The sale is pre-planned and spread over weeks, suggesting it is not a reactive move; however, traders should monitor for actual Form 4 filings to confirm execution and watch for any concentration of selling near earnings or other catalysts.
Price Chart
Executive Summary
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 to notify of her intent to sell up to 1,000,000 shares of common stock, with the sale to be executed in multiple tranches between February and March 2026 through Goldman Sachs & Co. LLC. The total proposed sale represents a routine disposition of restricted shares acquired in a private transaction in 2009.
Key Facts
- Reporting person: Susan Ocampo, an affiliate (not an officer or director) of MTSI
- Total shares proposed for sale: 1,000,000
- Shares to be sold in 13 separate tranches from February 3 to March 25, 2026
- Shares acquired on June 30, 2009, in a private transaction from the issuer
- Broker: Goldman Sachs & Co. LLC
- Filing date: April 10, 2026
Financial Impact
Approximately $230 million based on current market price (~$230/share implied from first tranche amount of $23,029,116 for 100,000 shares)
Risk Factors
- Potential downward pressure on stock price if all shares are sold rapidly
- Perception of insider selling could affect market sentiment, though Ocampo is not a named executive officer
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001958244-26-000203 |
| Document: 0001958244-26-000203-index.html | 0001958244-26-000203 |
| Document: 0001958244-26-000203.txt | 0001958244-26-000203 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | 8-K | $301.64 $259.95 | ▼ −13.82% | ▼ −14.42% | $326.45 (+8.23%) |
Jun 9, 2026 16w ago | Press Release | $358.72 $304.82 | ▼ −15.03% | ▼ −16.47% | $326.45 (−9.00%) |
May 29, 2026 17w ago | 144 | $353.79 $380.37 | ▲ +7.51% | ▲ +8.81% | $326.45 (−7.73%) |
May 27, 2026 18w ago | 144 | $400.66 $390.19 | ▼ −2.61% | ▼ −0.71% | $326.45 (−18.52%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $326.45 (−9.06%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $326.45 (−9.06%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $326.45 (−9.06%) |
May 18, 2026 19w ago | Insider Cluster | $380.45 $395.70 | ▲ +4.01% | ▲ +3.68% | $326.45 (−14.19%) |
May 18, 2026 19w ago | Insider Cluster | $358.98 $367.11 | ▲ +2.26% | ▲ +1.28% | $326.45 (−9.06%) |
May 15, 2026 19w ago | Insider Cluster | $356.25 $368.32 | ▲ +3.39% | ▲ +1.81% | $326.45 (−8.36%) |
US Market Status
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