Form 4: Director Sells MTSI Shares from Family Trusts

MACOM Technology Solutions Director Susan Ocampo reported sales of common stock totaling 83,279 shares from family trusts in mid-February 2026.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported sales of common stock.
• The transactions occurred on February 17, 2026, and February 18, 2026.
• A total of 79,523 shares were sold on February 17, 2026, at a weighted average price of $245.3105 per share.
• An additional 600 shares were sold on February 17, 2026, at a weighted average price of $246.0181 per share.
• On February 18, 2026, 3,156 shares were sold at a weighted average price of $250.0012 per share.
• All reported sales were made indirectly through Ocampo Family Trusts, for which Susan Ocampo serves as a trustee.
• Following these transactions, the Ocampo Family Trusts beneficially own 4,075,167 shares.
• Additional indirect holdings include 2,577,334 shares held by trusts for children and 938,631 shares held by a GRAT (Grantor Retained Annuity Trust).
• The sales were executed pursuant to a Rule 10b5-1(c) trading plan.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event given the sales were conducted under a pre-arranged 10b5-1 plan, which typically signals a planned liquidity event rather than a change in sentiment regarding the company's prospects.

Positives

• The sales were conducted under a pre-arranged Rule 10b5-1 trading plan, indicating a scheduled liquidity event rather than a reaction to new negative information.

Negatives

• Insider selling, even if pre-planned, can sometimes be perceived negatively by the market as it reduces insider alignment with shareholder interests.

Future Outlook

No forward-looking statements or guidance were provided in this insider transaction report.

Industry Context

StockSavvy.ai notes that insider selling, even when executed under a Rule 10b5-1 plan, is routinely monitored by investors for insights into management's long-term view. While these specific sales are pre-scheduled and not indicative of a sudden change in sentiment, the volume of shares sold by a 10% owner and director warrants attention.

Related Party Transactions

• The reported sales were made indirectly through Ocampo Family Trusts, trusts for children, and a GRAT, for which the reporting person, Susan Ocampo, is a trustee.

Stakeholder Impact

• Shareholders may observe a slight increase in the public float of MTSI shares.
• The transactions represent a liquidity event for the reporting person and the associated family trusts.

Key Dates

Recommendation

The insider sales, while significant in volume, were conducted under a pre-arranged 10b5-1 plan, which mitigates the negative signal typically associated with unscheduled insider selling. This suggests a planned liquidity event rather than a reaction to new adverse company developments. Therefore, a 'hold' recommendation is appropriate as this event alone does not fundamentally alter the investment thesis for MTSI.

Keywords

MACOM Technology Solutions, MTSI, insider trading, Form 4, stock sale, director, 10% owner, Susan Ocampo, equity, 10b5-1 plan