Broadwood Partners Lp - Net Worth and Insider Trading

Broadwood Partners Lp Net Worth

The estimated net worth of Broadwood Partners Lp is at least $584 Million dollars as of 2023-03-20. Broadwood Partners Lp is the 10% Owner of Staar Surgical Co and owns about 8,808,982 shares of Staar Surgical Co (STAA) stock worth over $528 Million. Broadwood Partners Lp is the Director, 10% Owner of Lineage Cell Therapeutics Inc and owns about 35,023,113 shares of Lineage Cell Therapeutics Inc (LCTX) stock worth over $49 Million. Broadwood Partners Lp is also the 10% Owner of OncoCyte Corp and owns about 23,356,842 shares of OncoCyte Corp (OCX) stock worth over $6 Million. Besides these, Broadwood Partners Lp also holds Comarco Inc (CMRO) . Details can be seen in Broadwood Partners Lp's Latest Holdings Summary section.

Transaction Summary of Broadwood Partners Lp

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	2007-06-21	10 percent owner
OCX	OncoCyte Corp	2016-08-29	10 percent owner
LCTX	Lineage Cell Therapeutics Inc	2005-12-29	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 8,808,982 shares of Staar Surgical Co (STAA) as of December 29, 2022, with a value of $528 Million and a weighting of 90.47%. Broadwood Partners Lp owns 35,023,113 shares of Lineage Cell Therapeutics Inc (LCTX) as of March 25, 2022, with a value of $49 Million and a weighting of 8.460000000000001%. Broadwood Partners Lp also owns 23,356,842 shares of OncoCyte Corp (OCX) as of April 14, 2022, with a value of $6 Million and a weighting of 1.07%. 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	2022-12-29	8,808,982	59.96	528,186,561
LCTX	Lineage Cell Therapeutics Inc	2022-03-25	35,023,113	1.41	49,382,589
OCX	OncoCyte Corp	2022-04-14	23,356,842	0.27	6,238,612
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 11 transactions in Staar Surgical Co (STAA) over the past 5 years, including 2 buys and 9 sells. The most-recent trade in Staar Surgical Co is the acquisition of 191,075 shares on December 29, 2022, which cost Broadwood Partners Lp around $9 Million.

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 930,106 shares on March 25, 2022, which cost Broadwood Partners Lp around $1 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 6,003,752 shares on April 14, 2022, which cost Broadwood Partners Lp around $8 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

