Insider Cluster (2 insiders) ·Filed Feb 25, 2026

MTSI

MACOM Technology Solutions Holdings, Inc.
BEARISH
Impact 7/10
Horizondays Processed7mo ago
Insider cluster: 2 insiders, $10.7M total
Actionable Insight ▼ Bearish

Traders should monitor for further insider selling and assess whether this cluster coincides with any upcoming earnings releases, valuation peaks, or strategic shifts. The magnitude and concentration of sales by a single insider (Ocampo) elevate concern.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
MTSI ▲ +48.29% at T+60d
SHORT call ✗ call lost -48.29% · α vs SPY -41.33% · entry $253.37 → $375.71
Entry anchored
Feb 24, 03:59 PM ET
via exchange tick
T+1d
-2.47%
call +2.47% · α +1.93%
$247.11
settled 7mo ago
T+5d
-5.67%
call +5.67% · α +4.57%
$239.00
settled 7mo ago
T+20d
-3.29%
call +3.29% · α -1.95%
$245.04
settled 6mo ago
T+60d
+48.29%
call -48.29% · α -41.33%
$375.71
settled 5mo ago

Price Chart

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Executive Summary

Two insiders at MACOM Technology Solutions sold shares in the past week, with Susan Ocampo selling a total of 94,521 shares for approximately $23.65 million and John Ritchie selling 1,573 shares for $401,115. All transactions were open-market sales, representing a notable cluster of insider selling.

Key Financial Metrics

Direction
selling
Total Value
$24.1M
Insiders
2

Key Facts

  • Susan Ocampo sold 94,521 shares in two transactions on February 24 and 25, 2026, for a combined total of $23,650,549.
  • John Ritchie sold 1,573 shares on February 25, 2026, for $401,115 in an open-market transaction.
  • All reported trades are open-market sales (code 'S'), indicating deliberate divestment.
  • Total value of the insider selling cluster is $24,051,664, representing approximately 0.13% of MTSI's $18.5B market cap.

Financial Impact

$24.05 million in insider sales over 7 days

insider ownershipinvestor sentimentpotential dilution signal

Risk Factors

  • Perception of insider pessimism, especially given the size of Ocampo's sales.
  • Potential for negative market reaction if selling continues or is not explained by diversification.

Market Snapshot

Exchange
Nasdaq

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (3 trades, 7d window)cluster-MTSI-1772227550049
26 reports for MTSI
Performance horizon
80% Hit rate 8 of 10 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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Report published Feb 27, 2026