Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | Director | June 16, 2026 | June 18, 2026 |
| Hims & Hers Health, Inc.HIMS · Entity 1878 | Director | August 12, 2026 | August 14, 2026 |
| SIM Acquisition Corp. ISIMA · Entity 9120 | Director | July 09, 2024 | July 10, 2024 |
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 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 71,193 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 14,501 · Balance 71,193 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Hims & Hers Health, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 8,223 |
Reported balance
After 2026-08-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 8,223 · Balance 8,223 F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. Subject to continuous service, the RSUs will vest in full on the first Company quarterly vesting date to occur after the earlier of (x) the date of the Company's next-occurring annual stockholder meeting or (y) the first anniversary of the grant date of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. Subject to continuous service, the RSUs will vest in full on the first Company quarterly vesting date to occur after the earlier of (x) the date of the Company's next-occurring annual stockholder meeting or (y) the first anniversary of the grant date of the award.
SIM Acquisition Corp. I
Report date July 09, 2024 · Filed July 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-07-09 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As further described in the issuer's registration statement on Form S-1, (File No. 333-280274) (the "Registration Statement"), under the heading "Description of Securities - Founder Shares", the Class B ordinary shares of the issuer will automatically convert into Class A ordinary shares of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holders of Class B ordinary shares, on a one-for-one basis. The Class B Ordinary Shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As further described in the issuer's registration statement on Form S-1, (File No. 333-280274) (the "Registration Statement"), under the heading "Description of Securities - Founder Shares", the Class B ordinary shares of the issuer will automatically convert into Class A ordinary shares of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holders of Class B ordinary shares, on a one-for-one basis. The Class B Ordinary Shares have no expiration date.
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 16, 2021 Filed Jul 23, 2021 00:16 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | Exercise / conversionClass A Common Stock | 565 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-029559 · doc4.xml · nonDerivative · entry 2 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,389 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 · price: The Reporting Person is hereby disclosing a delinquent Form 4. The Reporting Person's Restricted Stock Units ("RSUs") represent a contingent right to receive one share of Class A Common Stock for each RSU. The shares were issued pursuant to vested RSUs released on May 20, 2021. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:51 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 14,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041481 · doc4.xml · nonDerivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · 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 |
| May 20, 2021 Filed Jul 23, 2021 00:16 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | Exercise / conversionRestricted Stock Unit · Derivative | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029559 · doc4.xml · derivative · entry 4 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121 Underlying: Class A Common Stock · 55 shares Expires not disclosed 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_price: The Reporting Person is hereby disclosing a delinquent Form 4. The Reporting Person's Restricted Stock Units ("RSUs") represent a contingent right to receive one share of Class A Common Stock for each RSU. The shares were issued pursuant to vested RSUs released on May 20, 2021. F3 · derivative.exercise_date: The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F3 · derivative.expiration_date: The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. Read SEC document |
| May 20, 2021 Filed Jul 23, 2021 00:16 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | Exercise / conversionRestricted Stock Unit · Derivative | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-029559 · doc4.xml · derivative · entry 3 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 Underlying: Class A Common Stock · 2,769 shares Expires not disclosed 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_price: The Reporting Person is hereby disclosing a delinquent Form 4. The Reporting Person's Restricted Stock Units ("RSUs") represent a contingent right to receive one share of Class A Common Stock for each RSU. The shares were issued pursuant to vested RSUs released on May 20, 2021. F3 · derivative.exercise_date: The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F3 · derivative.expiration_date: The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. Read SEC document |
| May 20, 2021 Filed Jul 23, 2021 00:16 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | Exercise / conversionClass A Common Stock | 2,824 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-029559 · doc4.xml · nonDerivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 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 · price: The Reporting Person is hereby disclosing a delinquent Form 4. The Reporting Person's Restricted Stock Units ("RSUs") represent a contingent right to receive one share of Class A Common Stock for each RSU. The shares were issued pursuant to vested RSUs released on May 20, 2021. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 21:20 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | GrantRestricted Stock Unit · Derivative | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-014227 · doc4.xml · derivative · entry 2 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176 Underlying: Class A Common Stock · 176 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 21:20 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | GrantRestricted Stock Unit · Derivative | 8,862 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-014227 · doc4.xml · derivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,862 Underlying: Class A Common Stock · 8,862 shares Expires not disclosed F1 · derivative.exercise_price: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F1 · derivative.exercise_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. F1 · derivative.expiration_date: The Reporting Person was granted Restricted Stock Units ("RSUs") which represent a contingent right to receive one share of Class A Common Stock for each RSU. The RSUs are subject to a service-based vesting requirement, which shall be satisfied over a four-year period, with 6.25% of the RSUs vesting on the specified dates of March 15, June 15, September 15 and December 15 (each, a "Company Quarterly Vesting Date") occurring on or after December 15, 2019, subject to the Reporting Person's continuous service with the issuer. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 02:30 UTC | Hims & Hers Health, Inc. HIMS · Entity 1878 | GrantStock Option (right to buy) · Derivative | 90,596 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0000899243-21-003101 · doc4.xml · derivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,596 Underlying: Class A Common Stock · 90,596 shares Expires 2029-11-05 F1 · derivative.exercise_date: The Stock Option was received in exchange for an option to purchase 200,000 shares of Class A Common Stock of Hims, Inc, with an exercise price of $0.79, in connection with the merger described in that certain Agreement and Plan of Merger, dated as of September 30, 2020, by and among Oaktree Acquisition Corp., now known as Hims & Hers Health, Inc. The Stock Option vests with respect to 1/48th of the shares subject to the Stock Option when the Reporting Person completes each month of continuous service beginning November 6, 2019. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 22:16 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 15,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056940 · doc4.xml · nonDerivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · 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 23:53 UTC | American Well Corp AMWL · Entity 2112 | PurchaseClass A Common Stock | 200 | $18.00 | $3,600.00 |
DisclosureSEC source: 0001209191-22-025462 · doc4.xml · nonDerivative · entry 1 Cosgrove Delos M. · CIK 0001824222 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,138 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.