Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | President, International | 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 | 142,504 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Sale · Disposed 6,677 · Balance 142,504 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy husband | 114,920 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 114,920 |
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.
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 |
|---|---|---|---|---|---|---|
| April 12, 2022 Filed Feb 13, 2023 22:23 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008815 · doc5.xml · nonDerivative · entry 3 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437,987 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| April 12, 2022 Filed Feb 13, 2023 22:23 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008815 · doc5.xml · nonDerivative · entry 2 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,987 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| April 12, 2022 Filed Feb 13, 2023 22:23 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008815 · doc5.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457,987 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:07 UTC | American Well Corp AMWL · Entity 2112 | GrantPerformance Share Units · Derivative | 488,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015803 · doc4.xml · derivative · entry 4 Gotlib Phyllis · CIK 0001824038 · President, International 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 23:07 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 209,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015803 · doc4.xml · nonDerivative · entry 2 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,961 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 23:07 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 13,750 | $4.04 | $55,610.50 |
DisclosureSEC source: 0001209191-22-015803 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,776 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 September 3, 2021, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on March 1, 2022. Read SEC document |
| December 31, 2021 Filed Feb 4, 2022 22:41 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007288 · doc5.xml · nonDerivative · entry 3 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,526 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| December 31, 2021 Filed Feb 4, 2022 22:41 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007288 · doc5.xml · nonDerivative · entry 2 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,526 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| December 31, 2021 Filed Feb 4, 2022 22:41 UTC | American Well Corp AMWL · Entity 2112 | GiftClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007288 · doc5.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,526 F1 · shares: Represents gift of Class A Common Stock by reporting person to her adult child. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 22:25 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 13,750 | $6.39 | $87,797.88 |
DisclosureSEC source: 0001209191-21-067923 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 464,526 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 September 3, 2021, and 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 effected pursuant to the terms of a Rule 10b5-1 trading plan adopted by the reporting person on September 3, 2021, and 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 |
| September 01, 2021 Filed Sep 3, 2021 17:09 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 14,632 | $10.65 | $155,779.59 |
DisclosureSEC source: 0001209191-21-054676 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,276 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 September 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 September 1, 2021. Read SEC document |
| April 15, 2021 Filed Apr 27, 2021 21:16 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 135,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028608 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,908 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 22:03 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 13,750 | $24.47 | $336,462.50 |
DisclosureSEC source: 0001209191-21-016981 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,250 Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 22:51 UTC | American Well Corp AMWL · Entity 2112 | Exercise / conversionStock Options · Derivative | 50,000 | $0.00 Strike: $5.56 | $0.00 |
DisclosureSEC source: 0001209191-21-004948 · doc4.xml · derivative · entry 4 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,000 Underlying: Class A Common Stock · 50,000 shares Expires 2028-10-25 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 October 25, 2018 and vest over a four-year period from January 1, 2018, 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 20, 2021 Filed Jan 22, 2021 22:51 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 50,000 | $26.43 | $1,321,375.00 |
DisclosureSEC source: 0001209191-21-004948 · doc4.xml · nonDerivative · entry 2 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 Read SEC document |
| January 20, 2021 Filed Jan 22, 2021 22:51 UTC | American Well Corp AMWL · Entity 2112 | Exercise / conversionClass A Common Stock | 50,000 | $5.56 | $278,000.00 |
DisclosureSEC source: 0001209191-21-004948 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,000 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 |
| December 01, 2020 Filed Apr 5, 2021 22:19 UTC | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 13,750 | $25.81 | $354,887.50 |
DisclosureSEC source: 0001209191-21-025376 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,500 Read SEC document |
| October 30, 2020 Filed Dec 3, 2020 22:38 UTC Amendment | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 440,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061566 · doc4a.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 F1 · date: The transaction date is being amended to correct an administrative error. F2 · shares: The vesting schedule is being amended to correct an administrative error. F3 · shares: Represents a grant of restricted stock units, of which 25% vested on the grant date with the remaining vesting in equal quarterly installments over a three-year period, with the first tranche vesting on December 1, 2020 and the last tranche vesting on September 1, 2023. Read SEC document |
| October 30, 2020 Filed Apr 5, 2021 22:05 UTC Amendment | American Well Corp AMWL · Entity 2112 | Tax withholdingClass A Common Stock | 55,000 | $25.81 | $1,419,550.00 |
DisclosureSEC source: 0001209191-21-025350 · doc4a.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,000 F1 · shares: This amendment is being filed to report the withholding of shares to cover taxes in connection with the vesting and settlement of restricted stock units on October 30, 2020, which was inadvertently omitted from the Form 4 originally filed by the Reporting Person on October 27, 2020 and subsequently amended on December 3, 2020. The number of securities reported in Column 5 reflects the Reporting Person's beneficial ownership immediately following the share withholding. Read SEC document |
| October 23, 2020 Filed Oct 27, 2020 22:22 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 440,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055982 · doc4.xml · nonDerivative · entry 1 Gotlib Phyllis · CIK 0001824038 · President, International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 F1 · shares: Represents a grant of restricted stock units, of which 25% vested on August 12, 2020 with the remaining vesting in equal quarterly installments over a three-year period from August 12, 2020. 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.