MTSI MACOM Technology Solutions Holdings, Inc.

NEUTRAL Impact: 3/10 144
Horizon weeks Filed Apr 10, 2026 Processed 1mo ago SEC 0001958244-26-000203
Form 144 — notice of proposed sale of securities
Latest settled — T+20d
MTSI ▲ +38.79% at T+20d
NEUTRAL call ✓ call won +38.79% · α vs SPY +31.06% · entry $263.63 → $365.88
Next anchor: T+60d in 7w
Currently $375.71 · +42.51% from $263.63 entry
Entry anchored
Apr 10, 03:59 PM ET
via Databento tick
T+1d
+0.11%
call +0.11% · α -1.10%
$263.92
settled 5w ago
T+5d
+6.62%
call +6.62% · α +3.32%
$281.08
settled 5w ago
T+20d
+38.79%
call +38.79% · α +31.06%
$365.88
settled 12d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Susan Ocampo, an affiliate of MACOM Technology Solutions, filed a Form 144 to notify of her intent to sell up to 1,000,000 shares of common stock, with the sale to be executed in multiple tranches between February and March 2026 through Goldman Sachs & Co. LLC. The total proposed sale represents a routine disposition of restricted shares acquired in a private transaction in 2009.

Actionable Insight

The sale is pre-planned and spread over weeks, suggesting it is not a reactive move; however, traders should monitor for actual Form 4 filings to confirm execution and watch for any concentration of selling near earnings or other catalysts.

Key Facts

  • Reporting person: Susan Ocampo, an affiliate (not an officer or director) of MTSI
  • Total shares proposed for sale: 1,000,000
  • Shares to be sold in 13 separate tranches from February 3 to March 25, 2026
  • Shares acquired on June 30, 2009, in a private transaction from the issuer
  • Broker: Goldman Sachs & Co. LLC
  • Filing date: April 10, 2026

Financial Impact

Approximately $230 million based on current market price (~$230/share implied from first tranche amount of $23,029,116 for 100,000 shares)

dilutionshare count

Risk Factors

  • Potential downward pressure on stock price if all shares are sold rapidly
  • Perception of insider selling could affect market sentiment, though Ocampo is not a named executive officer

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001958244-26-000203
Document: 0001958244-26-000203-index.html0001958244-26-000203
Document: 0001958244-26-000203.txt0001958244-26-000203
22 reports for MTSI
Performance horizon
50% Hit rate 4 of 8 directional calls best @ T+5▲ +5.67%Feb 25, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
Type Now
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$356.30 awaiting T+5awaiting T+5$375.71 (+5.45%)
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 4/10
$356.30 awaiting T+5awaiting T+5$375.71 (+5.45%)
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 4/10
$356.30 awaiting T+5awaiting T+5$375.71 (+5.45%)
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 18, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
$356.30 awaiting T+5awaiting T+5$375.71 (+5.45%)
May 15, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 14, 2026
6d ago
144
BEARISH ★ 5/10
awaiting T+5
May 14, 2026
6d ago
144
BEARISH ★ 5/10
awaiting T+5
May 11, 2026
9d ago
144
BEARISH ★ 6/10
$362.76 $356.25▲ +1.79%▲ +1.87%$375.71 (−3.57%)
May 11, 2026
9d ago
144
NEUTRAL ★ 2/10
$362.76 $356.25▼ −1.79%▼ −1.87%$375.71 (+3.57%)
Showing 10 of 22

US Market Status

Market Closed — Opens Thu (< 1m)

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