Evidence in favour
- 3 distinct acquisition events survive duplicate and security-type controls.
- Participation spans 8 named insiders rather than one filing source.
Company insider dossier
MACOM Technology Solutions Holdings Inc insider intelligence
MTSI filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.
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 contextDecision risks
- Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
- The latest qualifying filing is more than 30 days old.
Price confirmation map
Weekly price with common-share events
Acquisitions and disposals are aligned to the nearest completed weekly bar.
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
Role architecture
Who is participating
Transaction evidence
Auditable MTSI filing ledger
Showing 31 to 60 of 73.
DALY, STEPHEN GDirector, President and CEO
DisposalCommon equity
100 sharesCommon Stock
$38.1KDirectional evidence
BLAND, CHARLES RDirector
DisposalCommon equity
300 sharesCommon Stock
Not reportedContext evidence
SHANMUGARAJ, MURUGESANDirector
DisposalCommon equity
1400 sharesCommon Stock
Not reportedContext evidence
BLAND, CHARLES RDirector
DisposalCommon equity
400 sharesCommon Stock
Not reportedContext evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
1144 sharesCommon Stock
$407.8KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
800 sharesCommon Stock
$286.1KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
800 sharesCommon Stock
$283.0KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
759 sharesCommon Stock
$273.5KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
741 sharesCommon Stock
$266.0KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
700 sharesCommon Stock
$248.4KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
537 sharesCommon Stock
$195.8KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
500 sharesCommon Stock
$180.2KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
500 sharesCommon Stock
$178.3KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
500 sharesCommon Stock
$176.4KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
400 sharesCommon Stock
$147.1KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
400 sharesCommon Stock
$146.3KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
363 sharesCommon Stock
$131.8KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
300 sharesCommon Stock
$108.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
300 sharesCommon Stock
$107.7KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
300 sharesCommon Stock
$106.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
300 sharesCommon Stock
$106.0KDirectional evidence
KOBER, JOHNSenior VP and CFO
DisposalCommon equity
200 sharesCommon Stock
$75.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
200 sharesCommon Stock
$73.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$37.8KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$36.9KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$36.5KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
100 sharesCommon Stock
$36.3KDirectional evidence
HWANG, DONGHYUN THOMASSVP, Global Sales
DisposalCommon equity
95 sharesCommon Stock
$36.2KDirectional evidence
DENNEHY, ROBERTSenior VP and COO
AcquisitionCommon equity
146 sharesCommon Stock
$20.2KDirectional evidence
KOBER, JOHNSenior VP and CFO
AcquisitionCommon equity
108 sharesCommon Stock
$14.9KDirectional 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.