Congress trades

MACOM Technology Solutions Holdings, Inc. (MTSI)

NASDAQ · Technology · 16 congress trades · last filed 7 days ago

16
Congress disclosures shown
24d
Median delay on the congress disclosures
of the 45 day limit
5/11
Purchases and sales in the disclosures shown

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
-

www.macom.com

Earnings

6 reported quarters · next on Nov 5, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Aug 6, 2026$1.40$1.35$342.2M$336.1MEPS beatRevenue beat
Q2 FY2026reported May 7, 2026$1.09$1.07$289.0M$285.2MEPS beatRevenue in line
Q1 FY2026reported Feb 5, 2026$1.02$0.99$271.6M$269.0MEPS beatRevenue in line
Q4 FY2025reported Nov 6, 2025$0.94$0.93$261.2M$260.2MEPS in lineRevenue in line
Q3 FY2025reported Aug 7, 2025$0.90$0.89$252.1M$260.1MEPS in lineRevenue miss
Q2 FY2025reported May 8, 2025$0.85$0.84$235.9M$230.1MEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesChangeOf company
FMR LLC$4.0B10,527,144-0.8%13.79%
Blackrock, Inc.$3.6B9,512,899+11.1%12.46%
Vanguard Portfolio Management LLC$1.4B3,605,324+0.5%4.72%
Vanguard Capital Management LLC$1.2B3,064,683+2.4%4.01%
T. Rowe Price Investment Management, Inc.$1.1B2,850,185-36.5%3.73%
State Street Corp$860.5M2,262,242+5.1%2.96%
Invesco Ltd.$817.6M2,149,581-41.5%2.82%
Jpmorgan Chase & Co$793.0M2,125,091+5.4%2.78%
Geode Capital Management, LLC$536.3M1,409,741+3.7%1.85%
Wellington Management Group LLP$458.6M1,205,711-22.1%1.58%
Massachusetts Financial Services Co$443.6M1,166,242+40.8%1.53%
Capital Research Global Investors$413.1M1,086,149-11.2%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.

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Congress trades in MTSI

16 disclosures of 16 on record · median 24d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.Filed lateStockSale$1,001 - $15,000+3.9%S&P +1.6% · vs S&P 500 +2.3%Jul 16, 2026Sep 4, 202650d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-25.9%S&P +2.2% · vs S&P 500 -28.1%May 22, 2026Jun 8, 202617d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+26.9%S&P +20.2% · vs S&P 500 +6.7%Mar 27, 2026Apr 7, 202611d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+18.7%S&P +12.0% · vs S&P 500 +6.7%Mar 3, 2026Apr 7, 202635d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+29.1%S&P +12.5% · vs S&P 500 +16.6%Jan 20, 2026Feb 13, 202624d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+76.4%S&P +13.4% · vs S&P 500 +62.9%Nov 13, 2025Dec 15, 202532d
Josh GottheimerJointStockSale$1,001 - $15,000+168.4%S&P +40.4% · vs S&P 500 +128.0%Apr 9, 2025May 14, 202535d
Robert BresnahanStockPurchase$1,001 - $15,000+133.1%S&P +26.0% · vs S&P 500 +107.1%Feb 10, 2025Mar 7, 202525d
Josh GottheimerJointStockSale$1,001 - $15,000+170.5%S&P +39.7% · vs S&P 500 +130.8%Jun 21, 2024Jul 9, 202418d
Josh GottheimerJointStockSale$1,001 - $15,000+333.6%S&P +90.4% · vs S&P 500 +243.2%Jan 23, 2023Feb 17, 202325d
Josh GottheimerJointStockSale$1,001 - $15,000+347.1%S&P +92.8% · vs S&P 500 +254.2%Jan 11, 2023Feb 17, 202337d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+638.4%S&P +113.2% · vs S&P 500 +525.2%Sep 2, 2020Sep 14, 202012d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+831.4%S&P +133.5% · vs S&P 500 +697.9%Jan 29, 2020Feb 18, 202020d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+970.0%S&P +137.6% · vs S&P 500 +832.5%Dec 30, 2019Jan 10, 202011d
Josh GottheimerJointStockPurchase$1,001 - $15,000+1616.4%S&P +186.2% · vs S&P 500 +1430.2%Jan 18, 2019Jan 31, 201913d
Josh GottheimerJointStockSale$1,001 - $15,000+1717.8%S&P +200.6% · vs S&P 500 +1517.2%Dec 18, 2018Jan 4, 201917d

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, 2026

3 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$15,001 - $50,0000.1%
Josh GottheimerDemocrat · House$1,001 - $15,0000.1%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

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