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Company Analysis

MTSI Insider Trading

MACOM Technology Solutions Holdings, Inc. | Semiconductors & Related Devices

Comprehensive Trading Performance Summary

The investment history of corporate insiders at MACOM Technology Solutions Holdings, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Semiconductors & Related Devices sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2025-03-04 01:56 2025-02-27 OCAMPO SUSAN Director, 10% owner SELL $115.82 2 $232 4,677,764 0.0%
2025-02-25 00:41 2025-02-20 OCAMPO SUSAN Director, 10% owner SELL $124.08 108,986 $13,522,863 4,677,766 -2.3%
2025-02-21 01:12 2025-02-18 OCAMPO SUSAN Director, 10% owner SELL $124.12 336,884 $41,815,558 4,786,752 -6.6%
2025-02-19 00:33 2025-02-13 OCAMPO SUSAN Director, 10% owner SELL $123.25 361,107 $44,507,918 5,123,636 -6.6%
2025-02-15 00:44 2025-02-12 RIBAR GEOFFREY G Director SELL $121.61 6,656 $809,436 14,031 -32.2%
2025-02-13 01:17 2025-02-10 OCAMPO SUSAN Director, 10% owner SELL $124.63 70,776 $8,820,841 5,484,743 -1.3%
2025-01-30 00:37 2025-01-27 Hwang Donghyun Thomas Officer - SVP, Global Sales SELL $133.00 7,355 $978,215 43,657 -14.4%
2025-01-07 00:54 2025-01-02 Kober John Officer - Senior VP and CFO SELL $130.09 2,250 $292,708 49,239 -4.4%
2024-12-13 00:42 2024-12-10 Dennehy Robert Officer - SVP, Operations SELL $136.39 6,587 $898,406 24,619 -21.1%
2024-12-12 00:15 2024-12-09 Roth Ambra R. Officer - SVP, GC and Secretary SELL $139.07 1,366 $189,970 6,564 -17.2%
2024-12-07 00:43 2024-12-04 Roth Ambra R. Officer - SVP, GC and Secretary SELL $142.03 13,980 $1,985,581 7,930 -63.8%
2024-11-28 00:51 2024-11-25 Ritchie John Director SELL $138.02 3,000 $414,060 8,640 -25.8%
2024-11-27 04:54 2024-11-22 OCAMPO SUSAN Director, 10% owner SELL $134.31 240,192 $32,260,139 6,313,193 -3.7%
2024-11-22 01:22 2024-11-19 Rosenband Jihye Whang Director SELL $125.00 1,867 $233,375 6,366 -22.7%
2024-11-22 01:00 2024-11-19 Dennehy Robert Officer - SVP, Operations SELL $120.80 2,539 $306,711 31,206 -7.5%
2024-11-22 00:39 2024-11-20 Kober John Officer - Senior VP and CFO SELL $126.88 19,470 $2,470,299 51,489 -27.4%
2024-11-22 00:45 2024-11-19 BLAND CHARLES R Director SELL $124.48 2,500 $311,209 21,439 -10.4%
2024-11-21 01:27 2024-11-18 OCAMPO SUSAN Director, 10% owner SELL $118.32 601,789 $71,203,614 6,553,385 -8.4%
2024-11-16 00:16 2024-11-13 Daly Stephen G Director, Officer - President and CEO SELL $129.43 45,100 $5,837,266 50,992 -46.9%
2024-11-16 04:12 2024-11-13 OCAMPO SUSAN Director, 10% owner SELL $125.33 158,019 $19,804,142 5,914,008 -2.6%
2024-11-13 01:36 2024-11-08 Kober John Officer - Senior VP and CFO SELL $137.68 1,056 $145,385 70,875 -1.5%
2024-11-13 01:42 2024-11-11 Daly Stephen G Director, Officer - President and CEO SELL $134.42 19,395 $2,607,091 96,092 -16.8%
2024-11-09 01:50 2024-11-06 Hwang Donghyun Thomas Officer - SVP, Global Sales SELL $118.38 1,500 $177,570 37,102 -3.9%
2024-11-08 01:01 2024-11-05 Dennehy Robert Officer - SVP, Operations SELL $113.80 1,687 $191,981 19,388 -8.0%
2024-11-01 04:10 2024-10-29 Daly Stephen G Director, Officer - President and CEO SELL $114.39 9,751 $1,115,376 55,826 -14.9%
