High-Performance Semiconductor Executives Sell Hundreds of Millions in Shares

At MACOM Technology Solutions Holdings, Inc. (MTSI), major shareholder Susan Ocampo sold 100,000 common shares on the open market on February 3, raising approximately $23 million (about KRW 30 billion). She still maintains an indirect stake of several million shares through family and children’s trusts. Chief Financial Officer John Kober also liquidated part of his common stock in multiple transactions under a 10b5-1 plan on February 17, generating roughly $1.7 million (around KRW 2 billion). Chief Operating Officer Robert Dennehy followed a pre-established 10b5-1 plan on February 26, selling approximately 18,000 shares for about $4.5 million (approximately KRW 6 billion). Disclosures show that all three executives continue to hold substantial equity positions in the company.

In early February, MACOM reported fiscal first-quarter 2026 results, posting revenue of $271.6 million—a 24.5% increase year-over-year—and maintaining profitability, underscoring a solid performance trend. More recently, outside director John Ritchie sold a modest 1,573 common shares at $255 per share on February 25, indicating some profit-taking activity at the board level. (Source: macom.com)

Based in Lowell, Massachusetts, MACOM is a specialist in RF and optical communications chips, focusing on high-performance analog and photonic semiconductors for industrial, defense, data center, and communications markets. The company operates a U.S. Department of Defense–certified “Trusted Foundry” manufacturing facility and has expanded its business on the back of defense and infrastructure demand. Analysts note that MACOM’s growth in recent years has been driven by rising demand for high-speed optical transceivers for data centers—such as 800G and 1.6T—and by the expanded licensing of gallium nitride (GaN) technology. (Source: valye.com)