MTSI MACOM Technology Solutions Holdings, Inc.

BEARISH Impact: 6/10 144
Horizon days Filed May 6, 2026 Processed 17d 4h ago SEC 0001193125-26-209528
Form 144 — notice of proposed sale of securities
Latest settled — T+5d
MTSI ▲ +10.76% at T+5d
SHORT call ✗ call lost -10.76% · α vs SPY -9.26% · entry $344.47 → $381.55
Next anchor: T+20d in 11d
Last close $385.98 (close May 22) · -12.05% from $344.47 entry (call sign-flipped)
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +0.83%
$344.47
settled 17d ago
T+5d
+10.76%
call -10.76% · α -9.26%
$381.55
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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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.

Actionable Insight

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.

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.

dilutioninsider selling

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

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

Documents Analyzed

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

DocumentAccession Number
144 Filing (Primary)0001193125-26-209528
Document: 0001193125-26-209528-index.html0001193125-26-209528
Document: 0001193125-26-209528.txt0001193125-26-209528
22 reports for MTSI
Performance horizon
57% Hit rate 4 of 7 directional calls best @ T+5▲ +5.67%Feb 25, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
Type Now
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$356.30 awaiting T+5awaiting T+5$385.98 (+8.33%)
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 4/10
$356.30 awaiting T+5awaiting T+5$385.98 (+8.33%)
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 4/10
$356.30 awaiting T+5awaiting T+5$385.98 (+8.33%)
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 18, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$356.30 awaiting T+5awaiting T+5$385.98 (+8.33%)
May 15, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 14, 2026
9d ago
144
BEARISH ★ 5/10
awaiting T+5
May 14, 2026
10d ago
144
BEARISH ★ 5/10
awaiting T+5
May 11, 2026
12d ago
144
BEARISH ★ 6/10
$362.76 $356.25▲ +1.79%▲ +1.87%$385.98 (−6.40%)
May 11, 2026
12d ago
144
NEUTRAL ★ 2/10
$362.76 $356.25▼ −1.79%▼ −1.87%$385.98 (+6.40%)
Showing 10 of 22

US Market Status

Market Closed — Opens Tue (34h 52m)

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