MTSI MACOM Technology Solutions Holdings, Inc.

BEARISH Impact: 6/10 144
Horizon days Filed Apr 13, 2026 Processed 1mo ago SEC 0001958244-26-000206
Form 144 — notice of proposed sale of securities
Latest settled — T+20d ⚠ clustered
MTSI ▲ +38.63% at T+20d
SHORT call ✗ call lost -38.63% · α vs SPY -32.34% · entry $263.92 → $365.88
Next anchor: T+60d in 28d
Last close $361.86 (close Jun 8) · -37.11% from $263.92 entry (call sign-flipped)
Entry anchored
Apr 13, 03:59 PM ET
via Databento tick
T+1d
-1.05%
call +1.05% · α +1.82%
$261.16
settled 8w ago
T+5d
+8.26%
call -8.26% · α -6.86%
$285.71
settled 7w ago
T+20d
+38.63%
call -38.63% · α -32.34%
$365.88
settled 4w ago
T+60d
call — · α —
in 28d

Price Chart

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Executive Summary

Susan Ocampo, an insider at MACOM Technology Solutions, filed a Form 144 to notify of her intent to sell up to 1,000,000 shares of common stock, valued at approximately $263.6 million based on the April 13, 2026 filing date. The shares were acquired in a private transaction from the issuer on June 30, 2009, and the proposed sales are scheduled in tranches between February and April 2026.

Actionable Insight

Traders should monitor for actual sales execution via Form 4 filings, as this large proposed sale by a long-term insider may signal lack of confidence, especially given the timing just after a series of scheduled transactions. While not a C-suite executive, the scale and completeness of the divestment are notable.

Key Facts

  • Susan Ocampo filed Form 144 to sell up to 1,000,000 shares of MTSI common stock.
  • Total proposed sale value is approximately $263.6 million based on the April 13, 2026 stock price.
  • Sales are planned in multiple tranches from February to April 2026, with the final block of 15,221 shares scheduled for April 10, 2026, just before this filing.
  • Ocampo is not a named executive officer or director; her affiliation is not specified in the filing, but she holds shares acquired in a 2009 private transaction with the company.
  • The sale represents a full liquidation of her reported holdings in the company.

Financial Impact

Approximately $263.6 million in potential share sales, representing full divestment of reported holdings.

dilutionshare price

Risk Factors

  • Potential downward pressure on MTSI stock price if the full sale is executed near current levels.
  • Perception of insider pessimism, particularly given the long holding period since 2009 and the decision to exit entirely.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Documents Analyzed

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

DocumentAccession Number
144 Filing (Primary)0001958244-26-000206
Document: 0001958244-26-000206-index.html0001958244-26-000206
Document: 0001958244-26-000206.txt0001958244-26-000206
25 reports for MTSI
Performance horizon
67% Hit rate 6 of 9 directional calls best @ T+5▲ +5.67%Feb 25, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
Type Now
Jun 9, 2026
today
Press Release
NEUTRAL ★ 2/10
$361.77 awaiting T+5awaiting T+5$361.86 (+0.02%)
May 29, 2026
11d ago
144
NEUTRAL ★ 2/10
$353.79 $345.40▼ −2.37%▲ +0.38%$361.86 (+2.28%)
May 27, 2026
14d ago
144
NEUTRAL ★ 4/10
$400.66 $390.34▼ −2.58%▼ −3.04%$361.86 (−9.68%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$358.98 $403.49▲ +12.40%▲ +10.16%$361.86 (+0.80%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$361.86 (+0.80%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$361.86 (+0.80%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$380.45 $364.64▼ −4.16%▼ −6.00%$361.86 (−4.89%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
$358.98 $403.05▲ +12.28%▲ +10.03%$361.86 (+0.80%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$356.25 $409.68▲ +15.00%▲ +13.38%$361.86 (+1.57%)
May 14, 2026
26d ago
144
BEARISH ★ 5/10
$375.60 $385.98▼ −2.76%▼ −1.80%$361.86 (+3.66%)
Showing 10 of 25

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