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MACOM (MTSI) investor Susan Ocampo reports 6.4% stake in 13G/A update

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

MACOM Technology Solutions Holdings, Inc. had its ownership information updated by shareholder Susan M. Ocampo in Amendment No. 19 to a Schedule 13G. Ocampo reports beneficial ownership of 4,884,490 shares of common stock, representing 6.4% of the class, based on 76,295,774 shares outstanding as of June 30, 2026.

All 4,884,490 shares are held through trusts: 2,496,234 shares in two Ocampo Family Trusts, 1,890,850 shares in three trusts for her children, and 497,406 shares in a grantor retained annuity trust. She has shared voting and dispositive power over all reported shares and no sole voting or sole dispositive power.

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Shares beneficially owned 4,884,490 shares Common stock beneficially owned by Susan M. Ocampo
Ownership percentage 6.4% Percent of MACOM common stock class beneficially owned
Shares outstanding 76,295,774 shares Common stock outstanding as of June 30, 2026
Ocampo Family Trusts holdings 2,496,234 shares Shares held in two Ocampo Family Trusts
Children’s trusts holdings 1,890,850 shares Shares held in three trusts for Ocampo’s children
Grantor retained annuity trust holdings 497,406 shares Shares held in a grantor retained annuity trust
Shared voting power 4,884,490 shares Shares over which Ocampo has shared voting power
Sole voting power 0 shares Shares over which Ocampo has sole voting power
beneficially owned financial
"The 4,884,490 shares reported as beneficially owned by the Reporting Person"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
grantor retained annuity trust financial
"and (iii) 497,406 shares held in a grantor retained annuity trust"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
shared voting power financial
"6 | Shared Voting Power 4,884,490.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 4,884,490.00"
Schedule 13G regulatory
"This Amendment No. 19 to is filed by Susan M. Ocampo"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

How many MACOM (MTSI) shares does Susan M. Ocampo report owning in this Schedule 13G/A?

Susan M. Ocampo reports beneficial ownership of 4,884,490 shares of MACOM common stock. This stake is disclosed in Amendment No. 19 and is held entirely through various family and grantor retained annuity trusts.

What percentage of MACOM (MTSI) common stock does Susan M. Ocampo beneficially own?

Susan M. Ocampo reports owning 6.4% of MACOM’s outstanding common stock. This percentage is calculated based on 76,295,774 shares of common stock outstanding as of June 30, 2026, as stated in the filing.

How are Susan M. Ocampo’s MACOM (MTSI) shares held according to the Schedule 13G/A?

The 4,884,490 shares are held through trusts: 2,496,234 shares in two Ocampo Family Trusts, 1,890,850 shares in three children’s trusts, and 497,406 shares in a grantor retained annuity trust, all with Ocampo as trustee.

What voting and dispositive powers does Susan M. Ocampo have over her MACOM (MTSI) shares?

Susan M. Ocampo reports 0 shares with sole voting or dispositive power and 4,884,490 shares with shared voting and shared dispositive power. As trustee of the trusts, she can vote and dispose of those shares.

What is the reference date for MACOM (MTSI) shares outstanding used in this ownership calculation?

The ownership percentage is based on 76,295,774 shares of MACOM common stock outstanding as of June 30, 2026. This figure is used to compute Susan M. Ocampo’s 6.4% beneficial ownership stake.

Where is Susan M. Ocampo’s principal business or residence address in this MACOM (MTSI) filing?

Susan M. Ocampo lists her address as Box #88439, Honolulu, HI 96815. The issuer, MACOM Technology Solutions Holdings, Inc., lists principal executive offices at 100 Chelmsford Street, Lowell, MA 01851.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





55405Y100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Susan M. Ocampo
Signature:/s/ Susan M. Ocampo
Name/Title:Susan M. Ocampo, Individually
Date:08/12/2026