Congress trades
MACOM Technology Solutions Holdings, Inc. (MTSI)
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About MACOM Technology Solutions Holdings, Inc.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Stephen G. Daly
- Employees
- 2,000
- Listed since
- Mar 15, 2012
- Market value
- $20.3B
- Price to earnings (12 mo)
- 83.1
- Net income per share, as reported (12 mo)
- $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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in MTSI
18 disclosures of 18 on record · median 21d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -15.4%After the saleS&P 500 -2.0% · -13.4 pts vs S&P 500 | Sep 21, 2026 | Oct 12, 2026 | 21d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | -16.9%After the saleS&P 500 -0.5% · -16.3 pts vs S&P 500 | Sep 29, 2026 | Oct 12, 2026 | 13d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | -14.2%After the saleS&P 500 +1.2% · -15.5 pts vs S&P 500 | Jul 16, 2026 | Sep 4, 2026 | 50d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -38.8%After the saleS&P 500 +1.9% · -40.7 pts vs S&P 500 | May 22, 2026 | Jun 8, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -2.0%S&P 500 +11.6% · -13.6 pts vs S&P 500 | Mar 3, 2026 | Apr 7, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +4.8%After the saleS&P 500 +19.8% · -15.0 pts vs S&P 500 | Mar 27, 2026 | Apr 7, 2026 | 11d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +6.6%After the saleS&P 500 +12.1% · -5.5 pts vs S&P 500 | Jan 20, 2026 | Feb 13, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +45.6%After the saleS&P 500 +13.0% · +32.6 pts vs S&P 500 | Nov 13, 2025 | Dec 15, 2025 | 32d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +121.6%After the saleS&P 500 +40.0% · +81.7 pts vs S&P 500 | Apr 9, 2025 | May 14, 2025 | 35d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +92.5%S&P 500 +25.6% · +66.9 pts vs S&P 500 | Feb 10, 2025 | Mar 7, 2025 | 25d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +123.4%After the saleS&P 500 +39.2% · +84.1 pts vs S&P 500 | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +269.1%After the saleS&P 500 +92.2% · +176.9 pts vs S&P 500 | Jan 11, 2023 | Feb 17, 2023 | 37d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +258.0%After the saleS&P 500 +89.8% · +168.2 pts vs S&P 500 | Jan 23, 2023 | Feb 17, 2023 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +509.7%S&P 500 +112.5% · +397.2 pts vs S&P 500 | Sep 2, 2020 | Sep 14, 2020 | 12d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +669.0%S&P 500 +132.7% · +536.3 pts vs S&P 500 | Jan 29, 2020 | Feb 18, 2020 | 20d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +783.5%After the saleS&P 500 +136.8% · +646.7 pts vs S&P 500 | Dec 30, 2019 | Jan 10, 2020 | 11d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +1317.2%S&P 500 +185.2% · +1131.9 pts vs S&P 500 | Jan 18, 2019 | Jan 31, 2019 | 13d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +1400.9%After the saleS&P 500 +199.6% · +1201.3 pts vs S&P 500 | Dec 18, 2018 | Jan 4, 2019 | 17d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in MTSI, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 19, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 19, 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 and Robert Bresnahan disclosed MTSI transactions in the filings shown here.
Which members of Congress hold MTSI?
2 members of Congress report a position in MTSI in the estimate we hold as of Oct 19, 2026. The estimated positions belong to 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 21 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 Oct 26, 2026.