MACOM Insider Sales Surge: Trustee Dumps 200K+ Shares Amid Bull Market, Sparking Investor Speculation on Future Confidence.

Insider Selling at MACOM: What It Means for Investors

Recent Transaction and Market Context On February 12, 2026, Susan Ocampo, acting as trustee for two family trusts, sold 56 543 shares of MACOM Technology Solutions Holdings Inc. (MTSI) at a weighted average price of $240.22. The sale was part of a broader pattern of divestitures that began earlier in the month and continued into February 13, totaling more than 200 000 shares sold at prices ranging from $240 to $245. The close on that day was $245.46, a modest 0.01 % uptick from the previous session. Macro‑level indicators show MACOM’s shares are near a 52‑week high and the stock has gained nearly 100 % over the past year, underscoring a long‑term bull trend that remains intact.

Implications for Shareholders The timing and volume of Ocampo’s sales raise questions about insider confidence. While the average selling price is only slightly below the current market close, the cumulative outflow of roughly 200 k shares suggests a liquidity pressure or a portfolio re‑balance by the trust beneficiaries. For investors, the key signals are:

• Short‑term volatility – A sudden influx of sales could depress the price if the market interprets the moves as a negative signal.
• Fundamental fundamentals remain strong – MACOM’s high P/E and recent analyst upgrade indicate that the company’s growth prospects, driven by expanding RF and millimeter‑wave demand, are still compelling.
• Liquidity considerations – The trust’s holdings now sit below 4.2 million shares, a sizable block that could influence supply dynamics if the trustees decide to sell again.

What It Means for the Company’s Future MACOM’s core business—semiconductors for RF and microwave applications—continues to benefit from global 5G roll‑outs and aerospace/defence contracts. The insider activity is unlikely to derail the company’s strategic trajectory. However, sustained insider selling could erode confidence among institutional investors, potentially tightening the bid‑ask spread and increasing cost of capital. Management should be prepared to communicate its long‑term plans, especially if earnings guidance remains bullish.

Susan Ocampo: A Transaction Profile Ocampo’s insider history is characterized by frequent, relatively small sales spaced over several months. Since October 2025, she has sold more than 2 million shares at prices ranging from $148 to $245, with an average holding of 4–5 million shares across family trusts. Her transactions exhibit a pattern of selling when prices rise, suggesting a “sell‑on‑high” strategy. The trust structure also indicates a desire to diversify beneficiaries’ portfolios rather than a fundamental view of MACOM’s valuation.

Investor Takeaway While the current sell‑off by Susan Ocampo is a notable event, it sits against a backdrop of strong fundamentals and a sustained upward trend for MACOM. Investors should monitor subsequent filings for any shift in insider sentiment, but the underlying business drivers remain robust. Maintaining a diversified portfolio and staying attuned to MACOM’s guidance will help mitigate short‑term volatility stemming from insider sales.