OCAMPO SUSAN 4
Research Summary
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MACOM (MTSI) 10% Owner Susan Ocampo Sells 100,000 Shares
What Happened Susan Ocampo, a reported 10% owner of MACOM Technology Solutions (MTSI) and trustee of family trusts, sold 100,000 shares in open-market transactions on February 3, 2026. The filing reports a weighted-average sale price of $230.29 per share, producing total proceeds of $23,029,000. Footnote disclosure shows the individual sale prices ranged from $230.00 to $231.51.
Key Details
- Transaction date: 2026-02-03 (reported on Form 4 filed 2026-02-05). Filing appears timely (within the usual two-business-day Form 4 window).
- Shares sold: 100,000 (Sale — code S). Weighted-average price: $230.29; price range: $230.00–$231.51 (per footnote).
- Reported holdings (per footnote): trusts for her children hold a combined 2,577,334 shares (734,944 + 921,195 + 921,195).
- Footnotes: F1 notes Ocampo is trustee of two Ocampo Family Trusts and a GRAT and trusts for her children; F3 explains the weighted-average price and offers to provide per-trade breakdown on request.
- No indication in the filing of a 10b5-1 plan, option exercise, gift, or tax-withholding related to this transaction.
Context This was a straightforward open-market sale by a 10% owner/trustee rather than an equity grant or option exercise. Sales by large shareholders can reflect liquidity or estate/family trust management and do not necessarily signal management’s view of the company. For retail investors, purchases by insiders are typically given more weight as a bullish indicator; sales are common and can have varied motives.