[Form 4] MACOM Technology Solutions Holdings, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Susan Ocampo, a director of MACOM Technology Solutions Holdings, Inc. (MTSI), reported multiple transactions dated 09/18/2025. She sold 150,000 shares of common stock in multiple trades at a weighted average price of $133.09 per share, and reported certain gift transfers of 1,623 shares. Following the reported sale(s), the filing shows 3,372,186 shares beneficially owned indirectly through trusts for her children and other family trusts, and a larger aggregate indirect position disclosed as 4,416,954 shares across Ocampo family trusts and a GRAT, where she serves as trustee. The filing includes a footnote explaining the sale price range and the allocation of shares among specific family trusts.

Positive

• Timely disclosure of insider transactions fulfilling Section 16 reporting requirements
• Significant continued indirect ownership through family trusts and a GRAT, indicating retained economic interest

Negative

• Insider sale of 150,000 shares at a weighted average price of $133.09, representing a realized disposition
• Gifts/transfers of shares (1,623 shares) were reported, which reduce direct holdings

Insights

Financial Analyst

TL;DR: Director sold 150,000 shares and still retains substantial indirect ownership via family trusts.

The director's sale of 150,000 shares at a weighted average of $133.09 is a clear, disclosed liquidity event but not necessarily indicative of change in control or governance. The filing shows continued concentrated indirect ownership: 3.37 million shares held in trusts for children and larger aggregated holdings reported at 4.42 million shares including Ocampo family trusts and a GRAT. For investors this is material as it quantifies insider holdings and recent insider selling; however, absent additional context on timing or purpose, the sale alone is neither a clear positive nor a negative for the company's fundamentals.

Corporate Governance Expert

TL;DR: Disclosure is detailed and shows trustee status and family trust holdings, supporting transparency on beneficial ownership.

The Form 4 provides required disclosure of both the transactions and the nature of indirect beneficial ownership, including trustee roles for multiple family trusts and a GRAT. The explanatory footnotes clarify the allocation of shares among trusts and the weighted-average price range for the sale, which is important for compliance and stakeholder assessment of insider alignment. These disclosures fulfill Section 16 transparency obligations and allow shareholders to assess insider alignment with long-term ownership structures.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

OCAMPO SUSAN

(Last) (First) (Middle)

C/O MACOM TECHNOLOGY SOLUTIONS HOLDINGS

100 CHELMSFORD STREET

(Street)

LOWELL MA 01851

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
MACOM Technology Solutions Holdings, Inc. [ MTSI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
09/18/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/18/2025		S		150,000	D	$133.09(1)	3,372,186(2)	I	By trusts for children(3)
Common Stock	09/18/2025		G		1,623	D	$0	0	D
Common Stock	09/18/2025		G	V	1,623	A	$0	4,416,954	I	By Ocampo Family Trusts(3)
Common Stock								1,500,000	I	By GRAT(3)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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 $133.88. 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.

2. 875,732 of such shares are held by two trusts for the Reporting Person's son; 1,248,227 of such shares are held by two trusts for the Reporting Person's daughter; and 1,248,227 of such shares are held by two trusts for the Reporting Person's son.

3. 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.

	/s/ Ambra R. Roth, Attorney-in-Fact	09/22/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did Susan Ocampo report on Form 4 for MTSI?

The filing reports a sale of 150,000 common shares on 09/18/2025 at a weighted average price of $133.09, and gift-type transfers of 1,623 shares.

How many MTSI shares does Susan Ocampo beneficially own after the reported transactions?

The Form 4 shows 3,372,186 shares beneficially owned following the reported sale, held indirectly through trusts for her children; the filing also discloses an aggregated indirect position of 4,416,954 shares across Ocampo family trusts and a GRAT.

What is the price range for the shares Susan Ocampo sold?

The filing states the shares were sold in multiple transactions at prices ranging from $133.00 to $133.88, with a reported weighted average of $133.09.

What trusts and roles are disclosed in the Form 4 for Susan Ocampo?

The filing discloses that Ms. Ocampo is a trustee of two Ocampo Family Trusts, a GRAT, and six trusts for the benefit of her children, which hold portions of the disclosed indirect ownership.

Does the Form 4 indicate whether the filing was by one reporting person or multiple?

The form indicates it was filed by one reporting person.