Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
agilon health, inc.
Report date December 17, 2021 · Filed December 21, 2021
Section 16 reporting ended · disclosed 2021-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,434 |
Last balance in matching sequence
After 2021-12-17 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2021-12-17 · Exercise / conversion · Acquired 21,481 · Balance 26,915 F1: Includes restricted stock units. Row 2 · 2021-12-17 · Sale · Disposed 2,888 · Balance 24,027 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.64 to $22.63, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1: Includes restricted stock units. Row 3 · 2021-12-17 · Sale · Disposed 18,593 · Balance 5,434 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.64 to $23.33, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1: Includes restricted stock units. |
| Options (Rights to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.45 · Expires 2030-01-31 | Direct | 50,000 |
Reported balance
After 2021-12-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-17 · Exercise / conversion · Disposed 21,481 · Balance 50,000 F4: These options were granted on January 31, 2020 and are scheduled to vest in four equal installments on each anniversary of August 13, 2019, subject to continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.64 to $22.63, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.64 to $23.33, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F4: These options were granted on January 31, 2020 and are scheduled to vest in four equal installments on each anniversary of August 13, 2019, subject to continued employment.
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 |
|---|---|---|---|---|---|---|
| December 17, 2021 Filed Dec 21, 2021 21:01 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 21,481 | $0.00 Strike: $4.45 | $0.00 |
DisclosureSEC source: 0001209191-21-070762 · doc4.xml · derivative · entry 4 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 21,481 shares Expires 2030-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options were granted on January 31, 2020 and are scheduled to vest in four equal installments on each anniversary of August 13, 2019, subject to continued employment. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:01 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 18,593 | $22.97 | $427,081.21 |
DisclosureSEC source: 0001209191-21-070762 · doc4.xml · nonDerivative · entry 3 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.64 to $23.33, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:01 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 2,888 | $22.27 | $64,315.76 |
DisclosureSEC source: 0001209191-21-070762 · doc4.xml · nonDerivative · entry 2 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,027 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.64 to $22.63, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:01 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 21,481 | $4.45 | $95,590.45 |
DisclosureSEC source: 0001209191-21-070762 · doc4.xml · nonDerivative · entry 1 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,915 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 3,519 | $0.00 Strike: $4.45 | $0.00 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · derivative · entry 7 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,481 Underlying: Common Stock · 3,519 shares Expires 2030-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: These options were granted on January 31, 2020 and are scheduled to vest in four equal installments on each anniversary of August 13, 2019, subject to continued employment. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 3,519 | $23.14 | $81,429.66 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · nonDerivative · entry 5 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $23.03 to $23.29, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 3,519 | $4.45 | $15,659.55 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · nonDerivative · entry 4 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 25,000 | $0.00 Strike: $4.45 | $0.00 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · derivative · entry 6 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 shares Expires 2030-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: These options were granted on January 31, 2020 and are scheduled to vest in four equal installments on each anniversary of August 13, 2019, subject to continued employment. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 9,679 | $23.29 | $225,423.91 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · nonDerivative · entry 3 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $22.96 to $23.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 15,321 | $22.58 | $345,948.18 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · nonDerivative · entry 2 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,113 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.92 to $22.91, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:29 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 25,000 | $4.45 | $111,250.00 |
DisclosureSEC source: 0001209191-21-070274 · doc4.xml · nonDerivative · entry 1 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:23 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 18,504 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027011 · doc4.xml · derivative · entry 2 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,504 Underlying: Common Stock · 18,504 shares Expires 2031-04-14 F2 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. F2 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:23 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027011 · doc4.xml · nonDerivative · entry 1 Danieley Joan · CIK 0001856025 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. 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.