
Congress trades
MACOM Technology Solutions Holdings, Inc. (MTSI)
NASDAQ · Technology · 16 congress trades · last filed 7 days ago
About MACOM Technology Solutions Holdings, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Stephen G. Daly
- Employees
- 2,000
- Listed since
- Mar 15, 2012
- Market value
- $21.8B
- Price to earnings
- 89.4
- Earnings per share
- $3.16
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 5, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 6, 2026 | $1.40 | $1.35 | $342.2M | $336.1M | EPS beatRevenue beat |
| Q2 FY2026reported May 7, 2026 | $1.09 | $1.07 | $289.0M | $285.2M | EPS beatRevenue in line |
| Q1 FY2026reported Feb 5, 2026 | $1.02 | $0.99 | $271.6M | $269.0M | EPS beatRevenue in line |
| Q4 FY2025reported Nov 6, 2025 | $0.94 | $0.93 | $261.2M | $260.2M | EPS in lineRevenue in line |
| Q3 FY2025reported Aug 7, 2025 | $0.90 | $0.89 | $252.1M | $260.1M | EPS in lineRevenue miss |
| Q2 FY2025reported May 8, 2025 | $0.85 | $0.84 | $235.9M | $230.1M | EPS in lineRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Jan 16, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Stephen DalyPresident and Chief Executive Officer | $815K | $8.1M | $1.1M | $10.1M |
| John KoberSenior Vice President and Chief Financial Officer | $540K | $3.3M | $519K | $4.3M |
| Robert DennehySenior Vice President and Chief Operating Officer | $475K | $2.2M | $386K | $3.0M |
| Ambra RothSenior Vice President, General Counsel and Secretary | $450K | $2.1M | $364K | $2.9M |
| Donghyun Thomas HwangSenior Vice President, Global Sales | $450K | $2.1M | $360K | $2.9M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| FMR LLC | $4.0B | 10,527,144 | -0.8% | 13.79% |
| Blackrock, Inc. | $3.6B | 9,512,899 | +11.1% | 12.46% |
| Vanguard Portfolio Management LLC | $1.4B | 3,605,324 | +0.5% | 4.72% |
| Vanguard Capital Management LLC | $1.2B | 3,064,683 | +2.4% | 4.01% |
| T. Rowe Price Investment Management, Inc. | $1.1B | 2,850,185 | -36.5% | 3.73% |
| State Street Corp | $860.5M | 2,262,242 | +5.1% | 2.96% |
| Invesco Ltd. | $817.6M | 2,149,581 | -41.5% | 2.82% |
| Jpmorgan Chase & Co | $793.0M | 2,125,091 | +5.4% | 2.78% |
| Geode Capital Management, LLC | $536.3M | 1,409,741 | +3.7% | 1.85% |
| Wellington Management Group LLP | $458.6M | 1,205,711 | -22.1% | 1.58% |
| Massachusetts Financial Services Co | $443.6M | 1,166,242 | +40.8% | 1.53% |
| Capital Research Global Investors | $413.1M | 1,086,149 | -11.2% | 1.42% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in MTSI
16 disclosures of 16 on record · median 24d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +3.9%S&P +1.6% · vs S&P 500 +2.3% | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -25.9%S&P +2.2% · vs S&P 500 -28.1% | May 22, 2026 | Jun 8, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +26.9%S&P +20.2% · vs S&P 500 +6.7% | Mar 27, 2026 | Apr 7, 2026 | 11d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +18.7%S&P +12.0% · vs S&P 500 +6.7% | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +29.1%S&P +12.5% · vs S&P 500 +16.6% | Jan 20, 2026 | Feb 13, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +76.4%S&P +13.4% · vs S&P 500 +62.9% | Nov 13, 2025 | Dec 15, 2025 | 32d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +168.4%S&P +40.4% · vs S&P 500 +128.0% | Apr 9, 2025 | May 14, 2025 | 35d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +133.1%S&P +26.0% · vs S&P 500 +107.1% | Feb 10, 2025 | Mar 7, 2025 | 25d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +170.5%S&P +39.7% · vs S&P 500 +130.8% | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +333.6%S&P +90.4% · vs S&P 500 +243.2% | Jan 23, 2023 | Feb 17, 2023 | 25d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +347.1%S&P +92.8% · vs S&P 500 +254.2% | Jan 11, 2023 | Feb 17, 2023 | 37d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +638.4%S&P +113.2% · vs S&P 500 +525.2% | Sep 2, 2020 | Sep 14, 2020 | 12d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +831.4%S&P +133.5% · vs S&P 500 +697.9% | Jan 29, 2020 | Feb 18, 2020 | 20d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +970.0%S&P +137.6% · vs S&P 500 +832.5% | Dec 30, 2019 | Jan 10, 2020 | 11d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +1616.4%S&P +186.2% · vs S&P 500 +1430.2% | Jan 18, 2019 | Jan 31, 2019 | 13d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +1717.8%S&P +200.6% · vs S&P 500 +1517.2% | Dec 18, 2018 | Jan 4, 2019 | 17d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
3 members · estimate, as of Sep 10, 20263 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | 0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded MTSI?
Gilbert Ray Cisneros, Jr., Josh Gottheimer, Robert Bresnahan disclosed MTSI transactions in the filings shown here.
Which members of Congress hold MTSI?
3 members of Congress report a position in MTSI in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Gilbert Ray Cisneros, Jr., Josh Gottheimer and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are MTSI trades disclosed?
Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
