SEC Filing Analysis: MACOM Technology Solutions Holdings, Inc. (MTSI)

Executive Summary

• Trading Significance: Low
• Key Takeaway: A director received a routine grant of 971 Restricted Stock Units (RSUs) as part of a standard compensation plan.
• Market Impact: Negligible. This is a non-cash compensation event with minimal dilutive effect.

Company Information

Field	Value
Company	MACOM Technology Solutions Holdings, Inc.
Ticker Symbol	MTSI
CIK	0001493594
Industry	SEMICONDUCTORS & RELATED DEVICES

Insider Information

Field	Value
Name	Ingram Bryan
CIK	0001469468
Title/Position	null
Relationship	Director

Transaction Details

Field	Value
Form Type	4
Transaction Date	2026-01-13
Transaction Code	A (Award)
Security Type	Common Stock (as RSUs)
Shares Involved	971
Price Per Share	$0.00
Total Value	$0
Shares Owned After	971
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$0
% of Market Cap	0.0%
Shares Transacted	971
% of Shares Outstanding	0.0013%
Post-Transaction Ownership	971 shares (0.0013% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: The transaction has a value of $0 and is immaterial against the company's $12.10 billion market capitalization.
• Ownership Concentration: The grant establishes a very small initial holding for the director, representing a negligible fraction of total shares.
• Dilution Impact: The potential dilution from these 971 RSUs is extremely low (0.0013%) and is a standard part of executive and board compensation plans.
• Transaction Significance: This is a routine, non-market transaction with low significance, indicating a standard compensation practice rather than a strategic investment decision by the insider.

Additional Context

Transaction Notes

• Special Circumstances: The filing footnote specifies these are Restricted Stock Units (RSUs) that vest in three equal annual installments, contingent on continued service. This is a common structure for long-term incentive compensation.