Form 4: MACOM Director Ocampo Reduces Stake, Ceases 10% Ownership

Susan Ocampo, a Director of MACOM Technology Solutions Holdings, Inc., reported significant sales and a charitable gift of common stock, resulting in her ceasing to be a 10% owner.

Summary

• Susan Ocampo, a Director of MACOM Technology Solutions Holdings, Inc. (MTSI), reported multiple transactions involving the company's common stock.
• On February 24, 2026, Ocampo sold 53,509 shares at a weighted average price of $250.077.
• On February 25, 2026, Ocampo sold a total of 261,763 shares across three transactions at weighted average prices of $250.3945, $251.1582, and $255.2223.
• Also on February 25, 2026, Ocampo made a bona fide gift of 174,465 shares to a charitable donor-advised fund.
• All reported transactions were executed indirectly through Ocampo Family Trusts and were made pursuant to a Rule 10b5-1(c) plan.
• Following these transactions, Susan Ocampo ceased to be a 10% owner of MACOM Technology Solutions Holdings, Inc. as of February 25, 2026, and is no longer subject to Section 16 reporting obligations.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this as a moderately negative signal due to the significant insider selling and the director ceasing to be a 10% owner, despite the transactions being pre-planned and including a charitable gift.

Positives

• Transactions were executed under a Rule 10b5-1(c) plan, indicating pre-planned sales and potentially reducing concerns about opportunistic selling.
• A significant portion of the disposition (174,465 shares) was a charitable gift, which can reflect positively on the reporting person's philanthropic activities.

Negatives

• A Director and significant shareholder (previously a 10% owner) has substantially reduced their stake in the company through multiple sales.
• The cessation of 10% ownership by a director could be interpreted by some investors as a reduction in insider conviction, although often it's part of portfolio diversification or estate planning.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider selling, even when pre-planned via a 10b5-1 plan, can sometimes be viewed with caution by the market, especially when it involves a significant reduction in stake by a director and a cessation of 10% ownership. However, such transactions are also common for diversification or estate planning purposes and do not necessarily reflect a negative view on the company's future prospects.

Related Party Transactions

• All reported transactions were executed indirectly through Ocampo Family Trusts, where the Reporting Person is a trustee.
• Shares are also held by trusts for children and a GRAT, for which the Reporting Person is a trustee.

Stakeholder Impact

• Shareholders may interpret the significant insider selling as a potential lack of confidence, although the 10b5-1 plan mitigates some of this concern.
• The cessation of 10% ownership means less stringent reporting requirements for this individual, potentially reducing transparency for investors regarding future transactions.

Key Dates

Recommendation

While significant insider selling by a director and former 10% owner could be a negative signal, the transactions were executed under a pre-planned 10b5-1 program, suggesting a systematic approach rather than a reaction to new negative information. The inclusion of a charitable gift also diversifies the nature of the disposition. Given these factors, a 'hold' recommendation is appropriate, advising investors to monitor future insider activity and company performance without immediate alarm.

Keywords

MACOM Technology Solutions, MTSI, Insider Trading, Form 4, Stock Sale, Director Stock Sale, Beneficial Ownership, 10b5-1 Plan, Susan Ocampo, Charitable Gift