The sale is de minimis and appears to be a routine disposition of vested RSUs under a 10b5-1 plan. No material insider signal; monitor for any larger unplanned sales or changes in insider filing patterns.
Price Chart
Executive Summary
John F. Kober III, an officer of MACOM Technology Solutions Holdings, Inc., filed a Form 144 notice of intent to sell 1,027 shares of common stock, valued at approximately $242,618 based on the filing date price of $236.31 per share. The shares were acquired via restricted stock units vested on October 23, 2026, and the sale is scheduled for October 26, 2026. This is a small, routine sale relative to Kober's total holdings (76,370,931 shares) and the company's $17.5B market cap, representing minimal insider selling signal.
Key Facts
- Insider John F. Kober III (Officer) filed Form 144 to sell 1,027 shares of MTSI common stock.
- Estimated sale value: $242,618.48 at $236.31/share (based on filing date).
- Shares acquired via restricted stock units vested on October 23, 2026.
- Proposed sale date: October 26, 2026.
- Kober's total holdings after sale would be approximately 76,370,931 shares.
- Sale represents about 0.0013% of outstanding shares and 0.3% of Kober's reported holdings.
- The filing notes a 10b5-1 plan covering sales since August 17, 2026, for 7,389 shares at $2,409,412.45.
Financial Impact
Sale of 1,027 shares worth ~$242,618, immaterial relative to $17.5B market cap and insider's holdings of ~76.4M shares.
Risk Factors
- Form 144 is only an intent to sell; the sale may not be executed.
- Insider selling under a 10b5-1 plan reduces but does not eliminate the risk of negative non-public information.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-010412 |
| Document: 0001950047-26-010412-index.html | 0001950047-26-010412 |
| Document: 0001950047-26-010412.txt | 0001950047-26-010412 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $243.58 | awaiting T+1 | — | $255.68 (+4.97%) |
Oct 22, 2026 5d ago | Press Release | $229.73 | awaiting T+1 | — | $255.68 (+11.30%) |
Oct 16, 2026 10d ago | Institutional Cluster | $265.79 $262.93 | ▼ −1.08% | ▼ −1.41% | $255.68 (−3.80%) |
Aug 6, 2026 11w ago | 8-K | $301.64 $310.82 | ▲ +3.04% | ▲ +2.43% | $255.68 (−15.24%) |
Jun 9, 2026 20w ago | Press Release | $358.72 $354.40 | ▼ −1.20% | ▲ +0.37% | $255.68 (−28.72%) |
May 29, 2026 21w ago | 144 | $353.79 $382.35 | ▲ +8.07% | ▲ +7.92% | $255.68 (−27.73%) |
May 26, 2026 21w ago | 144 | $400.66 $391.09 | ▼ −2.39% | ▼ −2.94% | $255.68 (−36.19%) |
May 18, 2026 23w ago | Insider Cluster | $358.98 $375.71 | ▲ +4.66% | ▲ +3.62% | $255.68 (−28.78%) |
May 18, 2026 23w ago | Insider Cluster | $358.98 $375.71 | ▲ +4.66% | ▲ +3.62% | $255.68 (−28.78%) |
May 18, 2026 23w ago | Insider Cluster | $358.98 $375.71 | ▲ +4.66% | ▲ +3.62% | $255.68 (−28.78%) |
US Market Status
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