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American Well Corporation (AMWL)

USD11.03 +0.15 (+1.38%)
US NYSE Healthcare Medical - Healthcare Information Services
Address 75 State Street 2109
Boston, MA, US
CEO Ido Schoenberg
IPO 2020-09-17
CIK 1393584 ISIN US03044L2043

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Description

American Well Corporation, an enterprise platform and software company, delivers digitally enabling hybrid care in the United States and internationally. The company offers Amwell Platform, a cloud-based enablement platform, digitally enables a scalable healthcare experience across all care settings; Amwell Carepoint, a device enable healthcare providers to leverage proprietary carts and transform existing tablets and TVs into digital access points in clinical settings; Amwell Converge, a platform and wraparound services of digital care into the in-person, automated, and virtual care settings; and Behavioral Health, a platform that offer students and faculty the right level of care. It also provides specialty care programs, including dermatology, musculoskeletal care, second opinion, and cardiometabolic care for patients and members; Amwell Medical Group network services consisting of primary and urgent care, behavioral health therapy, lactation counseling, and nutrition services. Further, it provides professional services to facilitate implementation, workflow design, systems integration, and service expansion for its products, as well as patient and provider engagement services. The company sells its products through field sales professionals, channel partners, and value-added resellers. It serves providers, payers, and the government, as well as the higher education sector. American Well Corporation was incorporated in 2006 and is headquartered in Boston, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.03 +0.15 (+1.38%)
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Volume Profile
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Liquidity & share structure
Average Volume
80.1K
Beta
1.70
Float Shares
13.39M
Free Float %
80.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.19% +8.98% +52.02% +82.22% +91.97% +60.69% +9.43% -80.76% -96.92% -98.29% -98.29%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Hold
Price Targets & DCF
Current price
11.03
Low 5.00 -54.7%
Consensus 5.75 -47.9%
Median 5.75 -47.9%
High 6.50 -41.1%
DCF (Levered) 4.52 -59.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 14% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 6 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
6.50
-41.1%
Last Quarter 2
5.75
-47.9%
Last Year 3
5.83
-47.1%
All Time 9
102.38
+828.2%
Quality scores
Altman Z-Score
-7.46
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    -2.0% Q1'26: -17.9% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +57.1% Q1'26: +44.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -39.5% Q1'26: -1.8% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -42.2% Q1'26: -23.6% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -150.4% Q1'26: -79.8% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +7.0% Q1'26: +5.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    -0.06× Q1'26: -0.19× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.53) × ERP
WACC = 97% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 11.03
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
2 EPS Ana.
Dec 2027
5 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
245.27M
est: 238.69M (+2.8%)
252.79M
est: 248.95M (+1.5%)
277.19M
est: 276.06M (+0.4%)
259.05M
est: 254.91M (+1.6%)
254.36M
est: 249.88M (+1.8%)
249.33M
est: 246.57M (+1.1%)
201.98M
200.37M – 203.59M
-18.1% YoY
208.46M
201.06M – 218.28M
+3.2% YoY
216.66M
212.55M – 220.78M
+3.9% YoY
217.52M
211.79M – 225.17M
+0.4% YoY
228.21M
222.19M – 236.22M
+4.9% YoY
EBITDA
-217.28M
est: -194.55M (-11.7%)
-163.06M
est: -198.38M (+17.8%)
-249.69M
est: -223.03M (-12.0%)
-224.15M
est: -174.50M (-28.5%)
-184.56M
est: -171.05M (-7.9%)
-71.31M
est: -168.79M (+57.7%)
-138.26M
-139.37M – -137.16M
+18.1% YoY
-142.70M
-149.42M – -137.64M
-3.2% YoY
-148.31M
-151.13M – -145.50M
-3.9% YoY
-148.90M
-154.14M – -144.98M
-0.4% YoY
-156.22M
-161.71M – -152.10M
-4.9% YoY
EBIT
-227.43M
est: -210.76M (-7.9%)
-179.15M
est: -216.20M (+17.1%)
-275.85M
est: -282.21M (+2.3%)
-255.66M
est: -202.31M (-26.4%)
-217.53M
est: -198.32M (-9.7%)
-105.27M
est: -195.69M (+46.2%)
-160.30M
-161.58M – -159.02M
+18.1% YoY
-165.45M
-173.23M – -159.57M
-3.2% YoY
-171.95M
-175.22M – -168.69M
-3.9% YoY
-172.64M
-178.70M – -168.08M
-0.4% YoY
-181.11M
-187.48M – -176.34M
-4.9% YoY
Net Income
-224.43M
est: -424.04M (+47.1%)
-176.33M
est: -213.14M (+17.3%)
-270.43M
est: -276.44M (+2.2%)
-675.16M
est: -340.80M (-98.1%)
-208.14M
est: -210.71M (+1.2%)
-95.70M
est: -99.50M (+3.8%)
-55.32M
-56.79M – -52.45M
+44.4% YoY
-40.26M
-41.86M – -38.65M
+27.2% YoY
-26.96M
-29.08M – -24.84M
+33.0% YoY
-17.65M
-18.46M – -17.05M
+34.5% YoY
-11.39M
-11.91M – -11.00M
+35.5% YoY
SGA
221.34M
est: 180.28M (+22.8%)
160.78M
est: 193.13M (-16.8%)
227.98M
est: 227.82M (+0.1%)
213.11M
est: 182.72M (+16.6%)
197.45M
