The scale and persistence of Susan Ocampo's selling — over $500M in disclosed transactions since February — is unusual for a director-level insider and warrants close monitoring. While Form 144 does not guarantee execution, the pattern suggests sustained insider distribution. Traders should watch for any Form 4 filings confirming actual sales and consider whether this selling precedes a material event or reflects a fundamental view. The heavy selling volume relative to average weekly trading (~3.5%) could create modest near-term selling pressure.
Price Chart
Executive Summary
Insider Susan Ocampo (likely a director or officer) filed a Form 144 on May 11, 2026, indicating intent to sell 200,000 shares of MACOM common stock, with an approximate market value of $72.2 million based on the filing date price. This is a very large proposed sale relative to typical insider transactions and follows a pattern of heavy recent selling by Ocampo across multiple tranches since February 2026, totaling over 2.3 million shares. The filing signals potential insider distribution at a $27B market cap, though Form 144 is an intent notice and the sale may not fully execute.
Key Facts
- Susan Ocampo filed Form 144 on May 11, 2026 to sell 200,000 shares of MTSI common stock.
- Estimated proceeds from the proposed sale: ~$72.2 million based on filing date market price.
- Ocampo has been selling MTSI shares consistently since February 2026, with 20+ prior transactions listed in the filing totaling over 2.3 million shares.
- Recent prior sales include 400,000 shares on May 7, 2026 (~$132.7M) and 176,663 shares on May 6, 2026 (~$54.5M).
- The filing notes the shares are held in a trust account where Ocampo is trustee.
- 4-week average weekly trading volume is ~5.8 million shares, so the proposed 200,000 share sale represents ~3.5% of average weekly volume.
- MTSI has a $27.0B market cap and 83% analyst bullish consensus.
Financial Impact
Proposed sale of 200,000 shares valued at ~$72.2 million; cumulative insider selling by Ocampo since February 2026 exceeds $500 million based on listed transactions.
Risk Factors
- Insider selling of this magnitude may signal lack of confidence in near-term valuation or fundamentals.
- Cumulative selling by a single insider exceeding $500M in three months is atypical and could precede negative news.
- Form 144 is only an intent notice; actual sales may be smaller or not occur, reducing immediate impact.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001193125-26-217322 |
| Document: 0001193125-26-217322-index.html | 0001193125-26-217322 |
| Document: 0001193125-26-217322.txt | 0001193125-26-217322 |
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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