Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | See Remarks | June 01, 2022 | June 03, 2022 |
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 June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 853,341 |
Reported balance
After 2022-06-01 transaction · row 1
1 source rowRow 1 · 2022-06-01 · Sale · Disposed 13,895 · Balance 853,341 F1: The sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2022. The sale was effected through an 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 sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2022. The sale was effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.
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 |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 3, 2022 12:05 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 13,895 | $3.57 | $49,613.49 |
DisclosureSEC source: 0001209191-22-033785 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853,341 F1 · kind: The sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2022. The sale was effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:12 UTC | American Well Corp AMWL · Entity 2112 | GrantPerformance Share Units · Derivative | 488,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015834 · doc4.xml · derivative · entry 3 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488,099 Underlying: Class A Common Stock · 488,099 shares Expires not disclosed F3 · 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, 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. F3 · 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, 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. F3 · 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, 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 |
| March 01, 2022 Filed Mar 3, 2022 23:12 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 209,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015834 · doc4.xml · nonDerivative · entry 2 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853,236 F2 · 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 |
| March 01, 2022 Filed Mar 3, 2022 23:12 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 15,479 | $3.94 | $60,981.07 |
DisclosureSEC source: 0001209191-22-015834 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,051 F1 · kind: The sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on March 1, 2022. The sale was effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:28 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 13,894 | $6.50 | $90,263.76 |
DisclosureSEC source: 0001209191-21-067927 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,530 F1 · date: The sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on December 1, 2021. F1 · kind: The sale reported in this Form 4 was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on December 1, 2021. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:45 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 57,579 | $11.16 | $642,581.64 |
DisclosureSEC source: 0001209191-21-052293 · doc4.xml · nonDerivative · entry 2 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,424 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:45 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 715,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052293 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,003 F1 · shares: Represents a grant of restricted stock units, with 25% vesting upon the grant date, and the remaining vesting every 3 months thereafter over a four-year period (beginning on the first calendar day of the month following the date that is three months following the grant date). Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:09 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 14,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041524 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,938 F1 · shares: Represents a grant of restricted stock units, which vest on the earlier of (i) the day immediately preceding the date of the first annual meeting of the stockholders following the grant date and (ii) the first anniversary of the grant date. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 22:23 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 15,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056944 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,498 F1 · shares: Represents a grant of restricted stock units, which vest over a three-year period from the grant date, with equal installments vesting on each of the first, second and third anniversaries of the grant date. Read SEC document |
| September 17, 2020 Filed Apr 22, 2022 23:56 UTC | American Well Corp AMWL · Entity 2112 | PurchaseClass A Common Stock | 14,000 | $18.00 | $252,000.00 |
DisclosureSEC source: 0001209191-22-025464 · doc4.xml · nonDerivative · entry 1 OGrady Brendan P. · CIK 0001824305 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,236 F1 · shares: These securities were purchased through the Issuer's directed share program in connection with its initial public offering. 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.