MACOM (MTSI) investor Susan Ocampo reports 6.4% stake in 13G/A update
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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Key Figures
Shares beneficially owned: 4,884,490 shares
Ownership percentage: 6.4%
Shares outstanding: 76,295,774 shares
+5 more
8 metrics
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
Key Terms
beneficially owned, grantor retained annuity trust, shared voting power, shared dispositive power, +1 more
5 terms
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.
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
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.
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.