Latest moves
No moves from Henry Samueli in the digest yet. The archive grows every morning.
Recent SEC filings
No SEC filings in the last 90 days.
Form 4 insider trades post within 2 business days. 13F fund holdings can arrive 45 days after quarter end. New to filings? Read Filings 101.
Footprint
Companies
More
- Ticker
- AVGO
- Exchange
- NASDAQ
- Role
- Co-founder of Broadcom Corporation (1991); Chairman of the Board since 2018 and director since 2016 per March 2026 proxy; re-elected director April 20, 2026
- Stake
- 85,559,569 shares beneficially owned (1.8%), 16,175,000 pledged
- Stake as of
- 2026-02-24
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- Role
- Co-owner since 2005 (with wife Susan); team described as 'an OCVIBE company'
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- Role
- Founders Susan and Henry Samueli; mixed-use development around Honda Center (2,000+ residences, 168,000 sq ft office, 500+ hotel rooms, new concert hall)
Investment vehicles
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- Type
- holding co
- Notes
- Held 31,429,540 AVGO shares as of 2026-02-24; general partner H&S Ventures LLC, in which Samueli has an ownership interest
More
- Type
- holding co
- Notes
- Held 4,596,900 AVGO shares as of 2026-02-24
More
- Type
- holding co
- Notes
- Held 37,257,607 AVGO shares as of 2026-02-24 (Sioux Falls, SD address in Form 144); Samueli has sole voting/dispositive power
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- Type
- holding co
- Notes
- Held 12,272,030 AVGO shares as of 2026-02-24 and 2026-06-24
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- Type
- holding co
- Notes
- General partner of the H&S Partnerships
Private deals
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- In full
- Sold AVGO shares under a 10b5-1 plan adopted Dec 16, 2025: on June 24, 2026 H&S/D95GT entities sold roughly 654,000 shares at ~$377-388 (Form 4); Form 144 shows D95GT sold 340,208 shares ($130.0M) and H&S Investments I 314,033 shares ($120.0M) that day
- Date
- 2026-06-24
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- In full
- Form 144 notice dated Sept 23, 2026: D95GT LLC sold 631,972 AVGO shares (~$225.0M) and H&S Investments I 70,218 shares (~$25.0M); Samueli Foundation proposed sale of 72,474 gifted shares (~$25.8M) via Northern Trust Securities
- Date
- 2026-09-23
More
- In full
- Pledged 16,175,000 AVGO shares on Nov 15, 2024 (about 18% of his holdings) to secure loans funding the OCVIBE development in Orange County, under a board-approved pledging exception
- Date
- 2024-11-15
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- In full
- Gifted AVGO shares to charitable entities in June 2026 (e.g., 69,498 and 263,903 shares from partnership holdings on June 24, 2026)
- Date
- 2026-06-24
Real estate
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- Type
- Mixed-use entertainment/residential development (OCVIBE)
- Date
- ongoing
- Via
- OC Sports & Entertainment, LLC
Trophies
Legal & regulatory
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- In full
- Board granted a limited exception to Broadcom's anti-pledging policy for Samueli's 16.175M pledged shares (0.3% of outstanding); proxy discloses forced-sale risk
Giving
Research gaps: Forbes profile (Sept 2026) says Samueli stepped down as Broadcom chairman in June 2026 but remains a director; not confirmed on EDGAR (no 8-K found; June 2026 Form 4 lists him only as a director), so the proxy's chairman title is used with this caveat. No OCVIBE cost or opening dates verified. Ducks valuation not independently checked. Pre-2010 SEC/DOJ backdating case (dismissed 2009) not sourced because LA Times/Harper's could not be fetched. Home real estate not verified. Samueli Foundation has CIK 0001996005 (Form 144 filer only; no 13F seen).
Prices via Finnhub · as of Sep 24, 2026 4:00 PM ET. For information only.
What to watch
More
- In full
- Broadcom fiscal Q4/FY2026 results (fiscal year ends Nov 1, 2026; FY2025 results were reported Dec 11, 2025)
- When
- mid-December 2026 (date not yet confirmed)