Company insider dossier

MACOM Technology Solutions Holdings Inc insider intelligence

MTSI filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

Terminal chart Weekly report Factor intelligence Technology Semiconductors Data API
17/100

Concentrated distribution

86/100 confidence
Exchange
NASDAQ
Sector
Technology
Industry
Semiconductors
Latest evidence
25 Jun 2026

Investment committee read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • 3 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 8 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
  • The latest qualifying filing is more than 30 days old.
Conviction17Concentrated distribution
Confidence86Deep evidence
Named insiders8participating in the tape
Controlled events70directional common-share events
Acquisition value$46.8Knormalized amount
Disposal value$28.8Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

391.41315.97240.54165.1089.66 Disposal · 25 Jun 2026 · $160.5KDisposal · 25 Jun 2026 · $155.5KDisposal · 25 Jun 2026 · $154.6KDisposal · 25 Jun 2026 · $114.9KDisposal · 25 Jun 2026 · $113.4KDisposal · 25 Jun 2026 · $77.5KDisposal · 25 Jun 2026 · $75.1KDisposal · 25 Jun 2026 · $39.2KDisposal · 25 Jun 2026 · $38.0KDisposal · 25 Jun 2026 · $37.0KDisposal · 25 Jun 2026 · $36.7KDisposal · 25 Jun 2026 · $3.5KDisposal · 29 May 2026 · $1.0MDisposal · 29 May 2026 · $881.6KDisposal · 29 May 2026 · $790.6KDisposal · 29 May 2026 · $755.0KDisposal · 29 May 2026 · $537.7KDisposal · 29 May 2026 · $327.3KDisposal · 29 May 2026 · $220.8KDisposal · 29 May 2026 · $214.0KDisposal · 29 May 2026 · $156.4KDisposal · 29 May 2026 · $151.5KDisposal · 29 May 2026 · $144.2KDisposal · 29 May 2026 · $112.2KDisposal · 29 May 2026 · $110.8KDisposal · 29 May 2026 · $109.9KDisposal · 29 May 2026 · $75.0KDisposal · 29 May 2026 · $58.0KDisposal · 29 May 2026 · $38.6KDisposal · 29 May 2026 · $38.3KDisposal · 29 May 2026 · $38.1KDisposal · 19 May 2026 · Not reportedDisposal · 19 May 2026 · Not reportedDisposal · 18 May 2026 · Not reportedDisposal · 18 May 2026 · $407.8KDisposal · 18 May 2026 · $286.1KDisposal · 18 May 2026 · $283.0KDisposal · 18 May 2026 · $273.5KDisposal · 18 May 2026 · $266.0KDisposal · 18 May 2026 · $248.4KDisposal · 18 May 2026 · $195.8KDisposal · 18 May 2026 · $180.2KDisposal · 18 May 2026 · $178.3KDisposal · 18 May 2026 · $176.4KDisposal · 18 May 2026 · $147.1KDisposal · 18 May 2026 · $146.3KDisposal · 18 May 2026 · $131.8KDisposal · 18 May 2026 · $108.5KDisposal · 18 May 2026 · $107.7KDisposal · 18 May 2026 · $106.5KDisposal · 18 May 2026 · $106.0KDisposal · 18 May 2026 · $75.5KDisposal · 18 May 2026 · $73.5KDisposal · 18 May 2026 · $37.8KDisposal · 18 May 2026 · $36.9KDisposal · 18 May 2026 · $36.5KDisposal · 18 May 2026 · $36.3KDisposal · 18 May 2026 · $36.2KAcquisition · 15 May 2026 · $20.2KAcquisition · 15 May 2026 · $14.9KAcquisition · 15 May 2026 · $11.7KDisposal · 14 May 2026 · $16.4MDisposal · 13 May 2026 · $304.0KDisposal · 11 May 2026 · $587.3KDisposal · 30 Apr 2026 · $417.1KDisposal · 30 Apr 2026 · $194.9KDisposal · 30 Apr 2026 · $177.6KDisposal · 30 Apr 2026 · $56.2KDisposal · 30 Apr 2026 · $55.4KDisposal · 30 Apr 2026 · $54.7KDisposal · 30 Apr 2026 · $27.6KDisposal · 30 Apr 2026 · $27.1KDisposal · 30 Apr 2026 · $18.3K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
316.44 USD
One-week move
+1.8%
Four-week move
+18.4%
Fair-value gap
+113.3%
Trend signal
Active
Relative strength
21.4

Directional balance

Controlled event mix

4.3%acquisition
Acquisition events
3
Disposal events
67
Net value
-$28.7M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

001 Jun
008 Jun
015 Jun
1222 Jun
029 Jun
006 Jul
013 Jul
020 Jul
027 Jul
003 Aug
010 Aug
017 Aug

Named participants

Insider conviction by person

DENNEHY, ROBERTSenior VP and COO721 events
SHANMUGARAJ, MURUGESANDirector500 events
CHUNG, PETER YDirector281 events
RIBAR, GEOFFREY GDirector281 events
BLAND, CHARLES RDirector281 events
KOBER, JOHNSenior VP and CFO2514 events
HWANG, DONGHYUN THOMASSVP, Global Sales1633 events
DALY, STEPHEN GDirector, President and CEO1219 events

Evidence quality

Security and transaction context

Common equity73
Equity compensation0
Options and derivatives0
Other securities0

Role architecture

Who is participating

Other or unspecified34
CEO and chair19
Finance leadership14
Director6

Transaction evidence

Auditable MTSI filing ledger

Showing 1 to 30 of 73.

HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
420 sharesCommon Stock
$160.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
400 sharesCommon Stock
$155.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
400 sharesCommon Stock
$154.6KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
300 sharesCommon Stock
$114.9KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
291 sharesCommon Stock
$113.4KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
200 sharesCommon Stock
$77.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
200 sharesCommon Stock
$75.1KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$39.2KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$38.0KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$37.0KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$36.7KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
9 sharesCommon Stock
$3.5KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
2820 sharesCommon Stock
$1.0MDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
2429 sharesCommon Stock
$881.6KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
2200 sharesCommon Stock
$790.6KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
2075 sharesCommon Stock
$755.0KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
1500 sharesCommon Stock
$537.7KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
904 sharesCommon Stock
$327.3KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
600 sharesCommon Stock
$220.8KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
551 sharesCommon Stock
$214.0KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
400 sharesCommon Stock
$156.4KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
400 sharesCommon Stock
$151.5KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
400 sharesCommon Stock
$144.2KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
300 sharesCommon Stock
$112.2KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
300 sharesCommon Stock
$110.8KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
300 sharesCommon Stock
$109.9KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
200 sharesCommon Stock
$75.0KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
149 sharesCommon Stock
$58.0KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
100 sharesCommon Stock
$38.6KDirectional evidence
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
100 sharesCommon Stock
$38.3KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context