[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 sales of Company common stock between 09/05/2025 and 09/09/2025. The Form 4 shows dispositions on several dates totaling 162,456 shares sold at weighted-average prices in a range around $130.50–$132.56. Beneficial ownership following the reported transactions is shown in tiers: trusts for children and family vehicles, with reported indirect holdings including 4,415,331 shares by Ocampo Family Trusts, 1,500,000 shares by a GRAT, and a reported post-sale position of 3,956,165 shares on 09/09/2025. The reporting person is a trustee of the listed family trusts.
Positive
- Substantial continuing indirect ownership: Ocampo Family Trusts and a GRAT together hold millions of shares (e.g., 4,415,331 by family trusts and 1,500,000 by a GRAT).
- Detailed disclosure: Weighted-average sale prices and ranges are provided and the filer offers to supply per-trade allocation on request, enhancing transparency.
Negative
- Insider sales material in size: The reporting person sold a total of 162,456 shares across 09/05/2025–09/09/2025 at prices roughly between $130.50 and $132.56.
- Reduction in reported beneficial stake: The Form 4 shows a listed post-sale beneficial ownership figure of 3,956,165 shares as of 09/09/2025.
Insights
TL;DR Director sold 162,456 shares over several days at ~ $130–$132; still holds multi-million-share indirect stake via trusts.
These filings record routine director dispositions rather than option exercises or derivative trades. The aggregate sale size (162,456 shares) and weighted-average prices are explicitly disclosed. Post-transaction beneficial ownership remains concentrated in family trusts and a GRAT, indicating continued substantial indirect ownership. For investors, the filing documents liquidity events by a significant insider but does not disclose any company-specific rationale for the sales.
TL;DR Multiple open-market sales by a director, but control retained through trusts and GRAT.
The Form 4 shows the reporting person acting as trustee for multiple family trusts and a GRAT, with several tranche sales reported at weighted-average prices. While insider sales can attract scrutiny, the filing also documents large continuing indirect holdings (millions of shares) that preserve voting/economic exposure within family entities. The disclosure is detailed on price ranges and allocations among trusts, meeting SEC reporting standards for Section 16 insiders.