Form 4: MACOM Director Sells Over 100K Shares in Planned Transactions

MACOM Technology Solutions Holdings Director Susan Ocampo reported the sale of 107,376 shares of common stock through pre-arranged plans in late October 2025.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported multiple sales of common stock.
• The transactions occurred on October 23, 2025, October 24, 2025, and October 27, 2025.
• A total of 107,376 shares of Common Stock were disposed of across these three dates.
• The sales were executed at weighted average prices of $141.00, $142.10, and $147.02 per share, respectively.
• These transactions were made pursuant to a Rule 10b5-1(c) contract, instruction, or written plan for the purchase or sale of equity securities.
• Following these transactions, Ocampo's indirect beneficial ownership through trusts for her children decreased from 2,815,721 shares to 2,710,207 shares.
• Additionally, Ocampo indirectly beneficially owns 4,416,954 shares through Ocampo Family Trusts and 1,500,000 shares through a GRAT.

Sentiment

Score: 6

Explanation: The sentiment is moderately positive. While insider selling can sometimes be viewed negatively, these sales were conducted under a Rule 10b5-1 plan, indicating they were pre-scheduled and not based on new, adverse information. Furthermore, the shares were sold at relatively high prices, suggesting a favorable market valuation at the time of the transactions.

Positives

• The sales were executed at relatively high prices, ranging from $141.00 to $147.29 per share, indicating strong market valuation for MTSI stock at the time of sale.
• The transactions were conducted under a Rule 10b5-1(c) plan, suggesting pre-scheduled sales rather than opportunistic selling based on new, non-public information.

Negatives

• Insider selling, even if pre-planned, can sometimes be perceived negatively by investors as it reduces a director's direct equity stake in the company.

Risks

• No specific risks were detailed in this Form 4 filing, as it primarily reports insider transactions.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This insider transaction report does not provide information that directly relates to broader industry trends or competitors. It solely details personal stock transactions of a company director.

Comparison to Industry Standards

• This filing is a standard Form 4, reporting insider transactions as required by SEC regulations. It does not contain information suitable for comparison to industry-specific operational or financial benchmarks.

Related Party Transactions

• The reported sales were made by Susan Ocampo, a Director, and the shares were held indirectly through trusts for her children, Ocampo Family Trusts, and a GRAT, all of which are considered related parties to the reporting person.

Stakeholder Impact

• Shareholders may observe the reduction in a director's indirect equity holdings, though the pre-planned nature of the sales (10b5-1) typically mitigates concerns about management's confidence in the company's future.

Next Steps

• No specific future actions, events, or milestones for the company were mentioned in this insider transaction report.

Key Dates

Keywords

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