Form 4: MACOM Director Sells Over 121K Shares

MACOM Technology Solutions Holdings, Inc. Director and 10% owner Susan Ocampo sold 121,067 shares of common stock for approximately $23 million.

Summary

• Susan Ocampo, a Director and 10% owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported a sale of common stock.
• On December 9, 2025, Ocampo disposed of 121,067 shares of MTSI common stock.
• The shares were sold at a weighted average price of $190.07 per share, with prices ranging from $190.00 to $190.42.
• The total value of the transaction is approximately $23,011,000 (121,067 shares * $190.07).
• The transaction was made pursuant to a Rule 10b5-1 plan.
• Following the transaction, Ocampo beneficially owns 7,994,288 shares indirectly through various family trusts.

Sentiment

Score: 4

Explanation: The sale of a significant number of shares by a director and 10% owner, even if pre-scheduled, typically generates a slightly negative sentiment due to potential market interpretation of insider confidence.

Negatives

• A significant sale of 121,067 shares by a Director and 10% owner could be perceived negatively by the market, potentially signaling a lack of confidence or a move to diversify holdings.
• The sale represents a substantial amount, approximately $23 million.

Risks

• Market perception of insider selling could lead to negative sentiment towards the company's stock.

Future Outlook

No specific future outlook or guidance is provided in this insider transaction report.

Industry Context

This Form 4 filing details an individual insider transaction and does not provide broader industry context or trends.

Related Party Transactions

• The shares beneficially owned by Susan Ocampo are held indirectly through Ocampo Family Trusts, GRAT, and trusts for her children, for which she is a trustee. These are considered related party holdings.

Stakeholder Impact

• Shareholders may interpret the insider sale as a negative signal, potentially impacting stock price perception.

Key Dates

Recommendation

The sale of a significant number of shares by a director and 10% owner is a notable event. However, without additional context on the company's financial performance, strategic outlook, or other market factors, this single transaction, especially if under a 10b5-1 plan, primarily indicates a personal financial decision (potentially for diversification or tax planning) rather than a fundamental shift in the company's prospects. Investors should monitor future insider activity and company performance, but this filing alone does not suggest a strong 'buy' or 'sell' action.

Keywords

MACOM Technology Solutions Holdings, MTSI, Susan Ocampo, Insider Sale, Form 4, Stock Transaction, Director, 10b5-1 Plan, Equity Disposal, Semiconductor Industry