Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | Chief Financial Officer | August 13, 2021 | August 17, 2021 |
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 August 13, 2021 · Filed August 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 967,466 |
Reported balance
After 2021-08-13 transaction · row 1
1 source rowRow 1 · 2021-08-13 · Sale · Disposed 69,077 · Balance 967,466 F1: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on August 13, 2021. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Keith W. Anderson 2020 Irrevocable Family Trust | 741,875 |
Reported balance
Holding disclosure · report date 2021-08-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 741,875 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on August 13, 2021.
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 |
|---|---|---|---|---|---|---|
| August 13, 2021 Filed Aug 17, 2021 18:18 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 69,077 | $11.16 | $771,092.74 |
DisclosureSEC source: 0001209191-21-052011 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,466 F1 · date: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on August 13, 2021. F1 · kind: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on August 13, 2021. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 17:45 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 18,095 | $12.65 | $228,927.08 |
DisclosureSEC source: 0001209191-21-037836 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036,543 F1 · date: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2021. F1 · kind: The sale reported in this Form 4 was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 1, 2021. Read SEC document |
| May 13, 2021 Filed May 17, 2021 19:09 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 69,077 | $10.94 | $755,944.15 |
DisclosureSEC source: 0001209191-21-033295 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054,638 F1 · date: This sale was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on May 13, 2021. F1 · kind: This sale was effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on May 13, 2021. Read SEC document |
| April 15, 2021 Filed Apr 27, 2021 17:13 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 189,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028604 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,123,715 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 |
| March 01, 2021 Filed Mar 3, 2021 16:59 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 11,300 | $24.47 | $276,511.00 |
DisclosureSEC source: 0001209191-21-016951 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,143 Read SEC document |
| February 13, 2021 Filed Feb 17, 2021 17:01 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 65,314 | $32.79 | $2,141,646.06 |
DisclosureSEC source: 0001209191-21-011343 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,443 Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 16:33 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 222,054 | $26.43 | $5,868,332.09 |
DisclosureSEC source: 0001209191-21-004880 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010,757 Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 17:47 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 17,075 | $26.54 | $453,170.50 |
DisclosureSEC source: 0001209191-20-061577 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232,811 Read SEC document |
| November 13, 2020 Filed Nov 17, 2020 17:41 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 65,185 | $29.04 | $1,892,972.40 |
DisclosureSEC source: 0001209191-20-058832 · doc4.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249,886 Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 21:27 UTC | American Well Corp AMWL · Entity 2112 | Disposition to issuerClass A Common Stock | 232,823 | $18.00 | $4,190,814.00 |
DisclosureSEC source: 0000950103-20-018526 · dp137142_4-anderson.xml · nonDerivative · entry 5 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,404,964 Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 21:27 UTC | American Well Corp AMWL · Entity 2112 | OtherClass A Common Stock | 1,637,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-20-018526 · dp137142_4-anderson.xml · nonDerivative · entry 4 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637,787 F3 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. F3 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 21:27 UTC | American Well Corp AMWL · Entity 2112 | OtherCommon Stock | 1,637,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-20-018526 · dp137142_4-anderson.xml · nonDerivative · entry 3 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. F3 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was reclassified into one share of Class A Common Stock. Read SEC document |
| September 21, 2020 Filed Oct 22, 2020 08:28 UTC Amendment | American Well Corp AMWL · Entity 2112 | Disposition to issuerClass A Common Stock | 322,716 | $18.00 | $5,808,888.00 |
DisclosureSEC source: 0001209191-20-055528 · doc4a.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,315,071 F1 · shares: The number of shares of Class A Common Stock is being amended to correct an administrative error. F1 · balance_after: The number of shares of Class A Common Stock is being amended to correct an administrative error. Read SEC document |
| September 02, 2020 Filed Sep 22, 2020 21:27 UTC | American Well Corp AMWL · Entity 2112 | GiftCommon Stock | 741,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-018526 · dp137142_4-anderson.xml · nonDerivative · entry 2 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637,787 F2 · shares: On September 2, 2020, the reporting person transferred 741,875 shares of Common Stock to a family trust of which the reporting person is trustee. The members of the reporting person's immediate family are the sole beneficiaries of the trust. Read SEC document |
| August 12, 2020 Filed Sep 22, 2020 21:27 UTC | American Well Corp AMWL · Entity 2112 | GrantCommon Stock | 616,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-018526 · dp137142_4-anderson.xml · nonDerivative · entry 1 ANDERSON KEITH · CIK 0001059226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,379,662 F1 · shares: Represents a grant of restricted stock units, of which 25% were immediately vested on the grant date with the remaining vesting over a three-year period from 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.