American Well Corp
AMWL · Services-Business Services, NEC · 16.4M shares · -48%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$72M (gross $586K, SBC $72M)
Reference price $9.33 · est. market cap ~$153M — last insider sale, 2026-07-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52gen composite 24pct→53; net + operating loss
Notable findings
- Net lossNet loss (net margin -38.4%)
- Cash burnNegative free cash flow (-66.0M)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $182M cash & investments, ~11 quarters of runway
- Buying back stockNet buyback — share count -48%/yr over 3y
- Revenue declineRevenue -17.9% YoY
- Notable holderHeld by 4 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
53.3%
Operating margin
-42.2%
Net margin
-38.4%
Return on equity
-40.6%
Return on assets
-29.6%
ROIC
-35.3%
Revenue growth (QoQ)
-17.9%
Current ratio
3.4×
Free cash flow
-$66M
EBITDA
-$71M
Tangible book value
$170M
Cash & investments
$182M
Cash runway
11q
Stock comp / revenue
8.8%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Ido Schoenberg | Chairman, co-CEO | $4M FY2025 |
| Dan Zamansky | Officer | $3M FY2025 |
| Gotlib Phyllis | President, International | — |
| Mark Hirschhorn | Chief Financial Officer | $3M FY2025 |
| McNeice Paul Francis | Chief Accounting Officer | — |
| Zamansky Dmitry | Chief Product & Tech. Officer | — |
| Schoenberg Roy | Executive Vice Chairman | — |
| Deborah Jackson | Director | $229K FY2025 |
| Delos Cosgrove | Director | $229K FY2025 |
| Derek Ross | Director | $229K FY2025 |
| Peter Slavin | Director | $229K FY2025 |
| Rivka Goldwasser | Director | $260K FY2025 |
| Rob Webb | Director | $229K FY2025 |
| Stephen Schlegel | Director | $290K FY2025 |
| Webb Robert Thomas | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-07-01 | McNeice Paul Francis | Sell | 653 | $9.33 |
| 2026-07-01 | HIRSCHHORN MARK | Sell | 4.3K | $9.33 |
| 2026-07-01 | Zamansky Dmitry | Sell | 8.5K | $9.33 |
| 2026-07-01 | Gotlib Phyllis | Sell | 6.7K | $9.33 |
| 2026-06-16 | Cosgrove Delos M. | Grant | 15K | — |
| 2026-06-16 | Webb Robert Thomas | Grant | 15K | — |
| 2026-06-16 | Ross Derek | Grant | 15K | — |
| 2026-06-16 | Goldwasser Rivka | Grant | 15K | — |
| 2026-06-16 | Schlegel Stephen J. | Grant | 15K | — |
| 2026-06-16 | Jackson Deborah C | Grant | 15K | — |
| 2026-06-11 | Schlegel Stephen J. | Sell | 9.8K | $8.76 |
| 2026-06-01 | HIRSCHHORN MARK | Sell | 11K | $9.74 |
| 2026-06-01 | Gotlib Phyllis | Sell | 3.6K | $9.74 |
| 2026-06-01 | McNeice Paul Francis | Sell | 112 | $9.74 |
| 2026-05-07 | Schoenberg Ido | Buy | 670 | $7.37 |
| 2026-04-01 | Gotlib Phyllis | Sell | 3.7K | $5.30 |
| 2026-04-01 | Zamansky Dmitry | Sell | 5.6K | $5.30 |
| 2026-04-01 | McNeice Paul Francis | Sell | 383 | $5.30 |
| 2026-03-04 | HIRSCHHORN MARK | Grant | 50K | — |
| 2026-03-04 | Gotlib Phyllis | Grant | 50K | — |
| 2026-03-04 | Zamansky Dmitry | Grant | 50K | — |
| 2026-03-04 | McNeice Paul Francis | Grant | 8.1K | — |
| 2026-03-02 | Zamansky Dmitry | Sell | 2.5K | $5.45 |
| 2026-03-02 | HIRSCHHORN MARK | Sell | 11K | $5.24 |
| 2026-03-02 | Gotlib Phyllis | Sell | 3.6K | $5.24 |
| 2026-03-02 | McNeice Paul Francis | Sell | 130 | $5.24 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Shareholder vote | filing ↗ |
| 2026-05-12 | Exec/director change | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-02 | Exec/director change | filing ↗ |
| 2026-02-12 | ResultsExhibits | filing ↗ |
| 2026-01-08 | Material agreementExhibits | filing ↗ |
| 2026-01-02 | Material agreementExhibits | filing ↗ |
| 2025-11-04 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-16 | 0001193125-26-277605 ↗ |
| 8-K | 2026-05-12 | 2026-05-06 | 0001193125-26-218277 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-206427 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001393584-26-000013 ↗ |
| DEF 14A | 2026-04-23 | 2026-04-23 | 0001393584-26-000008 ↗ |
| 8-K | 2026-04-02 | 2026-04-01 | 0001193125-26-140460 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0001193125-26-048776 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001193125-26-048737 ↗ |
| 8-K | 2026-01-08 | 2026-01-05 | 0001193125-26-007807 ↗ |
| 8-K | 2026-01-02 | 2025-12-24 | 0001193125-26-001087 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001193125-25-264710 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001193125-25-264718 ↗ |