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Shepardson Robert

Disclosed activity across 1 company

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87057
SEC CIK
0001884310

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
American Well CorpAMWL · Entity 2112Chief Financial OfficerOctober 01, 2024October 03, 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 October 01, 2024 · Filed October 03, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect112,116 Reported balance After 2024-10-01 transaction · row 1
1 source row

Row 1 · 2024-10-01 · Sale · Disposed 876 · Balance 112,116

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, 2024. 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, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2024 Filed Oct 3, 2024 21:03 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 876 $9.15 $8,019.17
Disclosure

SEC source: 0000950170-24-112470 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,116

F1 · kind: 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, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
September 03, 2024 Filed Sep 5, 2024 22:49 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 5,177 $7.87 $40,752.83
Disclosure

SEC source: 0000950170-24-104171 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,992

F1 · kind: 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 September 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

F2 · balance_after: On July 10, 2024, the issuer effected a 1-for-20 reverse split of the issuer's common stock, resulting in proportionate adjustments to the number of shares of Class A common stock beneficially owned by the reporting person, including shares underlying outstanding restricted stock units ("RSUs"). Accordingly, the securities reported on this Form 4 have been adjusted to reflect the 1-for-20 reverse stock split.

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July 01, 2024 Filed Jul 2, 2024 20:53 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 17,520 $0.30 $5,319.07
Disclosure

SEC source: 0000950170-24-080627 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,363,399

F1 · kind: 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 July 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
June 03, 2024 Filed Jun 5, 2024 20:49 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 103,495 $0.41 $42,909.03
Disclosure

SEC source: 0000950170-24-069390 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,380,919

F1 · kind: 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 June 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 21:05 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 7,569 $0.77 $5,844.02
Disclosure

SEC source: 0000950170-24-041246 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,784,414

F1 · kind: 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 April 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:37 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 68,303 $1.07 $73,179.83
Disclosure

SEC source: 0000950170-24-026087 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,776,845

F1 · kind: 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 March 1, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
February 23, 2024 Filed Feb 23, 2024 22:04 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 319,214 $1.09 $348,485.92
Disclosure

SEC source: 0000950170-24-019477 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,845,148

F1 · kind: 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 February 22, 2024. The sales were effected through and automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:06 UTC American Well Corp AMWL · Entity 2112 GrantClass A Common Stock 2,171,646 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-018906 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,164,362

F1 · shares: Represents a grant of restricted stock units, with 25% of the RSUs shall vest two (2) days after the date of grant. The remaining RSUs shall vest in equal increments every three (3) months thereafter (beginning on the first calendar day of the month following the date that is three months following the date of grant) for three (3) years, until such RSU is vested in full on the first day of the calendar month following the three (3) year anniversary of the date of grant.

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January 02, 2024 Filed Jan 4, 2024 21:34 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 8,414 $1.49 $12,552.01
Disclosure

SEC source: 0000950170-24-001934 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 992,716

F1 · kind: 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 January 1, 2024. The sales were effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
December 01, 2023 Filed Dec 5, 2023 21:39 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,990 $1.26 $31,564.87
Disclosure

SEC source: 0000950170-23-068212 · ownership.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,001,130

F1 · kind: 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 December 1, 2023. 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
October 02, 2023 Filed Oct 4, 2023 21:17 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 7,566 $1.12 $8,470.14
Disclosure

SEC source: 0001209191-23-052045 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,026,120

F1 · kind: 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, 2023. 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
September 01, 2023 Filed Sep 6, 2023 21:46 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,989 $1.50 $37,446.02
Disclosure

SEC source: 0001209191-23-048485 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,033,686

F1 · kind: 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 September 1, 2023. The sales were effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
July 03, 2023 Filed Jul 6, 2023 21:31 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 7,563 $2.11 $15,970.79
Disclosure

SEC source: 0001209191-23-041631 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,058,675

F1 · kind: 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 July 1, 2023. The sales were effected through an automatic "sell to cover" transaction that did not represent a discretionary trade by the reporting person.