est: 179.12M (+10.2%)
131.31M
est: 176.74M (-25.7%)
144.78M
143.63M – 145.94M
-18.1% YoY
149.43M
144.12M – 156.46M
+3.2% YoY
155.30M
152.35M – 158.25M
+3.9% YoY
155.92M
151.81M – 161.40M
+0.4% YoY
163.58M
159.26M – 169.33M
+4.9% YoY
EPS
-45.32
est: -28.27 (-60.3%)
-13.88
est: -15.79 (+12.1%)
-19.68
est: -20.47 (+3.9%)
-47.50
est: -21.12 (-124.9%)
-13.88
est: -13.23 (-4.9%)
-5.96
est: -6.17 (+3.3%)
-3.38
-3.54 – -3.27
+45.1% YoY
-2.49
-2.61 – -2.41
+26.3% YoY
-1.68
-1.81 – -1.55
+32.6% YoY
-1.10
-1.15 – -1.06
+34.5% YoY
-0.71
-0.74 – -0.69
+35.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 TD Cowen Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-08 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-07 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-30 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-29 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-28 B- 2/5 3/5 1/5 1/5 3/5 1/5 5/5
2026-04-27 B- 3/5 4/5 1/5 1/5 3/5 1/5 5/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 2/5 1/5 5/5
2026-04-23 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-22 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-21 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-20 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-17 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5
2026-04-16 B- 2/5 4/5 1/5 1/5 2/5 1/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-45.65M
OE per share TTM
-2.80
Owner's Yield
-34.87%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
4.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
6
Total invested
312.7K
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 16.85M 7.41% 127.0K 272.2K IA Pennsylvania 2022-02-09
2 2 16.55M 7.60% 16.55M 16.55M IN United States 2021-02-16
3 Caledonia (Private) Investments Pty Limited 16.38M 7.20% 16.38M 16.38M IA Australia 2022-02-15
4 Ido Schoenberg 15.84M 6.50% 15.84M 15.84M IN 2022-02-14
5 (1) BlackRock, Inc. 13.24M 5.80% 12.84M 13.24M HC Delaware 2022-02-04
6 Richard Mashaal 12.16M 5.05% 12.16M HC, IN Delaware 2022-10-14
7 Senvest Management, LLC 12.16M 5.05% 12.16M IA, OO Delaware 2022-10-14
8 Morgan Stanley 1.17M 8.80% 1.17M 13.00 HC, CO Delaware. 2024-11-06
9 Morgan Stanley Capital Services LLC 1.17M 8.80% 13.00 BD, CO Delaware. 2024-11-06

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
6
-54 vs prev Q
New positions
1
Closed positions
53
Increased
3
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MORGAN STANLEY 1.17M -62.0K (-5.0%) 5.77M -1.8M (-24.2%) 7.16% -0.619 pp 0.00% 0.000 pp USD9.38 -47.7% 6 qtrs
2 VANGUARD GROUP INC 612.6K -37.5K (-5.8%) 3.01M -990.2K (-24.8%) 3.74% -0.355 pp 0.00% +0.000 pp USD9.37 -47.6% 6 qtrs
3 CABLE CAR CAPITAL LLC 553.3K +553.3K (+100.0%) 2.72M +2.7M (+100.0%) 3.37% +3.374 pp 0.09% +0.090 pp USD4.91 +0.0% 1 qtrs NEW
4 ACADIAN ASSET MANAGEMENT LLC 408.6K +158.9K (+63.6%) 2.00M +469.0K (+30.6%) 2.52% +0.949 pp 0.00% +0.001 pp USD7.10 -30.8% 6 qtrs
5 BLACKROCK, INC. 405.9K +129.2K (+46.7%) 1.99M +291.0K (+17.1%) 2.48% +0.734 pp 0.00% +0.000 pp USD7.76 -36.7% 6 qtrs
6 SENVEST MANAGEMENT, LLC 362.7K -907.8K (-71.5%) 1.78M -6.0M (-77.2%) 2.24% -5.757 pp 0.06% -0.196 pp USD9.39 -47.7% 6 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 197.8K -2.7K (-1.3%) 971.3K -261.9K (-21.2%) 1.21% -0.056 pp 0.00% 0.000 pp USD9.06 -45.8% 6 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 152.7K +3.5K (+2.3%) 750.1K -168.2K (-18.3%) 0.93% -0.008 pp 0.00% +0.000 pp USD9.22 -46.7% 6 qtrs
9 ROCK POINT ADVISORS, LLC 133.6K -125.6K (-48.5%) 655.9K -938.0K (-58.8%) 0.82% -0.807 pp 0.16% -0.258 pp USD3.33 +47.4% 7 qtrs
10 JANE STREET GROUP, LLC 123.1K +90.3K (+275.7%) 604.5K +403.0K (+200.0%) 0.75% +0.545 pp 0.00% +0.000 pp USD5.76 -14.8% 6 qtrs
11 JACOBS LEVY EQUITY MANAGEMENT, INC 119.8K +119.8K (+100.0%) 588.5K +588.5K (+100.0%) 0.73% +0.731 pp 0.00% +0.002 pp USD4.91 +0.0% 1 qtrs NEW
12 SQUAREPOINT OPS LLC 115.1K +49.1K (+74.5%) 565.0K +159.5K (+39.3%) 0.72% +0.302 pp 0.00% +0.000 pp USD6.44 -23.8% 4 qtrs
13 TWO SIGMA INVESTMENTS, LP 108.9K +62.6K (+135.1%) 534.9K +250.0K (+87.7%) 0.66% +0.373 pp 0.00% +0.000 pp USD6.42 -23.5% 6 qtrs
14 DIMENSIONAL FUND ADVISORS LP 87.8K -9.6K (-9.9%) 430.9K -168.1K (-28.1%) 0.54% -0.072 pp 0.00% +0.000 pp USD8.18 -40.0% 6 qtrs
15 TWO SIGMA ADVISERS, LP 87.7K +44.6K (+103.6%) 430.4K +165.5K (+62.5%) 0.53% +0.264 pp 0.00% +0.000 pp USD6.48 -24.2% 6 qtrs
16 MARSHALL WACE, LLP 87.4K +38.0K (+76.9%) 429.4K +125.4K (+41.2%) 0.53% +0.222 pp 0.00% +0.000 pp USD6.19 -20.7% 6 qtrs
17 CITADEL ADVISORS LLC 86.2K +86.2K (+100.0%) 423.4K +423.4K (+100.0%) 0.53% +0.526 pp 0.00% +0.000 pp USD4.91 +0.0% 3 qtrs
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 78.0K +— (+0.0%) 382.9K -96.7K (-20.2%) 0.48% -0.015 pp 0.01% -0.002 pp USD8.85 -44.5% 6 qtrs
19 MONACO ASSET MANAGEMENT SAM 68.9K +68.9K (+100.0%) 338.5K +338.5K (+100.0%) 0.43% +0.425 pp 0.06% +0.059 pp USD4.91 +0.0% 1 qtrs NEW
20 GSA CAPITAL PARTNERS LLP 64.6K +36.6K (+130.4%) 317.0K +144.0K (+83.2%) 0.40% +0.222 pp 0.03% +0.013 pp USD5.45 -9.9% 2 qtrs
21 GOLDMAN SACHS GROUP INC 64.1K +22.8K (+55.4%) 314.8K +61.0K (+24.0%) 0.39% +0.131 pp 0.00% +0.000 pp USD6.19 -20.7% 5 qtrs
