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MTSI

HEALTHY

MACOM Technology Solutions Holdings, Inc.

CIK: 0001493594

Strong Sell (90% confidence)

Last activity: Feb 26, 2026

Financial Metrics

As of Oct 3, 2025 (10-K)

Net Income -$8.92M
Total Cash $555.03M
Current Ratio 9.73

Insider Roster (8 total, 8 active)

Insider Buys Sells Net Value Holdings
OCAMPO SUSAN
OTHER
0 19 -$231.97M
3,759,895 shares
$959.61M
Dennehy Robert
Senior VP and COO
0 9 -$4.51M
22,011 shares
$5.37M
Daly Stephen G
President and CEO
0 6 -$3.46M
55,016 shares
$9.56M
Hwang Donghyun Thomas
SVP, Global Sales
0 17 -$2.00M
42,163 shares
$9.17M
Kober John
Senior VP and CFO
0 10 -$1.75M
52,281 shares
$12.60M
RIBAR GEOFFREY G
DIRECTOR
0 1 -$569K
13,410 shares
$3.40M
Ritchie John
DIRECTOR
0 1 -$401K
8,690 shares
$2.22M
BLAND CHARLES R
DIRECTOR
0 1 -$241K
14,362 shares
$3.46M

Recent Transactions

SELL Dennehy Robert (Senior VP and COO)

4,780 shares @ $243.95

$1.17M

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

4,100 shares @ $244.85

$1.00M

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

3,200 shares @ $242.96

$777K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

2,576 shares @ $246.70

$635K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

1,571 shares @ $253.58

$398K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

971 shares @ $240.40

$233K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

500 shares @ $250.52

$125K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

400 shares @ $248.97

$100K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL Dennehy Robert (Senior VP and COO)

300 shares @ $241.70

$73K

Feb 26, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

218,428 shares @ $255.22

$55.75M

Feb 25, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

41,012 shares @ $250.39

$10.27M

Feb 25, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

2,323 shares @ $251.16

$583K

Feb 25, 2026

Conviction: | View SEC Filing →
SELL RIBAR GEOFFREY G (DIRECTOR)

2,244 shares @ $253.59

$569K

Feb 25, 2026

Conviction: | View SEC Filing →
SELL Ritchie John (DIRECTOR)

1,573 shares @ $255.00

$401K

Feb 25, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

53,509 shares @ $250.08

$13.38M

Feb 24, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

3,156 shares @ $250.00

$789K

Feb 18, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

79,523 shares @ $245.31

$19.51M

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

2,223 shares @ $241.09

$536K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

1,753 shares @ $245.55

$430K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

767 shares @ $244.73

$188K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

600 shares @ $246.63

$148K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

600 shares @ $246.02

$148K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

520 shares @ $247.70

$129K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

500 shares @ $238.71

$119K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

300 shares @ $237.68

$71K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

200 shares @ $239.83

$48K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

200 shares @ $236.42

$47K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL Kober John (Senior VP and CFO)

133 shares @ $243.38

$32K

Feb 17, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

42,173 shares @ $240.35

$10.14M

Feb 13, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

19,877 shares @ $245.03

$4.87M

Feb 13, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

56,543 shares @ $240.22

$13.58M

Feb 12, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

1,158 shares @ $245.04

$284K

Feb 12, 2026

Conviction: | View SEC Filing →
SELL BLAND CHARLES R (DIRECTOR)

1,000 shares @ $240.82

$241K

Feb 12, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

126 shares @ $241.14

$30K

Feb 12, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

100,000 shares @ $235.85

$23.58M

Feb 6, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

100,000 shares @ $230.29

$23.03M

Feb 3, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

1,715 shares @ $217.38

$373K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

800 shares @ $227.92

$182K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

600 shares @ $231.45

$139K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

500 shares @ $232.68

$116K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

400 shares @ $226.58

$91K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

359 shares @ $228.70

$82K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

300 shares @ $234.83

$70K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

300 shares @ $230.20

$69K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

200 shares @ $235.81

$47K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

100 shares @ $225.01

$23K

Feb 2, 2026

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

121,067 shares @ $190.07

$23.01M

Dec 9, 2025

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

76,642 shares @ $190.10

$14.57M

Dec 5, 2025

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

2,291 shares @ $190.00

$435K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

1,617 shares @ $183.40

$297K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

880 shares @ $187.60

$165K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

875 shares @ $186.76

$163K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

400 shares @ $185.35

$74K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

300 shares @ $188.62

$57K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

200 shares @ $184.24

$37K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL Hwang Donghyun Thomas (SVP, Global Sales)

100 shares @ $189.36

$19K

Dec 4, 2025

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

95,829 shares @ $180.06

$17.25M

Dec 3, 2025

Conviction: | View SEC Filing →
SELL OCAMPO SUSAN (OTHER)

4,171 shares @ $180.00

$751K

Dec 2, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

8,452 shares @ $173.81

$1.47M

Dec 1, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

7,346 shares @ $173.10

$1.27M

Dec 1, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

1,945 shares @ $170.86

$332K

Dec 1, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

1,259 shares @ $172.08

$217K

Dec 1, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

799 shares @ $174.82

$140K

Dec 1, 2025

Conviction: | View SEC Filing →
SELL Daly Stephen G (President and CEO)

199 shares @ $169.97

$34K

Dec 1, 2025

Conviction: | View SEC Filing →

⚠️ Important Disclaimer

• This is AI-generated analysis for educational purposes only, not financial advice.

• Insider trading data is derived from SEC Form 4 filings and may contain errors.

• Always conduct your own research and consult qualified financial advisors before making investment decisions.