 19w ago | Insider Cluster | $380.45 $395.70 | ▲ +4.01% | ▲ +3.68% | $321.60 (−15.47%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $321.60 (−10.41%) |
May 15, 2026 20w ago | Insider Cluster | $356.25 $368.32 | ▲ +3.39% | ▲ +1.81% | $321.60 (−9.73%) |
US Market Status
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