Form 4: AMWL Executive Granted 50,413 Restricted Stock Units

Phyllis Gotlib, President, International at American Well Corp, was granted 50,413 Restricted Stock Units.

Summary

• Phyllis Gotlib, President, International of American Well Corp (AMWL), was granted 50,413 shares of Class A Common Stock in the form of Restricted Stock Units (RSUs).
• The grant date for these RSUs was March 4, 2026.
• The RSUs will vest in equal quarterly increments over a two-year period.
• Vesting is scheduled to begin on the first calendar day of the month following three months after the grant date.
• The RSUs will be fully vested on the first calendar day of the month following the 24-month anniversary of the grant date.
• Following this transaction, Ms. Gotlib directly beneficially owns 166,710 shares and indirectly owns 114,250 shares through her husband.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, indicating continued executive commitment and a standard compensation practice that aligns management's interests with long-term shareholder value.

Positives

• The grant of Restricted Stock Units (RSUs) aligns the executive's long-term interests with those of the shareholders, incentivizing sustained company performance.
• This is a standard form of executive compensation, indicating continued commitment from key management.

Negatives

• The RSUs do not provide immediate cash value to the executive.
• The vesting schedule means the shares are not immediately owned by the executive and are subject to forfeiture if vesting conditions are not met.

Future Outlook

The filing indicates a future vesting schedule for the granted Restricted Stock Units, with vesting occurring in equal quarterly increments over a two-year period starting approximately three months after the grant date of March 4, 2026.

Industry Context

StockSavvy.ai notes that RSU grants are a common form of executive compensation in the technology and healthcare sectors, aligning executive incentives with long-term company performance and retention goals. This practice is widely adopted to motivate leadership in achieving strategic objectives.

Comparison to Industry Standards

• RSU grants are a standard compensation practice across various industries, particularly prevalent in growth-oriented technology and healthcare companies like AMWL.
• This method is comparable to compensation structures seen at peer companies in the digital health space, aiming to retain key talent and incentivize performance over a multi-year period.

Related Party Transactions

• Phyllis Gotlib's indirect beneficial ownership of 114,250 shares is held by her husband.

Stakeholder Impact

• Shareholders may benefit from the increased alignment of executive incentives with the company's long-term performance.
• Employees, particularly other executives, may view this as a positive signal regarding the company's compensation philosophy and commitment to retaining talent.

Next Steps

• The granted Restricted Stock Units will vest in equal quarterly increments over the next two years, starting approximately three months after the grant date.

Key Dates

Recommendation

This Form 4 reports a routine RSU grant to an executive, which is a standard compensation practice. It does not provide new information about the company's financial performance or strategic direction that would warrant a change in investment recommendation. It primarily indicates continued executive alignment with shareholder interests, supporting a 'hold' position for investors awaiting more substantive operational or financial updates.

Keywords

American Well Corp, AMWL, Form 4, Restricted Stock Units, RSU, insider transaction, executive compensation, Phyllis Gotlib