2024-10-30 00:34 2024-10-29 Kober John Officer - Senior VP and CFO SELL $117.47 2,671 $313,762 47,221 -5.4%
2024-10-30 00:39 2024-10-28 Daly Stephen G Director, Officer - President and CEO SELL $118.32 4,742 $561,081 65,577 -6.7%
2024-09-19 23:39 2024-09-17 Dennehy Robert Officer - SVP, Operations SELL $101.38 6,915 $701,059 19,481 -26.2%
2024-09-05 23:58 2024-09-03 Hwang Donghyun Thomas Officer - SVP, Global Sales SELL $104.57 4,375 $457,503 37,148 -10.5%
2024-09-04 23:19 2024-08-30 Daly Stephen G Director, Officer - President and CEO SELL $109.40 21,012 $2,298,658 64,472 -24.6%
2024-08-31 00:38 2024-08-28 OCAMPO SUSAN Director, 10% owner SELL $108.51 222,719 $24,167,172 6,072,027 -3.5%
2024-08-24 00:42 2024-08-21 Dennehy Robert Officer - SVP, Operations SELL $106.78 6,683 $713,595 26,396 -20.2%
2024-08-24 01:15 2024-08-21 OCAMPO SUSAN Director, 10% owner SELL $107.01 107,510 $11,505,150 6,194,746 -1.7%
2024-08-21 23:33 2024-08-19 BLAND CHARLES R Director SELL $105.12 2,500 $262,809 23,939 -9.5%
2024-08-21 02:16 2024-08-16 OCAMPO SUSAN Director, 10% owner SELL $106.23 248,633 $26,411,413 6,302,256 -3.8%
2024-08-20 02:17 2024-08-15 OCAMPO SUSAN Director, 10% owner SELL $106.48 305,395 $32,519,070 6,550,889 -4.5%
2024-08-16 01:47 2024-08-13 OCAMPO SUSAN Director, 10% owner SELL $103.29 115,743 $11,955,361 6,856,284 -1.7%
2024-07-25 00:20 2024-07-22 Hwang Donghyun Thomas Officer - SVP, Global Sales OPT+S $106.25 5,000 $531,241 41,523 0.0%
2024-06-03 23:40 2024-05-30 OCAMPO SUSAN Director, 10% owner SELL $103.02 16,490 $1,698,800 6,972,027 -0.2%
2024-05-29 23:59 2024-05-24 OCAMPO SUSAN Director, 10% owner SELL $103.07 119,118 $12,276,944 6,988,517 -1.7%
2024-05-24 23:31 2024-05-22 OCAMPO SUSAN Director, 10% owner SELL $102.82 185,261 $19,049,425 7,107,635 -2.5%
2024-05-22 23:39 2024-05-20 OCAMPO SUSAN Director, 10% owner SELL $102.82 196,908 $20,245,490 7,292,896 -2.6%
2024-05-20 23:29 2024-05-16 BLAND CHARLES R Director SELL $102.39 2,500 $255,966 26,439 -8.6%
2024-05-17 23:43 2024-05-15 OCAMPO SUSAN Director, 10% owner SELL $102.88 232,361 $23,904,486 7,489,804 -3.0%
2024-05-15 23:16 2024-05-13 OCAMPO SUSAN Director, 10% owner SELL $103.11 147,639 $15,223,220 7,722,165 -1.9%
2024-05-13 23:45 2024-05-09 OCAMPO SUSAN Director, 10% owner SELL $102.00 32,474 $3,312,423 7,869,804 -0.4%
2024-05-11 00:37 2024-05-08 Hwang Donghyun Thomas Officer - SVP, Global Sales SELL $102.65 7,000 $718,565 41,325 -14.5%
2024-05-10 00:02 2024-05-07 Kober John Officer - Senior VP and CFO SELL $102.98 13,666 $1,407,374 47,006 -22.5%
2024-05-10 00:35 2024-05-07 OCAMPO SUSAN Director, 10% owner SELL $103.08 85,403 $8,803,521 7,902,278 -1.1%
2024-05-09 23:46 2024-05-07 RIBAR GEOFFREY G Director SELL $103.84 3,500 $363,440 20,687 -14.5%
SHOW ENTRIES

How to Interpret $MTSI Trades

Not every insider transaction in MACOM Technology Solutions Holdings, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $MTSI shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for MTSI

Insider activity data for MACOM Technology Solutions Holdings, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $MTSI, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.