OCAMPO SUSAN 4
Research Summary
AI-generated summary
MACOM (MTSI) 10% Owner Susan Ocampo Sells Shares
What Happened
- Susan Ocampo, reported as a 10% owner (and trustee of family trusts), sold a total of 315,272 MTSI shares in open-market/private sales on Feb 24–25, 2026 for aggregate proceeds of about $79.98 million, and on Feb 25, 2026 made a gift of 174,465 shares to a donor-advised fund. The individual reported transactions:
- 2/24/2026: Sold 53,509 shares at a weighted average $250.08 — $13,381,370
- 2/25/2026: Sold 41,012 shares at a weighted average $250.39 — $10,269,179
- 2/25/2026: Sold 2,323 shares at a weighted average $251.16 — $583,440
- 2/25/2026: Sold 218,428 shares at a weighted average $255.22 — $55,747,697
- 2/25/2026: Gifted 174,465 shares to a donor-advised fund (no consideration)
- These were outright sales (not purchases or option exercises). Sales are often routine portfolio or estate/trust management and are not a direct bullish signal.
Key Details
- Transaction dates: Feb 24–25, 2026; Form 4 filed Feb 26, 2026 (timely).
- Price details / ranges (per footnotes): trades executed in multiple fills with price ranges approximately $250.00–$255.96 across the various tranches; weighted averages reported for each line.
- Shares owned after transaction: the filing does not state a single “owned after” total for the Reporting Person; footnotes indicate shares held in trusts (e.g., 734,944; 921,195; 921,195) and the filing remarks that Ocampo ceased to be a 10% owner on 2/25/2026 and is no longer subject to Section 16.
- Gift note: the 174,465-share disposition was a bona fide gift to a charitable donor-advised fund in which the Reporting Person has no pecuniary interest.
- Role/structure: Reporting Person is trustee of the Ocampo Family Trusts and related trusts for her children (per footnotes).
Context
- Gifts to charity and trustee-led transfers typically reflect tax/estate planning or charitable intent rather than trading on company prospects. Large block sales by a 10% owner/trustee can be portfolio rebalancing or trust administration.
- The filing indicates multiple trade fills and provides weighted-average prices; the filer offers to provide per-fill price details on request to the company, shareholders, or the SEC staff.