Traders should monitor for actual sales execution via Form 4 filings, as this large proposed sale by a long-term insider may signal lack of confidence, especially given the timing just after a series of scheduled transactions. While not a C-suite executive, the scale and completeness of the divestment are notable.
Price Chart
Executive Summary
Susan Ocampo, an insider at MACOM Technology Solutions, filed a Form 144 to notify of her intent to sell up to 1,000,000 shares of common stock, valued at approximately $263.6 million based on the April 13, 2026 filing date. The shares were acquired in a private transaction from the issuer on June 30, 2009, and the proposed sales are scheduled in tranches between February and April 2026.
Key Facts
- Susan Ocampo filed Form 144 to sell up to 1,000,000 shares of MTSI common stock.
- Total proposed sale value is approximately $263.6 million based on the April 13, 2026 stock price.
- Sales are planned in multiple tranches from February to April 2026, with the final block of 15,221 shares scheduled for April 10, 2026, just before this filing.
- Ocampo is not a named executive officer or director; her affiliation is not specified in the filing, but she holds shares acquired in a 2009 private transaction with the company.
- The sale represents a full liquidation of her reported holdings in the company.
Financial Impact
Approximately $263.6 million in potential share sales, representing full divestment of reported holdings.
Risk Factors
- Potential downward pressure on MTSI stock price if the full sale is executed near current levels.
- Perception of insider pessimism, particularly given the long holding period since 2009 and the decision to exit entirely.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001958244-26-000206 |
| Document: 0001958244-26-000206-index.html | 0001958244-26-000206 |
| Document: 0001958244-26-000206.txt | 0001958244-26-000206 |
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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