[144] MACOM Technology Solutions Holdings, Inc. SEC Filing
MACOM Technology Solutions Holdings, Inc. (MTSI) submitted a Form 144 notice reporting proposed and recent sales of Common stock under Rule 144. The filer proposes to sell 150,000 shares through Charles Schwab on or about 09/18/2025, with an indicated aggregate market value of $19,449,000 based on the filing. The shares were originally acquired as founder shares on 06/30/2009. The filing also reports that Susan Ocampo sold a total of 596,435 shares across multiple trades between 09/05/2025 and 09/17/2025, with individual gross proceeds shown for each sale. The notice includes the required representation that the seller is not aware of undisclosed material adverse information.
- Rule 144 compliance documented with broker, dates, quantities, and seller certification
- Founder shares being sold after long-term holding (acquired 06/30/2009) indicating planned liquidity rather than short-term trading
- Insider sales concentration: 596,435 shares sold between 09/05/2025 and 09/17/2025 (~0.80% of outstanding shares)
- Proposed sale of 150,000 shares (~0.20% of outstanding) for $19,449,000 may be perceived negatively by some market participants
Insights
TL;DR: Insider sales totaling 596,435 shares in the past three months and a proposed sale of 150,000 shares are disclosed; transaction sizes are modest versus total shares outstanding.
The filing is a routine Rule 144 notification documenting secondary-market sales by an insider or related person and a new proposed sale by a founder-share holder. The proposed 150,000-share sale equals roughly 0.20% of the reported 74,471,281 outstanding shares, while the aggregate recent sales of 596,435 shares equal about 0.80% of outstanding shares. Such volumes are meaningful to transparency but are not large enough, in isolation, to imply a material change to company control or immediate valuation pressure. Investors should treat this as an informational disclosure rather than a standalone signal of company performance.
TL;DR: The Form 144 complies with disclosure requirements and shows substantial insider liquidity events over a short period.
The document shows compliance with Rule 144 procedures by identifying the broker, sale dates, and amounts, and includes the seller's certification regarding material non-public information. From a governance perspective, clustered insider sales can warrant monitoring for pattern changes in insider behavior, but the filing itself provides no evidence of undisclosed adverse information. The presence of founder shares being sold after long holding periods is consistent with ongoing diversification of insider holdings rather than an operational red flag.