Broadwood Partners Lp - Net Worth and Insider Trading

Broadwood Partners Lp Net Worth

The estimated net worth of Broadwood Partners Lp is at least $375 Million dollars as of 2024-11-05. Broadwood Partners Lp is the 10% Owner of Staar Surgical Co and owns about 10,794,331 shares of Staar Surgical Co (STAA) stock worth over $322 Million. Broadwood Partners Lp is the Director, 10% Owner of Lineage Cell Therapeutics Inc and owns about 41,753,883 shares of Lineage Cell Therapeutics Inc (LCTX) stock worth over $35 Million. Broadwood Partners Lp is also the 10% Owner of OncoCyte Corp and owns about 6,244,562 shares of OncoCyte Corp (OCX) stock worth over $18 Million. Besides these, Broadwood Partners Lp also holds Comarco Inc (CMRO) . Details can be seen in Broadwood Partners Lp's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Broadwood Partners Lp has not made any transactions after 2024-10-02 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Broadwood Partners Lp

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Broadwood Partners Lp Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Broadwood Partners Lp owns 5 companies in total, including Staar Surgical Co (STAA) , OncoCyte Corp (OCX) , and Lineage Cell Therapeutics Inc (LCTX) among others .

Click here to see the complete history of Broadwood Partners Lp’s form 4 insider trades.

Insider Ownership Summary of Broadwood Partners Lp

Ticker Comapny Transaction Date Type of Owner
STAA Staar Surgical Co 2024-05-09 10 percent owner
OCX OncoCyte Corp 2024-10-02 10 percent owner
LCTX Lineage Cell Therapeutics Inc 2024-02-06 10 percent owner
LIMIT LIMIT 2019-03-08 other: See Remarks Below
LIMIT LIMIT 2017-09-15 10 percent owner

Broadwood Partners Lp Latest Holdings Summary

Broadwood Partners Lp currently owns a total of 4 stocks. Among these stocks, Broadwood Partners Lp owns 10,794,331 shares of Staar Surgical Co (STAA) as of May 9, 2024, with a value of $322 Million and a weighting of 85.74%. Broadwood Partners Lp owns 41,753,883 shares of Lineage Cell Therapeutics Inc (LCTX) as of February 6, 2024, with a value of $35 Million and a weighting of 9.42%. Broadwood Partners Lp also owns 6,244,562 shares of OncoCyte Corp (OCX) as of October 2, 2024, with a value of $18 Million and a weighting of 4.84%. The other 1 stocks Comarco Inc (CMRO) have a combined weighting of 0% among all his current holdings.

Latest Holdings of Broadwood Partners Lp

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
STAA Staar Surgical Co 2024-05-09 10,794,331 29.82 321,886,950
LCTX Lineage Cell Therapeutics Inc 2024-02-06 41,753,883 0.85 35,357,188
OCX OncoCyte Corp 2024-10-02 6,244,562 2.91 18,171,675
CMRO Comarco Inc 2007-06-01 784,417 0.02 16,081

Holding Weightings of Broadwood Partners Lp


Broadwood Partners Lp Form 4 Trading Tracker

According to the SEC Form 4 filings, Broadwood Partners Lp has made a total of 20 transactions in Staar Surgical Co (STAA) over the past 5 years, including 11 buys and 9 sells. The most-recent trade in Staar Surgical Co is the acquisition of 1 shares on May 9, 2024, which cost Broadwood Partners Lp around $43.

According to the SEC Form 4 filings, Broadwood Partners Lp has made a total of 2 transactions in Lineage Cell Therapeutics Inc (LCTX) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Lineage Cell Therapeutics Inc is the acquisition of 6,730,770 shares on February 6, 2024, which cost Broadwood Partners Lp around $7 Million.

According to the SEC Form 4 filings, Broadwood Partners Lp has made a total of 9 transactions in OncoCyte Corp (OCX) over the past 5 years, including 9 buys and 0 sells. The most-recent trade in OncoCyte Corp is the acquisition of 1,315,339 shares on October 2, 2024, which cost Broadwood Partners Lp around $4 Million.

More details on Broadwood Partners Lp's insider transactions can be found in the Insider Trading History of Broadwood Partners Lp table.

Insider Trading History of Broadwood Partners Lp

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Broadwood Partners Lp Trading Performance

GuruFocus tracks the stock performance after each of Broadwood Partners Lp's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Broadwood Partners Lp is 9.81%. GuruFocus also compares Broadwood Partners Lp's trading performance to market benchmark return within the same time period. The performance of stocks bought by Broadwood Partners Lp within 3 months outperforms 42 times out of 76 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Broadwood Partners Lp's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Broadwood Partners Lp

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
39 out of 70 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 3.48 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 1.98 LIMIT LIMIT LIMIT LIMIT LIMIT

Broadwood Partners Lp Ownership Network

Ownership Network List of Broadwood Partners Lp

No Data

Ownership Network Relation of Broadwood Partners Lp

Insider Network Chart

Broadwood Partners Lp Owned Company Details

What does Staar Surgical Co do?

Who are the key executives at Staar Surgical Co?

Broadwood Partners Lp is the 10 percent owner of Staar Surgical Co. Other key executives at Staar Surgical Co include Chief Operating Officer Warren Foust , Chief Clinical & Regulatory, Magda Michna , and V.P. & Research & Development Keith Holliday .

Staar Surgical Co (STAA) Insider Trades Summary

Over the past 18 months, Broadwood Partners Lp made 10 insider transaction in Staar Surgical Co (STAA) with a net purchase of 1,985,349. Other recent insider transactions involving Staar Surgical Co (STAA) include a net purchase of 3,750 shares made by Aimee S Weisner , a net purchase of 2,500 shares made by Elizabeth Yeu Lin , and a net purchase of 1,315 shares made by Arthur C Butcher .

In summary, during the past 3 months, insiders sold 0 shares of Staar Surgical Co (STAA) in total and bought 1,315 shares, with a net purchase of 1,315 shares. During the past 18 months, 0 shares of Staar Surgical Co (STAA) were sold and 1,993,764 shares were bought by its insiders, resulting in a net purchase of 1,993,764 shares.

Staar Surgical Co (STAA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Staar Surgical Co Insider Transactions

No Available Data

Broadwood Partners Lp Mailing Address

Above is the net worth, insider trading, and ownership report for Broadwood Partners Lp. You might contact Broadwood Partners Lp via mailing address: Broadwood Capital Inc., 142 West 57th Street, 11th Floor, New York Ny 10019.