22 STATE STREET CORP 52.3K +3.8K (+7.8%) 256.8K -41.5K (-13.9%) 0.32% +0.014 pp 0.00% +0.000 pp USD9.02 -45.6% 6 qtrs
23 HSBC HOLDINGS PLC 46.6K +30.3K (+186.6%) 224.0K +124.9K (+126.0%) 0.28% +0.182 pp 0.00% +0.000 pp USD5.34 -8.1% 2 qtrs
24 XTX TOPCO LTD 43.8K +43.8K (+100.0%) 215.0K +215.0K (+100.0%) 0.27% +0.267 pp 0.01% +0.006 pp USD4.91 +0.0% 1 qtrs NEW
25 HIGHTOWER ADVISORS, LLC 37.5K +— (+0.0%) 184.0K -46.5K (-20.2%) 0.23% -0.005 pp 0.00% 0.000 pp USD9.48 -48.2% 6 qtrs
26 NORTHERN TRUST CORP 28.9K +— (+0.0%) 141.8K -35.8K (-20.2%) 0.18% -0.002 pp 0.00% +0.000 pp USD9.33 -47.4% 6 qtrs
27 WHETSTONE CAPITAL ADVISORS, LLC 25.0K +25.0K (+100.0%) 122.8K +122.8K (+100.0%) 0.15% +0.152 pp 0.04% +0.038 pp USD4.91 +0.0% 1 qtrs NEW
28 BARCLAYS PLC 24.0K +16.9K (+238.3%) 118.1K +50.7K (+75.2%) 0.15% +0.102 pp 0.00% +0.000 pp USD5.88 -16.5% 6 qtrs
29 PRELUDE CAPITAL MANAGEMENT, LLC 20.6K +6.6K (+47.1%) 101.2K +15.0K (+17.5%) 0.13% +0.038 pp 0.01% +0.001 pp USD5.75 -14.6% 2 qtrs
30 NEWEDGE ADVISORS, LLC 16.6K +16.6K (+100.0%) 81.5K +81.5K (+100.0%) 0.10% +0.101 pp 0.00% +0.000 pp USD4.91 +0.0% 1 qtrs NEW
31 PRICE T ROWE ASSOCIATES INC /MD/ 15.5K +— (+0.0%) 77.0K -19.0K (-19.8%) 0.09% -0.003 pp 0.00% +0.000 pp USD0.32 +1,434.4% 7 qtrs
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.1K -23.3K (-60.6%) 74.4K -161.8K (-68.5%) 0.09% -0.149 pp 0.00% +0.000 pp USD8.09 -39.3% 6 qtrs
33 OCCUDO QUANTITATIVE STRATEGIES LP 15.1K +15.1K (+100.0%) 74.1K +74.1K (+100.0%) 0.09% +0.092 pp 0.01% +0.005 pp USD4.91 +0.0% 1 qtrs NEW
34 WELLS FARGO & COMPANY/MN 15.0K -1.7K (-10.1%) 73.5K -28.9K (-28.2%) 0.09% -0.014 pp 0.00% +0.000 pp USD8.77 -44.0% 6 qtrs
35 ALGERT GLOBAL LLC 14.1K +14.1K (+100.0%) 69.0K +69.0K (+100.0%) 0.09% +0.086 pp 0.00% +0.001 pp USD4.91 +0.0% 1 qtrs NEW
36 MILLENNIUM MANAGEMENT LLC 11.1K -33.8K (-75.4%) 54.3K -221.8K (-80.3%) 0.07% -0.215 pp 0.00% 0.000 pp USD9.23 -46.8% 6 qtrs
37 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 10.4K -5.2K (-33.3%) 51.2K -44.9K (-46.7%) 0.06% -0.034 pp 0.00% 0.000 pp USD7.90 -37.8% 3 qtrs
38 WALLEYE TRADING LLC 10.4K +10.4K (+100.0%) 51.1K +51.1K (+100.0%) 0.06% +0.065 pp 0.00% +0.000 pp USD4.91 +0.0% 1 qtrs NEW
39 SAPIENT CAPITAL LLC 10.0K +— (+0.0%) 48.0K -14.2K (-22.8%) 0.06% -0.001 pp 0.00% 0.000 pp USD7.88 -37.7% 4 qtrs
40 BANK OF AMERICA CORP /DE/ 4.7K +3.5K (+314.2%) 22.9K +16.0K (+230.7%) 0.03% +0.021 pp 0.00% +0.000 pp USD5.54 -11.4% 6 qtrs
41 UBS GROUP AG 4.3K -127.0 (-2.9%) 21.2K -6.1K (-22.4%) 0.03% -0.002 pp 0.00% +0.000 pp USD7.56 -35.1% 6 qtrs
42 JPMORGAN CHASE & CO 2.8K -4.1K (-59.4%) 13.6K -28.4K (-67.6%) 0.02% -0.026 pp 0.00% +0.000 pp USD8.04 -38.9% 6 qtrs
43 TOWER RESEARCH CAPITAL LLC (TRC) 1.5K +1.2K (+494.0%) 7.3K +5.8K (+374.1%) 0.01% +0.008 pp 0.00% +0.000 pp USD5.58 -12.0% 6 qtrs
44 BNP PARIBAS ARBITRAGE, SNC 1.3K -298.0 (-18.9%) 6.3K -3.4K (-35.2%) 0.01% -0.002 pp 0.00% +0.000 pp USD9.48 -48.2% 6 qtrs
45 837.00 -79.0 (-8.6%) 4.1K -1.5K (-27.0%) 0.01% -0.001 pp 0.00% +0.000 pp USD9.10 -46.0% 6 qtrs
46 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 717.00 +— (+0.0%) 3.5K -890.0 (-20.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.48 -48.2% 6 qtrs
47 ROYAL BANK OF CANADA 576.00 +576.0 (+100.0%) 3.0K +3.0K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD4.91 +0.0% 6 qtrs
48 JONES FINANCIAL COMPANIES LLLP 514.00 +300.0 (+140.2%) 2.5K +1.2K (+90.2%) 0.00% +0.002 pp 0.00% +0.000 pp USD5.94 -17.3% 6 qtrs
49 RHUMBLINE ADVISERS 498.00 +— (+0.0%) 2.4K -617.0 (-20.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.48 -48.2% 6 qtrs
50 OPTIMA CAPITAL LLC 350.00 +350.0 (+100.0%) 1.7K +1.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD4.91 +0.0% 1 qtrs NEW
51 HARBOUR INVESTMENTS, INC. 233.00 -89.0 (-27.6%) 1.1K -836.0 (-42.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD9.47 -48.2% 6 qtrs
52 SBI SECURITIES CO., LTD. 105.00 +44.0 (+72.1%) 516.00 +141.0 (+37.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.26 -21.6% 5 qtrs
53 NATIONAL BANK OF CANADA /FI/ 53.00 +— (+0.0%) 260.00 -65.0 (-20.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.34 -47.4% 6 qtrs
54 UNION BANCAIRE PRIVEE, UBP SA 50.00 +50.0 (+100.0%) 240.00 +240.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.90 +0.2% 1 qtrs NEW
55 ADVISOR GROUP HOLDINGS, INC. 38.00 -98.0 (-72.1%) 186.00 -700.0 (-79.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD9.05 -45.7% 6 qtrs
56 PNC FINANCIAL SERVICES GROUP, INC. 10.00 +— (+0.0%) 49.00 -13.0 (-21.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.10 -19.5% 2 qtrs
57 FLAGSHIP HARBOR ADVISORS, LLC 8.00 +8.0 (+100.0%) 39.00 +39.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.88 +0.6% 1 qtrs NEW
58 BERNARD WEALTH MANAGEMENT CORP. 5.00 +— (+0.0%) 25.00 -6.0 (-19.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD7.20 -31.8% 5 qtrs
59 GAMMA INVESTING LLC -24.0 (-100.0%) -148.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
60 FMR LLC -59.0 (-100.0%) -363.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
61 SIMPLEX TRADING, LLC -1.8K (-100.0%) -11.0K (-100.0%) 0.00% -0.012 pp 0.00% +0.000 pp USD 6 qtrs SOLD
