Form 4: MACOM 10% Owner Sells $29.3M in Shares

Sentiment:

Statement of Changes in Beneficial Ownership


Susan Ocampo, a 10% owner of MACOM Technology Solutions Holdings, Inc., reported selling 221,120 shares of common stock across multiple transactions in mid-September 2025.

Summary

  • Susan Ocampo, a 10% owner and Director of MACOM Technology Solutions Holdings, Inc. (MTSI), reported the sale of 221,120 shares of common stock.
  • The sales occurred over three trading days: September 10, 11, and 12, 2025.
  • The shares were sold at weighted average prices ranging from $132.42 to $133.35 per share.
  • The total value of the shares sold is approximately $29,330,880.18.
  • Following these transactions, Ocampo beneficially owns a total of 9,651,999 shares of common stock, including 1,623 shares held directly, 3,735,045 shares held indirectly by trusts for children, 4,415,331 shares held indirectly by Ocampo Family Trusts, and 1,500,000 shares held indirectly by a GRAT.

Sentiment

Score: 4

Explanation: The sale of a significant number of shares by a 10% owner, while potentially for personal financial planning, can be viewed with slight caution by the market.

Negatives

  • The sale of a significant number of shares by a 10% owner, while potentially for personal financial planning, can be viewed with slight caution by the market.

Risks

  • Potential negative market perception or investor sentiment due to insider selling, which could put downward pressure on the stock price.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

  • The reported sales were conducted by Susan Ocampo, a 10% owner and Director, making these related party transactions.
  • A significant portion of the beneficially owned shares are held indirectly through various trusts for the benefit of her children and family, which are considered related parties.

Stakeholder Impact

  • Shareholders may interpret the insider selling as a signal, potentially influencing their investment decisions or market sentiment towards MTSI stock.

Key Dates

DateDescription
09/10/2025Sale of 39,361 shares of common stock at a weighted average price of $132.46.
09/10/2025Sale of 11,000 shares of common stock at a weighted average price of $133.28.
09/11/2025Sale of 73,334 shares of common stock at a weighted average price of $132.42.
09/11/2025Sale of 7,557 shares of common stock at a weighted average price of $133.14.
09/12/2025Sale of 53,187 shares of common stock at a weighted average price of $132.53.
09/12/2025Sale of 36,681 shares of common stock at a weighted average price of $133.35.
09/12/2025Date of filing and signature by Attorney-in-Fact.

Recommendation

hold

While a significant number of shares were sold by a 10% owner, such transactions are often for diversification or tax planning and do not necessarily indicate a negative outlook on the company's future performance. Investors should monitor future filings and company performance for further insights before making a definitive investment decision.

Keywords

MACOM Technology Solutions Holdings, MTSI, Susan Ocampo, insider trading, Form 4, beneficial ownership, stock sale, equity transaction, 10% owner

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.