Broadwood Partners Lp - Net Worth and Insider Trading

Broadwood Partners Lp Net Worth

The estimated net worth of Broadwood Partners Lp is at least $568 Million dollars as of 2024-04-19. Broadwood Partners Lp is the 10% Owner of Staar Surgical Co and owns about 10,794,330 shares of Staar Surgical Co (STAA) stock worth over $505 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 $50 Million. Broadwood Partners Lp is also the 10% Owner of OncoCyte Corp and owns about 4,929,223 shares of OncoCyte Corp (OCX) stock worth over $13 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 assumption that Broadwood Partners Lp has not made any transactions after 2024-04-11 and currently still holds the listed stock(s).

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 2024-01-08 10 percent owner
OCX OncoCyte Corp 2024-04-11 10 percent owner
LCTX Lineage Cell Therapeutics Inc 2024-02-06 10 percent owner
AST Asterias Biotherapeutics Inc 2019-03-08 other: See Remarks Below
CMRO Comarco Inc 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 10,794,330 shares of Staar Surgical Co (STAA) as of January 8, 2024, with a value of $505 Million and a weighting of 88.91%. Broadwood Partners Lp owns 41,753,883 shares of Lineage Cell Therapeutics Inc (LCTX) as of February 6, 2024, with a value of $50 Million and a weighting of 8.83%. Broadwood Partners Lp also owns 4,929,223 shares of OncoCyte Corp (OCX) as of April 11, 2024, with a value of $13 Million and a weighting of 2.26%. 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 2024-01-08 10,794,330 46.77 504,796,842
LCTX Lineage Cell Therapeutics Inc 2024-02-06 41,753,883 1.20 50,104,660
OCX OncoCyte Corp 2024-04-11 4,929,223 2.60 12,815,980
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 4,042 shares on January 8, 2024, which cost Broadwood Partners Lp around $109,579.

According to the SEC Form 4 filings, Broadwood Partners Lp has made a total of 3 transactions in Lineage Cell Therapeutics Inc (LCTX) over the past 5 years, including 3 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 10 transactions in OncoCyte Corp (OCX) over the past 5 years, including 10 buys and 0 sells. The most-recent trade in OncoCyte Corp is the acquisition of 2,420,000 shares on April 11, 2024, which cost Broadwood Partners Lp around $7 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 10.03%. 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 41 times out of 73 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

29.63%

Average return per transaction

Outperforming Transactions

60%

39 out of 65 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(%) 3.8 10.03 20.01 29.63 25.25 23.39
Relative Return to S&P 500(%) 2.29 5.43 12.61 20.26 14.73 14.03

Broadwood Partners Lp Ownership Network

Ownership Network List of Broadwood Partners Lp

No Data

Ownership Network Relation of Broadwood Partners Lp


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 2,176,423. 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 850 shares made by .

In summary, during the past 3 months, insiders sold 0 shares of Staar Surgical Co (STAA) in total and bought 1,750 shares, with a net purchase of 1,750 shares. During the past 18 months, 823 shares of Staar Surgical Co (STAA) were sold and 2,183,523 shares were bought by its insiders, resulting in a net purchase of 2,182,700 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.

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