OCAMPO SUSAN 4

What Happened

• Susan Ocampo, a 10% owner of MACOM Technology Solutions (MTSI) and trustee of several Ocampo family trusts, sold a total of 119,877 shares in open‑market transactions on Feb 12–13, 2026 for aggregate proceeds of approximately $28.9 million.
• Trades by date and size:
  • 2026-02-12: 56,543 shares at $240.22 (≈ $13,583,008) [weighted avg; prices ranged $240.00–$240.73]
  • 2026-02-12: 126 shares at $241.14 (≈ $30,383) [weighted avg; prices ranged $241.135–$241.14]
  • 2026-02-12: 1,158 shares at $245.04 (≈ $283,751) [weighted avg; prices ranged $245.00–$245.205]
  • 2026-02-13: 42,173 shares at $240.35 (≈ $10,136,319) [weighted avg; prices ranged $240.00–$240.965]
  • 2026-02-13: 19,877 shares at $245.03 (≈ $4,870,489) [weighted avg; prices ranged $245.00–$245.205]
• This was a sale (S), not a purchase or option exercise — sales are often routine portfolio or trust transactions and do not necessarily signal a change in company outlook.

Key Details

• Transaction dates: Feb 12–13, 2026; Form 4 filed Feb 17, 2026 (appears timely given the Feb 16 federal holiday).
• Total shares sold: 119,877; total proceeds ≈ $28,903,950.
• Reported shares held after the transactions: 2,577,334 beneficial shares held across family trusts (per filing footnote breakdown: 734,944; 921,195; 921,195).
• Notable footnotes: Reporting person is trustee of two Ocampo Family Trusts and additional trusts (including a GRAT) for her children. Several trades report weighted‑average prices with specified intra‑trade price ranges; the filer offers to provide per‑price breakdowns on request.
• Transaction code: S = Sale.

Context

• As a 10% owner and trustee selling shares held in family trusts, this is institutional/trust selling rather than an executive compensation event. Such sales can be for estate, tax, or diversification reasons and should not be automatically interpreted as a negative signal about MACOM’s business.
• No options were exercised and no gifts or awards were reported in this filing.