MACOM Technology Solutions Holdings, Inc. MTSI
Nasdaq
Misaligned: insiders net sellers over 24 months, no insider buying in 5 years
Current directors and officers hold 14.13% of shares outstanding, worth $3.54B at $328.30. The CEO's stake is worth 6.5x their annual cash pay. Over the last 24 months insiders bought $0.00 in the open market and sold $796.95M outside 10b5-1 plans and $62.41M under them. No director or officer has bought shares in the open market in five years.
Component breakdown
Skin in the game 15 / 20
How much the CEO and the insider group own, measured from their own Form 4 holdings.
| CEO stake as a multiple of cash pay A1 | See the value and its source | 7 / 12 |
|---|---|---|
| Insider group ownership A2 | See the value and its source | 8 / 8 |
Bought, not granted 0 / 15
Whether insiders put their own money in through open-market purchases, or only hold what they were awarded.
| CEO shares bought in the open market B1 | See the value and its source | 0 / 8 |
|---|---|---|
| Insiders who bought in the open market B2 | See the value and its source | 0 / 7 |
Above or below water 0 / 30
Where today's price sits against what insiders paid in the open market, and whether they still hold those shares. A price below insider cost is a better entry than insiders got.
| Price versus insider purchase cost W1 Free preview | No open-market purchases in five years No open-market purchases in five years | 0 / 18 |
|---|---|---|
| Purchased shares still held W2 | See the value and its source | 0 / 12 |
Recent buying trends 2 / 25
Over the last 24 months: are insiders net buyers or sellers, how many bought together, and how recently.
Dilution cost 7 / 10
How much equity compensation costs outside shareholders, from the company's XBRL financial data.
| Stock-based compensation versus market value F1 | See the value and its source | 6 / 6 |
|---|---|---|
| Diluted share count growth F2 | See the value and its source | 1 / 4 |
See the filings and arithmetic behind each part of MTSI's score.
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Key insiders
| Name | Role | Owned | Multiple | Bought | 24-month activity |
|---|---|---|---|---|---|
| Daly Stephen G | President and CEO and Director | $12.6M | 6.5x | 0% | −$26.2M under a plan |
| Kober John | Senior VP and CFO and Director | $11.0M | — | 0% | −$14.0M under a plan |
| Hwang Donghyun Thomas | SVP, Global Sales | $9.8M | — | 0% | −$8.8M under a plan |
| Struble Wayne Mack | SVP, Advanced Semiconductor | $9.6M | — | 0% | No activity |
| Dennehy Robert | Senior VP and COO | $4.2M | — | 0% | −$498K outside a plan −$7.9M under a plan |
| Roth Ambra R. | SVP, GC and Secretary | $3.0M | — | 0% | −$5.2M under a plan |
| OCAMPO SUSAN | Director | $3.5B | — | 0% | −$776M outside a plan |
| BLAND CHARLES R | Director | $4.5M | — | 0% | −$1.4M outside a plan −$311K under a plan |
| RIBAR GEOFFREY G | Director | $4.1M | — | 0% | −$2.0M outside a plan |
| Ritchie John | Director | $3.1M | — | 0% | −$815K outside a plan |
| Rosenband Jihye Whang | Director | $2.4M | — | 0% | −$432K outside a plan |
| CHUNG PETER Y | Director | $2.2M | — | 0% | −$16.4M outside a plan |
| Shanmugaraj Murugesan | Director | $1.7M | — | 0% | No activity |
| Ingram Bryan | Director | $574K | — | 0% | No activity |
| All current directors and officers | 14.13% of shares outstanding | $3.5B | — | — | — |
Directors and officers who filed a Form 4 in the last 24 months. Owned is each person's latest reported non-derivative holdings (direct plus each indirect line, no options) at the price above. Multiple is the CEO's holdings divided by salary, bonus, and non-equity incentive from the latest proxy. Bought is the share of current holdings bought in the open market in the last five years.
Insider activity
Full activity24 months to Oct 05, 2026. Grants and shares withheld for tax are excluded: they are not decisions to buy or sell.
| Date | Insider | Transaction | Shares | Price | Value | Plan |
|---|---|---|---|---|---|---|
| Oct 01, 2026 | Roth Ambra R. | Sale under a 10b5-1 plan | 653 | $300.00 | $196K | 10b5-1 |
| Aug 28, 2026 | Dennehy Robert | Sale under a 10b5-1 plan | 252 | $275.20 | $69.4K | 10b5-1 |
| Aug 17, 2026 | Kober John | Sale under a 10b5-1 plan | 400 | $330.67 | $132K | 10b5-1 |
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Score history
Full changelog- Oct 05, 2026 full grade First automated score: 24 (Misaligned).
Peer context
Sources
All sources- Proxy statement DEF 14A filed 2026-01-16 View on EDGAR
- XBRL financial data 10-Q filed 2026-08-06 View on EDGAR
- Latest of 389 Form 4 filings 4 filed 2026-10-05 View on EDGAR