organization · Reporting owner
CD&R Vector Holdings, L.P.
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | 10% owner | May 18, 2023 | May 18, 2023 |
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.
agilon health, inc.
Report date May 18, 2023 · Filed May 18, 2023
Jointly reported with CD&R Investment Associates IX, Ltd.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy affiliate | 100,000,000 |
Reported balance
After 2023-05-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-05-18 · Sale · Disposed 94,173,804 · Balance 100,000,000 F1: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 100,000,000 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F2: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 100,000,000 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder.
F2: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| May 18, 2023 Filed May 18, 2023 16:05 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 94,173,804 | $20.80 | $1,958,937,549.15 |
DisclosureSEC source: 0001209191-23-030592 · doc4.xml · nonDerivative · entry 1 CD&R Investment Associates IX, Ltd. · CIK 0001624514 · 10% owner CD&R Vector Holdings, L.P. · CIK 0001852347 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By affiliate Disclosed balance after: 100,000,000 F1 · ownership.direct: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 100,000,000 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F2 · ownership.direct: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. Read SEC document |
| May 15, 2023 Filed May 17, 2023 16:20 UTC | agilon health, inc. AGL · Entity 4698 | OtherCommon Stock | 437,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030166 · doc4.xml · nonDerivative · entry 1 CD&R Investment Associates IX, Ltd. · CIK 0001624514 · 10% owner CD&R Vector Holdings, L.P. · CIK 0001852347 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By affiliate Disclosed balance after: 194,173,804 F1 · kind: On May 15, 2023, 437,504 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. ("CD&R Stockholder") were distributed to certain investment professionals who are direct and indirect limited partners of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with certain charitable gifts made by such investment professionals on May 15, 2023. F2 · ownership.direct: Following the transaction reported herein, CD&R Stockholder directly owns 194,173,804 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F3 · ownership.direct: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. Read SEC document |
| August 11, 2022 Filed Aug 12, 2022 17:31 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 11,337,500 | $24.35 | $276,068,125.00 |
DisclosureSEC source: 0001209191-22-045671 · doc4.xml · nonDerivative · entry 1 CD&R Investment Associates IX, Ltd. · CIK 0001624514 · 10% owner CD&R Vector Holdings, L.P. · CIK 0001852347 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By affiliate Disclosed balance after: 194,611,308 F1 · ownership.direct: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 194,611,308 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F2 · ownership.direct: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. Read SEC document |
| September 14, 2021 Filed Sep 14, 2021 17:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 17,904,257 | $28.98 | $518,865,367.86 |
DisclosureSEC source: 0001209191-21-055957 · doc4.xml · nonDerivative · entry 1 CD&R Investment Associates IX, Ltd. · CIK 0001624514 · 10% owner CD&R Vector Holdings, L.P. · CIK 0001852347 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By affiliate Disclosed balance after: 205,948,808 F1 · ownership.direct: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 205,948,808 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F2 · ownership.direct: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 17:01 UTC | agilon health, inc. AGL · Entity 4698 | OtherCommon Stock | 865,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-055700 · doc4.xml · nonDerivative · entry 1 CD&R Investment Associates IX, Ltd. · CIK 0001624514 · 10% owner CD&R Vector Holdings, L.P. · CIK 0001852347 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By affiliate Disclosed balance after: 223,853,065 F1 · kind: On September 9, 2021, 865,112 shares of Common Stock directly owned by CD&R Vector Holdings, L.P. were distributed to certain investment professionals who are direct and indirect limited partners of CD&R Associates IX, L.P., the general partner of each limited partner of CD&R Vector Holdings, L.P., in connection with certain charitable gifts made by such investment professionals on September 9, 2021. F2 · ownership.direct: Following the transaction reported herein, CD&R Vector Holdings, L.P. ("CD&R Stockholder") directly owns 223,853,065 shares of the Issuer's Common Stock. CD&R Investment Associates IX, Ltd., as the general partner of CD&R Stockholder, may be deemed to beneficially own the shares of Common Stock held by CD&R Stockholder. F3 · ownership.direct: CD&R Investment Associates IX, Ltd. expressly disclaims beneficial ownership of the shares of Common Stock held by CD&R Stockholder, except to the extent of its pecuniary interest therein. 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.