62 TD WATERHOUSE CANADA INC. -15.0 (-100.0%) -92.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
63 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH -10.0K (-100.0%) -61.5K (-100.0%) 0.00% -0.063 pp 0.00% 0.000 pp USD 2 qtrs SOLD
64 ENGINEERS GATE MANAGER LP -10.7K (-100.0%) -65.8K (-100.0%) 0.00% -0.067 pp 0.00% -0.001 pp USD 6 qtrs SOLD
65 CITIGROUP INC -1.0 (-100.0%) -6.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 6 qtrs SOLD
66 WEALTHSPIRE ADVISORS, LLC -60.0 (-100.0%) -369.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
67 CALEDONIA (PRIVATE) INVESTMENTS PTY LTD -640.0K (-100.0%) -3.9M (-100.0%) 0.00% -4.027 pp 0.00% -0.064 pp USD 6 qtrs SOLD
68 ADVISORY SERVICES NETWORK, LLC -53.0 (-100.0%) -326.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
69 QUBE RESEARCH & TECHNOLOGIES LTD -11.0K (-100.0%) -67.8K (-100.0%) 0.00% -0.069 pp 0.00% 0.000 pp USD 5 qtrs SOLD
70 INVESCO LTD. -14.4K (-100.0%) -88.7K (-100.0%) 0.00% -0.091 pp 0.00% +0.000 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 19 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 481.8K 0.60%
2 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 85.2K 0.34%
3 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 89.3K 0.25%
4 Dimensional - US Small Cap ETF DFAS 0.00% 445.9K 0.26%
5 Vanguard Extended Market ETF VXF 0.00% 1.55M 0.05%
6 U.S. Micro Cap Portfolio ETF DFMC 0.00% 103.2K 0.43%
7 Dimensional - US Sustainability Core 1 ETF DFSU 0.00% 11.5K 0.15%
8 Dimensional - US Core Equity 1 ETF DCOR 0.00% 13.5K 0.14%
9 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.7K 0.17%
10 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 8.6K 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
9.7K
Cash buys
Cash sales
3.00
Net activity
-9,664
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Zamansky Dmitry Officer S-Sale D Class A Common Stock 5,575 5.30 29.5K 241,080 D
2026-04-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 383 5.30 2.0K 10,616 D
2026-04-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,706 5.30 19.6K 163,004 D
2026-03-04 Zamansky Dmitry Officer A-Award A Class A Common Stock 50,413 0.00 246,655 D
2026-03-04 McNeice Paul Francis Officer A-Award A Class A Common Stock 8,066 0.00 10,999 D
2026-03-04 HIRSCHHORN MARK Officer A-Award A Class A Common Stock 50,413 0.00 253,999 D
2026-03-04 Gotlib Phyllis Officer A-Award A Class A Common Stock 50,413 0.00 166,710 D
2026-03-02 Zamansky Dmitry Officer S-Sale D Class A Common Stock 2,472 5.45 13.5K 196,242 D
2026-03-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 130 5.24 681.20 2,933 D
2026-03-02 HIRSCHHORN MARK Officer S-Sale D Class A Common Stock 10,796 5.24 56.6K 203,586 D
2026-03-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,573 5.24 18.7K 116,297 D
2026-01-02 Zamansky Dmitry Officer S-Sale D Class A Common Stock 6,243 4.85 30.3K 191,468 D
2026-01-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 384 4.85 1.9K 3,063 D
2026-01-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,707 4.85 18.0K 119,870 D
2025-12-18 Jackson Deborah C Director S-Sale D Class A Common Stock 600 4.71 2.8K 12 I
2025-12-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 113 4.06 458.47 3,447 D
2025-12-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,574 4.06 14.5K 123,577 D
2025-10-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 332 6.11 2.0K 3,560 D
2025-10-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,959 6.11 30.3K 127,151 D
2025-09-15 Jackson Deborah C Director S-Sale D Class A Common Stock 4,531 6.56 29.7K 39,132 D
2025-09-03 Zamansky Dmitry Officer S-Sale D Class A Common Stock 25,605 6.77 173.4K 197,711 D
2025-09-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 113 6.78 766.31 3,892 D
2025-09-02 Jackson Deborah C Director S-Sale D Class A Common Stock 4,531 6.79 30.8K 43,663 D
2025-09-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,781 6.78 32.4K 132,110 D
2025-08-19 Jackson Deborah C Director S-Sale D Class A Common Stock 4,531 7.10 32.2K 48,194 D
2025-08-13 Schoenberg Roy Director / Officer A-Award A Class A Common Stock 25,000 0.00 133,302 D
2025-08-13 Schoenberg Ido Director / Officer A-Award A Class A Common Stock 50,000 0.00 114,250 D
2025-07-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 331 8.63 2.9K 14,005 D
2025-07-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,958 8.63 42.8K 136,891 D
2025-06-11 Slavin Peter L. Director A-Award A Class A Common Stock 20,891 0.00 56,561 D
2025-06-11 Schlegel Stephen J. Director A-Award A Class A Common Stock 27,855 0.00 64,303 D
2025-06-11 Ross Derek Director A-Award A Class A Common Stock 20,891 0.00 56,682 D
2025-06-11 Jackson Deborah C Director A-Award A Class A Common Stock 20,891 0.00 52,725 D
2025-06-11 Goldwasser Rivka Director A-Award A Class A Common Stock 24,373 0.00 91,360 D
2025-06-11 Cosgrove Delos M. Director A-Award A Class A Common Stock 20,891 0.00 56,692 D
2025-06-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 113 6.61 747.38 14,366 D
2025-06-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,782 6.61 31.6K 141,849 D
2025-05-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 8 7.21 57.66 14,479 D
