Lumentum Holdings Inc (LITE)

Sector:
INFORMATION TECHNOLOGY
Industry:
ELECTRONIC EQUIPMENT
SIC:
COMMUNICATIONS EQUIPMENT, NEC
CEO:
Alan S. Lowe
Employees:
5,161
400 NORTH MCCARTHY BOULEVARD, MILPITAS, CA 95035
408-546-5483

Lumentum Holdings, Inc. engages in manufacturing of optical and photonic products enabling optical networking and commercial laser. Its components and subsystems are part of telecom, enterprise, and data center network. The company was founded on February 10, 2015 and is headquartered in Milpitas, CA.

Data derived from most recent annual or quarterly report
Market Cap 6.263 Billion Shares Outstanding72.2 Million Avg 30-day Volume 1.259 Million
P/E Ratio20.6762 Dividend Yield0.0 EPS1.12
Price to Revenue4.6666 Debt to Equity0.5991 EBITDA752.2 Million
Price to Book Value3.9391 Operating Margin30.1049 Enterprise Value7.153 Billion
Current Ratio3.868 EPS Growth1.049 Quick Ratio3.444
1 Yr BETA 1.2102 52-week High/Low 108.9 / 76.66 Profit Margin22.5699
Operating Cash Flow Growth52.4325 Altman Z-Score4.6606 Free Cash Flow to Firm 599.915 Million
Earnings Report2022-08-10
View SEC Filings from LITE instead.

View recent insider trading info

Funds Holding LITE (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding LITE BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

3.3 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

LOWE ALAN S CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
111,979 2022-05-15 10

ALI WAJID EVP & CHIEF FINANCIAL OFFICER

  • Officer
37,717 2022-05-15 8

HAMEL JUDY G SVP, GC AND SECRETARY

  • Officer
28,023 2022-05-15 9

REINHARDT JASON EVP, CHIEF COMMERCIAL OFFICER

  • Officer
77,961 2022-05-15 8

RETORT VINCENT EVP, CHIEF OPERATING OFFICER

  • Officer
101,792 2022-05-15 7

SEPE MATTHEW JOSEPH CHIEF ACCOUNTING OFFICER

  • Officer
23,224 2022-05-15 10

WONG JANET S.

  • Director
6,563 2022-03-10 2

JOHNSON JULIA SUZANNE

  • Director
14,718 2021-11-22 2

COVERT HAROLD L

  • Director
15,284 2021-11-19 1

HERSCHER PENNY

  • Director
39,378 2021-11-19 2

LILLIE BRIAN

  • Director
14,837 2021-11-19 1

SMALL IAN

  • Director
16,389 2021-11-19 1

HARRIS ISAAC HOSOJIRO

  • Director
5,174 2021-11-19 3

THOMAS SAMUEL F

  • Director
14,337 2020-08-13 0

KAPLAN MARTIN A

  • Director
18,902 2019-02-22 0

COLDREN CHRISTOPHER W. INTERIM CFO

  • Officer
27,348 2018-11-16 0

HAMEL JUDY G SVP & GENERAL COUSEL

HAMEL JUDY G SVP & GENERAL COUSEL

  • Officer
42,156 2018-08-28 9

TACHIBANA AARON CFO

  • Officer
73,945 2018-08-18 0

VIAVI SOLUTIONS INC.

  • 10% Owner
No longer subject to file 2016-07-15 0

COCCHI CRAIG SVP, OPERATIONS

  • Officer
13,206 2016-02-20 0

JACKSON REX S

  • Director
0 2015-07-16 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

ALI WAJID - Officer EVP & CHIEF FINANCIAL OFFICER

2022-05-17 16:40:44 -0400 2022-05-17 S 3,287 $89.12 d 37,717 direct yes -1.3644 0.0 1 -1.3644 2

SEPE MATTHEW JOSEPH - Officer CHIEF ACCOUNTING OFFICER

2022-05-17 17:12:40 -0400 2022-05-15 A 215 $76.45 a 23,224 direct -1.3644 0.0 1 -1.3644 2

LOWE ALAN S - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-17 16:55:48 -0400 2022-05-15 A 235 $76.45 a 111,979 direct -1.3644 0.0 1 -1.3644 2

REINHARDT JASON - Officer EVP, CHIEF COMMERCIAL OFFICER

2022-05-17 17:01:05 -0400 2022-05-15 A 147 $76.45 a 77,961 direct -1.3644 0.0 1 -1.3644 2

RETORT VINCENT - Officer EVP, CHIEF OPERATING OFFICER

2022-05-17 17:07:34 -0400 2022-05-15 F 3,733 $90.08 d 101,622 direct -1.3644 0.0 1 -1.3644 2

HAMEL JUDY G - Officer SVP, GC AND SECRETARY

2022-05-17 16:50:43 -0400 2022-05-15 F 1,437 $90.08 d 28,023 direct -1.3644 0.0 1 -1.3644 2

