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

 
3m +/-  
Form
SFLY Shutterfly Inc Director   –       •      –    2006-10-04 4 A $0.00 $0 I/I 1,011,960 1,144,546 0 -
MATR Mattersight Corporation 10% Owner   –       –       •   2003-09-26 4 D $0.00 $0 I/I (30,303) 1,248,068 -
MATR Mattersight Corporation 10% Owner   •       •       •   2015-11-09 4 S $7.29 $7,290,000 I/I (1,000,000) 1,443,889 0 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-08-15 4 B $14.10 $271,989 I/I 19,290 1,549,407 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-08-16 4 B $12.88 $83,489 I/I 6,482 1,555,680 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-08-17 4 B $13.40 $86,863 I/I 6,482 1,561,953 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-08-21 4 B $15.50 $3,100 I/I 200 1,562,153 1.42 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-08-30 4 B $14.63 $10,241 I/I 700 1,581,564 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-09-04 4 B $14.95 $9,540 I/I 638 1,586,235 1.5 -
MATR Mattersight Corporation 10% Owner   –       –       •   2007-11-14 4 B $13.05 $775,392 I/I 59,417 1,651,054 1.5 -
MATR Mattersight Corporation 10% Owner   •       •       •   2012-08-17 4 B $4.81 $16,837 I/I 3,500 1,993,759 1.5 -
DXTR Dextera Surgical Inc Director   –       •       •   2011-11-18 4 D $0.00 $0 D/D (204,439) 2,108,200 0 -
CORT Corcept Therapeutics Inc officerTitle   –       –       •   2005-12-08 4 D $0.00 $0 I/I (5,539) 2,210,649 -
DXTR Dextera Surgical Inc Director   –       •       •   2009-09-30 3 IO $0.00 $0 D/D 0 2,312,639 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2006-12-15 4 B $1.00 $379,391 I/I 379,391 2,590,040 1.5 -
MTEM Molecular Templates, Inc. 10% Owner   –       –       •   2008-08-29 3 IO $0.00 $0 I/I 0 2,633,086 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2007-09-21 4 D $0.00 $0 I/I (468,492) 3,075,113 0 -
SMAR Smartsheet Inc Director   •       •      –    2018-12-06 4 A $0.00 $0 I/I 4,802,017 4,802,017 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2011-10-21 4 D $0.00 $0 D/D (488,415) 5,036,602 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2009-10-16 4 B $1.43 $1,256,572 D/D 878,722 5,217,464 2.45 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2012-03-29 4 OE $2.96 $829,880 D/D 280,365 5,316,967 0 -
CORT Corcept Therapeutics Inc 10% Owner   –       –       •   2010-04-21 4 OE $1.66 $510,538 D/D 307,553 5,525,017 0 -

  147  Records found
  1   2   3   4   5   6     
  Page 6 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