Form 4: MACOM Director Sells 100,000 Shares

MACOM Technology Solutions Holdings Director Susan Ocampo sold 100,000 shares of common stock for approximately $23.03 million.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported the sale of 100,000 shares of common stock.
• The transaction occurred on February 3, 2026, at a weighted average price of $230.29 per share.
• The shares were sold in multiple transactions with prices ranging from $230.00 to $231.51.
• Following this transaction, Ms. Ocampo directly holds 4,378,323 shares indirectly through Ocampo Family Trusts, 2,577,334 shares indirectly through trusts for her children, and 938,631 shares indirectly through a GRAT.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this as a moderately negative signal due to the significant insider selling by a director and 10% owner, which can raise questions about management's confidence or future prospects, despite being a routine disclosure.

Negatives

• A director and 10% owner selling a significant number of shares can be perceived negatively by the market, potentially signaling a lack of confidence or a move to diversify holdings.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider selling, especially by a significant owner and director, can sometimes signal a lack of confidence or a need for liquidity, which could be a point of interest for investors in the semiconductor sector. Such transactions are closely watched for potential implications on market sentiment.

Stakeholder Impact

• Shareholders may react negatively to the insider selling, potentially leading to a decrease in share price due to concerns about management's outlook or personal financial decisions.

Key Dates

Recommendation

The sale of a significant block of shares by a director and 10% owner could be interpreted negatively by the market, suggesting a potential lack of confidence or a move to diversify. However, without further context on the company's fundamentals or the insider's personal financial situation, a 'hold' recommendation is prudent, advising investors to monitor future developments and broader market sentiment.

Keywords

MACOM Technology Solutions Holdings, MTSI, Susan Ocampo, Insider Sale, Form 4, Director Transaction, Equity Sale, Semiconductor