2025-05-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 299 7.21 2.2K 146,631 D
2025-04-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 96 7.28 698.91 14,487 D
2025-04-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 1,068 7.28 7.8K 146,930 D
2025-03-03 Zamansky Dmitry Officer Class A Common Stock 0 0.00 2,472 D
2025-03-03 McNeice Paul Francis Officer S-Sale D Class A Common Stock 130 8.80 1.1K 14,583 D
2025-03-03 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,781 8.80 42.1K 147,998 D
2025-02-03 McNeice Paul Francis Officer S-Sale D Class A Common Stock 9 10.51 94.56 9,192 D
2025-02-03 Gotlib Phyllis Officer S-Sale D Class A Common Stock 299 10.51 3.1K 108,611 D
2025-01-02 Paunovich Vukasin Officer S-Sale D Class A Common Stock 444 7.17 3.2K 116,121 D
2025-01-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 98 7.17 702.54 9,201 D
2025-01-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 1,068 7.17 7.7K 108,840 D
2024-12-02 Weiler Kathy Johnson Officer S-Sale D Class A Common Stock 7,434 9.22 68.6K 180,593 D
2024-12-02 Paunovich Vukasin Officer S-Sale D Class A Common Stock 3,213 9.22 29.6K 116,565 D
2024-12-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 115 9.22 1.1K 9,299 D
2024-12-02 Knight Kurt Officer S-Sale D Class A Common Stock 3,123 9.22 28.8K 142,213 D
2024-12-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,656 9.22 33.7K 109,908 D
2024-11-05 HIRSCHHORN MARK Officer S-Sale D Class A Common Stock 46,345 8.97 415.5K 214,382 D
2024-11-04 HIRSCHHORN MARK Officer A-Award A Class A Common Stock 257,477 0.00 260,727 D
2024-11-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 9 8.93 80.37 9,414 D
2024-11-01 Knight Kurt Officer S-Sale D Class A Common Stock 268 8.93 2.4K 145,336 D
2024-11-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 224 8.93 2.0K 113,564 D
2024-10-21 HIRSCHHORN MARK Officer Class A Common Stock 0 0.00 3,250 D
2024-10-01 Shepardson Robert Officer S-Sale D Class A Common Stock 876 9.15 8.0K 112,116 D
2024-10-01 Paunovich Vukasin Officer S-Sale D Class A Common Stock 398 9.15 3.6K 119,778 D
2024-10-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 84 9.15 768.96 9,423 D
2024-10-01 Knight Kurt Officer S-Sale D Class A Common Stock 682 9.15 6.2K 145,604 D
2024-10-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 798 9.15 7.3K 113,788 D
2024-09-03 Weiler Kathy Johnson Officer S-Sale D Class A Common Stock 7,266 7.87 57.2K 188,027
2024-09-03 Shepardson Robert Officer S-Sale D Class A Common Stock 5,177 7.87 40.8K 112,992
2024-09-03 Paunovich Vukasin Officer S-Sale D Class A Common Stock 3,141 7.87 24.7K 120,176
2024-09-03 McNeice Paul Francis Officer S-Sale D Class A Common Stock 165 7.87 1.3K 9,507
2024-09-03 Knight Kurt Officer S-Sale D Class A Common Stock 3,053 7.87 24.0K 146,286
2024-09-03 Gotlib Phyllis Officer S-Sale D Class A Common Stock 3,574 7.87 28.1K 114,586
2024-08-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 8 9.56 76.45 9,672
2024-08-01 Knight Kurt Officer S-Sale D Class A Common Stock 268 9.56 2.6K 149,339
2024-08-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 225 9.56 2.2K 118,160
2024-07-01 Shepardson Robert Officer S-Sale D Class A Common Stock 17,520 0.30 5.3K 2,363,399
2024-07-01 Paunovich Vukasin Officer S-Sale D Class A Common Stock 7,956 0.30 2.4K 2,461,133
2024-07-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 1,670 0.30 507.01 193,611
2024-07-01 Knight Kurt Officer S-Sale D Class A Common Stock 13,636 0.30 4.1K 2,992,141
2024-07-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 15,953 0.30 4.8K 2,367,702
2024-06-24 Jackson Deborah C Director S-Sale D Class A Common Stock 42,202 0.41 17.2K 636,683
2024-06-18 Webb Robert Thomas Director A-Award A Class A Common Stock 543,773 0.00 743,341
2024-06-18 Slavin Peter L. Director A-Award A Class A Common Stock 543,773 0.00 713,403
2024-06-18 Schlegel Stephen J. Director A-Award A Class A Common Stock 543,773 0.00 728,969
2024-06-18 Ross Derek Director A-Award A Class A Common Stock 543,773 0.00 715,831
2024-06-18 Jackson Deborah C Director A-Award A Class A Common Stock 543,773 0.00 678,885
2024-06-18 Goldwasser Rivka Director A-Award A Class A Common Stock 543,773 0.00 1,399,754
2024-06-18 Cosgrove Delos M. Director A-Award A Class A Common Stock 543,773 0.00 716,031
2024-06-13 Goldwasser Rivka Director A-Award A Class A Common Stock 855,981 0.00 855,981
2024-06-03 Weiler Kathy Johnson Officer S-Sale D Class A Common Stock 69,755 0.41 28.9K 3,905,862
2024-06-03 Shepardson Robert Officer S-Sale D Class A Common Stock 103,495 0.41 42.9K 2,380,919
2024-06-03 Paunovich Vukasin Officer S-Sale D Class A Common Stock 62,810 0.41 26.0K 2,469,089
2024-06-03 McNeice Paul Francis Officer S-Sale D Class A Common Stock 3,170 0.41 1.3K 195,281
2024-06-03 Knight Kurt Officer S-Sale D Class A Common Stock 69,552 0.41 28.8K 3,005,777
2024-06-03 Gotlib Phyllis Officer S-Sale D Class A Common Stock 71,455 0.41 29.6K 2,383,655
2024-05-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 175 0.52 91.19 198,451
2024-05-01 Knight Kurt Officer S-Sale D Class A Common Stock 6,085 0.52 3.2K 3,075,329
