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

 
3m +/-  
Form
SMAR Smartsheet Inc Director   •       •      –    2022-01-07 4 B $63.07 $9,460,455 I/I 150,000 150,000 2.1 %
SMAR Smartsheet Inc Director   •       •      –    2018-12-18 4 A $0.00 $0 I/I 108,445 159,062 0 -
DXTR Dextera Surgical Inc 10% Owner   •       •       •   2013-03-20 4 B $1.05 $1,078,960 I/I 1,027,581 161,035 1.5 -
MATR Mattersight Corporation 10% Owner   •       •       •   2015-11-19 4 A $0.00 $0 I/I 43,572 172,115 0 -
MATR Mattersight Corporation 10% Owner   •       •       •   2017-06-01 4 B $3.65 $787,034 I/I 215,667 184,239 1.5 -
SFLY Shutterfly Inc Director   –       •      –    2006-09-28 3 IO $0.00 $0 I/I 0 194,252 -
MTEM Molecular Templates, Inc. 10% Owner   –       –       •   2011-12-09 4 A $0.00 $0 I/I 82,693 222,812 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2011-10-21 4 A $0.00 $0 I/I 104,550 233,771 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2012-03-29 4 OE $2.96 $41,215 I/I 13,924 247,695 0 -
MTEM Molecular Templates, Inc. 10% Owner   •       •       •   2013-05-31 4 S $5.72 $1,577,128 I/I (275,529) 253,846 0 -
MTEM Molecular Templates, Inc. 10% Owner   •       •       •   2014-10-01 4 S $3.77 $903,537 I/I (239,538) 264,669 0 -
MTEM Molecular Templates, Inc. 10% Owner   •       •       •   2013-05-31 4 OE $1.86 $1,577,137 I/I 847,923 268,783 0 -
SMAR Smartsheet Inc Director   •       •      –    2019-09-19 4 A $0.00 $0 I/I 350,111 272,219 0 -
MTEM Molecular Templates, Inc. 10% Owner   •       •       •   2014-10-01 4 OE $2.05 $903,546 I/I 440,754 277,550 0 -
YEXT Yext Inc 10% Owner   –       –       •   2017-04-12 3 IO $0.00 $0 I/I 0 354,622 -
YEXT Yext Inc 10% Owner   •       •       •   2017-04-19 4 A $0.00 $0 I/I 10,687,818 447,401 0 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-03-07 4 D $0.00 $0 I/I (82,799) 673,068 0 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-03-11 4 B $8.39 $16,361 I/I 1,950 678,901 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-12-20 4 B $12.00 $14,400 I/I 1,200 713,302 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-02-27 4 B $10.32 $37,202 I/I 3,604 739,519 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2008-02-29 4 B $10.14 $43,571 I/I 4,298 743,817 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   –       –       •   2008-05-22 4 B $6.56 $9,840 I/I 1,500 809,510 1.5 -
MATR Mattersight Corporation 10% Owner   •       •       •   2017-05-31 4 D $0.00 $0 I/I (271,391) 852,651 0 -
MATR Mattersight Corporation 10% Owner   •       •       •   2015-11-19 4 D $0.00 $0 I/I (319,847) 1,124,042 0 -

  147  Records found
  1   2   3   4   5  6      
  Page 5 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