10% Owner Sells $23 Million in MACOM Technology Shares Ahead of Earnings
Summary
A 10% owner of MACOM Technology Solutions sold $23 million worth of shares on February 3, 2026, capitalizing on the stock trading near its 52-week high, just prior to the company's strong earnings report.
Key Events
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Significant Share Disposition
Susan Ocampo, a 10% owner, sold 100,000 shares of MACOM Technology Solutions common stock for a total value of $23,029,000.
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Transaction Near 52-Week High
The sale occurred on February 3, 2026, at a weighted average price of $230.29 per share, while the stock was trading near its 52-week high of $236.80.
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Preceded Earnings Report
This substantial sale by a major shareholder took place two days before the company publicly reported strong fiscal first quarter 2026 financial results.
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Post-Transaction Holdings
Following the sale, Ocampo's indirect holdings, primarily through family trusts, amount to 4,378,323 shares.
Analysis
Susan Ocampo, a 10% owner of MACOM Technology Solutions, disposed of 100,000 shares for approximately $23 million on February 3, 2026. This significant sale occurred when the stock was trading near its 52-week high, and notably, preceded the company's robust fiscal first quarter 2026 earnings report filed on February 5, 2026. While the transaction represents a relatively small percentage of the company's large market capitalization, the substantial dollar value suggests a move to lock in gains by a major shareholder before the public release of recent positive financial results.
At the time of this filing, MTSI was trading at $228.20 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $17.1B. The 52-week trading range was $84.00 to $236.80. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.