2024-05-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,469 0.52 2.3K 2,455,110
2024-04-01 Shepardson Robert Officer S-Sale D Class A Common Stock 7,569 0.77 5.8K 2,784,414
2024-04-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 761 0.77 587.57 198,626
2024-04-01 Knight Kurt Officer S-Sale D Class A Common Stock 6,157 0.77 4.8K 3,081,414
2024-04-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 6,891 0.77 5.3K 2,459,579
2024-03-08 McNeice Paul Francis Officer S-Sale D Class A Common Stock 5,418 1.03 5.6K 197,865
2024-03-01 Shepardson Robert Officer S-Sale D Class A Common Stock 68,303 1.07 73.2K 2,776,845
2024-03-01 Paunovich Vukasin Officer S-Sale D Class A Common Stock 31,712 1.07 34.0K 2,517,546
2024-03-01 Knight Kurt Officer S-Sale D Class A Common Stock 38,747 1.07 41.5K 3,075,257
2024-03-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 36,110 1.07 38.7K 2,452,688
2024-02-23 Weiler Kathy Johnson Officer S-Sale D Class A Common Stock 283,192 1.09 309.2K 3,975,617
2024-02-23 Shepardson Robert Officer S-Sale D Class A Common Stock 319,214 1.09 348.5K 2,845,148
2024-02-23 Paunovich Vukasin Officer S-Sale D Class A Common Stock 251,323 1.09 274.4K 2,535,635
2024-02-23 Knight Kurt Officer S-Sale D Class A Common Stock 283,079 1.09 309.0K 3,114,004
2024-02-23 Gotlib Phyllis Officer S-Sale D Class A Common Stock 285,752 1.09 312.0K 2,488,798
2024-02-20 Weiler Kathy Johnson Officer A-Award A Class A Common Stock 2,171,646 0.00 4,258,809
2024-02-20 Shepardson Robert Officer A-Award A Class A Common Stock 2,171,646 0.00 3,164,362
2024-02-20 Paunovich Vukasin Officer A-Award A Class A Common Stock 2,171,646 0.00 2,786,958
2024-02-20 Knight Kurt Officer A-Award A Class A Common Stock 2,171,646 0.00 3,397,083
2024-02-20 Gotlib Phyllis Officer A-Award A Class A Common Stock 2,171,646 0.00 2,774,550
2024-02-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 151 1.09 165.22 103,237
2024-02-01 Knight Kurt Officer S-Sale D Class A Common Stock 6,239 1.09 6.8K 1,225,437
2024-02-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,462 1.09 4.9K 602,904
2024-01-16 Paunovich Vukasin Officer S-Sale D Class A Common Stock 58,409 1.07 62.4K 615,312
2024-01-02 Shepardson Robert Officer S-Sale D Class A Common Stock 8,414 1.49 12.6K 992,716
2024-01-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 757 1.49 1.1K 103,388
2024-01-02 Knight Kurt Officer S-Sale D Class A Common Stock 6,882 1.49 10.3K 1,231,676
2024-01-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 6,887 1.49 10.3K 607,366
2023-12-05 Knight Kurt Officer S-Sale D Class A Common Stock 25,867 1.24 32.2K 1,238,558
2023-12-01 Shepardson Robert Officer S-Sale D Class A Common Stock 24,990 1.26 31.6K 1,001,130
2023-12-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 872 1.26 1.1K 104,145
2023-11-02 Slavin Peter L. Director S-Sale D Class A Common Stock 2,330 1.24 2.9K 169,630
2023-11-02 Jackson Deborah C Director S-Sale D Class A Common Stock 2,376 1.24 2.9K 135,112
2023-11-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 129 1.11 142.70 105,017
2023-11-01 Knight Kurt Officer S-Sale D Class A Common Stock 5,578 1.11 6.2K 1,264,425
2023-11-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,461 1.11 4.9K 614,253
2023-10-02 Shepardson Robert Officer S-Sale D Class A Common Stock 7,566 1.12 8.5K 1,026,120
2023-10-02 McNeice Paul Francis Officer S-Sale D Class A Common Stock 642 1.12 718.72 105,146
2023-10-02 Knight Kurt Officer S-Sale D Class A Common Stock 6,154 1.12 6.9K 1,270,003
2023-10-02 Gotlib Phyllis Officer S-Sale D Class A Common Stock 6,888 1.12 7.7K 618,714
2023-09-21 Schoenberg Roy Director / Officer S-Sale D Class A Common Stock 125,702 1.20 151.1K 2,166,042
2023-09-21 Schoenberg Ido Director / Officer S-Sale D Class A Common Stock 135,236 1.20 162.6K 1,285,011
2023-09-05 Knight Kurt Officer S-Sale D Class A Common Stock 25,866 1.44 37.3K 1,276,157
2023-09-01 Shepardson Robert Officer S-Sale D Class A Common Stock 24,989 1.50 37.4K 1,033,686
2023-09-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 869 1.50 1.3K 105,788
2023-09-01 Knight Kurt Officer S-Sale D Class A Common Stock 18,108 1.50 27.1K 1,302,023
2023-09-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 14,479 1.50 21.7K 625,602
2023-08-01 Schoenberg Roy Director / Officer S-Sale D Class A Common Stock 9,486 2.31 21.9K 2,291,744
2023-08-01 Schoenberg Ido Director / Officer S-Sale D Class A Common Stock 10,218 2.31 23.6K 1,420,247
2023-08-01 Knight Kurt Officer S-Sale D Class A Common Stock 5,574 2.31 12.8K 1,320,131
2023-08-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,458 2.31 10.3K 640,081
2023-07-17 Paunovich Vukasin Officer S-Sale D Class A Common Stock 104,832 2.16 226.0K 664,761
2023-07-03 Shepardson Robert Officer S-Sale D Class A Common Stock 7,563 2.11 16.0K 1,058,675
2023-07-03 McNeice Paul Francis Officer S-Sale D Class A Common Stock 620 2.11 1.3K 106,657
2023-07-03 Knight Kurt Officer S-Sale D Class A Common Stock 6,151 2.11 13.0K 1,325,705
2023-07-03 Gotlib Phyllis Officer S-Sale D Class A Common Stock 6,885 2.11 14.5K 644,539
2023-06-22 Webb Robert Thomas Director A-Award A Class A Common Stock 91,743 0.00 214,568
