Form 4: MACOM Director Sells Over 78K Shares

MACOM Technology Solutions Holdings, Inc. Director Susan Ocampo reported sales of common stock totaling 78,933 shares in early December 2025.

Summary

• Susan Ocampo, a Director and 10% Owner of MACOM Technology Solutions Holdings, Inc. (MTSI), reported sales of common stock.
• On December 4, 2025, Ocampo sold 2,291 shares of Common Stock at a price of $190 per share.
• On December 5, 2025, Ocampo sold an additional 76,642 shares of Common Stock at a weighted average price of $190.1 per share, with individual transaction prices ranging from $190.00 to $190.35.
• 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 the transactions, Ocampo indirectly beneficially owns 4,599,390 shares through Ocampo Family Trusts.
• Additionally, Ocampo indirectly beneficially owns 2,577,334 shares through trusts for her children and 938,631 shares through a GRAT.

Sentiment

Score: 5

Explanation: The filing reports routine insider stock sales by a director and 10% owner, which were part of a pre-arranged trading plan (Rule 10b5-1). This indicates a planned liquidity event rather than a reaction to new company-specific information, leading to a neutral sentiment regarding company operations based solely on this disclosure.

Positives

• The reported sales were executed pursuant to a Rule 10b5-1(c) plan, indicating pre-scheduled transactions rather than a reaction to new, negative information.

Negatives

• A Director and 10% Owner selling a significant number of shares (78,933 shares) could be perceived negatively by some investors, potentially signaling a lack of confidence or a desire for liquidity.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Disclosure of insider selling activity, which can influence investor perception and potentially stock price.

Key Dates

Recommendation

The filing details insider sales by a director and 10% owner, which were executed under a Rule 10b5-1 plan. While insider sales can sometimes signal a lack of confidence, the pre-arranged nature of these transactions suggests a planned liquidity event rather than a reaction to new negative information. Without additional context on the company's performance or other market factors, a 'hold' recommendation is appropriate as this filing alone does not provide sufficient grounds for a strong directional call.

Keywords

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