Ticker
STAA
OCX
LCTX
STAA
STAA
STAA
STAA
STAA
STAA
OCX
STAA
STAA
OCX
STAA
OCX
OCX
OCX
OCX
LCTX
OCX

Ticker	Company	Date	Buy/Sell	Insider Trading Shares	Shares Change	Price	Cost	Final Share	Current Price	Price Change Since Insider Trade (%)	Filing Date
STAA	Staar Surgical Co	2022-12-29	Buy	191,075.00	2.22%	$47.42	$9,060,780.00	8,808,982.00	$59.96	26.44%	2022-12-29
OCX	OncoCyte Corp	2022-04-14	Buy	6,003,752.00	34.60%	$1.33	$7,984,990.00	23,356,842.00	$0.27	-79.92%	2022-04-15
LCTX	Lineage Cell Therapeutics Inc	2022-03-25	Buy	930,106.00	2.73%	$1.42	$1,320,750.00	35,023,113.00	$1.41	-0.70%	2022-03-25
STAA	Staar Surgical Co	2021-06-28	Sell	228,443.00	-2.56%	$156.06	$35,650,800.00	8,690,139.00	$59.96	-61.58%	-
STAA	Staar Surgical Co	2021-06-18	Sell	107,675.00	-1.19%	$150.16	$16,168,500.00	8,918,582.00	$59.96	-60.07%	-
STAA	Staar Surgical Co	2021-06-15	Sell	59,550.00	-0.66%	$147.57	$8,787,790.00	9,026,257.00	$59.96	-59.37%	-
STAA	Staar Surgical Co	2021-04-26	Sell	117,906.00	-1.25%	$133.61	$15,753,400.00	9,352,085.00	$59.96	-55.12%	-
STAA	Staar Surgical Co	2021-02-12	Sell	37,451.00	-0.39%	$124.42	$4,659,650.00	9,569,991.00	$59.96	-51.81%	-
STAA	Staar Surgical Co	2021-02-09	Sell	257,619.00	-2.61%	$121.59	$31,323,900.00	9,607,442.00	$59.96	-50.69%	-
OCX	OncoCyte Corp	2021-02-05	Buy	600,000.00	3.71%	$4.50	$2,700,000.00	16,779,629.00	$0.27	-94.06%	-
STAA	Staar Surgical Co	2021-02-04	Sell	60,861.00	-0.61%	$111.00	$6,755,570.00	9,865,061.00	$59.96	-45.98%	-
STAA	Staar Surgical Co	2021-01-28	Sell	789,883.00	-7.37%	$103.91	$82,076,700.00	9,925,922.00	$59.96	-42.30%	-
OCX	OncoCyte Corp	2021-01-20	Buy	1,460,280.00	9.92%	$3.42	$4,994,160.00	16,179,629.00	$0.27	-92.19%	-
STAA	Staar Surgical Co	2021-01-12	Sell	60,000.00	-0.56%	$89.28	$5,356,800.00	10,715,805.00	$59.96	-32.84%	-
OCX	OncoCyte Corp	2020-04-24	Buy	1,050,000.00	7.68%	$2.27	$2,383,500.00	14,719,349.00	$0.27	-88.23%	-
OCX	OncoCyte Corp	2020-01-02	Buy	1,391,466.00	11.33%	$2.16	$3,005,570.00	13,669,349.00	$0.27	-87.63%	-
OCX	OncoCyte Corp	2019-11-13	Buy	1,176,471.00	10.60%	$1.70	$2,000,000.00	12,277,883.00	$0.27	-84.29%	-
OCX	OncoCyte Corp	2019-09-11	Buy	2,000,000.00	21.97%	$1.66	$3,320,000.00	11,101,412.00	$0.27	-83.91%	-
LCTX	Lineage Cell Therapeutics Inc	2019-08-15	Buy	24,553.00	0.07%	$0.98	$24,061.90	34,068,287.00	$1.41	43.88%	-
OCX	OncoCyte Corp	2019-07-02	Buy	1,000,000.00	12.34%	$2.00	$2,000,000.00	9,101,412.00	$0.27	-86.65%	-

Total 72

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 11.28%. 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 38 times out of 62 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 Relative Return

33.65%

Average relative return per transaction

Outperforming Transactions

63%

39 out of 62 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Relative Return(%)	5.2	11.28	22.18	33.65	27.3	27.85
Relative Return to S&P 500(%)	3.89	7.6	15.38	24.55	16.68	18.52

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?

Staar Surgical Co is a manufacturer of lenses. It designs, develops, manufactures, and sells implantable lenses for the eye and delivery systems used to deliver the lenses into the eye. The company also make lenses which are used in surgery that treats cataracts. The company offers products are ICLs used in refractive surgery and IOLs used in cataract surgery. The company generated sales are from the ophthalmic surgical product segment.

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 Senior VP & Operations Robert Studholme , Chief Financial Officer Patrick F. Williams , and VP & Global Clinical & Medical Jon K. Hayashida .

Staar Surgical Co (STAA) Insider Trades Summary

Over the past 18 months, Broadwood Partners Lp made 1 insider transaction in Staar Surgical Co (STAA) with a net purchase of 191,075. Other recent insider transactions involving Staar Surgical Co (STAA) include a net sale of 36,636 shares made by James E Francese , a net sale of 23,405 shares made by Keith Holliday , and a net sale of 210,000 shares made by Caren L Mason .

