A director proposing to sell $54.5M in stock, following a pattern of consistent selling over the prior three months, is a bearish signal. Monitor for the actual sale on Form 4 and any subsequent insider activity. The stock's recent strong performance (up ~10% in one week per historical data) may be providing an exit window for insiders. Watch for any negative pre-announcements or guidance changes that could explain the selling.
Price Chart
Executive Summary
Director Susan Ocampo filed a Form 144 to sell 176,663 shares of MTSI common stock, with an estimated aggregate market value of approximately $54.5 million based on the filing date price. This is a large, non-routine sale by a director, representing a material portion of her disclosed holdings, and follows a series of smaller sales over the prior three months. The filing signals intent to sell, though the actual transaction may not occur.
Key Facts
- Filer: Susan Ocampo, a director of MACOM Technology Solutions Holdings, Inc.
- Proposed sale: 176,663 shares of common stock.
- Estimated aggregate market value: $54,528,345.41 based on filing date.
- Shares to be sold were acquired on 11/21/2023 as 'Founder Shares' from the issuer.
- Ocampo has executed multiple sales of MTSI common stock from February through April 2026, totaling over 1.8 million shares sold in that period.
- The filing covers one trust account in which Ocampo is the trustee.
- Average weekly trading volume over the prior four weeks was approximately 4,790,439 shares.
- The proposed 176,663 shares represent about 3.7% of one week's average volume.
Financial Impact
Proposed sale of 176,663 shares valued at approximately $54.5 million.
Risk Factors
- Insider selling may indicate lack of confidence in near-term prospects or valuation.
- Continued selling by directors could pressure the stock price if the market interprets it as a signal.
- 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) | 0001193125-26-209528 |
| Document: 0001193125-26-209528-index.html | 0001193125-26-209528 |
| Document: 0001193125-26-209528.txt | 0001193125-26-209528 |
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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