RETORT VINCENT - Officer EVP, CHIEF OPERATING OFFICER

2022-05-17 17:07:34 -0400 2022-05-15 A 170 $76.45 a 101,792 direct -1.3644 0.0 1 -1.3644 2

SEPE MATTHEW JOSEPH - Officer CHIEF ACCOUNTING OFFICER

2022-05-17 17:12:40 -0400 2022-05-15 F 408 $90.08 d 23,009 direct -1.3644 0.0 1 -1.3644 2

ALI WAJID - Officer EVP & CHIEF FINANCIAL OFFICER

2022-05-17 16:40:44 -0400 2022-05-15 F 3,236 $90.08 d 41,004 direct -1.3644 0.0 1 -1.3644 2

LOWE ALAN S - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-17 16:55:48 -0400 2022-05-15 F 8,668 $90.08 d 111,744 direct -1.3644 0.0 1 -1.3644 2

REINHARDT JASON - Officer EVP, CHIEF COMMERCIAL OFFICER

2022-05-17 17:01:05 -0400 2022-05-15 F 1,595 $90.08 d 77,814 direct -1.3644 0.0 1 -1.3644 2

LOWE ALAN S - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-10 17:12:34 -0400 2022-05-09 G 575 d 120,412 direct -2.2529 -1.4234 1.4683 5 -2.2865 4

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
LUMENTUM HOLDINGS INC LITE 2022-05-20 21:15:03 UTC 0.57 0.25 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 20:45:03 UTC 0.57 0.25 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 20:15:05 UTC 0.57 0.25 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 19:45:03 UTC 0.57 0.25 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 19:15:04 UTC 0.57 0.25 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 18:45:03 UTC 0.5656 0.2544 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 18:15:03 UTC 0.5656 0.2544 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 17:45:03 UTC 0.5656 0.2544 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 17:15:03 UTC 0.5656 0.2544 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 16:45:04 UTC 0.5659 0.2541 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 16:15:03 UTC 0.5659 0.2541 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 15:45:03 UTC 0.5659 0.2541 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 15:15:03 UTC 0.5659 0.2541 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 14:45:03 UTC 0.5614 0.2586 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 14:15:04 UTC 0.5614 0.2586 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 13:45:03 UTC 0.5614 0.2586 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 13:15:03 UTC 0.5614 0.2586 700000
LUMENTUM HOLDINGS INC LITE 2022-05-20 12:45:03 UTC 0.5614 0.2586 700000
LUMENTUM HOLDINGS INC LITE 2022-05-19 22:15:03 UTC 0.5614 0.2586 800000
LUMENTUM HOLDINGS INC LITE 2022-05-19 21:45:08 UTC 0.5607 0.2593 800000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
Jackson Variable Series Trust- JNL/Nicholas Convertible Arbitrage Fund LITE -14600.0 shares, $-1076020.0 2020-03-31 N-PORT
AQR Funds- AQR Large Cap Relaxed Constraint Equity Fund LITE -1316.0 shares, $-70484.96 2019-09-30 N-PORT
SARATOGA ADVANTAGE TRUST- James Alpha Multi Strategy Alternative Income Portfolio LITE -237.0 shares, $-21330.0 2021-02-28 N-PORT
INVESTMENT MANAGERS SERIES TRUST- AAM HIMCO Global Enhanced Dividend Fund LITE -1624.0 shares, $-148352.4 2021-03-31 N-PORT
LoCorr Investment Trust- LoCorr Dynamic Equity Fund LITE -367.0 shares, $-38817.59 2021-12-31 N-PORT
FORUM FUNDS- ABSOLUTE CONVERTIBLE ARBITRAGE FUND LITE -27839.0 shares, $-2944531.03 2021-12-31 N-PORT
AMERICAN BEACON FUNDS- American Beacon SSI Alternative Income Fund LITE -3112.0 shares, $-329156.24 2021-12-31 N-PORT
Guidestone Funds- Strategic Alternatives Fund LITE -1546.0 shares, $-163520.42 2021-12-31 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND LITE -22136.0 shares, $-2341324.72 2021-12-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Strategy Alternatives Fund LITE -3125.0 shares, $-330531.25 2021-12-31 N-PORT
Morningstar Funds Trust- Morningstar Alternatives Fund LITE -2576.0 shares, $-261412.48 2022-01-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND LITE -500.0 shares, $-49430.0 2022-02-28 N-PORT
PACE SELECT ADVISORS TRUST- PACE Alternative Strategies Investments LITE -2040.0 shares, $-207019.2 2022-01-31 N-PORT
INVESTMENT MANAGERS SERIES TRUST- 361 Domestic Long/Short Equity Fund LITE -309.0 shares, $-31357.32 2022-01-31 N-PORT
Calamos Investment Trust/IL- Calamos Market Neutral Income Fund LITE -581100.0 shares, $-58970028.0 2022-01-31 N-PORT

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