Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Exper. & Innovation Officer | September 14, 2021 | September 15, 2021 |
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 September 14, 2021 · Filed September 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,956 |
Last balance in matching sequence
After 2021-09-14 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-09-14 · Exercise / conversion · Acquired 61,543 · Balance 73,499 F1: Includes restricted stock units. Row 2 · 2021-09-14 · Sale · Disposed 61,543 · Balance 11,956 F1: Includes restricted stock units. |
| Options (Rights to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2027-04-27 | Direct | 438,457 |
Reported balance
After 2021-09-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-09-14 · Exercise / conversion · Disposed 61,543 · Balance 438,457 F2: These options were granted on April 27, 2017, and fully vested on March 1, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units.
F2: These options were granted on April 27, 2017, and fully vested on March 1, 2021.
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 |
|---|---|---|---|---|---|---|
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 61,543 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-21-056201 · doc4.xml · derivative · entry 3 Dombro Lisa · CIK 0001855954 · Exper. & Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,457 Underlying: Common Stock · 61,543 shares Expires 2027-04-27 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. F2 · derivative.exercise_date: These options were granted on April 27, 2017, and fully vested on March 1, 2021. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 61,543 | $28.98 | $1,783,516.14 |
DisclosureSEC source: 0001209191-21-056201 · doc4.xml · nonDerivative · entry 2 Dombro Lisa · CIK 0001855954 · Exper. & Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,956 F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 61,543 | $1.00 | $61,543.00 |
DisclosureSEC source: 0001209191-21-056201 · doc4.xml · nonDerivative · entry 1 Dombro Lisa · CIK 0001855954 · Exper. & Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,499 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 21:24 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 40,710 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027014 · doc4.xml · derivative · entry 2 Dombro Lisa · CIK 0001855954 · Exper. & Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,710 Underlying: Common Stock · 40,710 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 21:24 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 11,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027014 · doc4.xml · nonDerivative · entry 1 Dombro Lisa · CIK 0001855954 · Exper. & Innovation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,956 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.