Monitor for actual execution of this sale on Form 4 filings. The persistent selling pattern by a director, especially at these volumes, may signal a lack of confidence in near-term valuation. Compare to any upcoming earnings or catalyst events that could provide context for the selling.
Price Chart
Executive Summary
Director Susan Ocampo filed a Form 144 notice to sell 100,000 shares of MACOM common stock, with an estimated aggregate market value of approximately $38.0 million based on the filing date. This is a large, planned sale by a director following a pattern of repeated insider selling throughout 2026, including multiple tranches totaling over 2.5 million shares sold since February. The filing signals intent to sell, not a completed transaction, but the scale and consistency of Ocampo's selling activity warrant attention.
Key Facts
- Director Susan Ocampo filed Form 144 to sell 100,000 shares of MTSI common stock.
- Estimated aggregate market value of the proposed sale is approximately $38.0 million.
- Ocampo has been a consistent seller in 2026, with 21 prior sale transactions listed since February 13, 2026, totaling over 2.5 million shares.
- The filing notes the shares are held in a trust account where Ocampo is trustee.
- The 4-week average weekly trading volume is approximately 5.8 million shares, so the proposed 100,000-share sale represents about 1.7% of weekly volume.
- Recent insider activity (30 days) shows 2 sells totaling $614K, but this filing alone dwarfs that figure.
Financial Impact
Proposed sale of 100,000 shares valued at ~$38.0 million, representing a significant portion of Ocampo's disclosed holdings.
Risk Factors
- Insider selling at scale may pressure the stock if the market interprets it as a negative signal.
- Ocampo's repeated sales suggest a systematic divestiture plan, which could continue.
- The filing is an intent to sell; if the sale does not occur, the bearish signal may be muted.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001193125-26-222297 |
| Document: 0001193125-26-222297-index.html | 0001193125-26-222297 |
| Document: 0001193125-26-222297.txt | 0001193125-26-222297 |
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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