MTSI CLUSTER SEC Filing Analysis

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

Last close $385.98 (close May 22) · -52.34% from $253.37 entry (call sign-flipped)

Entry anchored
Feb 24, 03:59 PM ET
via Databento tick

T+1d

-2.47%

call +2.47% · α +1.93%

$247.11

settled 3mo ago

T+5d

-5.67%

call +5.67% · α +4.57%

$239.00

settled 3mo ago

T+20d

-3.29%

call +3.29% · α -1.95%

$245.04

settled 2mo ago

T+60d

+48.29%

call -48.29% · α -41.33%

$375.71

settled 4d 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

Actionable Insight

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.

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

Documents Analyzed

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

Document	Accession Number
CONTEXT: Insider Cluster Data (3 trades, 7d window)	cluster-MTSI-1772227550049

22 reports for MTSI

T+1T+5T+20T+60

43% Hit rate 3 of 7 directional calls best @ T+5▲ +5.67%Feb 25, 2026

Filters

Reports for MTSI — sortable, filterable
	Type				Now
May 18, 2026 5d ago	Insider Cluster NEUTRAL ★ 3/10	$356.30 awaiting T+5	awaiting T+5	—	$385.98 (+8.33%)
May 18, 2026 5d ago	Insider Cluster NEUTRAL ★ 4/10	$356.30 awaiting T+5	awaiting T+5	—	$385.98 (+8.33%)
May 18, 2026 5d ago	Insider Cluster NEUTRAL ★ 4/10	$356.30 awaiting T+5	awaiting 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+5	awaiting 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%)

US Market Status

Market Closed — Opens Tue (35h 13m)

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