Traders should monitor for downward pressure on MTSI shares as these sales unfold, particularly given the size relative to average volume. The fact that the entire 1M-share plan was disclosed upfront may reduce surprise risk, but sustained selling could impact short-term price action.
Price Chart
Executive Summary
Susan Ocampo, an insider at MACOM Technology Solutions, filed a Form 144 to notify intent to sell up to 1,000,000 shares of common stock in tranches through March 2026. The total proposed sale represents approximately $245 million based on recent market prices.
Key Facts
- Susan Ocampo filed Form 144 to sell up to 1,000,000 shares of MTSI common stock.
- Sales were scheduled in multiple tranches between February and March 2026, with the latest tranche set for March 25, 2026.
- Total value of the proposed sale is approximately $245 million based on a share price of ~$245.
- Ocampo is identified as the trustee of a trust account, indicating this may be part of estate or wealth planning.
- Average weekly trading volume for MTSI is ~5.99 million shares, meaning the total sale would represent about 16.7% of four-week average volume.
Financial Impact
Up to $245 million in potential stock sales, representing a meaningful overhang on trading volume.
Risk Factors
- Potential downward pressure on stock price due to large insider sale volume
- Perception of lack of confidence if sales proceed near-term before positive catalysts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001193125-26-147863 |
| Document: 0001193125-26-147863-index.html | 0001193125-26-147863 |
| Document: 0001193125-26-147863.txt | 0001193125-26-147863 |
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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