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 |
| Orion Acquisition Corp.OHPA · Entity 126732 | Director | February 24, 2022 | February 28, 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 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 69,054 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 14,501 · Balance 69,054 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.
Orion Acquisition Corp.
Report date February 24, 2022 · Filed February 28, 2022
This filing explicitly reported no securities owned.
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, 2026 Filed Jun 18, 2026 21:17 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 14,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-276107 · ownership.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,054 F1 · kind: 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 |
| June 11, 2026 Filed Jun 15, 2026 21:22 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 9,750 | $8.76 | $85,449.00 |
DisclosureSEC source: 0001193125-26-271312 · ownership.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,553 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 February 17, 2026, and was made in order to pay the tax liablility arising from the vesting and settlement of restricted stock units on June 11, 2026. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:51 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 27,855 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086331 · ownership.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,303 F1 · kind: 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 |
| June 18, 2024 Filed Jun 20, 2024 21:01 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 543,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-075720 · ownership.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728,969 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 |
| June 22, 2023 Filed Jun 26, 2023 21:08 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 91,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039749 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,196 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, 2022 Filed Nov 3, 2022 21:54 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 1,808 | $3.97 | $7,175.95 |
DisclosureSEC source: 0001209191-22-055617 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,453 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 21, 2021, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on November 2, 2022. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 00:47 UTC | American Well Corp AMWL · Entity 2112 | SaleClass A Common Stock | 5,054 | $4.13 | $20,893.74 |
DisclosureSEC source: 0001209191-22-037656 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,261 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 21, 2021, and was made in order to pay the tax liability arising from the vesting and settlement of restricted stock units on June 15, 2022. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 20:53 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 50,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036992 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,315 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 |
| June 15, 2021 Filed Jun 17, 2021 21:19 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 14,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041544 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · 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 22:55 UTC | American Well Corp AMWL · Entity 2112 | GrantClass A Common Stock | 15,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-056964 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · 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 23:59 UTC | American Well Corp AMWL · Entity 2112 | PurchaseClass A Common Stock | 20,000 | $18.00 | $360,000.00 |
DisclosureSEC source: 0001209191-22-025468 · doc4.xml · nonDerivative · entry 1 Schlegel Stephen J. · CIK 0001824183 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,938 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.