Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Well CorpAMWL · Entity 2112 | Chief Financial Officer | October 01, 2024 | October 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 112,116 |
Reported balance
After 2024-10-01 transaction · row 1
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.