2023-06-22 Slavin Peter L. Director A-Award A Class A Common Stock 91,743 0.00 171,960
2023-06-22 Schlegel Stephen J. Director A-Award A Class A Common Stock 91,743 0.00 185,196
2023-06-22 Ross Derek Director A-Award A Class A Common Stock 91,743 0.00 172,058
2023-06-22 PATRICK DEVAL L Director A-Award A Class A Common Stock 91,743 0.00 169,892
2023-06-22 Jackson Deborah C Director A-Award A Class A Common Stock 91,743 0.00 137,488
2023-06-22 Cosgrove Delos M. Director A-Award A Class A Common Stock 91,743 0.00 172,258
2023-06-21 Schoenberg Roy Director / Officer S-Sale D Class A Common Stock 125,696 2.19 274.8K 2,301,230
2023-06-21 Schoenberg Ido Director / Officer S-Sale D Class A Common Stock 135,834 2.19 297.0K 1,430,465
2023-06-13 Slavin Peter L. Director S-Sale D Class A Common Stock 22,670 2.51 56.9K 80,217
2023-06-13 Jackson Deborah C Director S-Sale D Class A Common Stock 23,173 2.51 58.2K 45,745
2023-06-05 Knight Kurt Officer S-Sale D Class A Common Stock 25,864 2.42 62.6K 1,331,856
2023-06-01 Weiler Kathy Johnson Officer 0 0.00 0
2023-06-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 842 2.26 1.9K 107,277
2023-06-01 Knight Kurt Officer S-Sale D Class A Common Stock 18,106 2.26 40.8K 1,357,720
2023-06-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 14,478 2.26 32.6K 651,424
2023-05-15 Schoenberg Roy Director / Officer M-Exempt A Class A Common Stock 500,000 0.00 2,660,353
2023-05-15 Schoenberg Ido Director / Officer M-Exempt A Class A Common Stock 500,000 0.00 1,816,909
2023-05-01 Schoenberg Roy Director / Officer S-Sale D Class A Common Stock 9,486 2.17 20.6K 2,160,353
2023-05-01 Schoenberg Ido Director / Officer S-Sale D Class A Common Stock 10,265 2.17 22.2K 1,316,909
2023-05-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 122 2.17 264.41 108,119
2023-05-01 Knight Kurt Officer S-Sale D Class A Common Stock 5,575 2.17 12.1K 1,375,826
2023-05-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,458 2.17 9.7K 665,902
2023-03-21 Schoenberg Roy Director / Officer / 10% Owner S-Sale D Class A Common Stock 113,686 2.40 273.1K 2,169,839
2023-03-21 Schoenberg Ido Director / Officer / 10% Owner S-Sale D Class A Common Stock 136,208 2.40 327.2K 1,327,174
2023-03-10 Shepardson Robert Officer S-Sale D Class A Common Stock 20,000 2.36 47.2K 1,091,225
2023-03-06 Knight Kurt Officer S-Sale D Class A Common Stock 25,680 2.73 70.1K 1,381,401
2023-03-01 Shepardson Robert Officer S-Sale D Class A Common Stock 56,858 2.74 156.0K 836,847
2023-03-01 Paunovich Vukasin Officer A-Award A Performance Share Units 274,378 0.00 274,378
2023-03-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 4,015 2.74 11.0K 67,771
2023-03-01 Knight Kurt Officer A-Award A Performance Share Units 274,378 0.00 274,378
2023-03-01 Gotlib Phyllis Officer A-Award A Performance Share Units 274,378 0.00 274,378
2023-02-01 Schoenberg Roy Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,411 3.88 28.8K 2,283,525
2023-02-01 Schoenberg Ido Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,645 3.88 41.3K 1,463,382
2023-02-01 McNeice Paul Francis Officer S-Sale D Class A Common Stock 146 3.88 567.11 71,786
2023-02-01 Kutan Serkan Officer S-Sale D Class A Common Stock 5,444 3.88 21.1K 641,380
2023-02-01 Knight Kurt Officer S-Sale D Class A Common Stock 6,234 3.88 24.2K 1,424,940
2023-02-01 Howe Amber Officer S-Sale D Class A Common Stock 1,498 3.88 5.8K 295,964
2023-02-01 Gotlib Phyllis Officer S-Sale D Class A Common Stock 4,457 3.88 17.3K 467,987
2023-02-01 Gay Bradford Officer S-Sale D Class A Common Stock 2,139 3.88 8.3K 736,053
2023-01-27 Gay Bradford Officer S-Sale D Class A Common Stock 12,120 3.96 48.0K 738,192
2023-01-18 Gay Bradford Officer S-Sale D Class A Common Stock 1,300 3.96 5.1K 750,312
2023-01-17 Gay Bradford Officer S-Sale D Class A Common Stock 100 3.95 395.00 751,612
2023-01-13 Gay Bradford Officer S-Sale D Class A Common Stock 700 3.95 2.8K 751,712
2022-12-31 Knight Kurt Officer 0 0.00 0
2022-12-31 Gotlib Phyllis Officer I Class A Common Stock 0 0.00 1,463,382
2022-12-21 Schoenberg Roy Officer S-Sale D Class A Common Stock 125,696 3.23 406.3K 2,290,936
2022-12-21 Schoenberg Ido Officer S-Sale D Class A Common Stock 132,006 3.24 427.6K 1,474,027

Executive team

Top executives
EBIT / Employee
-187.3K
Shares Outstanding
16.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ido Schoenberg Chairman, Chief Executive Officer (CEO) 701.8K 1.29M 2.01M 156.0K 4.16M 31.10%
2 2025 Dan Zamansky Executive Vice President, Chief Product and Technology Officer 401.1K 100.0K 2.20M 502.6K 10.5K 3.21M 68.44%
3 2025 Mark Hirschhorn Executive Vice President, Chief Financial Officer and Chief Operating Officer 575.0K 1.99M 10.5K 2.58M 0.00%
4 2024 Kathy Weiler Former Executive Vice President, Chief Commercial and Growth Officer 488.7K 250.0K 2.78M 1.92M 5.44M 51.14%
5 2024 Kurt Knight Former Chief Operating Officer 488.7K 2.78M 485.0K 1.25M 5.01M 55.53%
6 2024 Phyllis Gotlib President, International 490.7K 169.8K 2.78M 169.8K 101.3K 3.71M 74.90%
7 2024 Robert Shepardson Former Chief Financial Officer 391.7K 2.78M 10.4K 3.18M 87.36%
