MTSI Insider Sells 212,859 Shares at ~$132–$133.6 — Form 4
Susan Ocampo, a director of MACOM Technology Solutions Holdings (MTSI), reported multiple open-market sales of common stock on September 15 and September 17, 2025.
Rhea-AI Filing Summary
Susan Ocampo, a director of MACOM Technology Solutions Holdings (MTSI), reported multiple open-market sales of common stock on September 15 and September 17, 2025. She sold a total of 212,859 shares in three transactions at weighted-average prices in ranges near $132.00–$133.63 per share. After those disposals, the filing shows she retains indirect beneficial ownership of common stock through family trusts and a GRAT totaling 4,415,331 shares held by Ocampo Family Trusts plus 1,500,000 shares held by a GRAT and smaller trust holdings, with specific trust allocations detailed in the filing. The report was signed by an attorney-in-fact on behalf of the reporting person.
Positive
- Timely compliance with Section 16 reporting by disclosing all transactions on Form 4
- Transparent price disclosure including weighted-average price ranges and offers to provide per-trade details on request
- Detailed trust breakdown clarifying indirect ownership across multiple family trusts and a GRAT
Negative
- Insider sales of 212,859 shares executed on 09/15/2025 and 09/17/2025, which represent a measurable disposition from the reporting person
- Concentrated family ownership remains (multi-million share holdings), which can limit outside shareholder influence
Insights
TL;DR: Routine insider disposition disclosed with clear trust ownership; not unusual but notable for scale relative to trust holdings.
The Form 4 documents open-market sales by a director executed over two days with weighted-average prices disclosed and granular breakdowns of beneficial ownership across multiple trusts and a grantor retained annuity trust. The filing adheres to Section 16 reporting requirements and provides transparency about indirect ownership via trusts for beneficiaries. For governance, the key item is the combination of active sales and the retention of substantial indirect positions, which keeps voting and economic exposure within family-controlled structures.
TL;DR: Insider sold 212,859 shares across three transactions at about $132–$133.6, leaving multi-million share indirect holdings.
From an investor perspective, the transactions are clearly disclosed with weighted-average prices and trust allocations. The sales total 212,859 shares executed on 09/15/2025 and 09/17/2025. Following the sales, the filing reports multi-million share indirect holdings via family trusts and a GRAT, indicating continued concentrated exposure. The transactions are material in absolute share count but the filing shows continued significant ownership, which may limit governance impact.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 62,435 | $133.02 | $8.31M |
| Sale | Common Stock | 107,361 | $132.16 | $14.19M |
| Sale | Common Stock | 43,063 | $133.11 | $5.73M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (7)
- F1. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $132.00 to $132.98. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F2. 960,898 of such shares are held by two trusts for the Reporting Person's son; 1,333,393 of such shares are held by two trusts for the Reporting Person's daughter; and 1,333,393 of such shares are held by two trusts for the Reporting Person's son.
- F3. The Reporting Person is a trustee of two Ocampo Family Trusts, the GRAT and each of the following six trusts for the benefit of her children: (i) two trusts for her son; (ii) two trusts for her daughter; and (iii) two trusts for her son.
- F4. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $133.00 to $133.63. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F5. 946,544 of such shares are held by two trusts for the Reporting Person's son; 1,319,038 of such shares are held by two trusts for the Reporting Person's daughter; and 1,319,039 of such shares are held by two trusts for the Reporting Person's son.
- F6. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $133.00 to $133.32. The Reporting Person undertakes to provide to the Issuer, any shareholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F7. 925,732 of such shares are held by two trusts for the Reporting Person's son; 1,298,227 of such shares are held by two trusts for the Reporting Person's daughter; and 1,298,227 of such shares are held by two trusts for the Reporting Person's son.
FAQ
What insider transactions did Susan Ocampo report for MTSI?
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