Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | Chief Accounting Officer | October 01, 2026 | October 05, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 9,086 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Sale · Disposed 653 · Balance 9,086 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 October 1, 2026. 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 October 1, 2026. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EDGEWATER TECHNOLOGY INC/DE/
Report date November 01, 2018 · Filed November 05, 2018
Section 16 reporting ended · disclosed 2018-11-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-01 transaction · row 1
1 source rowRow 1 · 2018-11-01 · Disposition to issuer · Disposed 1,487 · Balance 0 F1: On November 1, 2018, Edgewater Technology, Inc. (the "Company"), Alithya Group inc. ("New Alithya") and 9374-8572 Delaware Inc., a newly-formed wholly-owned Delaware subsidiary of New Alithya ("U.S. Merger Sub") consummated a transaction under an arrangement agreement (the "Arrangement Agreement") pursuant to which the Company was acquired by New Alithya. Under the terms of the Arrangement Agreement, U.S. Merger Submerged with and into the Company, with the Company as the surviving corporation in the merger (the "Merger") and wholly owned subsidiary of New Alithya. At the effective time of the Merger, each share of the Company's Common Stock was cancelled and converted into the right to receive 1.1918 common shares in the share capital of New Alithya (rounded up to the nearest whole share). |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $6.79 · Expires 2021-09-24 | Direct | 0 |
Reported balance
After 2018-11-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: These stock options were assumed by New Alithya in the Merger and each share of Common Stock of the Company subject to the option was converted into the option to purchase 1.1918 common shares in the capital of New Alithya for an exercise price equal to the listed exercise price per share, divided by 1.1918, with the same terms and conditions as the original Company stock options. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 1, 2018, Edgewater Technology, Inc. (the "Company"), Alithya Group inc. ("New Alithya") and 9374-8572 Delaware Inc., a newly-formed wholly-owned Delaware subsidiary of New Alithya ("U.S. Merger Sub") consummated a transaction under an arrangement agreement (the "Arrangement Agreement") pursuant to which the Company was acquired by New Alithya. Under the terms of the Arrangement Agreement, U.S. Merger Submerged with and into the Company, with the Company as the surviving corporation in the merger (the "Merger") and wholly owned subsidiary of New Alithya. At the effective time of the Merger, each share of the Company's Common Stock was cancelled and converted into the right to receive 1.1918 common shares in the share capital of New Alithya (rounded up to the nearest whole share).
F2: These stock options were assumed by New Alithya in the Merger and each share of Common Stock of the Company subject to the option was converted into the option to purchase 1.1918 common shares in the capital of New Alithya for an exercise price equal to the listed exercise price per share, divided by 1.1918, with the same terms and conditions as the original Company stock options.
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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 3, 2022 22:21 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 208 | $3.94 | $819.44 |
DisclosureSEC source: 0001209191-22-015692 · doc4.xml · nonDerivative · entry 2 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,463 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 |
| March 01, 2022 Filed Mar 3, 2022 22:21 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 865 | $3.94 | $3,407.75 |
DisclosureSEC source: 0001209191-22-015692 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,671 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 |
| March 01, 2022 Filed Mar 11, 2022 22:31 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 32,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018240 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,002 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 |
| December 01, 2021 Filed Dec 3, 2021 22:14 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 1,046 | $6.42 | $6,716.89 |
DisclosureSEC source: 0001209191-21-067903 · doc4.xml · nonDerivative · entry 2 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,536 F1 · date: The sales reported in this Form 4 were effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended on January 29, 2021, and were 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 sales reported in this Form 4 were effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended on January 29, 2021, and were 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 |
| December 01, 2021 Filed Dec 3, 2021 22:14 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 248 | $6.42 | $1,592.53 |
DisclosureSEC source: 0001209191-21-067903 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,582 F1 · date: The sales reported in this Form 4 were effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended on January 29, 2021, and were 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 sales reported in this Form 4 were effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on December 31, 2020, as amended on January 29, 2021, and were 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 20, 2021 Filed Aug 24, 2021 22:01 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 993 | $9.97 | $9,898.12 |
DisclosureSEC source: 0001209191-21-053207 · doc4.xml · nonDerivative · entry 2 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,830 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 20, 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 20, 2021. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 22:01 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 4,177 | $9.97 | $41,635.92 |
DisclosureSEC source: 0001209191-21-053207 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,823 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 20, 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 20, 2021. Read SEC document |
| April 15, 2021 Filed Apr 20, 2022 21:49 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 6,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025060 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,230 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 |
| January 22, 2021 Filed Jan 25, 2021 22:15 UTC | American Well Corp AMWL · Entity 2112 | Exercise / conversionStock Options · Derivative | 7,920 | $0.00 Strike: $5.56 | $0.00 |
DisclosureSEC source: 0001209191-21-005132 · doc4.xml · derivative · entry 3 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,279 Underlying: Class A Common Stock · 7,920 shares Expires 2029-01-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock options were granted on January 10, 2019 and vest over a four-year period from January 7, 2019, with 25% of the options vesting on the first anniversary of the vesting commencement date and the remaining options vesting in equal quarterly installments thereafter. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 22:15 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 7,920 | $30.26 | $239,698.01 |
DisclosureSEC source: 0001209191-21-005132 · doc4.xml · nonDerivative · entry 2 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 22:15 UTC | American Well Corp AMWL · Entity 2112 | Exercise / conversionClass A Common Stock | 7,920 | $5.56 | $44,035.20 |
DisclosureSEC source: 0001209191-21-005132 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Vice President of Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 12:50 UTC | EDGEWATER TECHNOLOGY INC/DE/ EDGW · Entity 162499 | Disposition to issuerStock Option · Derivative | 5,000 | Not disclosed Strike: $6.79 | Not disclosed |
DisclosureSEC source: 0000899243-18-028156 · doc4.xml · derivative · entry 2 McNeice Paul Francis · CIK 0001714025 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-09-24 F2 · security: These stock options were assumed by New Alithya in the Merger and each share of Common Stock of the Company subject to the option was converted into the option to purchase 1.1918 common shares in the capital of New Alithya for an exercise price equal to the listed exercise price per share, divided by 1.1918, with the same terms and conditions as the original Company stock options. F2 · price: These stock options were assumed by New Alithya in the Merger and each share of Common Stock of the Company subject to the option was converted into the option to purchase 1.1918 common shares in the capital of New Alithya for an exercise price equal to the listed exercise price per share, divided by 1.1918, with the same terms and conditions as the original Company stock options. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 12:50 UTC | EDGEWATER TECHNOLOGY INC/DE/ EDGW · Entity 162499 | Disposition to issuerCommon Stock | 1,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-028156 · doc4.xml · nonDerivative · entry 1 McNeice Paul Francis · CIK 0001714025 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On November 1, 2018, Edgewater Technology, Inc. (the "Company"), Alithya Group inc. ("New Alithya") and 9374-8572 Delaware Inc., a newly-formed wholly-owned Delaware subsidiary of New Alithya ("U.S. Merger Sub") consummated a transaction under an arrangement agreement (the "Arrangement Agreement") pursuant to which the Company was acquired by New Alithya. Under the terms of the Arrangement Agreement, U.S. Merger Submerged with and into the Company, with the Company as the surviving corporation in the merger (the "Merger") and wholly owned subsidiary of New Alithya. At the effective time of the Merger, each share of the Company's Common Stock was cancelled and converted into the right to receive 1.1918 common shares in the share capital of New Alithya (rounded up to the nearest whole share). 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.