Traders should monitor for downward pressure on MTSI stock as this large affiliate sale progresses, particularly around announced dates. The timing—well ahead of any lock-up expiration or earnings release—suggests a planned exit rather than routine diversification, which may signal reduced confidence.
Price Chart
Executive Summary
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed Form 144 to notify intent to sell up to 1,000,000 shares of common stock, valued at approximately $230.3 million, through Goldman Sachs & Co. LLC. The proposed sales are scheduled in tranches between February and April 2026, with the final filing date on April 15, 2026.
Key Facts
- Susan Ocampo is the reporting owner and affiliate of MTSI.
- Total proposed sale: 1,000,000 shares of common stock.
- Approximate value of shares: $230.3 million based on Form 144 filing.
- Sales are planned in multiple tranches from February to April 2026.
- Goldman Sachs & Co. LLC is the broker facilitating the sale.
- Shares were originally acquired in a private transaction on June 30, 2009.
Financial Impact
$230.3 million in potential stock sales, representing a significant insider divestment.
Risk Factors
- Potential for increased selling pressure impacting share price.
- Perception of negative sentiment given the size and affiliation of the seller.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001958244-26-000219 |
| Document: 0001958244-26-000219-index.html | 0001958244-26-000219 |
| Document: 0001958244-26-000219.txt | 0001958244-26-000219 |
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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