MTSI MACOM Technology Solutions Holdings, Inc.

BEARISH Impact: 5/10 144
Horizon days Filed May 8, 2026 Processed 1mo ago SEC 0001193125-26-212771
Form 144 — notice of proposed sale of securities
Latest settled — T+20d ⚠ clustered
MTSI ▼ -4.02% at T+20d
SHORT call ✓ call won +4.02% · α vs SPY +4.05% · entry $359.88 → $345.40
Next anchor: T+60d in 8w
Last close $361.86 (close Jun 8) · -0.55% from $359.88 entry (call sign-flipped)
Entry anchored
May 7, 2026
via day open
T+1d
+1.67%
call -1.67% · α -1.44%
$365.88
settled 5w ago
T+5d
+6.58%
call -6.58% · α -5.12%
$383.56
settled 27d ago
T+20d
-4.02%
call +4.02% · α +4.05%
$345.40
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Insider Susan Ocampo files Form 144 to sell 400,000 MTSI shares (~$132.7M), continuing a pattern of substantial selling in recent months. The proposed sale represents a significant insider divestment, which may signal lack of confidence or diversification needs.

Actionable Insight

The persistent insider selling by a key shareholder creates potential overhang. Traders should watch for any acceleration in sales or accompanying negative news. The stock may face near-term resistance given supply, but the pattern is already known.

Key Facts

  • Susan Ocampo (reporting owner) proposes to sell 400,000 shares of MTSI common stock.
  • Approximate market value of proposed sale: $132,655,087.
  • Insider has executed multiple sales from Feb to May 2026, totaling over 1.6 million shares.
  • Estimated 4-week average weekly volume is ~4.79 million shares; proposed sale ~8.4% of weekly volume.

Financial Impact

$132.7M proposed sale, ongoing insider selling pattern exceeding $300M in recent months.

share priceliquidity

Risk Factors

  • Continued insider selling could weigh on sentiment.
  • Large block sale may require a discount, pressuring price.

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)0001193125-26-212771
Document: 0001193125-26-212771-index.html0001193125-26-212771
Document: 0001193125-26-212771.txt0001193125-26-212771
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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