Form 4: MACOM Director Susan Ocampo Sells Shares Held in Trusts for Children

Susan Ocampo, a director at MACOM Technology Solutions Holdings, Inc., reported the sale of common stock held indirectly through trusts for her children.

Summary

• On May 20 and 21, 2024, Susan Ocampo, a director of MACOM Technology Solutions Holdings, Inc. (MTSI), sold shares of common stock.
• The sales were executed in multiple transactions at weighted average prices of $102.74, $103.16, and $102.52 per share.
• The total number of shares sold on May 20 was 161,140, and on May 21, 35,768 shares were sold.
• The shares were held indirectly through trusts established for Ocampo's children.
• Following these transactions, Ocampo continues to beneficially own a significant number of shares indirectly through these trusts and the Ocampo Family Trust.

Sentiment

Score: 5

Explanation: The sentiment is neutral. It's a routine disclosure of stock sales by a director. The sales themselves don't necessarily indicate a positive or negative outlook, but the market may react based on the size and perceived motivation behind the transactions.

Industry Context

Sales by company directors are a common occurrence and are closely watched by investors for signals about the company's prospects. It's important to consider the size of the sale relative to the director's total holdings and the context of the sale (e.g., diversification, personal financial needs).

Comparison to Industry Standards

• Comparing Ocampo's transactions to similar sales by directors at comparable semiconductor companies like Analog Devices (ADI) or Skyworks Solutions (SWKS) could provide context.
• For example, if other directors in the semiconductor industry are also selling shares, it might indicate broader industry trends or concerns.
• However, without specific data on those transactions, it's difficult to draw definitive conclusions.

Stakeholder Impact

• Shareholders may react to the news of the director's share sales, potentially impacting the stock price.
• The impact on other stakeholders (employees, customers, suppliers) is likely minimal, as this is a personal financial transaction by a director.

Key Dates