Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | EVP, Enterprise Platforms | January 02, 2025 | January 06, 2025 |
| LifeStance Health Group, Inc.LFST · Entity 3936 | Chief Technology Officer | September 02, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
American Well Corp
Report date January 02, 2025 · Filed January 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 116,121 |
Reported balance
After 2025-01-02 transaction · row 1
1 source rowRow 1 · 2025-01-02 · Sale · Disposed 444 · Balance 116,121 F1: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on January 2, 2025. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on January 2, 2025. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.
LifeStance Health Group, Inc.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 205,379 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Sale · Disposed 42,067 · Balance 205,379 F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $12.86 to $12.905 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $12.86 to $12.905 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 20:51 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 42,067 | $12.87 | $541,402.29 |
DisclosureSEC source: 0001193125-26-383783 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,379 F1 · shares: The price reported is a weighted average price. These shares were sold in multiple transactions ranging from $12.86 to $12.905 inclusive. The Reporting Person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 10, 2026 Filed Aug 12, 2026 21:07 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | SaleCommon Stock | 44,394 | $10.85 | $481,674.90 |
DisclosureSEC source: 0001193125-26-347131 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 247,446 Read SEC document |
| June 11, 2026 Filed Jun 16, 2026 00:41 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 17,456 | $8.61 | $150,296.16 |
DisclosureSEC source: 0001193125-26-271521 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,840 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of restricted stock units ("RSUs") that vested on June 11, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 22:59 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | Tax withholdingCommon Stock | 18,541 | $6.91 | $128,118.31 |
DisclosureSEC source: 0001193125-26-102640 · ownership.xml · nonDerivative · entry 2 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,296 F2 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of PSUs that vested on March 9, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested PSUs and do not constitute any open-market sale. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 22:59 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 62,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102640 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,837 F1 · shares: Represents performance-based restricted stock units ("PSUs") previously granted to the Reporting Person on June 11, 2025, which vested on March 9, 2026. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 00:11 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 86,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-099062 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264,902 F1 · shares: Includes 86,331 restricted stock units ("RSUs") granted on March 5, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 23:37 UTC | LifeStance Health Group, Inc. LFST · Entity 3936 | GrantCommon Stock | 178,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086461 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,571 F1 · shares: Includes 178,571 restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:30 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 444 | $7.17 | $3,182.95 |
DisclosureSEC source: 0000950170-25-002191 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,121 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on January 2, 2025. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:41 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 3,213 | $9.22 | $29,631.57 |
DisclosureSEC source: 0000950170-24-133312 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,565 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on December 2, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 21:04 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 398 | $9.15 | $3,643.41 |
DisclosureSEC source: 0000950170-24-112477 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,778 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on October 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 22:48 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 3,141 | $7.87 | $24,725.64 |
DisclosureSEC source: 0000950170-24-104170 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,176 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on September 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. F2 · balance_after: On July 10, 2024, the issuer effected a 1-for-20 reverse split of the issuer's common stock, resulting in proportionate adjustments to the number of shares of Class A common stock beneficially owned by the reporting person, including shares underlying outstanding restricted stock units ("RSUs"). Accordingly, the securities reported on this Form 4 have been adjusted to reflect the 1-for-20 reverse stock split. F3 · balance_after: Securities Beneficially Owned includes shares acquired pursurant to the Issuer's employee stock purchase plan in transaction except under Rule 16b-3. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:54 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 7,956 | $0.30 | $2,415.44 |
DisclosureSEC source: 0000950170-24-080631 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,461,133 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on July 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:47 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 62,810 | $0.41 | $26,041.03 |
DisclosureSEC source: 0000950170-24-069382 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,469,089 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. F2 · balance_after: Due to an administrative error, on previous filings, the reporting person inadvertently reported an incorrect total number of securities beneficially owned, which had not included securities held by the reporting person prior to becoming an insider of the issuer. The total number has been corrected on this Form 4. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:36 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 31,712 | $1.07 | $33,976.24 |
DisclosureSEC source: 0000950170-24-026072 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,517,546 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on March 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. F2 · balance_after: Securities Beneficially Owned includes shares acquired purusant to the Issuer's employee stock purchase plan in trasnsaction exempt under Rule 16b-3. Read SEC document |
| February 23, 2024 Filed Feb 23, 2024 22:01 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 251,323 | $1.09 | $274,369.32 |
DisclosureSEC source: 0000950170-24-019467 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,535,635 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on February 22, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:05 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 2,171,646 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-018903 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,786,958 F1 · shares: Represents a grant of restricted stock units, with 25% of the RSUs shall vest two (2) days after the date of grant. The remaining RSUs shall vest in equal increments every three (3) months thereafter (beginning on the first calendar day of the month following the date that is three months following the date of grant) for three (3) years, until such RSU is vested in full on the first day of the calendar month following the three (3) year anniversary of the date of grant. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 21:31 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 58,409 | $1.07 | $62,445.06 |
DisclosureSEC source: 0000950170-24-005422 · ownership.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,312 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on January 15, 2024. The sales were effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. F2 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to the Issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 00:21 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 104,832 | $2.16 | $226,007.31 |
DisclosureSEC source: 0001209191-23-042667 · doc4.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 664,761 F1 · kind: The sales reported in this Form 4 were made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on July 15, 2023. The sales were effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:29 UTC | American Well Corp AMWL · Entity 2112 | GrantPerformance Share Units · Derivative | 274,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015810 · doc4.xml · derivative · entry 2 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,378 Underlying: Class A Common Stock · 274,378 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending February 28, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. F2 · derivative.exercise_date: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending February 28, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. F2 · derivative.expiration_date: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending February 28, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:29 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 274,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015810 · doc4.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 769,593 F1 · shares: Represents a grant of restricted stock units, with 25% vesting upon the first anniversary of the grant date ("Initial Vesting Date"), and the remaining vesting every 3 months thereafter over a three-year period (beginning on the first calendar day of the month following the date that is three months following the Initial Vesting Date). Read SEC document |
| July 15, 2022 Filed Jul 20, 2022 01:31 UTC | American Well Corp AMWL · Entity 2112 | GrantPerformance Share Units · Derivative | 563,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042656 · doc4.xml · derivative · entry 3 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,266 Underlying: Class A Common Stock · 563,266 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending July 14, 2025, and may be earned between 0%-300% of target levels, based upon the Issuer's achievement of specified market capitalization performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. F2 · derivative.exercise_date: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending July 14, 2025, and may be earned between 0%-300% of target levels, based upon the Issuer's achievement of specified market capitalization performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. F2 · derivative.expiration_date: Each Performance Share Unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. The Performance Share Units are eligible to vest over a three-year performance period ending July 14, 2025, and may be earned between 0%-300% of target levels, based upon the Issuer's achievement of specified market capitalization performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified. Read SEC document |
| July 15, 2022 Filed Jul 20, 2022 01:31 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 68,051 | $4.25 | $289,216.75 |
DisclosureSEC source: 0001209191-22-042656 · doc4.xml · nonDerivative · entry 2 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,215 Read SEC document |
| July 15, 2022 Filed Jul 20, 2022 01:31 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 563,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-042656 · doc4.xml · nonDerivative · entry 1 Paunovich Vukasin · CIK 0001938690 · EVP, Enterprise Platforms 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,266 F1 · shares: Represents a grant of restricted stock units, with 40% vesting upon the grant date, 40% vesting on the first anniversary of the grant date, and the remaining 20% vesting upon the 18th month anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.