Read SEC document
June 01, 2023 Filed Jun 5, 2023 21:41 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,987 $2.26 $56,345.69
Disclosure

SEC source: 0001209191-23-034543 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,066,238

F1 · kind: 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 June 1, 2023. 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 10, 2023 Filed Mar 13, 2023 21:35 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 20,000 $2.36 $47,178.00
Disclosure

SEC source: 0001209191-23-018240 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,091,225

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 August 9, 2022, as amended on November 11, 2022.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:19 UTC American Well Corp AMWL · Entity 2112 GrantPerformance Share Units · Derivative 274,378 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015774 · doc4.xml · derivative · entry 3

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,378

Underlying: Class A Common Stock · 274,378 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, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price 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, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price 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, 2026, and may be earned between 0%-150% of target levels, based upon the Issuer's achievement of specified stock price performance thresholds, subject to the reporting person's continued employment through the date on which performance is certified.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:19 UTC American Well Corp AMWL · Entity 2112 GrantClass A Common Stock 274,378 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015774 · doc4.xml · nonDerivative · entry 2

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,111,225

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, 2023 Filed Mar 3, 2023 22:19 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 56,858 $2.74 $156,035.41
Disclosure

SEC source: 0001209191-23-015774 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 836,847

F1 · kind: 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 March 1, 2023. 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
December 12, 2022 Filed Dec 14, 2022 00:37 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 20,000 $3.25 $64,932.00
Disclosure

SEC source: 0001209191-22-061078 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 893,705

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 August 9, 2022, as amended on November 11, 2022.

Read SEC document
December 01, 2022 Filed Dec 5, 2022 22:40 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,987 $3.72 $92,956.64
Disclosure

SEC source: 0001209191-22-059801 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 913,705

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 December 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
September 08, 2022 Filed Sep 12, 2022 22:15 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 20,000 $4.05 $80,956.00
Disclosure

SEC source: 0001209191-22-049587 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 918,692

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 August 9, 2022.

Read SEC document
September 01, 2022 Filed Sep 7, 2022 00:37 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,597 $4.28 $105,316.97
Disclosure

SEC source: 0001209191-22-048913 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 938,692

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, 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
June 01, 2022 Filed Jun 3, 2022 12:08 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 24,986 $3.57 $89,215.01
Disclosure

SEC source: 0001209191-22-033788 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 963,289

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 June 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 23:15 UTC American Well Corp AMWL · Entity 2112 GrantPerformance Share Units · Derivative 488,099 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-015841 · doc4.xml · derivative · entry 3

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

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 23:15 UTC American Well Corp AMWL · Entity 2112 GrantClass A Common Stock 209,185 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-015841 · doc4.xml · nonDerivative · entry 2

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 988,275

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 23:15 UTC American Well Corp AMWL · Entity 2112 SaleClass A Common Stock 27,209 $3.94 $107,192.58
Disclosure

SEC source: 0001209191-22-015841 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 779,090

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
November 01, 2021 Filed Nov 3, 2021 21:56 UTC American Well Corp AMWL · Entity 2112 Tax withholdingClass A Common Stock 115,540 $9.00 $1,039,860.00
Disclosure

SEC source: 0001209191-21-062769 · doc4.xml · nonDerivative · entry 2

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 806,299

Read SEC document
November 01, 2021 Filed Nov 3, 2021 21:56 UTC American Well Corp AMWL · Entity 2112 GrantClass A Common Stock 921,839 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-062769 · doc4.xml · nonDerivative · entry 1

Shepardson Robert · CIK 0001884310 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 921,839

F1 · shares: Represents a grant of restricted stock units, with 25% vesting upon the grant date, and the remaining vesting every 3 months thereafter over a four-year period (beginning on the first calendar day of the month following the date that is three months following 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.