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

MACOM Technology Solutions Holdings Director Susan Ocampo reported the sale of over 100,000 shares of common stock in early December 2025 under a Rule 10b5-1 plan.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported the sale of common stock.
• On December 2, 2025, 4,171 shares of common stock were sold at a price of $180.00 per share.
• On December 3, 2025, an additional 95,829 shares of common stock were sold at a weighted average price of $180.06 per share, with individual transaction prices ranging from $180.00 to $180.39.
• These transactions were executed pursuant to a pre-arranged Rule 10b5-1(c) plan.
• Following these reported transactions, Ocampo beneficially owns 4,678,323 shares indirectly through Ocampo Family Trusts.
• Additional indirect holdings include 2,577,334 shares held by trusts for her children and 938,631 shares held by a GRAT.
• The filing also noted non-reportable transfers, including an acquisition of 561,369 shares by Ocampo Family Trusts and a disposition of 561,369 shares by a GRAT, both between entities with the same trustee and beneficiary.

Sentiment

Score: 5

Explanation: The sentiment is neutral as the insider sales were conducted under a pre-arranged 10b5-1 plan, which typically does not signal a change in the insider's view of the company's prospects.

Positives

• The transactions were executed under a Rule 10b5-1(c) plan, indicating pre-scheduled sales for personal financial planning rather than discretionary trading based on new negative information.

Negatives

• Insider selling, even if planned, reduces the insider's direct and indirect stake in the company.

Industry Context

This filing is a standard disclosure of insider trading activity and does not provide broader industry context. Insider sales, especially when pre-planned under a 10b5-1 plan, are generally viewed as routine personal financial management rather than a reflection of the company's competitive position or industry trends.

Related Party Transactions

• Non-reportable transfers of 561,369 shares between Ocampo Family Trusts and a GRAT, which are entities with the same trustee and beneficiary.

Stakeholder Impact

• Shareholders: The sale of shares by a director and 10% owner could be perceived as a slight negative, but the execution under a 10b5-1 plan mitigates concerns about its implications for company performance.

Key Dates

Recommendation

The reported insider sales by Director Susan Ocampo were conducted under a pre-arranged Rule 10b5-1(c) plan. Such planned transactions typically do not signal a change in the insider's view of the company's prospects and are often for personal financial planning purposes. Therefore, this filing alone does not warrant a change in investment recommendation, and a 'hold' stance is maintained pending further fundamental analysis.

Keywords

MACOM Technology Solutions Holdings, MTSI, Insider Trading, Form 4, Stock Sale, Director, 10b5-1 Plan, Beneficial Ownership