Insider Sale: MACOM Director Disposes 162,456 Shares, Retains Multi‑Million Trust Holdings
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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 45,986 | $131.12 | $6.03M |
| Sale | Common Stock | 3,195 | $132.06 | $422K |
| Sale | Common Stock | 17,619 | $130.82 | $2.30M |
| Sale | Common Stock | 81,356 | $131.37 | $10.69M |
| Sale | Common Stock | 14,300 | $132.36 | $1.89M |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $130.50 to $130.99. 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. 1,118,670 of such shares are held by two trusts for the Reporting Person's son; 1,491,166 of such shares are held by two trusts for the Reporting Person's daughter; and 1,491,166 of such shares are held by two trusts for the Reporting Person's son. 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. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $131.00 to $131.95. 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. 1,091,550 of such shares are held by two trusts for the Reporting Person's son; 1,464,048 of such shares are held by two trusts for the Reporting Person's daughter; and 1,464,048 of such shares are held by two trusts for the Reporting Person's son. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $132.03 to $132.56. 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. 1,086,785 of such shares are held by two trusts for the Reporting Person's son; 1,459,280 of such shares are held by two trusts for the Reporting Person's daughter; and 1,459,281 of such shares are held by two trusts for the Reporting Person's son. 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 $132.21. 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. 1,085,720 of such shares are held by two trusts for the Reporting Person's son; 1,458,215 of such shares are held by two trusts for the Reporting Person's daughter; and 1,458,216 of such shares are held by two trusts for the Reporting Person's son. The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $131.00 to $131.43. 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. 1,070,391 of such shares are held by two trusts for the Reporting Person's son; 1,442,887 of such shares are held by two trusts for the Reporting Person's daughter; and 1,442,887 of such shares are held by two trusts for the Reporting Person's son.
