OCAMPO SUSAN

10% owner Susan Ocampo sold 315,272 shares for $79,981,686.46 across 4 transactions Feb 24–25 at $253.69 blended price

Susan Ocampo, a 10% owner of MACOM Technology Solutions Holdings, Inc., executed 4 separate sales totaling 315,272 shares for $79,981,686.46 on February 24–25, 2026, at a blended average price of $253.69. This sale reduced her holdings by 8.1% from 3,900,702 to 3,585,430 shares, yet she remains a substantial shareholder. The timing is noteworthy: the stock traded at a 52-week high of $253.37, and her blended sale price of $253.69 is 2.5% above the current price of $247.11 and near the peak of the 52-week range. Over the past 30 days, MTSI has gained 12.7%, and over 90 days it has risen 41.2%, reflecting strong recent momentum. Ocampo's recent transaction history at MTSI shows multiple sells within the past week (February 13, 17, 18, and now 24–25), suggesting a deliberate liquidation pattern, though outcomes from those prior trades at this ticker are not yet measurable. The company's fundamentals present a mixed picture: latest quarterly revenue of $271,612,000.00 with net income of $48,767,000.00 and 32.6% annual revenue growth are positive, yet the company was unprofitable over its most recent full fiscal year, and the P/E ratio of 114.40 reflects a premium valuation. The substantial dollar volume and continued accumulation of near-peak-price sales merit investor attention as a data point in evaluating the stock's current valuation and insider conviction.

10% owner OCAMPO SUSAN sells 83,279 shares (2.0% of holdings) for $20,444,441.54 over 2 days near 52-week highs

OCAMPO SUSAN, a 10% owner of MACOM Technology Solutions Holdings, Inc. (MTSI), executed 3 separate sales totaling 83,279 shares for $20,444,441.54 on 2026-02-17 and 2026-02-18, at a blended average price of $245.49—very close to the 52-week high of $246.76. The sales reduced her holdings from 4,158,446 shares to 4,075,167 shares (a 2.0% reduction), while the stock has appreciated 9.4% over the preceding 30 days and 53.3% over 90 days. The timing of the sale near the 52-week high, combined with the company's elevated P/E of 112.30, elevated market cap of $18,194,903,443.20, and the fact that the company was unprofitable over its most recent full fiscal year, suggests the sale occurred during a period of significant valuation expansion. Her cross-ticker track record shows a 0.00% well-timed rate on prior sells (20 sales average +38.9% return over 90 days post-sale, indicating she historically sold before gains continued), but her 5 prior sales at MTSI are all too recent to have measurable 30- or 90-day outcomes, so prior performance at this ticker is not yet informative.

10% owner OCAMPO SUSAN sold 119,877 shares for $28,903,950.11 over two days, Feb 12–13, at blended avg $241.11

Susan Ocampo, a 10% holder of MACOM, executed 5 separate sales totaling 119,877 shares (119.9K shares) for $28,903,950.11 ($28.9M) on February 12–13, 2026, reducing her holdings by 2.8% to 4,158,446 shares (4.16M shares). The transactions occurred as the stock trades at $245.59, +0.0% from its 52-week high and +11.3% over the prior 30 days. MACOM is valued at $18.4B with a P/E of 113.70; the company reported net income of $48.8M on quarterly revenue of $271.6M, but remains unprofitable on a full-year basis. Ocampo's historical cross-ticker track record shows a 0.00% well-timed sell rate across 20 prior open-market sales, with an average 90-day return after sales of +43.5%, indicating her prior sales have preceded stock gains rather than declines. At this specific ticker (MTSI), her prior sales show mixed near-term results; the most recent measurable outcome (2025-12-09) was a 30-day return of -11.8%, with 90-day results still pending on that trade and all subsequent MTSI sales.

10% Owner Susan Ocampo sells 100,000 shares of MTSI for $23.6M at $235.85, near 52-week high of $235.87

Susan Ocampo, a 10% owner of MACOM Technology Solutions, sold 100,000 shares at $235.85 on 2026-02-06, reducing her holdings to 4,278,323 shares and generating $23,584,700.00 in proceeds. The sale occurred at the extreme of the 52-week range ($87.64–$235.87), just $0.02 below the 52-week high, while the stock has appreciated +31.8% over 30 days and +34.9% over 90 days. Her same-ticker history shows a consistent pattern of recent sales (five trades within two months: 2025-12-03, 2025-12-04, 2025-12-05, 2025-12-09, 2026-02-03), with measured returns on prior sales declining -2.8% to -11.8% at the 30-day horizon. The company's fundamentals remain mixed: while FY revenue growth stands at +32.6% ($271.6M quarterly revenue, $48.8M net income), the enterprise carries a P/E of 106.73 and was unprofitable on a full-year basis, indicating elevated valuation relative to profitability. The concentration of sales at elevated price levels following a sharp rally, combined with her sustained reduction in stake, warrants investor scrutiny of whether this reflects changing capital allocation or confidence signals.

10% owner OCAMPO SUSAN sold 100,000 shares at $230.29 (Feb 2026); stock up 32.6% in 30d, P/E 105.46 amid prior losses.

