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Insider Information:   White James N
Relationship:   10% Owner
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   10    
Direct Shares   7,490,040    

Indirect Shares

  2,048,627      
Direct Value   $148,790,226    

Indirect Value

  $21,382,854      
Total Shares   9,538,667      
Total Value   $170,173,081      


Mattersight Corporation
 $0 Corcept Therapeutics Inc
 $146,322,932 Dextera Surgical Inc
 $0 Shutterfly Inc
 $1,311,509 Molecular Templates, Inc.
 $2,446 Smartsheet Inc
 $1,153,339 Mattersight Corporation
 $0 Corcept Therapeutics Inc
 $146,322,932 Dextera Surgical Inc
 $0 Shutterfly Inc
 $1,311,509 Molecular Templates, Inc.
 $2,446 Smartsheet Inc
 $1,153,339
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    2   
    1    

     Stock price went up :

    1   
    0    
     Stock price went down :
    1   
    1    
   
     Gain/Loss Ratio :
   0.0   
   -1.0   
     Percentage Gain/Loss :
   -16.2%
 -8.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Mattersight Corporation MATR 10% Owner 2017-06-01 6,000 2017-06-01 194,427    Premium*  
            Corcept Therapeutics Inc CORT 10% Owner 2012-03-29 5,316,967 2012-03-29 266,781    Premium*  
            Dextera Surgical Inc DXTR 10% Owner 2011-11-18 2,108,200 2013-03-20 198,466    Premium*  
            Shutterfly Inc SFLY Director 2014-05-21 25,731 2013-02-28 27,864    Premium*  
            Molecular Templates, Inc. MTEM 10% Owner 2014-10-01 4,076 2014-10-01 264,669    Premium*  
            Quinstreet, Inc QNST 10% Owner 0 2010-02-10 1,049    Premium*  
            Pure Storage, Inc. PSTG 10% Owner 2016-06-16 0 2018-01-11 16,000    Premium*  
            Yext Inc YEXT 10% Owner 0 2017-12-01 860,723    Premium*  
            Smartsheet Inc SMAR Director 2023-09-12 29,066 2023-09-12 176,791    Premium*  
            Venus Concept Inc VERO 10% Owner 2017-10-16 0 2017-10-16 41,857    Premium*  
* Premium Members only  

Records found :    147         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2008-03-25 4 B $2.77 $1,967,672 I/I 710,351 96,258 1.5 -
SFLY Shutterfly Inc Director   –       •      –    2008-05-09 4 B $12.35 $123,517 I/I 10,000 30,280 2.1 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-12 4 B $6.45 $186,989 I/I 28,978 21,200 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-13 4 B $6.58 $50,776 I/I 7,717 21,449 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-14 4 B $6.61 $61,490 I/I 9,305 21,749 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-15 4 B $6.65 $39,374 I/I 5,919 21,940 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-16 4 B $6.60 $102,862 I/I 15,588 22,443 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-19 4 B $6.65 $102,629 I/I 15,433 22,941 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-20 4 B $6.63 $3,315 I/I 500 785,607 1.42 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-21 4 B $6.76 $156,494 I/I 23,150 23,688 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-22 4 B $6.56 $9,840 I/I 1,500 809,510 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-23 4 B $7.03 $303,865 I/I 43,229 25,083 1.5 -
SFLY Shutterfly Inc Director   –       •      –    2008-05-23 4 B $12.71 $981,122 I/I 77,165 32,769 2.1 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-27 4 B $7.53 $139,490 I/I 18,533 25,681 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-28 4 B $7.83 $120,102 I/I 15,342 26,176 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-29 4 B $8.11 $39,331 I/I 4,849 26,332 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-05-30 4 B $8.32 $128,427 I/I 15,433 26,830 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-06-02 4 B $8.71 $92,429 I/I 10,609 27,172 1.5 -
MTEM Molecular Templates, Inc. 10% Owner   –       –       •   2008-08-29 3 IO $0.00 $0 I/I 0 2,633,086 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-09-12 4 A $5.67 $7,468,530 I/I 1,317,201 74,314 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2008-11-11 4 A $0.00 $0 I/I 70,306 97,963 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2009-02-06 4 B $0.69 $357,924 I/I 520,996 19,086 1.5 -
SFLY Shutterfly Inc Director   –       •      –    2009-05-15 4 A $0.00 $0 D/D 7,267 7,267 0 -
DXTR Dextera Surgical Inc 10% Owner   –       –       •   2009-09-30 3 IO $0.00 $0 I/I 0 59,017 -
DXTR Dextera Surgical Inc Director   –       •       •   2009-09-30 3 IO $0.00 $0 D/D 0 9,726 -

  147  Records found
  1   2   3  4   5   6      
  Page 3 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed