Form 4: MACOM Director Sells $19.7M in Stock

MACOM Technology Solutions Holdings Director and 10% owner Susan Ocampo sold a total of 132,873 shares of common stock across two transactions in late October 2025.

Summary

• Susan Ocampo, a Director and 10% owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported two sales of common stock.
• On October 28, 2025, Ocampo sold 124,515 shares of common stock at a weighted average price of $148.02 per share, totaling approximately $18.43 million.
• Following this transaction, Ocampo's beneficial ownership was 2,585,692 shares, including shares held directly and indirectly through trusts for children, Ocampo Family Trusts, and a GRAT.
• On October 29, 2025, Ocampo sold an additional 8,358 shares of common stock at a weighted average price of $150.01 per share, totaling approximately $1.25 million.
• After the second transaction, Ocampo's beneficial ownership decreased to 2,577,334 shares.
• The shares sold on October 28, 2025, ranged in price from $148.00 to $148.25, while shares sold on October 29, 2025, ranged from $150.00 to $150.08.
• The transactions were made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 4

Explanation: Director and 10% owner Susan Ocampo sold a significant number of shares, totaling approximately $19.7 million, which can be interpreted as a slight negative signal by the market, though the specific reasons for the sale are not disclosed within this report.

Positives

• No specific positive information for the company was disclosed in this transactional filing.

Negatives

• Director and 10% owner Susan Ocampo sold a total of 132,873 shares of common stock, which can be interpreted by the market as a negative signal regarding insider confidence.

Future Outlook

No forward-looking statements or guidance were provided in this transactional filing.

Industry Context

This filing reports an insider transaction, which is a routine disclosure for publicly traded companies. It does not provide information on broader industry trends or competitive landscape.

Related Party Transactions

• Susan Ocampo, a Director and 10% owner, sold 132,873 shares of MACOM Technology Solutions Holdings, Inc. common stock.

Stakeholder Impact

• Shareholders: May perceive the insider selling as a reduction in confidence by a significant owner, potentially leading to negative sentiment or downward pressure on the stock price.

Key Dates

Recommendation

The filing reports significant insider selling by a Director and 10% owner. While this is a notable event, without additional context regarding the reasons for the sale (e.g., diversification, tax planning, or a change in outlook), a 'hold' recommendation is prudent. Investors should monitor future insider activity and company performance.

Keywords

MACOM, MTSI, Insider Trading, Form 4, Stock Sale, Director, 10% Owner, Susan Ocampo, Rule 10b5-1