Form 4: MACOM Director Sells 200,000 Shares

MACOM Technology Solutions Holdings Director and 10% Owner Susan Ocampo sold 200,000 shares of common stock across multiple transactions in early November 2025.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported multiple sales of common stock.
• A total of 200,000 shares were sold between November 6, 2025, and November 10, 2025.
• The sales were executed under a Rule 10b5-1(c) plan, indicating they were pre-scheduled.
• On November 6, 2025, 100,000 shares were sold at a weighted average price of $160.08.
• On November 7, 2025, 56,711 shares were sold at a weighted average price of $170.01.
• On November 10, 2025, a total of 43,289 shares were sold across four separate transactions at weighted average prices ranging from $170.20 to $173.31.
• Following these transactions, Ocampo indirectly beneficially owns 4,216,954 shares through Ocampo Family Trusts, 2,577,334 shares through trusts for children, and 1,500,000 shares through a GRAT, totaling 8,294,288 shares.

Sentiment

Score: 3

Explanation: Significant insider selling by a director and 10% owner, although executed under a Rule 10b5-1 plan, typically signals a negative sentiment or a move to diversify personal holdings, which can weigh on investor confidence.

Negatives

• A significant volume of shares (200,000) was sold by a director and 10% owner, which can be interpreted as a negative signal regarding the insider's confidence in the company's near-term prospects, despite being pre-planned.

Related Party Transactions

• The shares sold were held indirectly by Ocampo Family Trusts, where the reporting person, Susan Ocampo, serves as a trustee. Additionally, shares are held indirectly by a GRAT and trusts for children, for which Ocampo is also a trustee, indicating related party holdings.

Stakeholder Impact

• Shareholders may perceive the significant insider selling as a negative signal, potentially leading to decreased investor confidence and downward pressure on the stock price.

Key Dates

Recommendation

The significant sale of 200,000 shares by a director and 10% owner, Susan Ocampo, is generally a negative signal for investor sentiment. However, the transactions were executed under a Rule 10b5-1 plan, indicating they were pre-scheduled and not necessarily a reaction to recent adverse developments. Given the pre-planned nature, a 'hold' recommendation is appropriate, advising investors to monitor future filings and company performance rather than an immediate 'sell' based solely on this insider transaction.

Keywords

MACOM Technology Solutions Holdings, MTSI, Insider Sale, Form 4, Susan Ocampo, Director, 10% Owner, Stock Sale, Equity Transaction, Trusts, Rule 10b5-1