In summary, during the past 3 months, insiders sold 823 shares of Staar Surgical Co (STAA) in total and bought 191,075 shares, with a net purchase of 190,252 shares. During the past 18 months, 285,041 shares of Staar Surgical Co (STAA) were sold and 191,075 shares were bought by its insiders, resulting in a net sale of 93,966 shares.

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

NAS:STAA Insider Transactions

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Insider	Position	Date	Buy/Sell	Shares	Shares Owned	Trade Price($)	Trade Percentage(%)	Cost($1000)	Price change since trade(%)	Share ownership details	Filing Date

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What does OncoCyte Corp do?

OncoCyte Corp focuses on the discovery, development, and commercialization of novel, non-invasive, liquid biopsy diagnostics for the early detection of cancer. The company develops diagnostic tests based on liquid biopsies using blood or urine samples for detecting lung, bladder, and breast cancers. In addition, it also develops screening diagnostics as potential replacements for screening imaging procedures that do not meet the needs of patients, health care providers or payers. Geographically operation of the group is carried through the United States, and it earns revenue from the sale of diagnostic tests.

Who are the key executives at OncoCyte Corp?

Broadwood Partners Lp is the 10 percent owner of OncoCyte Corp. Other key executives at OncoCyte Corp include Interim CEO Josh Riggs , Controller & PAO James Yang Liu , and SVP & Finance & and Interim CFO Anish M. John .

OncoCyte Corp (OCX) Insider Trades Summary

Over the past 18 months, Broadwood Partners Lp made 1 insider transaction in OncoCyte Corp (OCX) with a net purchase of 6,003,752. Other recent insider transactions involving OncoCyte Corp (OCX) include a net purchase of 11,964,028 shares made by Pura Vida Investments, Llc , a net purchase of 415,000 shares made by Andrew Arno , and a net purchase of 100,000 shares made by John Peter Gutfreund .

In summary, during the past 3 months, insiders sold 0 shares of OncoCyte Corp (OCX) in total and bought 350,000 shares, with a net purchase of 350,000 shares. During the past 18 months, 107,514 shares of OncoCyte Corp (OCX) were sold and 18,844,166 shares were bought by its insiders, resulting in a net purchase of 18,736,652 shares.

OncoCyte Corp (OCX)'s detailed insider trading history can be found in Insider Trading Tracker table.

NAS:OCX Insider Transactions

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Insider	Position	Date	Buy/Sell	Shares	Shares Owned	Trade Price($)	Trade Percentage(%)	Cost($1000)	Price change since trade(%)	Share ownership details	Filing Date

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What does Lineage Cell Therapeutics Inc do?

Lineage Cell Therapeutics Inc is a clinical-stage biotechnology company focused on the development and commercialization of novel therapies for the treatment of degenerative diseases. The company's pipeline is based on two platform technologies including cell replacement and cell/drug delivery. Lineage Cell's product candidate is OpRegen, a retinal pigment epithelium transplant therapy for the treatment of dry age-related macular degeneration, OPC1, an oligodendrocyte progenitor cell therapy for acute spinal cord injuries, and VAC2, allogeneic cancer immunotherapy of antigen-presenting dendritic cells for non-small cell lung cancer, ANP1, an allogeneic auditory neuron progenitor cell transplant for hearing loss, and PNC1, an allogeneic photoreceptor cell transplant for vision loss.

Who are the key executives at Lineage Cell Therapeutics Inc?

Broadwood Partners Lp is the 10 percent owner of Lineage Cell Therapeutics Inc. Other key executives at Lineage Cell Therapeutics Inc include Chief Financial Officer Jill Ann Howe , General Counsel/Secretary Samuel George A. Iii , and Chief Financial Officer Kevin Leon Cook .

