Monitor trading volume and insider transaction reports (Form 4) to confirm actual execution of sales. Given the staggered schedule and manageable volume relative to average trading, significant price impact is unlikely unless sales accelerate ahead of earnings or guidance changes.
Price Chart
Executive Summary
Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 to propose the sale of up to 1,000,000 shares of common stock, valued at approximately $290.2 million based on the April 24, 2026 filing date. The shares are to be sold on the Nasdaq over multiple dates from February to April 2026, with the filing covering a trust account where Ocampo serves as trustee.
Key Facts
- Reporting owner: Susan Ocampo, affiliate of MTSI
- Number of shares proposed for sale: 1,000,000
- Approximate value of shares: $290,194,012.50 based on $290.194/share
- Shares to be sold on Nasdaq, not in a single block
- Sales scheduled between February 3, 2026 and April 21, 2026
- Filing includes a trust account where Ocampo is trustee
- Average weekly trading volume: ~5.07 million shares, so proposed sales represent ~19.7% of average weekly volume
Financial Impact
Up to $290.2 million in potential insider selling, representing approximately 0.47% of MTSI's $21.3 billion market cap
Risk Factors
- Perception of insider confidence if full amount is sold near-term
- Potential downward pressure if sales are concentrated in a short window
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001193125-26-178059 |
| Document: 0001193125-26-178059-index.html | 0001193125-26-178059 |
| Document: 0001193125-26-178059.txt | 0001193125-26-178059 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access