MACOM Technology Solutions Holdings, Inc.·4

Feb 19, 7:55 PM ET

OCAMPO SUSAN 4

Research Summary

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MACOM (MTSI) 10% Owner Susan Ocampo Sells 83,279 Shares

What Happened Susan Ocampo, a reported 10% owner and trustee of several Ocampo family trusts, sold a total of 83,279 MACOM (MTSI) shares in open-market transactions on Feb 17–18, 2026, generating about $20,444,442 in proceeds. The disposals were: 79,523 shares at a weighted average price of $245.31 ($19,507,827), 600 shares at a weighted average price of $246.02 ($147,611), and 3,156 shares at a weighted average price of $250.00 (~$789,004). These were sales (not purchases or option exercises) and therefore do not indicate a bullish purchase signal.

Key Details

  • Transaction dates and prices: Feb 17, 2026 — 79,523 @ $245.31 and 600 @ $246.02; Feb 18, 2026 — 3,156 @ $250.00. Footnotes indicate the reported prices are weighted averages from multiple trades (ranges: $245–$245.95; $246.015–$246.0275; $250–$250.005).
  • Total shares sold: 83,279; total proceeds: ~$20,444,442.
  • Shares held per filing (trust holdings noted in footnote): 734,944 shares held in a trust for one son; 921,195 in a trust for a daughter; and 921,195 in a trust for another son (totaling 2,577,334 shares across those trusts). The Reporting Person is a trustee of multiple family trusts and a GRAT (see footnote).
  • Filing: Form 4 filed Feb 19, 2026 for transactions on Feb 17–18, 2026 — appears to be timely (filed within the standard two-business-day window).
  • Footnotes: F1–F2 describe trustee status and trust beneficiaries; F3–F5 explain that column prices are weighted averages and offer to provide per-trade price details on request.

Context These were open-market sales by a 10% owner acting as trustee for family trusts. Such disposals are often administrative or estate-planning related and do not necessarily reflect management’s view of the company. The filing shows trust holdings rather than direct executive ownership; no option exercises, awards, or 10b5‑1 plan disclosures are included in this report.