MACOM Technology 10% Owner Susan Ocampo Sells $80M in MTSI Stock in February — Part of $916M Career Liquidation

MACOM Technology 10% Owner Sells $80M in MTSI in February Alone

MACOM Technology Solutions (MTSI) 10% owner Susan Ocampo sold over $80 million in MTSI stock during February 2026 alone, adding to a career liquidation total that now exceeds $916 million. The February selling included four separate transactions on February 24 totaling $79.9 million, plus $46.6 million earlier in the month.

Despite the massive selling, Ocampo still holds approximately 3.59 million MTSI shares — worth roughly $900 million at current prices. This is one of the largest ongoing insider liquidation programs tracked on the platform.

February 2026 Transactions

Date	Action	Shares	Price	Est. Value	Shares After
Feb 3	Sell (S)	100,000	$230.29	$23,029,000	4,378,323
Feb 6	Sell (S)	100,000	$235.85	$23,584,700	4,278,323
Feb 24	Gift (G)	174,465	$0.00	—	3,585,430
Feb 24	Sell (S)	53,509	$250.08	$13,381,370	4,021,658
Feb 24	Sell (S)	41,012	$250.39	$10,269,179	3,980,646
Feb 24	Sell (S)	2,323	$251.16	$583,440	3,978,323
Feb 24	Sell (S)	218,428	$255.22	$55,747,697	3,759,895

February 2026 total sold: ~515,272 shares = ~$126.6M (including Dec carry-forward filings)

The Systematic Liquidation Pattern

Ocampo’s selling is not event-driven — it is a systematic, ongoing liquidation program. Her recent quarter-by-quarter selling:

• December 2025: Sold ~197,709 shares at $190 = $37.6M
• February 2026 (early): Sold 200,000 shares at $230–236 = $46.6M
• February 2026 (late): Sold 315,272 shares at $250–255 = $79.9M (plus 174K share gift)

The selling cadence is accelerating as MTSI stock climbs: from $190 in December to $255 in late February — a 34% increase that has dramatically increased the dollar value of each sale.

Who Is Susan Ocampo?

Ocampo is classified as a 10% owner of MACOM Technology Solutions, not an officer or director. Her $916 million in career sales and remaining ~3.59 million share position suggest she is either an early investor, founder-adjacent stakeholder, or represents a significant investment vehicle. Despite the headline-grabbing sell totals, she retains a position worth approximately $900 million — indicating this is gradual diversification, not a full exit.

What to Watch

• Continued selling cadence: Whether Ocampo maintains the accelerated pace in March as MTSI trends higher
• Other MTSI insiders: Whether officers or directors are also selling alongside the 10% owner
• Semiconductor sector momentum: MACOM supplies analog semiconductor solutions — sector demand trends matter
• Share gift implications: The Feb 24 gift of 174,465 shares suggests estate or charitable planning activity
• Institutional positioning: Track large fund activity on MTSI’s institutional holder page