MTSI MACOM Technology Solutions Holdings, Inc.

NEUTRAL Impact: 4/10 144
Horizon days Filed May 27, 2026 Processed 19d 8h ago SEC 0001193125-26-240094
Form 144 — notice of proposed sale of securities
Latest settled — T+5d
MTSI ▼ -2.58% at T+5d
NEUTRAL call ✗ call lost -2.58% · α vs SPY -3.04% · entry $400.66 → $390.34
Next anchor: T+20d in 9d
Last close $379.87 (close Jun 12) · -5.19% from $400.66 entry
Entry anchored
May 26, 2026
via day open
T+1d
-2.39%
call -2.39% · α -2.94%
$391.09
settled 19d ago
T+5d
-2.58%
call -2.58% · α -3.04%
$390.34
settled 13d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Director Susan Ocampo filed a Form 144 to sell 190,787 shares of MTSI common stock valued at approximately $76.3 million, intended for sale starting on or about May 26, 2026. The insider has a history of large sales from a trust account, but this is the first filing signals fresh planned selling activity.

Actionable Insight

Insider selling by a director is often a routine diversification signal, but the large cumulative volume over recent months (over 1.2M shares sold this year per prior transactions) warrants monitoring. The small relative size to average volume suggests limited immediate downside risk. Watch for related Form 4 filings to see if the sale was executed.

Key Facts

  • Director Susan Ocampo intends to sell 190,787 shares of common stock.
  • The sale is valued at approximately $76.3 million based on recent trading prices.
  • Shares were acquired on November 21, 2023 as founder shares via the issuer.
  • The intended sale is conducted through The Charles Schwab Corporation.
  • Ocampo has been actively selling large blocks (100K–400K shares) since February 2026 across multiple transactions per the filing's table of prior sales.
  • The 4-week average trading volume is ~7.3 million shares per week, so the intended sale represents only ~2.6% of weekly volume.
  • Form 144 signals intent to sell; the sale may or may not be executed.

Financial Impact

Up to ~$76.3M worth of shares proposed for sale (190,787 shares at current market prices).

dilution (secondary selling pressure, but small vs. volume)

Risk Factors

  • Insider selling may signal lack of conviction at current valuation unless the selling pattern is pre-planned (e.g., Rule 10b5-1 plan). No plan is disclosed in the filing.
  • If additional insiders follow with similar large filings, it could indicate broader selling pressure.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
83% bullish (23 analysts)

Documents Analyzed

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

DocumentAccession Number
144 Filing (Primary)0001193125-26-240094
Document: 0001193125-26-240094-index.html0001193125-26-240094
Document: 0001193125-26-240094.txt0001193125-26-240094
25 reports for MTSI
Performance horizon
70% Hit rate 7 of 10 directional calls best @ T+5▲ +5.67%Feb 25, 2026
Filters
Rows
Reports for MTSI — sortable, filterable
Type Now
Jun 9, 2026
5d ago
Press Release
NEUTRAL ★ 2/10
$361.77 awaiting T+5awaiting T+5$379.87 (+5.00%)
May 29, 2026
16d ago
144
NEUTRAL ★ 2/10
$353.79 $345.40▼ −2.37%▲ +0.38%$379.87 (+7.37%)
May 27, 2026
19d ago
144
NEUTRAL ★ 4/10
$400.66 $390.34▼ −2.58%▼ −3.04%$379.87 (−5.19%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 4/10
$358.98 $403.49▲ +12.40%▲ +10.16%$379.87 (+5.82%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$380.45 $364.64▼ −4.16%▼ −6.00%$379.87 (−0.15%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$358.98 $403.05▲ +12.28%▲ +10.03%$379.87 (+5.82%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$356.25 $409.68▲ +15.00%▲ +13.38%$379.87 (+6.63%)
May 14, 2026
4w ago
144
BEARISH ★ 5/10
$375.60 $385.98▼ −2.76%▼ −1.80%$379.87 (−1.14%)
Showing 10 of 25

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