Susan Ocampo has demonstrated a consistent pattern of selling shares in MACOM Technology Solutions (MTSI), with no recorded purchases across 54 reported transactions. Her activity is concentrated exclusively in MTSI, with total sales exceeding $474 million. Recent filings show heightened selling in early 2026, including a $55.7 million disposition on February 25, part of a broader series of transactions that week totaling over $80 million. Earlier sales include a $23.5 million transaction on February 6 and a $23 million sale on February 3, reinforcing a sustained divestment trend dating back to late 2025. While some sales are relatively small—such as a $30,383 transaction on February 12—the majority involve multimillion-dollar amounts, suggesting a systematic reduction in her MTSI holdings. The absence of any buy transactions, combined with the scale and frequency of sales, indicates a clear directional bias toward liquidation rather than accumulation. Ocampo’s trading history does not reflect diversification across multiple securities, as all transactions are tied to MTSI. The timing of sales, particularly the clustering in February 2026, may reflect predefined trading plans or portfolio rebalancing, though the filings provide no explicit rationale for the activity.
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