OCAMPO SUSAN, a 10% owner, sold 100,000 shares at $230.29 on 2026-02-03 for $23,029,000.00, reducing holdings by 2.2% to 4,378,323 shares. The stock has risen 32.6% over the past 30 days and 34.0% over 90 days, trading near its 52-week high of $228.56. However, her prior same-ticker sales at MTSI—all five executed in December 2025—each posted negative 30-day returns (-11.8%, -8.0%, -7.9%, -2.8%, -4.8%), indicating a pattern of unfavorable exit timing at this specific company. The company exhibits elevated valuation (P/E 105.46) despite having reported negative full-year net income and relies on recent quarterly profitability of $48,767,000.00 on revenue of $271,612,000.00. The concentration of sales by a major shareholder at inflated price levels warrants monitoring, though the absence of 90-day outcome data for the current or prior December trades limits definitive assessment of whether this sale precedes a reversal.

10% owner Susan Ocampo sold 121,067 shares of MTSI for $23.0M on 2025-12-09 while stock near 52-week highs

Susan Ocampo, a 10% owner, executed a substantial sale of 121,067 shares at $190.07, reducing her holdings from 4,599,390 to 4,478,323 shares. The transaction occurred as MTSI trades near its 52-week high of $188.08 and has rallied 42.8% over 90 days and 10.6% over 30 days, suggesting elevated valuations. Notably, this represents her fifth consecutive sale at MTSI in five trading days (2025-11-10, 2025-12-02 through 2025-12-05, and this 2025-12-09 sale), indicating a sustained pattern of liquidation rather than isolated profit-taking. However, prior trades in this sequence have not yet produced measurable outcomes, and her cross-ticker track record shows 20 prior sells with an average 30-day return of +15.9%, which does not establish predictive value for timing direction at this specific holding.

10% Owner Ocampo sells 78,933 shares over 2 days for $15.0M as stock rallies +23% in 30 days

Susan Ocampo, a 10% owner of MACOM Technology Solutions, executed two separate sales on 2025-12-04 and 2025-12-05, selling a combined 78,933 shares for $15,004,934.20 at a blended average price of $190.10. This transaction occurs as MTSI trades near its 52-week high ($187.06), with the stock up 23.0% over the past 30 days and 41.8% over the past 90 days. The sale reduces her holdings from 4,678,323 shares to 4,599,390 shares, a 1.7% reduction. Her prior five same-ticker sales at MTSI (all within the past month) are too recent to measure outcomes. Notably, her cross-ticker track record shows 20 prior open-market sells with an average 30-day return of +16.3%, suggesting her historical sell timing has not captured downside effectively. The company itself remains on a strong growth trajectory with +32.6% annual revenue growth, though it was unprofitable over its most recent full fiscal year despite $36.5M net income in the latest quarter.

MTSI 10% Owner Ocampo Sells 100,000 Shares for $18.0M at $180.06 Blended Price

Susan Ocampo, a 10% owner of MACOM Technology Solutions Holdings, Inc. (MTSI), completed two separate sales totaling 100,000 shares for $18,005,749.74 on December 2–3, 2025, reducing her holdings by 2.1% to 4,678,323 shares. The blended average sale price of $180.06 sits 3.7% below the current price of $187.06, which is at the 52-week high, suggesting the stock has appreciated since execution. MTSI trades at a $14.0B market cap with strong recent momentum (+29.8% in 30 days, +44.0% in 90 days) and solid fundamentals: $252.1M quarterly revenue (up 32.6% year-over-year) and $36.5M net income, though the company was unprofitable on a full-year basis. Ocampo's cross-ticker sell track record shows 20 prior open-market sales with an average 30-day return of +15.3%, indicating historically poor timing (selling before gains), though at MTSI specifically, prior outcomes remain unmeasurable given the recent trading cluster in November and December 2025.

10% Owner OCAMPO SUSAN sold 200,000 shares for $33.1M across 6 transactions (Nov 6–10); stock at $170.89, 52-week high $178.42.

OCAMPO SUSAN, a 10% shareholder, executed 6 separate sales totaling 200,000 shares for $33,072,135.80 between November 6–10, reducing her stake by 4.5% to 4.22M shares. The blended average sale price was $165.36, below the current price of $170.89 and well below the 52-week high of $178.42. This sale occurred as the stock experienced strong recent momentum—up 30.9% over 30 days and 36.3% over 90 days—placing it near its 52-week peak. While her cross-ticker track record shows 20 prior sells with a positive average 30-day return of 2.2%, her 5 most recent MTSI trades (all sells on October 23–29) have outcomes not yet measurable, and her historical timing pattern shows no well-timed sells at the 90-day mark. Given the substantial dollar volume, the timing near recent highs, and the pattern of concentrated selling activity, this filing warrants investor attention to the company's current valuation and near-term catalysts.

10% Owner Susan Ocampo sold 132,873 shares ($19.7M) at MTSI over two days; retains 2,577,334 shares post-transaction

Susan Ocampo, a 10% owner at MACOM, executed 2 separate sales totaling 132,873 shares for $19,684,493.88 on 2025-10-28 and 2025-10-29 at prices of $148.02 and $150.01 respectively, reducing her holdings by 4.9% from 2,710,207 to 2,577,334 shares. The blended average sale price of $148.15 falls within the 52-week range ($87.64–$152.66) and is 1.3% below the current price of $150.61, with the stock up 21.0% over the past 30 days. Ocampo's cross-ticker track record shows 20 prior sells with an average 30-day return of -3.2%, though her 5 recent sales at MTSI occurred on 2025-10-27, 2025-10-24, 2025-10-23, 2025-10-20, and 2025-10-16, with outcomes not yet measurable. The timing metrics at MTSI show 0 of 0 well-timed sells historically, providing no pattern upon which to assess this transaction's execution relative to stock trajectory.