144 ·Filed May 8, 2026

MTSI

MACOM Technology Solutions Holdings, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago SEC0001193125-26-215099
Form 144 — notice of proposed sale of securities
Actionable Insight • Neutral

The filing itself is routine, but the sustained insider selling pattern by Ocampo warrants monitoring for further negative signals. No immediate trade catalyst.

DirectionNeutral
Confidencemedium
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
MTSI ▼ -27.99% at T+60d
NEUTRAL call ✗ call lost -27.99% · α vs SPY -32.39% · entry $365.88 → $263.46
Entry anchored
May 8, 2026
via day open
T+1d
-0.85%
call -0.85% · α -0.72%
$362.76
settled 5mo ago
T+5d
-2.63%
call -2.63% · α -2.55%
$356.25
settled 5mo ago
T+20d
-1.96%
call -1.96% · α -1.65%
$358.72
settled 4mo ago
T+60d
-27.99%
call -27.99% · α -32.39%
$263.46
settled 8w ago

Price Chart

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Executive Summary

Insider Susan Ocampo files Form 144 to sell 24,530 shares (~$8.8M) of MACOM Technology Solutions. The filing is part of an ongoing pattern of heavy insider sales, but the proposed amount is negligible relative to MTSI's $25.8B market cap.

Key Facts

  • Form 144 filed by Susan Ocampo on 05/08/2026 for 24,530 shares of common stock.
  • Estimated market value of proposed sale: $8,831,046.24.
  • Ocampo has been selling large quantities of shares since February 2026, as listed in the filing.
  • MTSI market cap: $25.8B; proposed sale represents ~0.03% of market cap.

Financial Impact

Proposed sale of ~$8.8M, immaterial relative to market cap.

dilution

Risk Factors

  • Potential continued insider selling could signal lack of confidence.
  • Pattern of heavy sales may indicate upcoming negative news.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
83% bullish (23 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001193125-26-215099
Document: 0001193125-26-215099-index.html0001193125-26-215099
Document: 0001193125-26-215099.txt0001193125-26-215099
26 reports for MTSI
Performance horizon
82% Hit rate 9 of 11 directional calls best @ T+60▲ +25.65%May 6, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
TypeNow
Aug 6, 2026
8w ago
8-K
BULLISH ★ 8/10
$301.64 $259.95▼ −13.82%▼ −14.42%$326.45 (+8.23%)
Jun 9, 2026
16w ago
Press Release
NEUTRAL ★ 2/10
$358.72 $304.82▼ −15.03%▼ −16.47%$326.45 (−9.00%)
May 29, 2026
17w ago
144
NEUTRAL ★ 2/10
$353.79 $380.37▲ +7.51%▲ +8.81%$326.45 (−7.73%)
May 27, 2026
18w ago
144
NEUTRAL ★ 4/10
$400.66 $390.19▼ −2.61%▼ −0.71%$326.45 (−18.52%)
May 18, 2026
19w ago
Insider Cluster
NEUTRAL ★ 3/10
$358.98 $367.11▲ +2.26%▲ +1.28%$326.45 (−9.06%)
May 18, 2026
19w ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $367.11▲ +2.26%▲ +1.28%$326.45 (−9.06%)
May 18, 2026
19w ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $367.11▲ +2.26%▲ +1.28%$326.45 (−9.06%)
May 18, 2026
19w ago
Insider Cluster
NEUTRAL ★ 3/10
$380.45 $395.70▲ +4.01%▲ +3.68%$326.45 (−14.19%)
May 18, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$358.98 $367.11▲ +2.26%▲ +1.28%$326.45 (−9.06%)
May 15, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$356.25 $368.32▲ +3.39%▲ +1.81%$326.45 (−8.36%)
Showing 10 of 26

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