Lineage Cell Therapeutics Inc (LCTX) Insider Trades Summary

Over the past 18 months, Broadwood Partners Lp made 1 insider transaction in Lineage Cell Therapeutics Inc (LCTX) with a net purchase of 930,106. Other recent insider transactions involving Lineage Cell Therapeutics Inc (LCTX) include a net sale of 539,283 shares made by Gary S. Hogge , a net purchase of 35,000 shares made by Dipti Amin , and a net purchase of 7,000 shares made by Michael H. Mulroy .

In summary, during the past 3 months, insiders sold 0 shares of Lineage Cell Therapeutics Inc (LCTX) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 539,283 shares of Lineage Cell Therapeutics Inc (LCTX) were sold and 977,356 shares were bought by its insiders, resulting in a net purchase of 438,073 shares.

Lineage Cell Therapeutics Inc (LCTX)'s detailed insider trading history can be found in Insider Trading Tracker table.

AMEX:LCTX Insider Transactions

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Insider	Position	Date	Buy/Sell	Shares	Shares Owned	Trade Price($)	Trade Percentage(%)	Cost($1000)	Price change since trade(%)	Share ownership details	Filing Date

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What does Asterias Biotherapeutics Inc do?

Asterias Biotherapeutics Inc is a biotechnology company engaged in developing and commercializing therapies in the fields of cell therapy and regenerative medicine. The company has two core technology platforms. The first is an immunotherapy platform to teach cancer patients immune systems to attack their tumors. The second is pluripotent stem cell platform. From immunotherapy platform it is developing AST-VAC1, an autologous product candidate for the treatment of acute myelogenous leukemia; and AST-VAC2, an allogeneic, cancer vaccine candidate designed to stimulate patient immune responses; and through pluripotent it has developed AST-OPC1, which is for the treatment of spinal cord injury, multiple sclerosis, and stroke. All the activities of the firm are operated through United States.

Who are the key executives at Asterias Biotherapeutics Inc?

Broadwood Partners Lp is the other: See Remarks Below of Asterias Biotherapeutics Inc. Other key executives at Asterias Biotherapeutics Inc include other: See Remarks Below Neal C Bradsher , other: See Remarks Below Broadwood Capital Inc , and director & President and CEO Michael H. Mulroy .

Asterias Biotherapeutics Inc (AST) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Asterias Biotherapeutics Inc (AST) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Asterias Biotherapeutics Inc (AST) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Asterias Biotherapeutics Inc (AST)'s detailed insider trading history can be found in Insider Trading Tracker table.

AMEX:AST Insider Transactions

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Insider	Position	Date	Buy/Sell	Shares	Shares Owned	Trade Price($)	Trade Percentage(%)	Cost($1000)	Price change since trade(%)	Share ownership details	Filing Date

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What does Comarco Inc do?

Comarco Inc through its subsidiaries is engaged in developing numerous technologies in the field of power adapters and chargers for portable mobile devices such as laptop computers, tablets smartphones and more. The company is focused on realizing value from its ongoing intellectual property enforcement actions and other litigation. In addition, it also explores for opportunities to expand, protect, and monetize its patent portfolio, through the sale or licensing of the patent portfolio.

Who are the key executives at Comarco Inc?

Broadwood Partners Lp is the 10 percent owner of Comarco Inc. Other key executives at Comarco Inc include 10 percent owner Neal C Bradsher , 10 percent owner Broadwood Capital Inc , and VP & Chief Accounting Officer Alisha Charlton .

Comarco Inc (CMRO) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Comarco Inc (CMRO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Comarco Inc (CMRO) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Comarco Inc (CMRO)'s detailed insider trading history can be found in Insider Trading Tracker table.

OTCPK:CMRO Insider Transactions

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Insider	Position	Date	Buy/Sell	Shares	Shares Owned	Trade Price($)	Trade Percentage(%)	Cost($1000)	Price change since trade(%)	Share ownership details	Filing Date

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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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