Kober John

Kober John, Senior VP and CFO of MACOM Technology Solutions (MTSI), has been a consistent seller of company stock over the past year, with no open-market purchases recorded in his SEC Form 4 filings. Across 39 transactions, John has sold approximately $7.63 million worth of MTSI shares, while acquiring only $21,634 in stock through compensation grants. The most recent activity, clustered on May 18, 2026, shows 11 separate sales totaling roughly $2.31 million, with individual transactions ranging from $75,540 to $407,802. This follows a similar pattern on February 17, 2026, when he executed 10 sales worth approximately $1.7 million. The selling bias is unambiguous: all 22 recent sales are coded as "S" (open-market sales), while the only acquisitions are "A" (grants or awards) that represent compensation rather than discretionary buying. The largest single transaction was an $842,924 sale on November 7, 2025, followed by a $535,943 sale in February 2026. The May 18 cluster is notable for its density, with sales spread across the trading day in amounts that suggest systematic liquidation rather than a single block trade. John also had shares withheld for tax purposes (code "F") in November 2025, which is an automatic process tied to equity vesting rather than a discretionary decision. The pattern reveals a CFO who is steadily monetizing his equity position in MTSI, with no corresponding open-market purchases to signal conviction in the stock's valuation. The concentration of sales on specific dates—May 18, February 17, and November 7—suggests a scheduled selling program, possibly tied to vesting schedules or a Rule 10b5-1 plan. While the dollar values are substantial, they represent a small fraction of a typical CFO's total holdings, and the absence of any "P" (purchase) transactions across the entire filing history indicates a one-directional approach to his MTSI stake.