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

Executive Summary

• Trading Significance: Low
• Key Takeaway: Routine director compensation grant with no immediate market impact.
• Market Impact: Neutral

Company Information

Field	Value
Company	MACOM Technology Solutions Holdings, Inc.
Ticker Symbol	MTSI
CIK	0001493594
Industry	Semiconductors & Related Devices

Insider Information

Field	Value
Name	RIBAR GEOFFREY G
CIK	0001247434
Title/Position	N/A
Relationship	Director

Transaction Details

Field	Value
Form Type	4
Transaction Date	2026-03-06
Transaction Code	A (Grant)
Security Type	Common Stock (RSUs)
Shares Involved	776
Price Per Share	$0.00
Total Value	$0.00 (Grant)
Shares Owned After	14,186
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$0 (Compensation)
% of Market Cap	0.00%
Shares Transacted	776
% of Shares Outstanding	~0.001%
Post-Transaction Ownership	14,186 shares (~0.019% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: With a market cap of $15.57 billion, this grant is financially immaterial.
• Ownership Concentration: The insider holds a minor stake (0.019%) relative to the 75.01 million shares outstanding.
• Dilution Impact: Negligible dilution impact (<0.001%).

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: This is a standard compensation event for a director and does not signal insider sentiment regarding stock valuation.

Volume & Sentiment

• Expected Volume Impact: None.
• Sentiment Indicator: Neutral.

Additional Context

Transaction Notes

• Timing: Annual grant timing.
• Special Circumstances: Represents Restricted Stock Units (RSUs) granted under the 2021 Omnibus Incentive Plan. Vesting occurs on March 6, 2027.