8 2024 Mark Hirschhorn Executive Vice President, Chief Financial Officer and Chief Operating Officer 96.4K 500.0K 2.29M 2.88M 79.32%
9 2024 Mark Hirschhorn Executive Vice President, Chief Financial Officer and Chief Operating Officer 96.4K 500.0K 2.29M 2.88M 79.32%
10 2024 Roy Schoenberg Executive Vice Chairman, Former co-Chief Executive Officer 475.0K 247.1K 1.96M 2.68M 0.00%
11 2024 Ido Schoenberg Chairman, Chief Executive Officer (CEO) 657.7K 1.34M 116.1K 2.12M 0.00%
12 2024 Ido Schoenberg Chairman, Chief Executive Officer (CEO) 657.7K 1.34M 116.1K 2.12M 0.00%
13 2024 Dan Zamansky Executive Vice President, Chief Product and Technology Officer
14 2023 Kathy Weiler Former Executive Vice President, Chief Commercial and Growth Officer 283.5K 5.39M 9.6K 5.68M 94.84%
15 2023 Kathy Weiler Executive Vice President, Chief Commercial and Growth Officer 283.5K 5.39M 9.6K 5.68M 94.84%
16 2023 Phyllis Gotlib President, American Well International 497.5K 1.66M 139.5K 2.29M 72.23%
17 2023 Phyllis Gotlib President, International 497.5K 1.66M 139.5K 2.29M 72.23%
18 2023 Vukasin (Vaughn) Paunovich EVP Enterprise Platforms 485.0K 1.66M 58.2K 2.20M 75.31%
19 2023 Robert Shepardson Former Chief Financial Officer 485.0K 1.66M 10.8K 2.15M 76.97%
20 2023 Robert Shepardson Chief Financial Officer 485.0K 1.66M 10.8K 2.15M 76.97%
21 2023 Kurt Knight Former Chief Operating Officer 485.0K 1.66M 9.9K 2.15M 77.00%
22 2023 Ido Schoenberg Chairman & Chief Executive Officer 666.8K 131.0K 797.8K 0.00%
23 2023 Ido Schoenberg Chairman, Chief Executive Officer (CEO) 666.8K 131.0K 797.8K 0.00%
24 2023 Roy Schoenberg President & Chief Executive Officer 650.0K 8.4K 658.4K 0.00%
25 2023 Roy Schoenberg Executive Vice Chairman, Former co-Chief Executive Officer 650.0K 8.4K 658.4K 0.00%
26 2022 Ido Schoenberg Chairman & Chief Executive Officer 619.5K 14.65M 740.6K 156.1K 16.16M 90.62%
27 2022 Ido Schoenberg Chairman, Chief Executive Officer (CEO) 619.5K 14.65M 740.6K 156.1K 16.16M 90.62%
28 2022 Roy Schoenberg President & Chief Executive Officer 650.0K 14.65M 740.6K 8.4K 16.04M 91.28%
29 2022 Roy Schoenberg Executive Vice Chairman, Former co-Chief Executive Officer 650.0K 14.65M 740.6K 8.4K 16.04M 91.28%
30 2022 Vukasin (Vaughn) Paunovich EVP Enterprise Platforms 231.5K 8.06M 409.3K 938.00 8.70M 92.62%
31 2022 Phyllis Gotlib President, American Well International 462.3K 4.72M 409.3K 130.6K 5.72M 82.47%
32 2022 Phyllis Gotlib President, International 462.3K 4.72M 409.3K 130.6K 5.72M 82.47%
33 2022 Robert Shepardson Former Chief Financial Officer 485.0K 4.72M 409.3K 16.2K 5.63M 83.82%
34 2022 Robert Shepardson Chief Financial Officer 485.0K 4.72M 409.3K 16.2K 5.63M 83.82%
35 2022 Kurt Knight Former Chief Operating Officer 485.0K 4.72M 409.3K 11.1K 5.62M 83.90%
36 2022 Kurt Knight Chief Operating Officer 485.0K 4.72M 409.3K 11.1K 5.62M 83.90%
37 2021 Ido Schoenberg Chairman & Chief Executive Officer 626.1K 38.80M 487.5K 79.7K 39.99M 97.02%
38 2021 Roy Schoenberg President & Chief Executive Officer 650.0K 38.80M 487.5K 7.5K 39.94M 97.13%
39 2021 Robert Shepardson Chief Financial Officer 80.8K 8.30M 242.5K 150.00 8.62M 96.25%
40 2021 Kurt Knight Chief Operating Officer 470.0K 3.27M 194.0K 9.6K 3.94M 82.90%
41 2021 Phyllis Gotlib President, American Well International 457.2K 2.33M 194.0K 80.5K 3.06M 76.13%
42 2020 Ido Schoenberg Chairman & Chief Executive Officer 650.0K 1.99M 65.65M 950.6K 12.1K 69.25M 94.80%
43 2020 Roy Schoenberg President & Chief Executive Officer 650.0K 1.99M 65.65M 950.6K 6.3K 69.25M 94.81%
44 2020 Phyllis Gotlib President, American Well International 400.5K 11.99M 497.3K 69.2K 12.96M 92.54%
45 2020 Keith W. Anderson Chief Financial Officer 409.4K 684.3K 6.56M 621.6K 46.5K 8.32M 78.83%
46 2020 Kurt Knight Chief Operating Officer 378.1K 6.56M 497.3K 9.0K 7.44M 88.12%
47 2019 Keith W. Anderson Chief Financial Officer 400.0K 105.0K 7.62M 315.0K 119.9K 8.56M 89.02%
48 2019 Kurt Knight Chief Operating Officer 337.5K 62.5K 5.10M 187.5K 8.3K 5.69M 89.54%
49 2019 Ido Schoenberg Chairman & Chief Executive Officer 650.0K 162.5K 487.5K 11.4K 1.31M 0.00%
50 2019 Roy Schoenberg President & Chief Executive Officer 650.0K 162.5K 487.5K 6.0K 1.31M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-02 8-K
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-03-06 4

Executive team

NameTitleCompensationGender
Ido Schoenberg Chairman & Chief Executive Officer 3M
Roy Schoenberg Executive Vice Chairman 3M
Mark J. Hirschhorn Executive Vice President, Chief Operating Officer & Chief Financial Officer 3M male
Dan Zamansky Chief Product & Technology Officer 1M male
Phyllis I. Gotlib President of Amwell International 931.5K female
Sue Dooley Head of Investor Relations female
Cynthia Horner FAAFP Chief Medical Officer & President of Amwell Medical Group female
Michael Miller Senior Vice President & Chief Sales Officer male
Paul Francis McNeice Vice President of Accounting male
Anna Nesterova Head of Legal
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
64.5 / 63.0
Company / Sector avg.
S (Social)
80.8 / 69.8
Company / Sector avg.
G (Governance)
67.5 / 68.0
Company / Sector avg.
ESG Total
70.9 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits